Raj Bhatia
Raj Bhatia is the Founder and Managing Director of The Bhatia Group, a wealth management team within Merrill Private Wealth Management. For more than 40 years, he has helped high net-worth clients acquire, grow, and preserve assets—allowing them to pass their wealth to successive generations and create lasting legacies. He works with a select number of corporate executives, company founders, individuals and families, family offices, endowments, and foundations. Bhatia has a well-regarded depth of experience in wealth management, asset allocation, and portfolio management. An accredited International Wealth Advisor, he has been recognized numerous times by various leading financial media outlets and publications, including Forbes, Barron's, The Financial Times, and Chicago Tribune.
Raj Bhatia Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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MBA
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Bachelor of Science, Electrical Engineering
THE BHATIA GROUP
The Bhatia Group is a team serving ultra-high-net worth families, business owners, and institutions.
He leads the team in providing investment management, retirement planning, estate planning, tax planning, insurance planning, business succession, and charitable planning to clients.
He helps clients use volatility in their favor by rebalancing when portfolios fall out of a 60/40 split, inherently buying assets when they have dropped.
Their team has over 2 billion in AUM and has been featured in Forbes' Best-in-State Wealth Management teams.
CURRENT AFFILIATIONS
Charter Member, Indus Entrepreneurs Association
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2017-2024
Barron's Top 1,200 Financial Advisors, 2014-2017, 2024
Barron's America's Top 100 Financial Advisors, 2016-2017, 2020
Financial Times Top 400 Financial Advisors, 2014-2017
CERTIFICATIONS
Global Institutional Consultant
Certified Investment Management Analyst (CIMA)
Member, Investment Management Consultants Association