People

Raj Bhatia

Raj Bhatia

Formal First Name
Rajesh (Raj)
Link
Location

Raj Bhatia is Managing Director and Private Wealth Advisor of The Bhatia Group at Merrill Private Wealth Management. For over 40 years, he has helped a select group of high-net-worth clients acquire, grow and preserve assets, helping them 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. He has a well-regarded depth of experience in wealth management, asset allocation, and portfolio management. Bhatia is 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.

Professional Experience


Academic History

THE BHATIA GROUP

  • The group is a boutique-like 10-member financial advisory team, serving a select group of 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.

  • Notable achievements by The Bhatia Group:

    • Ranked #1 in the 2023 Forbes Best-In-State Wealth Management Teams (Illinois - Chicago) list

    • Ranked #33 in the 2023 America's Top Wealth Advisors list

    • Has over $2 billion in assets under management


RECOGNITIONS

  • Forbes America's Top Wealth Advisors, 2017-2023

  • Forbes Best-in-State Wealth Advisors, Illinois 2019-2023

  • Barron's America's Top 100 Financial Advisors, 2016-2017

  • Barron's Top 1,200 Financial Advisors, 2014-2017, 2023

  • Financial Times Top 400 Financial Advisors, 2014-2017


CERTIFICATIONS


INVOLVEMENT