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Raj Bhatia
Merrill Private Wealth ManagementNaplesWealth Advisor
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#5Forbes Best-In-State Wealth Advisors
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#72
America's Top Wealth Advisors (2024)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#5
Forbes Best-In-State Wealth Advisors (2024)
Florida - South (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Team Member - Best-In-State Wealth Management Teams (2024)
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Raj Bhatia

 

Raj Bhatia's Team Photo

In the News

$1.6 Billion Merrill Lynch Advisor Raj Bhatia Says There’s Nothing New Happening In The Market If You Understand History
By Jason Bisnoff
Contact Raj
(312) 325-2676
9128 Strada Pl., suite 301, Naples, Florida 34108
Asset Summary
As of Jun, 2023
$5M
Min Account Size For New Business
$5-50M
Typical Size Of Households
$10-50M
Typical Net Worth Of Relationships
$2.1B
Team Assets (Custodied)
Appears On