Raj Sharma and Three Other Indian-Americans Named Top US wealth advisors

Raj Sharma
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WALTHAM, MA–Four Indian-Americans, including Boston’s Raj Sharma, have been named among the nation’s top wealth advisors by Forbes magazine. In addition to Sharma, the list of 200 advisors includes Ash Chopra, Sonny Kothari and, Raju Pathak.

Raj Sharma-action“The 200 members of Forbes’ 2016 list of America’s Top Wealth Advisors collectively manage $675 billion, serving clients that range from Silicon Valley billionaires and Wall Street titans to small business owners and family fortunes,” Forbes magazine said.

Sharma and Chopra, both working in Merrill Lynch-Private Banking & Investment Group, have been ranked 17th and 129, respectively, on the Forbes 2016 list of top wealth advisors. Kothari of Merrill Lynch Wealth Management is ranked 176 and Pathak of Morgan Stanley Wealth Management has been ranked at 184 in the coveted list of wealth advisors.

“Though list members might seem to have a lot in common, there are plenty of differences too,” Forbes said. “Some advisors cater to smaller investors — or what one, Gerstein Fisher’s Gregg Fisher (#28), calls “regular people” — while others have hefty minimums of $10 million and up as their threshold for taking on new business.”

AIF said Sharmas are trustees of AIF and Raj serves as a member of the Board of Directors. Sharma is a Managing Director and Head of The Sharma Group, a high end private advisory boutique within Merrill Lynch’s Private Banking and Investment Group. He has been recognized as one of fifteen All-Stars by Barron’s Magazine – a recognition bestowed on advisors who have made the Top 100 list for ten consecutive years. In addition, Sharma, and the Sharma Group, have been recognized as the number one advisor in Massachusetts for the past five years. In 2013, Raj was recognized in the FT 400, a list of top global advisors compiled by The Financial Times. Recently, he was profiled in The Boston Globe, according to AIF.

In addition to advising wealthy people, Sharma, a resident of Sharon, MA, is active in philanthropy, civic and arts organizations. He serves as a Trustee of Emerson College and as Chair of the Board of YouthLEAD, an innovative organization encouraging respectful dialogue on difficult issues and promoting tolerance and understanding among young people. He is a former Chairman and current board member of The Boston Harbor Island Alliance.


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