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Adrienne Padavich

Rockefeller Capital Management
12 Years of Experience
Los Angeles, CA
Broker
View SEC Summary
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Adrienne Padavich is a registered investment advisor at Rockefeller Capital Management, based in Los Angeles, CA, with 12 years of industry experience. Adrienne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 50,292 clients with $100B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
50,292 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$99.6B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-discretionary investment advisory and consulting fees are negotiable and max out at 2% of assets under management. Retirement plan services charge up to 1.25% with a $5,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1900 Ave of the Stars, Suite 1000, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rockefeller Capital Management
July 2025 - Present · 1 yr 3 mos
Rockefeller Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLCBroker
October 2024 - May 2025 · 7 mos
Raymond James & Associates, INC.
October 2012 - August 2021 · 8 yrs 10 mos
Raymond James & Associates, INC.Broker
October 2012 - August 2021 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - October 2012 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - October 2012 · 1 yr 5 mos
State Registrations22 states
ARAZCACODEFLGAIDILKYMDMINCNJNMNVNYOKORTNTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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