Assets Under Management
$70.0B
Number of Clients
35,950
Number of Advisors
876
Average Client AUM
$1.9M
AUM per Advisor
$79.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Rockefeller Financial offers discretionary and non-discretionary investment advisory services across a broad range of asset classes to high net-worth and ultra-high net worth individuals, families, and institutions. Services include consulting, retirement plan services, and financial planning reports.
45 Rockefeller Plaza, Floor 5, New York, NY, 10111