Financial ADVSR advisor directory · SEC adviser records
Rockefeller Financial LLC financial advisors
Every SEC-registered investment adviser representative at Rockefeller Financial LLC, by the state and city of the office they work from.
942 registered advisors work at Rockefeller Financial LLC, in 25 states and 104 cities; the most are in New York, NY (159). 137 list the CFP designation and 931 are also registered broker representatives.
Search every Rockefeller Financial LLC advisor by name →Who joined and left Rockefeller Financial LLC →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news and advisor moves →
Cities with the most Rockefeller Financial LLC advisors
New York, NY 159Atlanta, GA 131Los Angeles, CA 96Chicago, IL 92Dallas, TX 78Florham Park, NJ 72Saratoga Springs, NY 22Charlotte, NC 17San Francisco, CA 17Houston, TX 14Hamilton, NJ 13Cincinnati, OH 12Stamford, CT 12Chesterfield, MO 9Grand Rapids, MI 9Naples, FL 9San Antonio, TX 9Boca Raton, FL 8Winter Park, FL 8Scottsdale, AZ 7The Woodlands, TX 7Birmingham, MI 6Fort Lauderdale, FL 6Poland, OH 6Newtown, PA 5Palm Beach Gardens, FL 5Rogers, AR 5Bethesda, MD 4Brentwood, TN 4Newport Beach, CA 4
Rockefeller Financial LLC advisors by state
Rockefeller Financial LLC in New York 188
New York 159Saratoga Springs 22Albany 2Angola 1Middlegrove 1Newburgh 1Ny 1Rochester 1
Rockefeller Financial LLC in California 138
Los Angeles 96San Francisco 17Newport Beach 4San Diego 4Los Gatos 3Calabasas 1Clovis 1Glendale 1Inglewood 1Napa 1Oakland 1Pleasant Hill 1Rolling Hills Estates 1San Clemente 1San Rafael 1Santa Monica 1Santa Rosa 1Torrance 1Walnut Creek 1
Rockefeller Financial LLC in Texas 115
Dallas 78Houston 14San Antonio 9The Woodlands 7Austin 3Forney 1Manchaca 1Plano 1Southlake 1
Rockefeller Financial LLC in Illinois 100
Chicago 92Oak Brook 4Deerfield 1Highland Park 1Orland Park 1Plainfield 1
Rockefeller Financial LLC in New Jersey 89
Florham Park 72Hamilton 13Paramus 2Jersey City 1Tinton Falls 1
Rockefeller Financial LLC in Florida 46
Naples 9Boca Raton 8Winter Park 8Fort Lauderdale 6Palm Beach Gardens 5Jacksonville Beach 1Melbourne 1Miami 1Minneola 1Ponte Vedra 1Ponte Vedra Beach 1St. Augustine 1Vero Beach 1Wellington 1Wesley Chapel 1
Questions
How many financial advisors does Rockefeller Financial LLC have?
942 investment adviser representatives are registered with Rockefeller Financial LLC, according to the SEC's Investment Adviser Public Disclosure records, in 25 states and 104 cities. 137 list the CFP designation and 931 are also registered as broker representatives.
Where does Rockefeller Financial LLC have the most advisors?
New York, NY, with 159 registered advisors, then Atlanta, GA (131). By state, New York has the most, with 188.
How do I find a Rockefeller Financial LLC financial advisor near me?
Pick your state below, then your city, to see every Rockefeller Financial LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Rockefeller Financial LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →