Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Rockefeller Financial LLC financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a Rockefeller Financial LLC office in Grand Rapids, A to Z.

The short answer

9 registered advisors work at Rockefeller Financial LLC in Grand Rapids, out of 952 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Rockefeller Financial LLC advisors in Grand Rapids, A to Z

Every Rockefeller Financial LLC advisor →

Rockefeller Financial LLC advisors in every city and state →Rockefeller Financial LLC: assets, clients and custodians →Rockefeller news and advisor moves →Advisor Moves: who changed firms this week →

Rockefeller Financial LLC advisors in other cities

New York, NY 159Atlanta, GA 136Los Angeles, CA 98Chicago, IL 90Dallas, TX 87Florham Park, NJ 76Saratoga Springs, NY 24San Francisco, CA 20Charlotte, NC 15Hamilton, NJ 13Houston, TX 13Cincinnati, OH 12Stamford, CT 12Boca Raton, FL 9San Antonio, TX 9

Other firms in Grand Rapids

All Grand Rapids advisors →

LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24

Questions

How many financial advisors does Rockefeller Financial LLC have in Grand Rapids?

9 investment adviser representatives are registered at Rockefeller Financial LLC offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

Is Rockefeller Financial LLC one of the largest advisor employers in Grand Rapids?

Rockefeller Financial LLC ranks number 29 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.

How do I check a Rockefeller Financial LLC advisor in Grand Rapids?

Each advisor below 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. Advisors are listed at the city of the Rockefeller Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.