Rockefeller Capital Management Competitors, Revenue, Alternatives and Pricing

Rockefeller Capital Management is a leading independent financial services firm offering wealth management, asset management and strategic advisory. The firm serves ultra- and high-net-worth individuals, as well as institutions such as foundations, endowments and corporations, and is led by President and Chief Executive Officer Gregory J. Fleming. As of June 30, 2018, Rockefeller has approximately $17.9 billion in assets under advisement, with offices in New York, Boston and Washington, DC. Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc. a diversified financial firm that stemmed from the Rockefeller family's private investment office. The firm now builds upon the 135-year history of excellence in wealth and investment management associated with the Rockefeller family.