What We Do

Rockefeller Financial traces its roots back to 1882, when John D. Rockefeller established an independent firm to manage his wealth. Learn more about our history.

Today, we provide highly customized solutions across the spectrum of investment and wealth-management services:

• Rockefeller Wealth Advisors
• Rockefeller Asset Management
• Rockefeller Capital Partners 
• Rockit®, our wealth information management service.

Learn more about our services.

Quick Facts

(as of June 30, 2010)

• Privately owned
• $25 billion assets under administration
• Approximately 272 client relationships and 234 employees
• Client/Employee Ratio:  1.2 to 1

Learn more about our clients.

Quick Links

Rockefeller Financial At a Glance (pdf)

Client Login

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News & Press

Our Insights

CLIENT LOGIN

Press Release for Reuben Jeffery III, CEO 

On July 27, the Board of Directors of Rockefeller Financial announced that Reuben Jeffery III has been named Chief Executive Officer of the company. Read the press release.

Survey: Best Wealth Management Brand

In a recent client survey by the Luxury Institute, Rockefeller Financial was voted one of the top brands in wealth management, scoring particularly high in "being truly unique and exclusive" and "making clients feel special across the full client experience".  Read the press release.

Introducing Rockefeller Financial

As of March 1, Rockefeller and Company takes on a new name:  Rockefeller Financial. Read the press release.

Copyright 2010 © Rockefeller & Co., Inc.  Rockefeller Financial is the trade name used by Rockefeller & Co., Inc.  Products and services may be provided by various subsidiaries of Rockefeller & Co., Inc.

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