ria↑ gaining

Rockefeller Capital Management

RCM

Rank

#6
2
Advisors

N/A

Total AUM

~130B

Net 30d

+4

Net 90d

+12

Recent Arrivals (7)
Florida Advisory Group
From Morgan Stanley
$1.0B

2 days ago

Rockefeller Spring 2026 Hires
From Merrill Lynch / UBS
$5.0B

2 weeks ago

UBS Team
From UBS Wealth Management
$938M

5 months ago

Houston Private Wealth Group
From Merrill Lynch
$10.5B

2 years ago

Lewis Wealth Partners
From Truist Wealth
$1.8B

2 years ago

Recent Departures (0)
No recent departures tracked
Active Recruiting Deals
Rockefeller Capital Partnership
transition200% upfront5yr forgiveness
350%

total package

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