BD Breakdown


Do you lead a team doing $2-$20M in annual production? Are your clients almost exclusively HNW (high net worth) or UHNW (ultra-high net worth)?

For over a century the Rockefeller name has signified wealth in the United States, and this off-shoot of tycoon John D. Rockefeller’s Rockefeller & Co. has found its niche in providing services that appeal directly to the ultra-rich…

  • They own 2 trust banks
  • Can handle art appraisals
  • Access to private placement deals
  • M&A available to help raise capital for private companies
  • Consulting and business valuations for clients
0 +

Financial Advisors

0 % T12

Typical transition package

$ 0 B +

Assets Under Management (AUM)

$ 0 M +

GDC Sweet Spot


3xEquity Insights

Opportunity Score

Really keyed in on advisors working with the wealthiest of the wealthy so some things may not translate well down the line to Main Street.

Superior name recognition and association, still young and hungry, plenty of room to grow in the space – this may be the right move for an established practice that has hit the ceiling with their current broker dealer.

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