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Fleming’s Rockefeller Aims to Double Number of Adviser Teams

The New York-based wealth firm has boosted client assets fivefold since 2018 to $90 billion. 

Greg Fleming 

Greg Fleming 

Photographer: Christopher Goodney/Bloomberg

Rockefeller Capital Management, the wealth and investment advisory firm that emerged from the Rockefellers’ family office, plans to add as many as 115 wealth-adviser teams in coming years as it expands throughout the US. 

The New York-based firm currently has 85 teams, including more than a dozen that were acquired this year. Rockefeller’s hiring of wealth groups from companies such as Morgan Stanley and Bank of America Corp.’s Merrill Lynch has helped the firm boost its client asset base fivefold to $90 billion since its creation in 2018.