Rockefeller Global Family Office has expanded its advisory ranks by recruiting a Houston-based private wealth team from Merrill Lynch, according to a source familiar with the move. AdvisorHub reports that the team generated approximately $14 million in annual revenue and managed $3 billion in client assets.
The group, now known as Post Oak Wealth Partners, previously operated at Merrill under a different name and earned recognition as a top-ranked team in Texas.
The move reflects continued momentum for Rockefeller, which has prioritized growth through recruiting experienced advisors from larger wirehouses. AdvisorHub reports that the firm now supports close to 200 advisory teams and has recently added talent from competitors, including Morgan Stanley and Merrill.
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