David Higgins

Top Wealth + Best-in-State · rank 5 · Atlanta, Georgia · listed firm: Rockefeller Capital Management

Identity & firm

• Firm — Rockefeller Capital Management (Rockefeller Global Family Office) (high)
  • “David P. Higgins is a Private Advisor, Managing Director for Rockefeller Capital Management.” — firm_official
  • “"firmName": "ROCKEFELLER FINANCIAL LLC", "iaOnly": "N", "registrationBeginDate": "1/18/2019"” — sec_finra_regulatory
• Parent company — independent (medium)
  • “Copyright © 2026 Rockefeller Capital Management. All Rights Reserved.” — firm_official
• Firm type — hybrid_ria (high)
  • “"firmName": "ROCKEFELLER FINANCIAL LLC", "iaOnly": "N", "registrationBeginDate": "1/18/2019", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "114033", "iaSECNumberType": "801", "bdSECNumber": "70054"” — sec_finra_regulatory
• Team name — Strategic Wealth Partners (high)
  • “At Strategic Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth.” — firm_official
• Team size — 32 (medium)
  • “David Higgins Private Advisor, Managing Director William C. Curtis Private Advisor, Managing Director P. Schuyler Quackenbush Jr., CRPC®, CPWA® Private Advisor, Managing Director Evan B. Georgiou, CFP®, CIMA®, CPWA® Priv” — firm_official
• CRD — 2376949 (high)
  • “"individualId": 2376949, "firstName": "DAVID", "middleName": "PATRICK", "lastName": "HIGGINS", "otherNames": ["DAVID HIGGINS"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
• Years experience — 32 (high)
  • “"daysInIndustryCalculatedDate": "9/9/1993"” — sec_finra_regulatory
  • “Prior to joining Rockefeller in 2019, he began his distinguished wealth management career at Merrill Lynch in 1993.” — firm_official
• Designations — — (medium)
  • “David Higgins Private Advisor, Managing Director” — firm_official
  • “He is a graduate of Providence College.” — firm_official

Book of business

• Team AUM ($M) — 3300 (high)
  • “Team Assets (Custodied): $3.3B” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size for New Business: $10M” — forbes_shook
• Typical client net worth ($M) — 39.25 (high)
  • “Typical Net Worth of Relationships: $17.5-61M” — forbes_shook
• Client niche — ultra-high-net-worth private business owners (current and former) and C-suite executives (high)
  • “For the last three decades, David has focused on the complex needs of ultra-high-net worth individuals, current and former private business owners, C-suite executives, and their families.” — firm_official
• Custodians — gap: not_public
• Fee model — not_public (medium)
  • “Solutions for Every Part of Your Financial Life Solutions Tailored to You Investment Advisory Wealth Strategy” — firm_official

Positioning & marketing

• Website url — https://www.rockco.com/strategic-wealth-partners/ (high)
  • “Strategic Wealth Partners Life’s grandest visions require thoughtful plans.” — firm_official
• Value proposition (verbatim) — Life’s grandest visions require thoughtful plans. At Strategic Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service. (high)
  • “Life’s grandest visions require thoughtful plans. At Strategic Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able t” — firm_official
• Differentiators — Boutique feel with institutional scale — "the focus, nimbleness, discretion, and customization of a boutique", Holistic advisors paired with in-house sophisticated specialists on one team, Full family office services incl. bill concierge, tax preparation and filing, bespoke financial reporting, Open-architecture platform spanning traditional, alternative and select private investments, Rockefeller Lifestyle Advisory — concierge, healthcare, security, private aviation and fine art access (high)
  • “At Strategic Wealth Partners, we are holistic advisors and sophisticated specialists, united around a commitment to our clients' wants and needs. We deploy our deep experience and perspective with the focus, nimbleness, ” — firm_official
  • “Our clients gain access to a sophisticated open-architecture platform of traditional and alternative investments across all major asset classes in addition to select private investment opportunities.” — firm_official
• Content marketing — none (medium)
  • “Featured Insights Health Meets Wealth: A Holistic Approach to Financial Planning Explore how health, longevity and financial planning intersect to support retirement, legacy goals and long-term wealth preservation.” — firm_official
• Has podcast — no (medium)
  • “Meet Our Team Our Strategic Insights News Request an Introduction” — firm_official
• Books published — 0 (medium)
  • “David has been recognized as a top advisor in several industry publications including: Top 40 Advisor under 40 by On Wall Street Magazine, by Barron’s as Top 100 Financial Advisor in 2008, and by Barron’s as a Top 1000 a” — firm_official
• Linkedin url — https://www.linkedin.com/in/david-p-higgins-853a6a23/ (medium)
  • “David P. Higgins - Rockefeller Capital Management | LinkedIn” — social_or_third_party_db
• Social presence — none (low)
  • “https://www.instagram.com/rockefellercapitalmanagement/?hl=en” — firm_official
• Press awards — Barron's Top 100 Financial Advisors (2008), Barron's Top 1000 / Top 1200 Financial Advisors State by State (2010–2020), On Wall Street — Top 40 Advisors Under 40, AdvisorHub: "Rockefeller Nabs Two Merrill PBIG Teams in Atlanta" (2019 recruitment coverage) (high)
  • “David has been recognized as a top advisor in several industry publications including: Top 40 Advisor under 40 by On Wall Street Magazine, by Barron’s as Top 100 Financial Advisor in 2008, and by Barron’s as a Top 1000 a” — firm_official
  • “The Barron’s “Top 1000 Financial Advisors” and “Top 1200 Financial Advisors” rankings discussed above were designated between 2010-2020 and last for a period of one year until new rankings are released.” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — gap: not_applicable
• Visual brand notes — Rockefeller corporate identity, no team mark: muted gold/bronze wordmark (#84744d, accents #BBA984, #806A4D) on warm off-white (#F3F1EC); serif wordmark with restrained sans body; black-and-white professional headshots. (high)
  • “.cls-1, .cls-2 { fill: #84744d; stroke-width: 0px; }” — firm_official

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