Back

Larry Rothenberg

Private Advisor, Managing Director

Larry Rothenberg is a Private Advisor at Liberty Wealth Partners within the Rockefeller Global Family Office. Prior to joining Rockefeller, Larry was a Wealth Manager at First Republic from 2017-2023 after more than 20 years at Merrill Lynch where he co-founded his team. As an advisor to his clientele, Larry works closely with clients to provide comprehensive financial services to families, corporate executives, professionals, business owners and their businesses. Larry and his partners have built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client service associates. Larry provides clients with comprehensive financial planning, including investment management, tax minimization strategies, retirement analysis, trust and estate planning, and other wealth management services. His clients are wealthy families, corporate executives, professionals, business owners and their businesses

Active in his local community, Larry serves on the board of governors or the board of trustees at the following institutions: Jewish Federation of Greater Metrowest, NJ, Daughters of Israel Nursing Home, Golda Och Academy, and The Rabbinical College of America.

Larry graduated from George Washington University with a bachelor’s degree in Political Science. Has 39 years of Wealth Management Experience.

 

*Industry Accolades

Barron’s Top Advisor Rankings by State

Barron’s, 2019-2021

 

Top Advisor Rankings by State

Forbes, 2019-2022

 

America’s Top Wealth Management Team High Net Worth

Forbes, 2022

 

Best-in-State Wealth Management Teams

Forbes, 2023

 

*The Barron’s Top Advisor by State rankings discussed above were designated between 2019 and 2021 and last for a period of one year until new rankings are released.

The general methodology criteria for Barron’s includes the following:  Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.

The Forbes Top Advisor by State rankings discussed above were designated between 2019-2022 and last for a period of one year until new rankings are released.

The Forbes America’s Top Wealth Management Team High Net Worth rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.

The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.