Investment adviser · CRD 109648
RBC PRIVATE COUNSEL (USA) INC.
Investment adviser filing (IA)
TORONTO, ON, Canada · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $7.89B Form ADV · Item 5.F
- Client accounts
- 9,345 Accounts, not individual clients
- Employees
- 1,455 Reported in this filing
- Advisory professionals
- 1,455 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,244 | $4,991,028,273 | 63.3% |
| Individuals | 4,529 | $1,626,314,753 | 20.6% |
| Corporations & businesses | 194 | $1,270,291,744 | 16.1% |
Filing source
Form ADV 2116533 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
155 WELLINGTON STREET WEST, 17TH FLOOR, RBC CENTRETORONTO, ON, M5V 3K7, Canada
CRD 109648
Filing source
Form ADV 2116533 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.