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| RBC Capital Markets LLC
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|---|---|
| CRD # | 31194 |
| SEC # | 801-13059 |
| CIK # | 0000050916 |
| AUM | $201.3 BB (2024-08-20) |
| Employees | 8,204 (25% Investors, 74% Brokers) |
| Phone | 212-858-7000 |
| Address | 200 Vesey St New York, NY 10281 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000050916 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 16.6 | |
| Apple Inc | 2,382.8 | 13.5 | |
| Nvidia Corp | 399.6 | 11.7 | |
| Amazon Com Inc | 1,093.0 | 9.8 | |
| Toronto Dominion Bank | 118.7 | 8.2 | |
| Royal Bank of Canada | 136.4 | 8.1 | |
| Alphabet Inc | 1,475.1 | 5.9 | |
| Bank of Montreal /Can/ | 62.8 | 5.1 | |
| J P Morgan Chase & Co | 340.2 | 5.0 | |
| Bank of Nova Scotia | 71.2 | 5.0 | |
| Enbridge Inc | 86.2 | 4.9 | |
| VISA Inc | 419.3 | 4.8 | |
| Manulife Financial Corp | 33.5 | 4.5 | |
| UnitedHealth Group Inc | 477.0 | 4.4 | |
| Alphabet Inc | 1,482.6 | 4.2 | |
| Canadian Natural Resources Ltd | 64.4 | 4.2 | |
| Canadian Pacific Railway Ltd/Cn | 65.2 | 4.0 | |
| Canadian Imperial Bank of Commerce /Can/ | 44.1 | 3.9 | |
| Transcanada Corp | 52.7 | 3.8 | |
| Brookfield Asset Management Inc | 3.8 | ||
| Facebook Inc | 434.9 | 3.7 | |
| Home Depot Inc | 277.6 | 3.7 | |
| Costco Wholesale Corp /NEW | 207.6 | 3.4 | |
| Canadian National Railway Co | 76.7 | 3.1 | |
| Broadcom Inc | 201.3 | 2.9 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243,146 | 133.0 |
| (b) Individuals (high net worth individuals) | 6,688 | 47.5 |
| (c) Banking or thrift institutions | 9 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 0.5 |
| (g) Pension and profit sharing plans | 2,315 | 1.9 |
| (h) Charitable organizations | 2,016 | 7.7 |
| (i) State or municipal government entities | 223 | 1.1 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 125 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,798 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 451,404 | 201.3 |
| By Discretionary | ||
| Discretionary | 357,936 | 148.3 |
| Non-Discretionary | 93,468 | 53.0 |
| Total | 451,404 | 201.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 200.2 | |
| Total | 451,404 | 201.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000050916] | |
| 4 | [0000050916] | |
| SC 13G | [0000050916] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 275.4 |
|
Financial Engines Advisors LLC
✚
|
CA | 270.8 |
|
Voya Investment Management Co LLC
✚
|
NY | 241.8 |
|
First Trust Advisors LP
✚
|
IL | 210.9 |
|
Nissay Asset Management Corporation
✚
|
206.7 | |
|
SageView Advisory Group LLC
✚
|
CA | 202.6 |
|
Commonwealth Equity Services LLC
✚
|
MA | 177.0 |
|
Corient Private Wealth LLC
✚
|
FL | 118.2 |
|
Invesco Asset Management Ltd
✚
|
107.4 | |
|
Cetera Investment Advisers LLC
✚
|
IL | 104.5 |