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| Keyboard |
| RBC Private Counsel USA Inc
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|---|---|
| CRD # | 109648 |
| SEC # | 801-55491 |
| CIK # | 0001332123 |
| AUM | 7,887.6 M (2026-06-30) |
| Employees | 1,455 (100% Investors, 93% Brokers) |
| Phone | 416-955-7782 |
| Address | 155 Wellington Street West, 17th Floor Toronto on, Canada |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,529 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,244 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 194 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 9,345 | 7.9 |
| By Discretionary | ||
| Discretionary | 9,314 | 7.7 |
| Non-Discretionary | 31 | 0.2 |
| Total | 9,345 | 7.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 7.0 | |
| Total | 9,345 | 7.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001332123] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
| LEI | 549300JTW6OHPSUU8T23 |
| Comparable Firms | State | AUM |
|---|---|---|
|
R M Davis Inc
✚
|
ME | 8,154.7 M |
|
Marshfield Associates Inc
✚
|
DC | 8,121.9 M |
|
Human Interest Advisors LLC
✚
|
CA | 8,104.6 M |
|
The Huntington Investment Company
✚
|
OH | 7,891.2 M |
|
DF Dent and Company Inc
✚
|
MD | 7,880.7 M |
|
Stephens Investment Management Group LLC
✚
|
AR | 7,856.2 M |
|
WGI DM LLC
✚
|
MA | 7,779.0 M |
|
Wedge Capital Management LLP
✚
|
NC | 7,755.0 M |
|
Ritholtz Wealth Management
✚
|
NY | 7,698.3 M |
|
Aldrich Wealth Limited Partnership
✚
|
OR | 7,615.3 M |