RIA Intel›Advisers›RBC PRIVATE COUNSEL (USA) INC.

RBC PRIVATE COUNSEL (USA) INC.

Advisory

N·TORONTO, ON

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM
$7.9B
1-Year AUM Growth
+10.4%
3-Year CAGR
+9.3%
Employees
1,455
Assets Under Management
Total AUM$7.9B
Discretionary AUM$7.7B
Non-Discretionary AUM$217M
Discretionary %97.2%
Total Clients5,967
Team
Total Employees1,455
Investment Advisers1,455
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record97
First FilingApr 30, 2001
Latest FilingJan 27, 2026
🔒 Full AUM trend chart and 97 historical filings spanning 25+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on RBC PRIVATE COUNSEL (USA) INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →