← Directory
RBC PRIVATE COUNSEL (USA) INC.
CRD 109648File 801-55491
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.89B
Top 10% of cohort (national)
Discretionary AUM
$7.67B
Non-discretionary $217.3M
Clients
5,967
9,345 accounts
Employees
1,455
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 11, 1998
- Principal office
- 155 WELLINGTON STREET WEST, 17TH FLOOR, RBC CENTRE, TORONTO, ON, M5V 3K7
- Phone
- 416-955-7782
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.89B
- Discretionary AUM
- $7.67B
- Non-discretionary AUM
- $217.3M
- Discretionary accounts
- 9,314
- Non-discretionary accounts
- 31
- Total accounts
- 9,345
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 194 | $1.27B |
| High net worth individuals | 1,244 | $4.99B |
| Individuals (other than high net worth individuals) | 4,529 | $1.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 1,379 | 1,455 | increased by76 |
| Feb 1, 2026 | Clients | 5,482 | 5,967 | increased by485 |
| Feb 1, 2026 | AUM | $6,827,149,933 | $7,887,634,770 | increased by$1,060,484,837 |
| Feb 1, 2026 | Accounts | 8,556 | 9,345 | increased by789 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,167 | 1,379 | increased by212 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,602 | 5,482 | increased by880 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,831,550,943 | $6,827,149,933 | increased by$1,995,598,990 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,206 | 8,556 | increased by2,350 |
| Feb 1, 2022 | Employees | 1,063 | 1,167 | increased by104 |
| Feb 1, 2022 | Clients | 4,030 | 4,602 | increased by572 |
| Feb 1, 2022 | AUM | $3,628,356,741 | $4,831,550,943 | increased by$1,203,194,202 |
| Feb 1, 2022 | Accounts | 5,524 | 6,206 | increased by682 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RBC PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RBC PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.