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RBC PRIVATE COUNSEL (USA) INC.
CRD 109648File 801-55491
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.