Best-in-State · rank 99 · Scottsdale, Arizona · listed firm: RBC Wealth Management
Logo asset (hotlink-protected, view at source): https://images.cnbcfm.com/api/v1/image/105904960-1623944000626-220x220_logo_rbc_wm.png
Identity & firm
- Firm — RBC Wealth Management (high)
- “Bill Herf operates as a financial advisor within RBC Wealth Management's Scottsdale branch” — firm_official
- Parent company — Royal Bank of Canada (high)
- “RBC Wealth Management is a subsidiary of Royal Bank of Canada” — firm_official
- Firm type — bank_brokerage (high)
- “RBC Wealth Management is a registered investment adviser and broker-dealer, Member NYSE/FINRA/SIPC” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_public
- Years experience — 28 (high)
- “Years in the industry: approximately 28 years (prior employment at Stifel Nicolaus 2018–2019, B.C. Ziegler 16 years before Stifel)” — professional_press
- Designations — CFP (high)
- “Bill Herf, CFP®” — firm_official
Book of business
- Team AUM ($M) — 374 (high)
- “Team Assets (Custodied): $374M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: $3-7M” — forbes_shook
- Client niche — business owners, corporate executives, ultra-high-net-worth families (high)
- “Specializes in serving business owners, corporate executives, and ultra-high-net-worth families via RBC's Echelon program” — firm_official
- Custodians — not_applicable (high)
- “Bill Herf is a broker-dealer representative at RBC Wealth Management (registered with FINRA), not an independent RIA” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://us.rbcwealthmanagement.com/bill.herf/ (high)
- “Bill Herf profile page at RBC Wealth Management” — firm_official
- Value proposition (verbatim) — Clarity, reassurance and strategies designed to help protect and grow wealth through every market environment (high)
- “Clarity, reassurance and strategies designed to help protect and grow wealth through every market environment” — firm_official
- Differentiators — Comprehensive wealth planning across complete financial picture, RBC Echelon platform access for ultra-high-net-worth clients, Business owner and corporate executive specialization (high)
- “Offers comprehensive wealth management planning across client's complete financial picture” — firm_official
- “Specializes in serving business owners, corporate executives, and ultra-high-net-worth families via RBC's Echelon program” — firm_official
- Content marketing — none (high)
- “No books, podcasts, or speaking engagements found. No media bylines or published thought leadership located” — firm_official
- Has podcast — no (high)
- “No podcasts found” — firm_official
- Books published — 0 (high)
- “No books authored by Bill Herf located in search results” — general_press
- Linkedin url — https://www.linkedin.com/in/billherf/ (high)
- “Bill Herf maintains a LinkedIn profile under the title Managing Director - Financial Advisor at RBC Wealth Management” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Bill Herf LinkedIn profile and posts on post-COVID investing found” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (#99 Arizona), AdvisorHub Advisors to Watch 2022 (high)
- “ranked #99 in Arizona on the 2026 Forbes Best-in-State list” — forbes_shook
- “AdvisorHub Advisors to Watch award (September 2022)” — professional_press
Visual brand
- Has distinct logo — no (high)
- “RBC Wealth Management uses the corporate RBC blue and yellow shield logo across all locations. No custom/branded team logo found for Bill Herf's individual practice” — firm_official
- Logo url — https://images.cnbcfm.com/api/v1/image/105904960-1623944000626-220x220_logo_rbc_wm.png (high)
- “RBC Wealth Management corporate logo” — firm_official
- Visual brand notes — Corporate RBC branding: navy/royal blue and gold shield logo with sans-serif typography. Professional financial services aesthetic throughout firm site. (high)
- “RBC Wealth Management visual identity: blue and yellow shield logo, professional typography, wealth advisory aesthetic” — firm_official