Best-in-State · rank 49 · Scottsdale, Arizona · listed firm: RBC Wealth Management
Identity & firm
- Firm — RBC Wealth Management (high)
- “RBC Wealth Management” — forbes_shook
- Parent company — RBC (Royal Bank of Canada) (high)
- “RBC Wealth Management” — forbes_shook
- Firm type — bank_brokerage (high)
- “RBC Wealth Management” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 675 (high)
- “Team Assets (Custodied): $675M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 3.2 (high)
- “Typical Net Worth of Relationships: $1.4-5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “RBC Wealth Management (bank_brokerage firm type)” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes America's Top Wealth Advisors 2026 (rank 49) (high)
- “rank 49, year 2026” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “RBC Wealth Management (bank subsidiary)” — forbes_shook
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search