Best-in-State · rank 104 · Phoenix, Arizona · listed firm: RBC Wealth Management
Identity & firm
- Firm — RBC Wealth Management (high)
- “RBC Wealth Management” — forbes_shook
- Parent company — RBC Capital Markets (medium)
- “RBC Wealth Management” — forbes_shook
- Firm type — bank_brokerage (medium)
- “RBC Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 262 (high)
- “Team Assets (Custodied): $262M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 25 (medium)
- “Typical Net Worth of Relationships: $1-50M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “RBC Wealth Management” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026, rank 104 (Best-in-State Arizona) (high)
- “America's Top Wealth Advisors 2026, rank 104, Arizona” — forbes_shook
Visual brand
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