Best-in-State · rank 8 · Phoenix, Arizona · listed firm: RBC Wealth Management
Identity & firm
- Firm — RBC Wealth Management (high)
- “RBC Wealth Management” — forbes_shook
- Parent company — Royal Bank of Canada (high)
- “RBC Wealth Management” — firm_official
- Firm type — bank_brokerage (high)
- “Registered with RBC Capital Markets, LLC (firm CRD #31194)” — sec_finra_regulatory
- Team name — The Di Vito Consulting Group (high)
- “The Di Vito Consulting Group” — firm_official
- Team size — 5 (high)
- “Joe Di Vito, Lucas Felbel, Rachelle Turner, Alexis Manning, Raj Patel” — firm_official
- CRD — 2245445 (high)
- “CRD Number: 2245445 (Joseph A Di Vito Jr at RBC Capital Markets, LLC; active since 03/11/2009)” — sec_finra_regulatory
- Years experience — 34 (high)
- “Managing wealth since 1992” — firm_official
- Designations — CFP, CIMA, CEPA, AIF, CRPS (high)
- “CFP® (Certified Financial Planner), CIMA® (Chartered Investment Management Analyst), CEPA® (Certified Exit Planning Advisor), AIF® (Accredited Investment Fiduciary), CRPS® (Chartered Retirement Planning Specialist)” — firm_official
Book of business
- Team AUM ($M) — 835 (high)
- “Team Assets (Custodied): $835M” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Minimum account size for new business: $3M” — forbes_shook
- Typical client net worth ($M) — gap: unclear_definition
- Client niche — entrepreneurs and post-exit business owners (high)
- “Business owner exit planning and pre-liquidity guidance; Entrepreneurs, post-exit business owners, family offices” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://us.rbcwealthmanagement.com/thedivitoconsultinggroup/ (high)
- Value proposition (verbatim) — Help engaged investors create personalized plans to achieve their financial goals and preserve accumulated wealth through a professional approach to managing wealth that is always in their best interest. (high)
- “Help engaged investors create personalized plans to achieve their financial goals and preserve accumulated wealth through a professional approach to managing wealth that is always in their best interest.” — firm_official
- Differentiators — Four-step personalized methodology: Understanding You, Developing Realistic Goals, Implementing Customized Solutions, Providing Timely Service, Open-architecture platform using best-of-breed products, Team-based approach with access to specialized RBC professionals, Comprehensive wealth management addressing investments, estate planning, taxes, and insurance holistically, Focus on business owner exit planning and pre-liquidity guidance (high)
- “Four-step personalized methodology: Understanding You → Developing Realistic Goals → Implementing Customized Solutions → Providing Timely Service” — firm_official
- Content marketing — gap: unclear_definition
- Has podcast — no (medium)
- “No podcast identified in comprehensive search” — firm_official
- Books published — 0 (medium)
- “No books identified in professional background” — firm_official
- Linkedin url — https://www.linkedin.com/in/joe-di-vito-jr/ (high)
- Social presence — facebook, linkedin_active, x (high)
- “Facebook: https://www.facebook.com/DiVitoGroup/; Twitter/X: @divitogroup_rbc; LinkedIn: https://www.linkedin.com/in/joe-di-vito-jr/” — firm_official
- Press awards — Barron's Top 1,200 Financial Advisors (2009, 2017-2025), Forbes Best-In-State Wealth Advisor (Individual, 2018-2026), Forbes Best-In-State Wealth Management Team (2025, 2026), RBC Executive Council (2023-present, elite top 60), AdvisorHub Advisors to Watch (2022-2025) (high)
- “Barron's Top 1,200 Financial Advisors (2009, 2017-2025); Forbes Best-In-State Wealth Advisor (Individual, 2018-2026); Forbes Best-In-State Wealth Management Team (2025, 2026); RBC Executive Council (2023-present); Adviso” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “The Di Vito Consulting Group branding displayed prominently on team website” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — RBC corporate branding with team-specific naming; professional wealth management aesthetic consistent with parent firm identity (medium)
- “The Di Vito Consulting Group at RBC Wealth Management” — firm_official