Best-in-State · rank 97 · Scottsdale, Arizona · listed firm: RBC Wealth Management
Identity & firm
- Firm — RBC Wealth Management (high)
- “RBC Wealth Management” — forbes_shook
- Parent company — Royal Bank of Canada (medium)
- “RBC Wealth Management” — forbes_shook
- Firm type — bank_brokerage (medium)
- “RBC Wealth Management” — forbes_shook
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- CRD — gap: not_public
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Book of business
- Team AUM ($M) — 382 (high)
- “Team Assets (Custodied): $382M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 1.5 (high)
- “Typical Net Worth of Relationships: $1.5-6.5M” — forbes_shook
- Client niche — generalist (low)
- “Typical size of Household accounts: $1-5M” — forbes_shook
- Custodians — not_applicable (high)
- “RBC Wealth Management” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
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Visual brand
- Has distinct logo — gap: not_found_after_search
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