Best-in-State · rank 61 · Phoenix, Arizona · listed firm: RBC Wealth Management
Logo asset (hotlink-protected, view at source): https://www.rbc.com/content/dam/rbcwm/en/images/logo-rbc-wealth-management.svg
Identity & firm
- Firm — RBC Wealth Management (high)
- “RBC Wealth Management” — forbes_shook
- Parent company — Royal Bank of Canada (high)
- “RBC Wealth Management is a division of Royal Bank of Canada” — firm_official
- 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_public
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 675 (high)
- “Team Assets (Custodied): $675M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “Typical Net Worth of Relationships: $2-40M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $2-5M” — 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
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — none (medium)
- “No published content found under William Hertzog's name” — professional_press
- Has podcast — no (medium)
- “No podcast found associated with William Hertzog or his practice” — professional_press
- Books published — 0 (medium)
- “No published books found under William Hertzog's authorship” — professional_press
- Linkedin url — gap: not_found_after_search
- Social presence — none (medium)
- “No social media presence found under William Hertzog's name” — professional_press
- Press awards — Forbes Top Wealth Advisors 2026 (Rank 61) (high)
- “Rank 61, 2026 Forbes/SHOOK America's Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “No distinct team logo found; uses RBC Wealth Management corporate branding” — firm_official
- Logo url — https://www.rbc.com/content/dam/rbcwm/en/images/logo-rbc-wealth-management.svg (low)
- “RBC Wealth Management logo asset” — firm_official
- Visual brand notes — RBC corporate branding: navy and gold palette, traditional financial institution aesthetic, professional serif typography (medium)
- “RBC Wealth Management visual identity” — firm_official