RBC Private Counsel (USA) Inc.
● SEC registered since 1998CRD 109648SEC# 801-55491Toronto, on
Reg. AUM
$7.89B
Employees
1,455
Accounts
9,345
Location
Toronto, on
RBC Private Counsel (USA) Inc. assets under management
RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser based in Toronto, on. The firm has been registered since 1998. It reports $7.9 billion in regulatory assets under management and employs 1,455 people.
RBC Private Counsel (USA) Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annica Elisabeth Karlsson Control | Chief Compliance Officer | Under 5% | 2007 |
| David John Agnew Control | Director, Chair & Co-President | Under 5% | 2004 |
| Erica Russo | Assistant Corporate Secretary | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does RBC Private Counsel (USA) Inc. manage?
RBC Private Counsel (USA) Inc. reports $7.9 billion in regulatory assets under management on its Form ADV.
How many employees does RBC Private Counsel (USA) Inc. have?
RBC Private Counsel (USA) Inc. reports 1,455 employees.
Where is RBC Private Counsel (USA) Inc. located?
RBC Private Counsel (USA) Inc. is based in Toronto, on and has been SEC-registered since 1998.
Does RBC Private Counsel (USA) Inc. disclose fund performance?
RBC Private Counsel (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 Wellington Street West, 17th Floor, Rbc Centre, Toronto, on M5V 3K7 |
| Phone | 416-955-7782 |
| Office hours | 8:30 a.m. - 5:00 p.m. Est |
| SEC region | HQ |
| CIK | 1332123 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$7.89B▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$7.89Bregulatory AUM
Discretionary $7.67BNon-discretionary $217.3M