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RBC PRIVATE COUNSEL (USA) INC.

TORONTO, ON, Canada · CRD 109648 · IAPD ↗ · 416-955-7782

$7.89BRegulatory AUM
1455Advisory reps
1455Employees
0Clients
n/aPlanning clients
0Private funds
53States
4Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
February 2026 — RBC PRIVATE COUNSEL (USA) INC. grew from 1379 to 1455 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
February 2025 — RBC PRIVATE COUNSEL (USA) INC. added office(s): 128 -> 131 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
37
February 2025 — RBC PRIVATE COUNSEL (USA) INC. reported RAUM up 37% ($5.00B -> $6.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — RBC PRIVATE COUNSEL (USA) INC. grew from 1326 to 1379 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — RBC PRIVATE COUNSEL (USA) INC. grew from 1250 to 1326 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.