Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Donald D

Series 63

Remote

RBC PRIVATE COUNSEL (USA) INC.

Donald Douglas is a financial advisor at RBC Private Counsel (USA) Inc. with 15 years of industry experience. He has worked at RBC Private Counsel since 2000 and has been affiliated with RBC Dominion Securities Inc. since 1993. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach and serves individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Steve L

Remote

RBC PRIVATE COUNSEL (USA) INC.

Steve Lester is a financial advisor with RBC Private Counsel (USA) Inc. He holds 12 years of industry experience and has been with RBC Private Counsel since 2004, also maintaining a role at RBC Dominion Securities Inc. since 1996. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Christopher G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Christopher Grey is a financial advisor with RBC Private Counsel (USA) Inc. He holds over 25 years of industry experience, having been with RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2001, and RBC Private Counsel since 2014. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Ronald B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Ronald Beer is a financial advisor at RBC Private Counsel (USA) Inc. with 36 years of industry experience. He has been with various RBC entities since 1990 and holds a position on the Board of Directors for the Newfoundland and Symphony Orchestra. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser offering discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, and institutional clients, managing approximately $7.89 billion in assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Justin G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Justin Ginetz is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience. He has worked at multiple RBC entities since 2016 and had a prior position at Barnacle Bill's from 2016 to 2017. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly-owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Stephen M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Stephen Millard is a financial advisor at RBC Private Counsel (USA) Inc. with four years of industry experience. He has been associated with various RBC entities since 2015, including RBC Dominion Securities Inc., RBC Wealth Management Financial Services Inc., and RBC Private Counsel (USA) Inc. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that manages discretionary, individually tailored accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, overseeing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

William P

Remote

RBC PRIVATE COUNSEL (USA) INC.

William Pringle is a financial advisor with RBC Private Counsel (USA) Inc. He holds six years of industry experience and has been with RBC Private Counsel since 2016, also maintaining a concurrent affiliation with RBC Dominion Securities Inc. since 2012. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, using a multi-manager, multi-asset-class investment approach with approximately $7.89 billion in assets under management.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Michael K

Remote

RBC PRIVATE COUNSEL (USA) INC.

Michael Kooy is a financial advisor at RBC Private Counsel (USA) Inc. with 8 years of industry experience. He has worked at RBC Private Counsel since 2015 and has been associated with RBC Dominion Securities Inc. since 2010. Outside of his advisory role, Kooy serves as a director for two private real estate investment companies focused on retirement homes, long-term care facilities, and apartment buildings. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves a diverse client base including individuals, families, business owners, foundations, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Patrick L

Remote

RBC PRIVATE COUNSEL (USA) INC.

Patrick Lostracco is a financial advisor with RBC Private Counsel (USA) Inc. and has 10 years of industry experience. He has been with RBC Private Counsel since 2015 and has been associated with RBC Dominion Securities Inc. since 2006. Outside of his advisory role, he is an owner and shareholder of a private company. RBC Private Counsel (USA) Inc. is a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Jean D

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jean Dutil is a financial advisor with RBC Private Counsel (USA) Inc., holding seven years of industry experience. He has worked at RBC Private Counsel (USA) Inc. since 2015 and concurrently at RBC Dominion Securities Global Ltd. since 2011. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across nearly 5,773 relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Robert G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Robert Greenidge is a financial advisor at RBC Private Counsel (USA) Inc. with six years of industry experience. He has worked at RBC Private Counsel since 2020 and previously held roles at RBC Dominion Securities Inc. and Royal Mutual Funds Inc., totaling over 17 years in the financial services sector. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts through a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Spencer G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Spencer Glenn is a financial advisor at RBC Private Counsel (USA) Inc. with eight years of industry experience. He has been with RBC Private Counsel since 2016 and also works with RBC Dominion Securities Inc. since 2015. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion across about 5,773 client relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Paulo D

Remote

RBC PRIVATE COUNSEL (USA) INC.

Paulo Dacosta is a financial advisor with RBC Private Counsel (USA) Inc. He holds credentials with nine years at RBC Wealth Management Financial Services Inc. and ten years at both RBC Private Counsel (USA) Inc. and RBC Dominion Securities Inc., totaling seven years of industry experience. RBC Private Counsel (USA) Inc. is a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across more than 5,700 client relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

David S

Series 63

Remote

RBC PRIVATE COUNSEL (USA) INC.

David Serber is a financial advisor with RBC Private Counsel (USA) Inc. and holds a Series 63 designation. He has 12 years of industry experience and has been affiliated with RBC Private Counsel since 2000, with prior experience at RBC Dominion Securities dating back to 1991. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and subsidiary of Royal Bank of Canada, providing discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Panagiotes A

Remote

RBC PRIVATE COUNSEL (USA) INC.

Panagiotes Argiris is a financial advisor at RBC Private Counsel (USA) Inc. with two years of industry experience. He has worked at RBC Private Counsel since 2022 and has held positions at RBC Phillips, Hager & North Investment Counsel Inc. since 2017 and Wood Mackenzie from 2013 to 2017. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly-owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Terrence F

Remote

RBC PRIVATE COUNSEL (USA) INC.

Terrence Fahr is a financial advisor with RBC Private Counsel (USA) Inc. He holds 14 years of industry experience and has been with RBC Private Counsel since 2010. Prior to that, he has worked with RBC Dominion Securities Inc. since 2002. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a subsidiary of the Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Gary A

Remote

RBC PRIVATE COUNSEL (USA) INC.

Gary Armstrong is a financial advisor with RBC Private Counsel (USA) Inc. He holds nine years of industry experience and has been with RBC Private Counsel since 2007. Prior to this, he was affiliated with RBC Dominion Securities Inc. beginning in 2002. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Darrel R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Darrel Ripley is a financial advisor with RBC Private Counsel (USA) Inc. He holds experience working within various RBC-affiliated entities since 2009, including RBC Dominion Securities Inc. and RBC Wealth Management Financial Services Inc. Ripley has been with RBC Private Counsel (USA) Inc. since 2022. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach for individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Yvonne C

Remote

RBC PRIVATE COUNSEL (USA) INC.

Yvonne Chan is a financial advisor at RBC Private Counsel (USA) Inc. with eight years of industry experience. She has been with RBC Private Counsel since 2014 and also holds a concurrent position at RBC Dominion Securities Inc. since 2000. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly-owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Alex L

Remote

RBC PRIVATE COUNSEL (USA) INC.

Alex Lee is a financial advisor at RBC Private Counsel (USA) Inc. with seven years of industry experience. He has been with RBC Private Counsel since 2017 and has held roles at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2006. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach and serves individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")