A complete list of active advisors currently associated with RBC PRIVATE COUNSEL (USA) INC.
Warmer can help you find a great advisor at RBC PRIVATE COUNSEL (USA) INC. or one who fits your needs even better.
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 and families (including former Canadian residents in the U.S.), business owners, foundations, trusts and not‑for‑profits, and reports roughly $7.89 billion in client assets across about 5,773 client relationships. Investment decisions are made by Investment Counsellors supported by participating affiliates—principally RBC Global Asset Management and RBC Phillips, Hager & North—and by a Global Manager Research Team that conducts due diligence on external sub‑advisors; portfolios are built to each client’s Investment Policy Statement and monitored by a dedicated Portfolio Risk Group. Custody and administrative services are provided through affiliated custodians (including Royal Trust and, for certain wrap programs, an affiliated dealer), and implementation commonly combines proprietary RBC products with third‑party managers. Compared with many peers, the firm operates within a broad financial services group and discloses affiliations spanning banking, trust, broker‑dealer and asset‑management entities, and it acts as a sponsor of wrap fee programs that appoint an affiliated dealer as custodian. The brochure also discloses recent material changes—clarifying treatment of interest on cash balances and updates to brokerage practices—and highlights the firm’s use of external manager selection and acceptance of corporate and institutional clients in addition to high‑net‑worth and individual households.
To learn more about the advisors currently working at RBC PRIVATE COUNSEL (USA) INC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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.
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")