More Than a Century of Service
RBC Wealth Management has helped individuals, families, businesses and institutions accomplish their important financial goals for generations. Our friendly, clients-first culture is a reflection of our stewardship values. And we maintain a high degree of local autonomy as leading regional securities firms have combined over the years to become one of the most respected full-service investment firms in the United States.
Chronology
| Year | Milestone |
|---|---|
| 1858 | Sutro & Co. founded in San Francisco, California |
| 1870 | Royal Bank of Canada (RBC) founded in Halifax, Nova Scotia |
| 1892 | Tucker Anthony founded in Boston, Massachusetts |
| 1909 | Kalman & Co. founded in St. Paul, Minnesota |
| 1929 | J.M. Dain & Co. founded in Minneapolis, Minnesota |
| 1933 | Rauscher Pierce & Co. founded in Dallas, Texas |
| 1967 | J.M. Dain & Co. merges with Kalman & Co. and Iowa-based Quail & Co. to form Dain, Kalman & Quail (DKQ) |
| 1968 | Rauscher Pierce & Co. merges with Phoenix, Arizona bond house Refsnes, Ely, Beck which operates as a subsidiary; later renamed Rauscher, Pierce Refsnes (RPR) |
| 1970 | DKQ acquires Minneapolis investment firm of Platt, Tschudy & Co., later renamed Investment Advisors, Inc. (sold in 1986) |
| 1972 | DKQ holds initial public offering of 250,000 shares |
| 1973 | DKQ acquires Bosworth, Sullivan of Denver, Colorado |
| 1973 | DKQ forms Inter-Regional Financial Group (IFG) as holding company |
| 1978 | Bosworth, Sullivan merges operations with DKQ |
| 1979 | DKQ is renamed Dain Bosworth, Inc (DBI) |
| 1981 | IFG acquires RPR and is listed on the New York Stock Exchange |
| 1988 | DBI acquires The Milwaukee Company |
| 1989 | RPR acquires Shatkin Lee Securities of Saint Louis, Missouri; later renamed RBC Correspondent Services |
| 1991 | Insight Investment Management, a new subsidiary, is created out of DBI’s Insight Bond Management |
| 1994 | DBI acquires Clayton Brown Holding Company, a Chicago-based bond house |
| 1997 | IFG changes name to Interra Financial |
| 1998 | Interra combines DBI and RPR into a single company and renames itself Dain Rauscher |
| 1998 | Dain Rauscher acquires Wessels, Arnold & Henderson |
| 2000 | Dain Rauscher agrees to be acquired by Royal Bank of Canada (RBC) |
| 2000 | Dain Rauscher acquires Voyageur Asset Management, which assumes operations of Insight Investment Management |
| 2000 | Tucker Anthony and Sutro & Company merge to form Tucker Anthony Sutro |
| 2001 | Dain Rauscher becomes a wholly owned subsidiary of RBC; changes name to RBC Dain Rauscher |
| 2001 | RBC Dain Rauscher acquires Tucker, Anthony Sutro (TAS) |
| 2002 | TAS merges operations with RBC Dain Rauscher |
| 2003 | RBC Dain Rauscher acquires First Institutional Securities and Jones & Babson |
| 2004 | RBC Dain Rauscher acquires William R. Hough & Co. of St. Petersburg, Florida |
| 2007 | RBC Dain Rauscher acquires JB Hanauer & Co. of Parsippany, New Jersey |
| 2008 | RBC Dain Rauscher acquires Ferris, Baker, Watts LLC of Baltimore, Maryland |
| 2008 | RBC Dain Rauscher merges with RBC Capital Markets, LLC to form a single RBC broker-dealer; RBC Dain Rauscher rebrands to RBC Wealth Management |
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