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The RBC Wealth Management Difference

World-Class Resources and Support

We are a leading full-service investment, advisory and wealth management firm based in the United States, with access to global resources and expert support from Royal Bank of Canada (RBC). Our institutional clients receive guidance through brokerage or advisory relationships with a dedicated financial advisor who has access to specialized teams of experts.


We are deeply committed to helping you responsibly manage the assets you entrust to our care and putting your organization’s interests first.


As part of the RBC family of companies, we offer you the integrity, fiscal strength, strong risk management and sound business decision-making of one of the world’s leading diversified financial services providers.


We have over 95 years of investment experience to help inform your decisions.


Through an advisory relationship, we offer institutional consulting services to 401(k) plans, pension plans, foundations and endowments, as well as a full range of retirement plan solutions to businesses.


Our trading capabilities include access to the capital markets through fixed income instruments, including municipal bonds, plus equity trading, private placements, alternative investments, annuities, exchange traded funds and mutual fund products.



Find a trusted partner

Contact a branch director and ask to speak with a financial advisor specializing in institutional consulting services.

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Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC (opens new window)


Who to call

Contact a branch director today for an introduction to an experienced financial advisor who specializes in serving institutional clients.

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Strong leadership

Our executive team is dedicated to operational excellence, maintaining high ethical standards and corporate responsibility.

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Get to know us - Putting client interests first - for more than a century.