Firm profile

RBC PRIVATE COUNSEL (USA) INC.

TORONTO, ONCRD 109648Latest ADV January 27, 2026

Rbc Private Counsel (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, ON. Its latest Form ADV filing, dated January 27, 2026, reports $7.9B in regulatory assets under management, 1,455 employees, 131 offices, and 9,345 accounts.

Assets Under Management
$7.9B
Employees
1,455
Offices
131 offices
Total Clients
5,967
Primary office
TORONTO, ON
155 WELLINGTON STREET WEST, 17TH FLOOR, RBC CENTRE, TORONTO, ON, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(416) 955-7782
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOAnnica E. Karlsson
CFOFaiza M. Huq

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 75.9% of total clients.
Top client categories% of clientsClients
1
Individuals
75.9%
4,529
2
HNWI
20.8%
1,244
3
Corporations
3.3%
194

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.9Bas of January 27, 2026
Discretionary97.2%
$7.7B
97% of total RAUM97.2%
Non-discretionary2.8%
$217M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$7.9B
Total Accounts9,345
10Y AUM Change+$6.2B (+369.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,455
Clients per Employee4:1
10Y Employee Change+730 (+100.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.