Rbc Rochdale, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 3, 2026, reports $73.0B in regulatory assets under management, 269 employees, 11 offices, and 42,671 accounts.
Assets Under Management
$73.0B
Employees
269
Offices
11 offices
Total Clients
17,054
Primary office
NEW YORK, NY
400 PARK AVENUE, 10TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.5% of total clients.
Top client categories% of clientsClients
1
HNWI
92.5%
15,779
2
Corporations
3.4%
575
3
Individuals
2.3%
391
4
Pension Plans
1.1%
180
5
Charitable
0.7%
122
Additional categories (<0.1%)
Investment Cos.6 clients
Government<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$73.0Bas of March 3, 2026
Discretionary99.8%
$72.8B
100% of total RAUM99.8%
Non-discretionary0.2%
$117M
0% of total RAUM0.2%
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$73.0B
Total Accounts42,671
10Y AUM Change+$42.4B (+138.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees269
Clients per Employee63:1
10Y Employee Change+28 (+11.6%)
* 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.