RBC Advisor Services

RBC Advisor Services

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Business head: Catie Tobin

No. clients: 96

AUC: $13,550

Min. assets: $50,000,000

rbc-as.com

In the News

What's in a name? For TCA by ETrade, everything

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Top clearing and custody firms for financial advisers

August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...

2016 custodians and clearing firms ranking

August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...

Custodians try to entice breakaways with substantial perks

August 9, 2015 - As larger teams move into the registered investment adviser channel, the major custodians are getting more creative and adding some sweeteners to entice big breakaway outfits. Looking to differentiate themselves by more than just their ability to hold...

Custodians and clearing firms ranked by number of clients

August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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