Who we serve

Understanding your needs

RBC Advisor Services specializes in providing comprehensive custody and brokerage services to varying types of Registered Investment Advisors, from wealth management firms to breakaway brokers, from Institutional to dually registered firms. We provide the products and services necessary to support your firm so you can focus on your most important asset, your clients.

  • Wealth management firms
  • Breakaway brokers
  • Institutional firms
  • Dually registered firms
They understand the requirements and regulations of our complex and dynamic marketplace as a RIA, and are able to provide us, and our clients, with a superior level of service.
Martha Robbins
Five Mile River Investment Management, LLC
Darien, Connecticut

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