Since 1979, we’ve been an industry leader in serving independent broker-dealer and registered investment advisor firms like yours.
An innovative platform that combines best-in-class technology solutions on one platform, at one price, accessible anywhere
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An easy-to-navigate search tool that allows you to browse common business needs by category, and featuring offerings from RBC and partner solutions
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“RBC Clearing & Custody technology has helped us grow our business beyond my expectations.”
Larry Kohn
“The small firm feel and accessibility to upper management at RBC means less red tape, less bureaucracy which allows me to focus on running my business and servicing my clients.”
Edward Cahill
“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 RobbinsBeyond processing your transactions, tap into our resources and insights, and our best-in-class products and services.
Is it senility or is it something else? Four red flags to watch for and five steps you can take to help protect older clients.
Help grow and preserve your clients’ wealth by offering products and services available from a full-service wealth management firm.
Find out moreOffer clients due diligence tools to help them feel confident their generosity is put to good use during the giving season.
Our teams are devoted to helping you meet your needs with customized service solutions to help grow your business.
Find out moreTo meet your individual needs, we specialize in providing comprehensive clearing, custody and execution services. And to help your business thrive, you receive on-going training and a dedicated support team.
You seek a reliable clearing and custody partner. One you can entrust with the assets and financial records of clients who depend on you.
Similar capabilities and products are available from most clearing and custody firms. What makes us extraordinary is our people—and our strong connection with you.
Personalized service, a deep understanding of your unique businesses and a relationship-based approach to help you accomplish your goals.