Why our clients choose us


Ask our clients why they selected us for clearing, execution and custody services, and you’ll get a variety of answers. That’s because our clients have unique needs that deserve more than a “one-size-fits-all” approach.

Some chose us for our global resources. Some for our expertise. And some for our broad solutions set. However, they all agree that one of our greatest strengths is our service- and relationship-oriented culture.

We serve more than 300 firms from coast to coast. Read about how, in their own words, we’ve helped these clients become more successful. Then imagine how we can help you achieve the specific goals you have for your own business.

“Our strategic relationship with RBC Clearing & Custody is critical to our business. We chose RBC Clearing & Custody because of their approach to open architecture, best-in-class technology and their commitment to top tier service that our financial professionals and clients demand. Issues and challenges do arise, but we’ve found that RBC Clearing & Custody is willing to dig in and solve the challenges with us and for that we very much appreciate their strong support.”
Mark Garrett
Executive Chairman
Moors & Cabot Inc.
“The technology stack is not only beneficial to us as an introducing firm, but it’s also fabulous for clients from an overall experience standpoint.”
Mat Gleason
President of FBL Wealth Management, LLC and FBL Marketing Services, LLC Farm Bureau Financial Services
“I encourage RIAs to give RBC Clearing & Custody a good look because they may be surprised to learn how the firm can meet their needs better than other firms.”
Bilal Kaleem
Managing Partner
Hoopoe Advisors
“The people we interact with at RBC Clearing & Custody is the reason we’ve been with you for over 25 years. I feel like they care about our firm and care about our success.”
Ted Moloney
President & COO
Moloney Securities Co., Inc.
“We needed a dashboard and platform where our advisors could manage not just wealth, assets and risk, but people, and their goals and plans. RBC BLACK does all that.”
Ryan Diepstra
CRCP™, Chief Operating Officer
Centennial Securities
“I find RBC BLACK to be a valuable suite of programs that increase my productivity, minimizing my time in the office while maximizing my time with clients and greatly enhances the client experience. Advisors not utilizing and learning about this technology suite are doing a disservice to themselves and their clients.”
Empire Asset Management Company
“What I like about RBC Clearing & Custody is if I have something out of the ordinary, I have my client service rep I can call, and that’s a big help.”
Karin Mueller-Paris
Partner, Client Relations
F&V Capital Management, LLC
“I believe RBC Clearing & Custody is truly committed to helping grow my business. They honestly care about our success.”
Robert Villaflor
CEO, Sprott Global Resource Investments Ltd.
President, Sprott Asset Management USA
“RBC Clearing & Custody provides a diverse base of solutions for our clients. They help us provide clients with wealth management and private banking services including complex investment vehicles. We can meet any of our client’s needs.”
Michael R. Sanders
Principal, Chief Investment Officer
5C Capital Management, LLC
“We have stock pickers, fixed income bond experts, portfolio managers, wealth managers, and financial planners that hire third-party managers who manage everything on behalf of the client. It’s important for us to support any rep’s business, no matter what it is.”
Russell King
Chairman & CEO
Oak Ridge Financial Services Group, Inc.
“RBC Clearing & Custody does a good job of providing earnings and research calls, or compliance calls regarding new regulations. We just have to utilize the services.”
David Coker
Coker & Palmer, Inc.

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