RBC Rochdale (formerly City National Rochdale, until its 2025 rename) is a wholly owned subsidiary of City National Bank, which is itself an indirect subsidiary of Royal Bank of Canada. The firm offers tailored, multi-strategy portfolios combining quantitative screening and fundamental analysis, implemented across in-house U.S. equity, international equity ETF, and fixed income strategies as well as third-party sub-advisers, with both wrap fee and non-wrap arrangements available. RBC Rochdale also serves as investment adviser to the affiliated City National Rochdale Funds family of mutual funds, which charge additional fund-level expenses on top of advisory fees.
Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $73.0 billion
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: RBC ROCHDALE INDEPENDENT CHANNEL BROCHURE (2026-05-28)
· View brochure text
Latest filing: RBC ROCHDALE BANK CHANNEL BROCHURE (2026-05-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $44,000 | 0.88% |
| $10 million | $74,000 | 0.74% |
| $50 million | $274,000 | 0.55% |
| $100 million | $524,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 68.39%
- Number of High-Net-Worth Clients
- 15,779
- Total Client Accounts
- 42,671
- Discretionary Accounts
- 42,649
- Non-Discretionary Accounts
- 22
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 117198
- RBC ROCHDALE BANK CHANNEL BROCHURE (2026-05-28) · View brochure text
- RBC ROCHDALE INDEPENDENT CHANNEL BROCHURE (2026-05-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗