RBC Wealth Management congratulates 156 financial advisors named to Forbes “Best-In-State Wealth Advisors” list

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MINNEAPOLIS (April 4, 2023) – RBC Wealth Management – U.S., one of the nation’s largest full-service wealth management firms, announces that 156 financial advisors were named to the Forbes “Best-In-State Wealth Advisors” list for 2023. The annual list recognizes financial advisors across the country for their exceptional performance, professionalism and client service.

“These advisors consistently go above and beyond to serve the needs of their clients, and have earned their recognition as ‘best-in-state’,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “We congratulate them on this well-deserved honor.”

The complete list of RBC Wealth Management advisors named to the “Best-In-State Wealth Advisors” list:

The “Best-In-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

About RBC Wealth Management – U.S.

In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $510 billion in total client assets with more than 2,100 financial advisors operating in 187 locations in 42 states.

Media Contact

Sam Benshoof, RBC Wealth Management, 612-313-1275, samuel.benshoof@rbc.com

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com .