MINNEAPOLIS (March 24, 2025) — PLANADVISER has named three financial advisors from RBC Wealth Management to its “Top Retirement Plan Advisers” list.
The “Top Retirement Plan Advisers” list recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement.
“This recognition from PLANADVISER reflects both the scale and substance of our advisors’ work in the retirement space,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “We’re proud of the relationships they’ve built, the plans they manage, and the financial confidence they help foster for so many people.”
The complete list of RBC Wealth Management’s 2025 Top Retirement Plan Advisers:
About RBC Wealth Management – U.S.Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $667 billion in total client assets (as of January 31, 2025) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.
Kris Herberg, Director, Communications, RBC Wealth Management, 612-371-2987 kris.herberg@rbc.com
The 2025 PLANADVISER Top Retirement Plan Advisers list was announced March 2025. Data as of 12/31/2024. The award is based on the dollar value of the qualified plan assets under advisement as well as the number of plans under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.