Royal Bank Of Canada
$15.9B reported client assets across 15 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 12 firms that reported Royal Bank Of Canada in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 6 cohort firms, FY2018: 6 cohort firms, FY2019: 7 cohort firms, FY2020: 8 cohort firms, FY2021: 9 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ruffer Llp | $10.4B | $31.3B | 33.1% | 06/28/2023 |
| Neuberger Berman Canada Ulc | $976M | $11.2B | 8.7% | 03/27/2024 |
| Grantham Mayo Van Otterloo & Co Llc | $787M | $63.4B | 1.2% | 03/28/2024 |
| Brookfield Public Securities Group Llc | $771M | $21.7B | 3.6% | 03/28/2024 |
| Granahan Investment Management Llc | $525M | $3.1B | 16.9% | 03/26/2024 |
| Lyonross Capital Management, Llc | $466M | $466M | 100.0% | 03/26/2024 |
| Tweedy, Browne Company Llc | $445M | $8.9B | 5.0% | 03/28/2024 |
| Sustainable Growth Advisers, Lp | $322M | $23.9B | 1.3% | 03/27/2024 |
| Wafra Inc. | $318M | $29.0B | 1.1% | 03/22/2024 |
| Cidel Asset Management Inc | $284M | $5.2B | 5.5% | 03/27/2024 |
| Conning Investment Products, Inc. | $230M | $486M | 47.4% | 03/26/2024 |
| Twin Capital Management Inc | $151M | $785M | 19.2% | 03/29/2024 |
| Gold Investment Management Ltd. | $87.2M | $395M | 22.1% | 03/18/2024 |
| Symphony Financial Partners (Singapore) Pte. Ltd. | $63.1M | $1.2B | 5.1% | 03/27/2024 |
| Gts Asset Management Lp | $38.5M | $74.9M | 51.4% | 03/30/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.