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- Custodian
- Assetmark · City National Bank · Pershing · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-1986
- Office Locations
- 33
Office Locations
About RBC Rochdale, LLC
RBC Rochdale (formerly City National Rochdale) is a boutique investment manager serving private wealth and institutional clients with tailored portfolio management and asset allocation. Clients work one-on-one with a dedicated portfolio manager and investment consultant, supported by extensive in-house research. The firm publishes proprietary “Rochdale Speedometers,” forward-looking economic and market indicators used to inform portfolio construction.
Reported data analysis
What the numbers show
Between October 28, 2025 and May 28, 2026, reported AUM increased 7.0%, from $68.2B to $73.0B.
Across 5 reported observations, AUM increased 25.7% between November 28, 2022 and May 28, 2026, from $58.0B to $73.0B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 138 advisory representatives and 17,054 clients, or 123.6 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 33 reported office locations and 40 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full RBC Rochdale, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOBY SWANKUTTY DANIEL
Board Director
- CRD
- --
- Ownership
- Less than 5%
GREGG GIAQUINTO
Board Director, Chief Executive Officer, President
- CRD
- #3182583
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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MICHAEL OWEN ADAIR
Managing Director
- CRD
- #4412434
KASHIF SAGHEER AHMAD
Managing Director
- CRD
- #2518668
Showing 2 of 128 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,843,280,822 | $1,707,972 |
| Non-Discretionary | $117,217,756 | $5,328,080 |
| Total | $72,960,498,578 | $1,709,838 |
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Separately Managed Accounts
SMA allocation detail is available
RBC Rochdale, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
RBC Rochdale, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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