RBC Global Asset Management
advisor38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37-7 YoYRank #488 of mapped providers
Assets under administration$76.8B0.1%Market share · rank #195
Fees received$15MMedian $85,687/planSum across Schedule C direct + indirect
Net wins YoY-62 won · 8 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical RBC Global Asset Management plan look like?
Service mix · median fees per plan
Count of plans where RBC Global Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 24 | $90,061 | |
Investment management fees paid directly by planCode 51 | 7 | $124,167 | |
Sub-transfer agency fees; Float revenue; Shareholder servicing fees; Distribution (12b-1) fees; Soft dollars commissions; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Other insurance wrap feesCode 15 | 2 | $21,894 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 | |
Custodial (securities); Investment managementCode 19 | 1 | $59,427 | |
Investment advisory (plan)Code 27 | 1 | $85,687 | |
Other feesCode 99 | 1 | $999,910 |
Competitor overlap
Percent of RBC Global Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under RBC Global Asset Management.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE UPPER PENINSULA PLUMBERS & PIPEFITTERS PENSIONWI · 386233970-001 | (new plan) | $68M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
Plans lost in 2024
Appeared last year under RBC Global Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M Investments, LLC | $1.6B |
MUFG BANK, LTD.NY · 135611741-016 | Morgan Stanley | $1.1B |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | VIDALIA BONILLA | $812M |
BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE PENSION FUNDIL · 366033202-001 | A. WYDRA | $156M |
BOARD OF TRUSTEES DIVISION A PENSION FUNDNY · 132569697-001 | MARCIA AZEEZ | $72M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $4M | 9y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $4M | 9y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $954,918 | 6y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $1M | 4y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $801,657 | 5y | - |
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLANNJ · 135652028-001 | $1.4B | 8,915 | $2M | 10y | - |
FEDERATED MUTUAL INSURANCE COMPANYMN · 410417460-001 | $789M | 4,742 | $14,594 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUNDNY · 516102576-001 | $729M | 4,795 | $122,378 | 9y | - |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $0 | 7y | - |
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUNDNY · 131957585-001 | $625M | 15,019 | $357,153 | 10y | - |
Flag exposure
94.6%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (38)
Raw Schedule C names collapsed into RBC Global Asset Management.
- HANCOCK INSTITUTIONAL
- HANCOCK LIFE INS CO - USA
- HANCOCK LIFE INSURANCE COMPANY
- HANCOCK MEZZANINE PARTNER LP
- HANCOCK NATURAL RESOURCE GROUP
- HANCOCK PARTNERS
- HANCOCK S-REIT JCITY CORP
- HANCOCK TIMBERLAND VIII INC
- HANCOCK TIMBERLAND X
- HANCOCK WHITNEY INVESTMENT
- HANCOCK WHITNEY INVESTMENT SERVICES
- RBC GAM-US
- RBC GLOBAL
- RBC GLOBAL ASSEST MANAGEMENT
- RBC GLOBAL ASSET MANAGEMENT
- RBC GLOBAL ASSET MANAGEMENT (U.S.)
- RBC GLOBAL ASSET MANAGEMENT (US) IN
- RBC GLOBAL ASSET MANAGEMENT (US)INC
- RBC GLOBAL ASSET MANAGEMENT - US
- RBC GLOBAL ASSET MANAGEMENT INC
- RBC GLOBAL ASSET MANAGEMENT INC.
- RBC GLOBAL ASSET MANAGEMENT U.S.
- RBC GLOBAL ASSET MANAGEMENT UK LTD
- RBC GLOBAL ASSET MANAGEMENT US INC
- RBC GLOBAL ASSET MANAGEMENT US, INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for RBC Global Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RBC Global Asset Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on RBC Global Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Colleran O'Hara & Mills LLP | 4 | 10.8% |
| Proskauer Rose LLP | 4 | 10.8% |
| Groom Law Group, Chartered | 2 | 5.4% |
| Kraw & Kraw Law Group | 2 | 5.4% |
| Lindabury, McCormick, Estabrook & Cooper | 2 | 5.4% |
| Maddin Hauser Roth & Heller PC | 2 | 5.4% |
| Morgan Lewis & Bockius LLP | 2 | 5.4% |
| Neyhart Anderson Flynn & Grosboll | 2 | 5.4% |
| Potts-Dupre, Hawkins & Kramer | 2 | 5.4% |
| Abato, Rubenstein & Abato, P.A. | 1 | 2.7% |