RBC Wealth Management

5425 Wisconsin Ave #301
Chevy Chase, MD 20815 301-907-2772

Ratings

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Consumer Ratings for RBC Wealth Management — 13 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for RBC Wealth Management

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Consumer from WASHINGTON, DC
Nov 05, 2025
Not Recommended
I found RBC Advisors at this location to be lag-lag in their knowledge of stocks, unsophisticated in understanding tax implications (stock growing 25% per year was sold as advantageous to paying a 7% differential by selling equities in my IRA), and burdensome with documents (150+ pages of trade confirmations [avg 850] plus monthly statements). The overwhelming quantity and frequency of email notifications made me naively depend on a very sweet Financial Advisor. I have moved to Vanguard and my now simplified portfolio has grown by 25% in the first 6 months.
Consumer from ALEXANDRIA, VA
Feb 19, 2025
Recommended
Consumer from Bethesda, MD
Feb 20, 2024
Recommended

...and 10 more consumer comments for RBC Wealth Management