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T. ROWE PRICE ASSOCIATES, INC.
CRD 105496File 801-856
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.20T
Top 10% of cohort (national)
Discretionary AUM
$2.20T
Clients
2,133
6,889 accounts
Employees
3,760
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 29, 1947
- Principal office
- 1307 POINT STREET, BALTIMORE, MD, 21231
- Phone
- 410-345-2000
- Website
- HTTP://WWW.TROWEPRICE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.20T
- Discretionary AUM
- $2.20T
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,889
- Non-discretionary accounts
- 0
- Total accounts
- 6,889
- AUM per client
- $1.03B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 88 | $13.59B |
| Non-U.S. persons | 12 | $26.21B |
| Insurance companies | 56 | $30.47B |
| Investment companies | 355 | $1.18T |
| Charitable organizations | 76 | $1.85B |
| Other investment advisers | Fewer than 5 | $95.7M |
| High net worth individuals | 680 | $5.14B |
| Pooled investment vehicles | 379 | $797.53B |
| Banking or thrift institutions | Fewer than 5 | $348.6M |
| Pension and profit sharing plans | 214 | $68.53B |
| State or municipal government entities | 92 | $53.87B |
| Individuals (other than high net worth individuals) | 181 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6887 | 2133 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.