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T. ROWE PRICE ADVISORY SERVICES, INC.
CRD 108958File 801-58098
APPROVED
Retail clients
Custody
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.90B
Top 25% of cohort (national)
Discretionary AUM
$5.90B
Clients
13,517
13,518 accounts
Employees
92
Top 10% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 17, 2000
- Principal office
- 4525 PAINTERS MILLS ROAD, OWINGS MILLS, MD, 21117
- Phone
- 800-225-5132
- Website
- HTTP://WWW.TROWEPRICE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.90B
- Discretionary AUM
- $5.90B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13,518
- Non-discretionary accounts
- 0
- Total accounts
- 13,518
- AUM per client
- $436K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 13,517 | $5.90B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 86 | 92 | increased by6 |
| Apr 1, 2026 | Clients | 10,014 | 13,517 | increased by3,503 |
| Apr 1, 2026 | AUM | $3,861,357,894 | $5,899,382,003 | increased by$2,038,024,109 |
| Apr 1, 2026 | Accounts | 10,014 | 13,518 | increased by3,504 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 86 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,627 | 10,014 | increased by5,387 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $917,990,791 | $3,861,357,894 | increased by$2,943,367,103 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,627 | 10,014 | increased by5,387 |
| Apr 1, 2022 | Employees | 41 | 48 | increased by7 |
| Apr 1, 2022 | Clients | 2,694 | 4,627 | increased by1,933 |
| Apr 1, 2022 | AUM | $728,830,645 | $917,990,791 | increased by$189,160,146 |
| Apr 1, 2022 | Accounts | 2,694 | 4,627 | increased by1,933 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROWE PRICE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROWE PRICE” may also match similarly-named firms). Confirm identity against each filing.
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.