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T. ROWE PRICE ADVISORY SERVICES, INC.
CRD 108958File 801-58098
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.