T
CRD: 108958
T. Rowe Price Advisory Services, Inc.
$5.9B Total AUM
$5.9B Disc. AUM
68.1% 3Y CAGR
92 Employees
13,517 ADV. Clients
27 yrs Firm Age
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- Custodian
- BNY Mellon · Pershing · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-23-1998
- Office Locations
- 60
Office Locations
12000 Government Center Parkway Suite 270 Fairfax VA
1307 Point Street Baltimore MD
233 Park AVE S. NEW York NY
About T. Rowe Price Advisory Services, Inc.
T. Rowe Price Advisory Services supports retail and institutional partners with active investment capabilities across equity, fixed income, multi-asset, and alternatives. The firm pairs portfolio management with a steady cadence of market and retirement insights for advisors and end investors, including dedicated research collections and podcasts such as The Angle and Confident Conversations on Retirement.
Team overview
39 AVG AGE
$89.4M AVG AUM / ADVISOR
$436.4K AVG AUM / CLIENT
5.7 yrs AVG TENURE
92 Employees
66 Advisory Reps
78 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER PAUL AUGELLI
DIRECTOR
- CRD
- #3161945
- Ownership
- Less than 5%
Available
Available
Available
C
Craig Michael Gross
DIRECTOR
- CRD
- #5006258
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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N
NATHANIEL ALAN ADAMS
--
- CRD
- #6553974
Available
Available
Available
A
Andrew Arbik Adrian
--
- CRD
- #6728761
Available
Available
Available
Showing 2 of 452 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,899,382,003 | $436,409 |
| Non-Discretionary | $0 | -- |
| Total | $5,899,382,003 | $436,409 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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