CRD: 108958
T. Rowe Price Advisory Services, Inc.
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- Custodian
- Pershing ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-23-1998
- Office Locations
- 60
Office Locations
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.
Reported data analysis
What the numbers show
Between October 3, 2025 and August 26, 2026, reported AUM increased 52.8%, from $3.9B to $5.9B.
Across 5 reported observations, AUM increased 542.6% between November 4, 2022 and August 26, 2026, from $918.0M to $5.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 66 advisory representatives and 13,517 clients, or 204.8 clients per representative. That equates to $436.4K in reported AUM per client.
The profile lists 60 reported office locations and 27 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full T. Rowe Price Advisory Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER PAUL AUGELLI
DIRECTOR
- CRD
- #3161945
- Ownership
- Less than 5%
Craig Michael Gross
DIRECTOR
- CRD
- #5006258
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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NATHANIEL ALAN ADAMS
--
- CRD
- #6553974
Andrew Arbik Adrian
--
- CRD
- #6728761
Showing 2 of 491 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
T. Rowe Price Advisory Services, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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