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T. ROWE PRICE ADVISORY SERVICES, INC.

OWINGS MILLS, MD · CRD 108958 · IAPD ↗ · 800-225-5132

$5.90BRegulatory AUM
66Advisory reps
92Employees
0Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — T. ROWE PRICE ADVISORY SERVICES, INC. reported RAUM up 53% ($3.86B -> $5.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — T. ROWE PRICE ADVISORY SERVICES, INC. grew from 61 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — T. ROWE PRICE ADVISORY SERVICES, INC. reported RAUM up 51% ($2.56B -> $3.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — T. ROWE PRICE ADVISORY SERVICES, INC. grew from 42 to 61 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — T. ROWE PRICE ADVISORY SERVICES, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — T. ROWE PRICE ADVISORY SERVICES, INC. reported RAUM up 87% ($1.37B -> $2.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2024 — T. ROWE PRICE ADVISORY SERVICES, INC. grew from 33 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.