T. ROWE PRICE ADVISORY SERVICES, INC.
Latest filing: Mar 31, 2025 (76 days ago)
AUM
$3,861,357,894
51% change vs. 1 year ago
321% change vs. 3 years ago
527% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
86
48% change vs. 1 year ago
79% change vs. 3 years ago
197% change vs. 5 years ago
562% change vs. 10 years ago
Main Office
OWINGS MILLS, MD
4515 PAINTERS MILLS ROAD, OWINGS MILLS, MD, UNITED STATES, 21117
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.9 |
| Non-Discretionary | $0.0 |
| Total | $3.9 |
| Client | AUM |
|---|---|
| Retail | $3.9 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $3.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 10,013 | $3.9 |
| Average Individual AUM | $385,505 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 10,013 | $3.9 |
| Average Retail AUM | $385,505 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING LLC | JERSEY CITY-NJ-USA | $2.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.9 |
| Retail SMA AUM | $3.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 100% | $3.9 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $3.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | $1,934.2 | 105496 | |
| T. ROWE PRICE INTERNATIONAL LTD | $249.0 | 126032 | |
| T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | $207.1 | 314590 | |
| OAK HILL ADVISORS, L.P. | $86.3 | 125352 | |
| T. ROWE PRICE JAPAN, INC. | $29.9 | 290585 | |
| T.ROWE PRICE HONG KONG LIMITED | $21.8 | 155827 | |
| T. ROWE PRICE AUSTRALIA LIMITED | $17.5 | 290594 | |
| T. ROWE PRICE SINGAPORE PRIVATE LTD | $14.3 | 155831 | |
| T. ROWE PRICE (CANADA) INC. | $5.7 | 107290 | |
| OHA PRIVATE CREDIT ADVISORS LLC | $2.5 | 319664 | |
| OHA PRIVATE CREDIT ADVISORS II, L.P. | $0.7 | 322289 | |
| T. ROWE PRICE (LUXEMBOURG) MANAGEMENT, S.A.R.L. | $0.0 | - | |
| T. ROWE PRICE INVESTMENT SERVICES, INC. | $0.0 | broker-dealer | 8348 |
| T. ROWE PRICE TRUST COMPANY | $0.0 | trust company | - |
| OAK HILL ADVISORS (AUSTRALIA) PTY LTD | $0.0 | - | |
| OHA (UK) LLP | $0.0 | 296099 | |
| OAK HILL ADVISORS (EUROPE) LLP | $0.0 | 296098 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
413 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JACOB FISCHENICH | OWINGS MILLS | MD | S66|2022-11-30 | ||||||
| JOSEPH WALSH | OWINGS MILLS | MD | S66|2016-03-18|S63|2015-04-22 | ||||||
| OMARI RUSSELL | OWINGS MILLS | MD | S66|2022-12-12 | ||||||
| KEVIN SUGERMEYER | OWINGS MILLS | MD | S63|2019-12-20|S65|2022-07-01 | ||||||
| CHARLES PIZZILLO | OWINGS MILLS | MD | S66|2014-06-06 | CERTIFIED FINANCIAL PLANNER | |||||
| JONATHAN KEENER | OWINGS MILLS | MD | S63|2015-05-26|S66|2018-03-16 | ||||||
| MICHAEL SIMON | OWINGS MILLS | MD | S66|2015-07-24 | ||||||
| MIKE FAFAUL | OWINGS MILLS | MD | S66|2024-01-10 | ||||||
| TIMOTHY PUCKETT | OWINGS MILLS | MD | S63|2017-12-22|S66|2023-06-08 | ||||||
| JAMES MCCORMICK | OWINGS MILLS | MD | S66|2023-03-23 | ||||||
| DAVID TWENHAFEL | OWINGS MILLS | MD | S63|1993-08-11|S65|1993-08-11 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSE DIAZ | OWINGS MILLS | MD | S63|2018-11-29|S66|2022-10-06 | ||||||
| GRANT BURCHETTE | OWINGS MILLS | MD | S66|2022-09-30 | ||||||
| EMILY HERSTEIN | OWINGS MILLS | MD | S63|1998-09-22|S65|2006-01-05 | CERTIFIED FINANCIAL PLANNER | |||||
| JILLIAN OLSON | OWINGS MILLS | MD | S66|2016-01-20|S63|2015-07-13 | ||||||
| PETER DELIBRO | OWINGS MILLS | MD | S63|1997-06-20|S66|2006-11-29 | ||||||
| ERIK RONNE | OWINGS MILLS | MD | S63|1998-11-09|S66|2011-08-25 | ||||||
| JASON RUCH | OWINGS MILLS | MD | S63|2023-04-11|S66|2023-10-16 | ||||||
| CESAR SILVA-MEDINA | OWINGS MILLS | MD | S66|2018-04-25 | ||||||
| RILEY GAEGER | OWINGS MILLS | MD | S66|2023-02-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $3.9 | $0.0 | 0% | 86 | 0 | 0% |
| 2025-04-21 | $3.9 | $0.0 | 0% | 86 | 0 | 0% |
| 2024-04-02 | $2.6 | $1.3 | 51% | 58 | 28 | 48% |
| 2023-04-04 | $0.7 | $3.2 | 447% | 47 | 39 | 83% |
| 2022-04-01 | $0.9 | $2.9 | 321% | 48 | 38 | 79% |
| 2021-04-05 | $0.7 | $3.1 | 430% | 41 | 45 | 110% |
| 2020-04-01 | $0.6 | $3.2 | 527% | 29 | 57 | 197% |
| 2019-04-01 | $0.4 | $3.5 | 912% | 44 | 42 | 95% |
| 2018-04-02 | $0.3 | $3.6 | 1415% | 27 | 59 | 219% |
| 2017-04-01 | $0.0 | $3.9 | 106481% | 4 | 82 | 2050% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 10 | 76 | 760% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 13 | 73 | 562% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 15 | 71 | 473% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 17 | 69 | 406% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, AK-01/02/2001, AL-01/02/2001, AR-01/01/2001, AZ-01/02/2001, CA-11/29/2000, CO-12/11/2000, CT-01/02/2001, DC-01/02/2001, DE-03/31/2003, FL-02/27/2001, GA-11/15/2000, HI-01/02/2001, IA-01/01/2001, ID-01/01/2001, IL-01/02/2001, IN-02/28/2001, KS-01/02/2001, KY-11/28/2000, LA-10/23/2001, MA-01/02/2001, MD-01/01/2001, ME-02/16/2001, MI-11/17/2000, MN-01/02/2001, MO-01/02/2001, MS-11/15/2000, MT-09/18/2000, NC-02/28/2001, ND-11/28/2000, NE-01/02/2001, NH-01/01/2001, NJ-12/14/2000, NM-01/02/2001, NV-01/02/2000, NY-12/07/2000, OH-01/01/2001, OK-01/11/2001, OR-01/01/2001, PA-01/02/2001, PR-04/01/2002, RI-01/01/2001, SC-01/10/2001, SD-12/07/2000, TN-01/01/2001, TX-01/01/2001, UT-01/02/2001, VA-01/01/2001, VI-03/27/2008, VT-01/03/2001, WA-11/20/2000, WI-12/04/2000, WV-01/01/2001, WY-01/30/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV