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T. Rowe Price
T. ROWE PRICE ADVISORY SERVICES, INC. is an SEC-registered investment adviser in OWINGS MILLS, MD, since 2000. The firm manages $5.9 billion in assets.
T. Rowe Price
T. ROWE PRICE ADVISORY SERVICES, INC. is an SEC-registered investment adviser in OWINGS MILLS, MD, since 2000. The firm manages $5.9 billion in assets. It has 92 employees and 66 investment advisers.
General information
Firm type
RIA
Year founded
1937
AUM
$1.89 trillion
Location
Region
North America
Country
United States
City
Owings Mills
Corporate office
Baltimore, MD, United States
Principals
John D. Rogers
CEO, T. Rowe Price Group
Sector focus
Frequently asked questions
How does T. Rowe Price Advisory Services differ from T. Rowe Price Group's mutual fund business?
T. Rowe Price Advisory Services is a registered investment advisor that provides fiduciary, customized portfolio management and financial planning directly to wealthy individuals and families. It operates separately from the parent firm's institutional and retail mutual fund operations, but draws on the same global research and investment platform.
What is the minimum investment threshold for T. Rowe Price Advisory Services?
The firm does not publicly disclose a minimum asset requirement, but the typical client base includes high-net-worth and ultra-high-net-worth individuals, often with assets in excess of $5 million to $10 million, as inferred from the scope of its direct-indexing and tax-management services.
Does T. Rowe Price Advisory Services offer direct indexing or tax-loss harvesting?
Yes, the firm offers direct indexing and tax-loss harvesting as part of its customized separately managed account offerings. These strategies allow clients to tailor portfolios to individual tax circumstances while retaining exposure to broad market indices.
Who leads T. Rowe Price Advisory Services?
John D. Rogers serves as CEO of T. Rowe Price Group, the parent company. The advisory services unit is overseen by the group's senior management team, with specific operational leadership within the wealth management division.
What investment vehicles does T. Rowe Price Advisory Services use?
The firm constructs portfolios using T. Rowe Price's proprietary mutual funds, ETFs, and separate account strategies. It also accesses private credit and real estate through institutional vehicles managed by the parent firm.
Is T. Rowe Price Advisory Services a family office?
No, T. Rowe Price Advisory Services is a registered investment advisor (RIA) specializing in wealth management for high-net-worth individuals and families. It is not a single family office or multi-family office, but rather a regulated advisory firm operating under the T. Rowe Price Group umbrella.
How does T. Rowe Price Advisory Services source its investment ideas?
The firm relies on T. Rowe Price's global research platform, which employs over 1,000 investment professionals. Decisions are grounded in fundamental analysis, with a long-term, bottom-up approach to security selection.
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