DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
T. Rowe Price Associates, Inc.
Latest filing Jul 6, 2026
First filing on the tape Mar 29, 2012 · 55 filings
SEC status approved since Mar 29, 1947
RAUM
$2196B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.2%
$5.1B individuals and HNW
Advisors
222
registered through the firm on IAPD
RAUM per advisor
$9.9B
derived; firm RAUM over IAPD count
Employees
3,760
545 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
7
reported on Schedule D
History
55 filings and snapshots on the tape
RAUM$2196B as of Jul 6, 2026
Mar 29, 2012$480B then
HNW client RAUM$5.1B as of Jul 6, 2026
Mar 29, 2018$1.3B then
State-registered IARs (5.B.3)39 as of Jul 6, 2026
Mar 27, 20134 then
Employees (5.A)3,760 as of Jul 6, 2026
Mar 27, 20132,070 then
Private funds7 as of Jul 6, 2026
Mar 29, 20123 then
RAUM +14% over the last fiscal year+13% a year over threeIARs 44 to 39offices 7 to 5
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $9.8BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.6MderivedHNW RAUM over HNW clients
- Average account
- $319MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 16.9derivedItem 5.A over advisors
- Advisors per office
- 37.2derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.4%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $183B, 2,296 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1183B54%
- Pooled investment vehicles$798B37%
- Pension and profit-sharing plans$69B3.1%
- State and municipal entities$54B2.5%
- Insurance companies$30B1.4%
- Sovereign wealth funds$26B1.2%
- Corporations and businesses$14B0.6%
- High-net-worth individuals$5.1B0.2%
- Charitable organizations$1.8B0.1%
- Banks and thrifts$349M0.0%
- Other investment advisers$95.7M0.0%
- Individual clients
- 181reported
- HNW clients
- 680reported
- Pension plan clients
- 214reported
- Charitable clients
- 76reported
- Accounts
- 6,889reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $2.3B managedreported
- Custody of client assets
- $183B for 2,296 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.9 institutional_share=0.08 related_bd=true related_bank=true bd_reps=253.0derived
Advisors registered through the firm
223 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joshua Freeman Slater | Baltimore, Md | Mar 16, 2001 | 26 y | 0 |
| Philip Jeffrey Burger | Baltimore, Md | Nov 12, 2003 | 26 y | 0 |
| Paige Tyrone Davis | Baltimore, Md | Dec 4, 2014 | 24 y | 3 |
| Christopher Richard AcetoChartered Financial Analyst | Baltimore, Md | Dec 22, 2016 | 16 y | 0 |
| Thomas Elliot Bauer | Mission Hills, Ks | Apr 11, 2017 | 19 y | 2 |
| Katrina Marie Jacobs | San Diego, Ca | Apr 11, 2017 | 19 y | 2 |
| Sebastian Juan MitchellCertified Financial Planner | Batavia, Il | Apr 11, 2017 | 28 y | 0 |
| Derek William Fisher | Chatham, Nj | Apr 13, 2017 | 24 y | 1 |
| Mark Philip WhiskeymanChartered Financial Analyst | Bel Air, Md | Apr 13, 2017 | 25 y | 4 |
| Barrett Duncan WraggCertified Financial Planner | Baltimore, Md | Apr 18, 2017 | 24 y | 0 |
| Adam John Fletcher | Wayne, Pa | Apr 25, 2017 | 19 y | 1 |
| Matthew William Boren | Wilmette, Il | Sep 29, 2017 | 23 y | 4 |
| Craig Jeffrey St. Thomas | Charlotte, Nc | Oct 10, 2017 | 28 y | 0 |
| David Gareth ChattertonCertified Financial Planner | Colorado Springs, Co | Oct 24, 2017 | 18 y | 2 |
| Sean Michael Lynch | The Woodlands, Tx | Jan 9, 2018 | 22 y | 3 |
| Christian James NesherCertified Financial Planner | Whitefish, Mt | Dec 6, 2018 | 22 y | 3 |
| Hector Mendez | Fair Haven, Nj | Jan 2, 2019 | 21 y | 2 |
| Jason Bradley Bruns | Baltimore, Md | Jan 3, 2019 | 21 y | 4 |
| Melanie Jacobs | Scottsdale, Az | Jan 23, 2019 | 11 y | 1 |
| Noel Wells Doiron | Scottsdale, Az | Jan 24, 2019 | 16 y | 2 |
| Heidi Christine Kaney | San Francisco, Ca | Feb 5, 2019 | 29 y | 3 |
| Christopher John Arkfeld | Colorado Springs, Co | Feb 14, 2019 | 10 y | 3 |
| Thomas F CasperiteChartered Financial Analyst | Baltimore, Md | Feb 14, 2019 | 20 y | 2 |
| Adam Ira CohenChartered Financial Analyst | Baltimore, Md | Feb 14, 2019 | 25 y | 5 |
| Sara Michele Carrier | Colorado Springs, Co | Feb 14, 2019 | 18 y | 1 |
| Adrianna Fornalczyk Caulder | Baltimore, Md | Feb 14, 2019 | 21 y | 1 |
| Adam Byard | Powell, Oh | Feb 14, 2019 | 16 y | 1 |
| Alex Michael Davis | Baltimore, Md | Feb 26, 2019 | 13 y | 2 |
| Curtis Alan Donald | Baltimore, Md | Feb 26, 2019 | 13 y | 1 |
| Mary Louise Fletcher | Glenmoore, Pa | Feb 26, 2019 | 20 y | 3 |
| James Mugno | Jupiter, Fl | Feb 26, 2019 | 21 y | 3 |
| Brooks Jonathan Fisher | Colorado Springs, Co | Feb 26, 2019 | 19 y | 2 |
| Daniel Joseph FunkCertified Financial Planner | Sedalia, Co | Feb 26, 2019 | 21 y | 1 |
| Lauren Brooke Ferrara | Baltimore, Md | Feb 26, 2019 | 20 y | 3 |
| John Hamer EscarioChartered Financial Analyst | Baltimore, Md | Feb 26, 2019 | 33 y | 1 |
| Jessica Marie Calder | Clearwater, Fl | Feb 26, 2019 | 16 y | 1 |
| John E Eiler | Weston, Ct | Feb 26, 2019 | 32 y | 1 |
| Noel Christopher Hainsselin | Westwood, Ma | Feb 27, 2019 | 10 y | 1 |
| Richard E FalcioneCertified Financial Planner | Carmel, In | Feb 27, 2019 | 27 y | 3 |
| Garrett Steven Siperko | West Bloomfield, Mi | Mar 1, 2019 | 12 y | 2 |
Advisor movement
15 left, 16 joined in 12 months
net +1 in 12 months5 left in 90 days6 joined in 90 daysdeparture rate 6.8% of current headcount43 left over 36 months
Left, latest
- Joel Richard Helzer to Robertson StephensSep 8, 2026 · Other
- Mitchell Todd Lepage to Creative PlanningAug 27, 2026 · Other
- Ryan Joseph Lancaster to Capital Client Group, Inc.Aug 7, 2026 · Other
- Lori Ann Silverthorne to Charles Schwab & Co., Inc.Jul 14, 2026 · Other
- J Tyler Sidney Keith to U.S. Bancorp Advisors, LLCJun 26, 2026 · Other
- Tyler Haines to Victory Capital Management Inc.Jun 18, 2026 · Other
- Anthony Daniel Polichemi to Bny Mellon Securities CorporationJun 12, 2026 · Other
- Christian D Holstein to John Hancock Investment Management LLCJun 12, 2026 · Other
- Stephanie Pack to Touchstone Advisors IncMay 21, 2026 · Other
- Scott Dutcher to Mfs Institutional Advisors Inc.Mar 26, 2026 · Other
- Dominic Patrick O'Donovan to Merit Financial AdvisorsMar 24, 2026 · Other
- Peter Currie to LPL Financial LLCMar 3, 2026 · Other
- Thomas Trail Neubauer to Hb WealthJan 13, 2026 · Other
- Steven Seid to Thornburg Investment Management IncOct 29, 2025 · Other
- Eric A Seale to T. Rowe Price Advisory Services, Inc.Oct 29, 2025 · Other
Joined, latest
- Michelle Lewis from Raymond James Investment ManagementSep 15, 2026 · Other
- Jason Nusse from Blackrock Financial Management, IncSep 10, 2026 · Other
- Patrick R Donlan from Principal Securities, Inc.Sep 2, 2026 · Other
- Michael Theis from Voya Investment Management Co. LLCAug 25, 2026 · Other
- Trevor S Crane from Advice And Planning ServicesAug 17, 2026 · Other
- Kevin C Johnson from Allspring Funds Management, LLCJul 23, 2026 · Other
- Maurice P Saluan from John Hancock Investment Management LLCApr 22, 2026 · Other
- Zachary M Brain from Valic Financial Advisors, Inc.Apr 6, 2026 · Other
- Tigran Kazaryan from Nuveen Asset Management, LLCFeb 20, 2026 · Other
- Joseph A Mcadams from Citizens Securities, Inc.Feb 12, 2026 · Other
- Charles R Miller from Advisors Asset Management, Inc.Feb 6, 2026 · Other
- Matthew Eisenberg from Lord, Abbett & Co. LLCJan 30, 2026 · Other
- Matthew Fehmel from Putnam Investment Management, LLCDec 11, 2025 · Other
- Ross A Lang from New York Life Investment Management LLCNov 25, 2025 · Other
- Brian A Weilacher from Brighton House Associates, LLCNov 12, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Fidelity Personal And Workplace AdvisorsMar 31, 2022 · Colorado Springs, Co
- 2 left for T. Rowe Price Advisory Services, Inc.Apr 15, 2019 · Owings Mills, Md
- 2 joined from T. Rowe Price Advisory Services, Inc.Feb 14, 2019 · Colorado Springs, Co
- 4 joined from T. Rowe Price Advisory Services, Inc.Feb 14, 2019 · Owings Mills, Md
Private funds
21 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M1782 | Other Private Fund | $2.2B | 162 | Mar 27, 2013 |
| M0105 (Formerly M0102)no longer reported | Other Private Fund | $729M | 55 | Mar 27, 2013 |
| M0105no longer reported | Other Private Fund | $635M | 56 | Mar 27, 2013 |
| M0625 | Other Private Fund | $300M | 66 | Mar 27, 2013 |
| M1119no longer reported | Other Private Fund | $147M | 50 | Mar 27, 2013 |
| T. Rowe Price Macro And Absolute Return Strategies Master Fund Ltd | Hedge Fund | $48.9M | 1 | Nov 24, 2021 |
| T. Rowe Price Macro And Absolute Return Strategies Fund LLC | Hedge Fund | $48.9M | 6 | Nov 24, 2021 |
| M2606 | Other Private Fund | $17.1M | 181 | Mar 29, 2018 |
| T. Rowe Price Term Asset-Backed Opportunity Fund, L.L.C.no longer reported | Private Equity Fund | $11.0M | 16 | Mar 29, 2012 |
| Inner Harbor Cbo 1999-1 Ltd.no longer reported | Securitized Asset Fund | $5.4M | 0 | Mar 29, 2012 |
| M2072 | Private Equity Fund | $1.9M | 13 | Mar 31, 2015 |
| 5820 | Private Equity Fund | $785,002 | 13 | Mar 27, 2014 |
| M0966 | Other Private Fund | $262,607 | 61 | Mar 27, 2013 |
| M1299no longer reported | Other Private Fund | $134,382 | 61 | Mar 30, 2016 |
| T. Rowe Price Recovery Fund II, L.P.no longer reported | Private Equity Fund | $118,488 | 25 | Mar 29, 2012 |
| 5818no longer reported | Private Equity Fund | $0 | 13 | Mar 27, 2014 |
| M2473no longer reported | Other Private Fund | $0 | 61 | Mar 31, 2017 |
| T. Rowe Price Term Asset-Backed Opportunity Fund II LLCno longer reported | Hedge Fund | $0 | 0 | Jun 22, 2020 |
| M2072.2 | Private Equity Fund | $0 | 20 | Mar 28, 2019 |
| 5819 | Private Equity Fund | $0 | 13 | Mar 27, 2014 |
| T. Rowe Price Macro And Absolute Return Strategies Offshore Fund Ltd | Hedge Fund | $0 | 0 | Nov 24, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Benson Jennifer Dardis · Directorcontrolsince 01/2022 · owns less than 5%
- L Savonne Ferguson · Chief Compliance Officercontrolsince 10/2024 · owns less than 5%
- Nmn David Oestreicher · Chief Legal Officer/Directorcontrolsince 03/2008 · owns less than 5%
- W Robert Sharps · President/Directorcontrolsince 10/2018 · owns less than 5%
- Lanoue Eric Veiel · Directorcontrolsince 01/2022 · owns less than 5%
Entity owners
- T. Rowe Price Group, Inc. · Direct Ownerdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- Oak Hill Advisors (Australia) Pty Ltdinvestment advisery
- Oak Hill Advisors (Europe) Llpinvestment advisery
- Oak Hill Advisors, L.P.investment adviserbankyRAUM $101B
- Oha (Uk) Llpinvestment advisery
- Oha Ad Co-Investment Genpar, Llpinvestment adviserbanky
- Oha Ad Customized Credit Fund Genpar, Llpinvestment adviserbanky
- Oha Ad Dislocation Credit Genpar, Llpinvestment adviserbanky
- Oha Ad Dislocation Credit II Genpar, L.P.investment adviserbanky
- Oha Aloha European Credit Fund Genpar, Llpinvestment adviserbanky
- Oha Artesian Customized Credit Fund I Genpar, LLCinvestment adviserbankpooled vehicle sponsory
- Oha Asia Customized Credit Genpar, LLCinvestment adviserbanky
- Oha Bcss Ssd Genpar II, LLCinvestment adviserbanky
- Oha Bcss Ssd Genpar, LLCinvestment adviserbanky
- Oha Black Bear Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Ca Customized Credit Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Centre Street Genpar, LLCinvestment adviserbankpooled vehicle sponsory
- Oha Clo Enhanced Equity Genpar, LLCinvestment adviserbankpooled vehicle sponsory
- Oha Clo Enhanced Equity II Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Clo Strategies Fund Genpar, LLCinvestment adviserbankpooled vehicle sponsory
- Oha Credit Cadenza Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Credit Opportunities Ca (C) Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Credit Origination Genpar I, LLCinvestment adviserbankpooled vehicle sponsory
- Oha Credit Solutions Genpar, LLCinvestment adviserbankpooled vehicle sponsory
- Oha Credit Solutions II Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Custom Multi-Sector Credit Fund Genpar, LLCinvestment adviserbanky
- Oha Delaware Customized Credit Fund Genpar, LLCinvestment adviserbanky
- Oha Delaware Customized Credit Fund-F Genpar, LLCinvestment adviserbanky
- Oha Diversified Credit Strategies (Parallel II) Genpar, LLCinvestment adviserbanky
- Oha Diversified Credit Strategies Genpar, Llpinvestment adviserbankpooled vehicle sponsory
- Oha Diversified Credit Strategies Tractor Fund Genpar, LLCinvestment adviserbanky
Advisers that list T. Rowe Price Associates, Inc. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Baltimore, Md · principal | 78 | 10 | 0 | ||
| Colorado Springs, Co | 34 | 4 | 2 | ||
| San Francisco, Ca | 7 | 3 | 1 | ||
| Dallas, Tx | 3 | 0 | 0 | ||
| Carmel, In | 2 | 0 | 0 | ||
| Scottsdale, Az | 2 | 0 | 0 | ||
| Rancho Mission Viejo, Ca | 2 | 1 | 0 | ||
| Yardley, Pa | 2 | 1 | 0 | ||
| Overland Park, Ks | 2 | 0 | 0 | ||
| Newport Beach, Ca | 2 | 1 | 0 | ||
| Wilmette, Il | 2 | 1 | 0 | ||
| Owings Mills, Md | 1 | 0 | 4 | ||
| Huntington Beach, Ca | 1 | 0 | 0 | ||
| Kirkland, Wa | 1 | 0 | 0 | ||
| Nashville, Tn | 1 | 0 | 0 | ||
| Portland, Or | 1 | 0 | 1 | ||
| Austin, Tx | 1 | 0 | 0 | ||
| Marietta, Ga | 0 | 0 | 0 | ||
| Ponte Vedra, Fl | 0 | 0 | 0 | ||
| Bellevue, Wa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Washington, DC20 employees
- San Francisco, CA17 employees
- New York, NY6 employees
- Colorado Springs, CO3 employees
- Owings Mills, MD2 employees
- Owings Mills, MD2 employees
What changed
consecutive filings, newest first
- Accounts · 5,924 to 6,889Oct 7, 2025 to Mar 31, 2026
- Advisory employees · 533 to 545Oct 7, 2025 to Mar 31, 2026
- BD registered reps · 257 to 253Oct 7, 2025 to Mar 31, 2026
- Charity clients · 82 to 76Oct 7, 2025 to Mar 31, 2026
- Corporate clients · 86 to 88Oct 7, 2025 to Mar 31, 2026
- HNW clients · 628 to 680Oct 7, 2025 to Mar 31, 2026
- Individual clients · 159 to 181Oct 7, 2025 to Mar 31, 2026
- Pension plan clients · 213 to 214Oct 7, 2025 to Mar 31, 2026
- Pooled vehicle clients · 383 to 379Oct 7, 2025 to Mar 31, 2026
- Assets in custody · $167B to $183BOct 7, 2025 to Mar 31, 2026
- Employees · 3,947 to 3,760Oct 7, 2025 to Mar 31, 2026
- State-registered IARs · 44 to 39Oct 7, 2025 to Mar 31, 2026
- Other offices · 7 to 5Oct 7, 2025 to Mar 31, 2026
- Private funds · 9 to 7Oct 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $1934B to $2196BOct 7, 2025 to Mar 31, 2026
- HNW RAUM · $4.7B to $5.1BOct 7, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $78.3M to $0Oct 7, 2025 to Mar 31, 2026
- Pension RAUM · $63B to $69BOct 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $621B to $798BOct 7, 2025 to Mar 31, 2026
- RAUM · $1934B to $2196BOct 7, 2025 to Mar 31, 2026
- Wrap assets (manager) · $1.9B to $2.3BOct 7, 2025 to Mar 31, 2026
- Accounts · 4,696 to 5,924Nov 20, 2024 to Mar 31, 2025
- Advisory employees · 535 to 533Nov 20, 2024 to Mar 31, 2025
- BD registered reps · 255 to 257Nov 20, 2024 to Mar 31, 2025
- Charity clients · 75 to 82Nov 20, 2024 to Mar 31, 2025
- Corporate clients · 91 to 86Nov 20, 2024 to Mar 31, 2025
- HNW clients · 546 to 628Nov 20, 2024 to Mar 31, 2025
- Individual clients · 0 to 159Nov 20, 2024 to Mar 31, 2025
- Pension plan clients · 221 to 213Nov 20, 2024 to Mar 31, 2025
- Pooled vehicle clients · 358 to 383Nov 20, 2024 to Mar 31, 2025
- Assets in custody · $123B to $167BNov 20, 2024 to Mar 31, 2025
- Employees · 3,814 to 3,947Nov 20, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 20, 2024 to Mar 31, 2025
- State-registered IARs · 46 to 44Nov 20, 2024 to Mar 31, 2025
- Other offices · 6 to 7Nov 20, 2024 to Mar 31, 2025
- Private funds · 10 to 9Nov 20, 2024 to Mar 31, 2025
- Discretionary RAUM · $1752B to $1934BNov 20, 2024 to Mar 31, 2025
- HNW RAUM · $4.0B to $4.7BNov 20, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $266M to $78.3MNov 20, 2024 to Mar 31, 2025
- Pension RAUM · $56B to $63BNov 20, 2024 to Mar 31, 2025
Signals
60 dated events
- Michelle Lewis registered as an investment adviser representative at T. Rowe Price Associates, Inc.Sep 15, 2026 · Advisor registered · fact
- Joel Richard Helzer left T. Rowe Price Associates, Inc. for Robertson Stephens (registered 2026-09-04)Sep 8, 2026 · Advisor changed firm · fact
- Mitchell Todd Lepage left T. Rowe Price Associates, Inc. for Creative Planning (registered 2026-09-03)Aug 27, 2026 · Advisor changed firm · fact
- Ryan Joseph Lancaster left T. Rowe Price Associates, Inc. for Capital Client Group, Inc. (registered 2026-08-27)Aug 7, 2026 · Advisor changed firm · fact
- Lori Ann Silverthorne left T. Rowe Price Associates, Inc. for Charles Schwab & Co., Inc. (registered 2026-07-25)Jul 14, 2026 · Advisor changed firm · fact
- J Tyler Sidney Keith left T. Rowe Price Associates, Inc. for U.S. Bancorp Advisors, Llc (registered 2026-06-25)Jun 26, 2026 · Advisor changed firm · fact
- Tyler Haines left T. Rowe Price Associates, Inc. for Victory Capital Management Inc. (registered 2026-06-22)Jun 18, 2026 · Advisor changed firm · fact
- Anthony Daniel Polichemi left T. Rowe Price Associates, Inc. for Bny Mellon Securities Corporation (registered 2026-06-23)Jun 12, 2026 · Advisor changed firm · fact
- Christian D Holstein left T. Rowe Price Associates, Inc. for John Hancock Investment Management Llc (registered 2026-06-17)Jun 12, 2026 · Advisor changed firm · fact
- Stephanie Pack left T. Rowe Price Associates, Inc. for Touchstone Advisors Inc (registered 2026-06-12)May 21, 2026 · Advisor changed firm · fact
- Scott Dutcher left T. Rowe Price Associates, Inc. for Mfs Institutional Advisors Inc. (registered 2026-04-23)Mar 26, 2026 · Advisor changed firm · fact
- Dominic Patrick O'Donovan left T. Rowe Price Associates, Inc. for Merit Financial Advisors (registered 2026-03-23)Mar 24, 2026 · Advisor changed firm · fact
- Peter Currie left T. Rowe Price Associates, Inc. for Lpl Financial Llc (registered 2026-06-17)Mar 3, 2026 · Advisor changed firm · fact
- Thomas Trail Neubauer left T. Rowe Price Associates, Inc. for Hb Wealth (registered 2026-01-13)Jan 13, 2026 · Advisor changed firm · fact
- Steven Seid left T. Rowe Price Associates, Inc. for Thornburg Investment Management Inc (registered 2026-02-04)Oct 29, 2025 · Advisor changed firm · fact
- Eric A Seale left T. Rowe Price Associates, Inc. for T. Rowe Price Advisory Services, Inc. (registered 2026-08-10)Oct 29, 2025 · Advisor changed firm · fact
- Danielle Marie Kalkman left T. Rowe Price Associates, Inc. for Parnassus Investments, Llc (registered 2025-10-03)Sep 3, 2025 · Advisor changed firm · fact
- Terrell Parker left T. Rowe Price Associates, Inc. for Morgan Stanley (registered 2025-12-19)Aug 8, 2025 · Advisor changed firm · fact
- Jessica Palou left T. Rowe Price Associates, Inc. for Ameriprise Financial Services, Llc (registered 2026-06-08)Aug 8, 2025 · Advisor changed firm · fact
- Kyle Schaffer left T. Rowe Price Associates, Inc. for Strategic Advisers Llc (registered 2025-08-15)Aug 5, 2025 · Advisor changed firm · fact
- Hunter K Stokes left T. Rowe Price Associates, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-07-14)Jul 1, 2025 · Advisor changed firm · fact
- Brian Francisco Medina left T. Rowe Price Associates, Inc. for Hartford Funds (registered 2025-07-03)Jun 25, 2025 · Advisor changed firm · fact
- Christopher Allen Przicina left T. Rowe Price Associates, Inc. for Key Investment Services Llc (registered 2026-03-31)Jun 2, 2025 · Advisor changed firm · fact
- Paul Francis Cooney left T. Rowe Price Associates, Inc. for Mfs Institutional Advisors Inc. (registered 2025-07-21)Jun 2, 2025 · Advisor changed firm · fact
- Martin Brian Meaney left T. Rowe Price Associates, Inc. for Capital Client Group, Inc. (registered 2025-05-27)Apr 29, 2025 · Advisor changed firm · fact
- Kevin Yosaku Endo left T. Rowe Price Associates, Inc. for Thornburg Investment Management Inc (registered 2025-12-10)Apr 29, 2025 · Advisor changed firm · fact
- Ricardo Lopez left T. Rowe Price Associates, Inc. for Baird Strategas Llc (registered 2025-04-11)Apr 14, 2025 · Advisor changed firm · fact
- Tejasvini Kulkarni Rao left T. Rowe Price Associates, Inc. for Ameriprise Financial Services, Llc (registered 2026-07-16)Mar 14, 2025 · Advisor changed firm · fact
- Christopher David Ferrara left T. Rowe Price Associates, Inc. for Lpl Enterprise, Llc (registered 2026-01-23)Mar 14, 2025 · Advisor changed firm · fact
- Cameron Howard Carty left T. Rowe Price Associates, Inc. for Creative Planning (registered 2026-01-14)Mar 14, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- T. Rowe Price Associates, Inc. · Independent Sponsorsshared crd · capital_provider
- T. Rowe Price Associates, Inc. · Private Equityshared crd · organization
- T. Rowe Price Associates, Inc. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- TROWEPRICE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 410-345-2000reportedpublic record, Form ADV, Jul 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $9.9Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026