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 Advisory Services, Inc.
Latest filing Aug 26, 2026
First filing on the tape Mar 29, 2012 · 56 filings
SEC status approved since Nov 17, 2000
RAUM
$5.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$5.9B individuals and HNW
Advisors
490
registered through the firm on IAPD
RAUM per advisor
$12.0M
derived; firm RAUM over IAPD count
Employees
92
66 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$5.9B as of Aug 26, 2026
Mar 31, 2017$3.6M then
HNW client RAUM$0 as of Aug 26, 2026
Mar 24, 2023$0 then
State-registered IARs (5.B.3)78 as of Aug 26, 2026
Mar 27, 201316 then
Employees (5.A)92 as of Aug 26, 2026
Mar 27, 201317 then
Private funds: no history
RAUM +53% over the last fiscal year+103% a year over threeIARs 74 to 78offices 2 to 1
Practice profile
derived from the filing of Aug 26, 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)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $11.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $436,409derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.2derivedItem 5.A over advisors
- Advisors per office
- 247.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +53%derivedbetween the last two annual amendments
- Advisor growth, one year
- +5.4%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +35%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Financial planning clients
- 11,000reportedItem 5.H
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$5.9B100%
- Corporations and businesses$1.5M0.0%
- Individual clients
- 13,517reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 13,518reported
- Financial planning clients
- 11,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=88.0derived
Advisors registered through the firm
496 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Michael Middelton | Baltimore, Md | May 6, 2001 | 32 y | 0 |
| Constance Englesson Weil | Owings Mills, Md | Jun 18, 2001 | 33 y | 0 |
| Martin Dailey AllenbaughCertified Financial Planner | Owings Mills, Md | Aug 10, 2001 | 34 y | 0 |
| Danica Marcy Campbell | Owings Mills, Md | May 27, 2002 | 32 y | 0 |
| Thomas John Kelly | Odessa, Fl | Aug 15, 2003 | 23 y | 0 |
| Charles E JohnsonCertified Financial Planner | Colorado Springs, Co | Mar 28, 2006 | 22 y | 0 |
| Robert Kelley Lathen | Colorado Springs, Co | Feb 22, 2007 | 20 y | 0 |
| Peter Anthony Delibro | Baltimore, Md | Mar 3, 2007 | 29 y | 0 |
| Robert Jeremy Mitchell | Colorado Spring, Co | Nov 21, 2008 | 20 y | 0 |
| Christopher David Browne | Owings Mills, Md | Jan 23, 2009 | 20 y | 0 |
| Peter V NguyenCertified Financial Planner | Dunedin, Fl | Jul 20, 2009 | 18 y | 0 |
| Kevin Joseph Campbell | Colorado Springs, Co | Jan 4, 2010 | 18 y | 0 |
| Quentin J Vannelli | Colorado Springs, Co | Mar 3, 2010 | 18 y | 0 |
| Andreas Witold Schmitke | Hudson, Fl | Sep 9, 2010 | 25 y | 0 |
| Jared Mark De JongCertified Financial Planner | Colorado Springs, Co | Sep 30, 2010 | 16 y | 0 |
| Shawn Allen SacchettiCertified Financial Planner | Owings Mills, Md | Sep 30, 2010 | 19 y | 1 |
| Scott James HoneaCertified Financial Planner | Colorado Springs, Co | Nov 8, 2010 | 17 y | 0 |
| Chad Michael BermanCertified Financial Planner | Owings Mills, Md | Dec 10, 2010 | 18 y | 1 |
| Jeremy Ryan FlaggCertified Financial Planner | Owings Mills, Md | Jan 21, 2011 | 18 y | 0 |
| Joseph Matthew Palazzolo | Colorado Springs, Co | Feb 15, 2011 | 18 y | 0 |
| Bridgette Marie Mathias | Colorado Springs, Co | Mar 16, 2011 | 16 y | 0 |
| Mark Alex ScarboroughCertified Financial Planner | Owings Mills, Md | Apr 11, 2011 | 22 y | 0 |
| Benjamin Andrew PrensnerCertified Financial Planner | Colorado Springs, Co | Jul 25, 2011 | 15 y | 0 |
| Dennis James Elliott | Owings Mills, Md | Aug 15, 2011 | 27 y | 0 |
| Jennifer Lynn HunzikerCertified Financial Planner | Tampa, Fl | Aug 22, 2011 | 18 y | 0 |
| Erik Christopher Ronne | Valrico, Fl | Sep 15, 2011 | 27 y | 0 |
| Stephanie Liann Quine | Colorado Springs, Co | Sep 28, 2011 | 19 y | 0 |
| Mark Allen Yorkston | Colorado Springs, Co | Nov 2, 2011 | 16 y | 0 |
| Dorothy C Sawyer | Baltimore, Md | Nov 3, 2011 | 29 y | 1 |
| Daniel Lee MclaneCertified Financial Planner | Colorado Springs, Co | Nov 8, 2011 | 16 y | 0 |
| Christopher Paul BelcherCertified Financial Planner | Colorado Springs, Co | Nov 8, 2011 | 19 y | 0 |
| John K Ramirez | Colorado Springs, Co | Mar 28, 2012 | 20 y | 0 |
| Jennifer Lauren SuessCertified Financial Planner | Colorado Springs, Co | Apr 11, 2012 | 19 y | 1 |
| Robin Lynette Feil | Colorado Springs, Co | Jul 25, 2012 | 26 y | 0 |
| Kelli Rebecca Parris | Portage, Mi | Oct 23, 2012 | 19 y | 0 |
| Daniel J LittleCertified Financial Planner | Owings Mills, Md | Nov 13, 2012 | 15 y | 0 |
| Darrell ReaganCertified Financial Planner | Colorado Springs, Co | Mar 19, 2013 | 16 y | 3 |
| Erick Hamill Morr | Colorado Springs, Co | Mar 28, 2013 | 16 y | 0 |
| Brent A Andersen | Owings Mills, Md | Jun 3, 2013 | 20 y | 0 |
| Benjamin Paul Defelice | Owings Mills, Md | Jun 4, 2013 | 19 y | 0 |
Advisor movement
33 left, 38 joined in 12 months
net +5 in 12 months6 left in 90 days22 joined in 90 daysdeparture rate 6.7% of current headcount91 left over 36 months
Left, latest
- Lindsey Elizabeth Neal to OnedigitalAug 25, 2026 · Other
- Sullivan Beck-Winter to Greenspring Advisors, LLCJul 30, 2026 · Affiliated broker-dealer or bank to independent RIA
- Robin Michael Meyer to Vanguard Advisers, Inc.Jul 20, 2026 · Affiliated broker-dealer or bank to another
- Matthew William Knudsen to Greenspring Advisors, LLCJun 29, 2026 · Affiliated broker-dealer or bank to independent RIA
- Aranya Mishra to Dimensional Fund Advisors LPJun 29, 2026 · Other
- Kelly A Traczek to Empower Advisory Group, LLCJun 25, 2026 · Affiliated broker-dealer or bank to another
- Craig Elliott to Empower Advisory Group, LLCJun 4, 2026 · Affiliated broker-dealer or bank to another
- Guy Rene Mondjii to Vanguard Advisers, Inc.May 28, 2026 · Affiliated broker-dealer or bank to another
- Anthony Persichitti to State Farm Investment Management Corp.May 22, 2026 · Other
- Jesse L Perry to Fisher InvestmentsMay 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Gina J Dandrea to Empower Advisory Group, LLCMay 15, 2026 · Affiliated broker-dealer or bank to another
- Leo J Kelly to Verdence Capital Advisors, LLCApr 23, 2026 · Affiliated broker-dealer or bank to independent RIA
- Darius J Brown to Wells Fargo AdvisorsApr 20, 2026 · Affiliated broker-dealer or bank to wirehouse
- Spencer Belnap to Fisher InvestmentsApr 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Michael J Lynch to Edward JonesApr 14, 2026 · Affiliated broker-dealer or bank to another
Joined, latest
- Emmanuel W. Spencer from Strategic Advisers LLCSep 17, 2026 · Affiliated broker-dealer or bank to another
- Eric Stevens from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 16, 2026 · Wirehouse to affiliated broker-dealer or bank
- Jared P Taylor from Ameriprise Financial Services, LLCSep 15, 2026 · Affiliated broker-dealer or bank to another
- Michael Ligons from Morgan StanleySep 15, 2026 · Wirehouse to affiliated broker-dealer or bank
- Isaac J Hinojos Martinez from Morgan StanleySep 11, 2026 · Wirehouse to affiliated broker-dealer or bank
- Tiffany L Crosley from J.P. Morgan Securities LLCSep 9, 2026 · Wirehouse to affiliated broker-dealer or bank
- Blake R Hall-Taylor from Convergence FinancialSep 3, 2026 · RIA to affiliated broker-dealer or bank
- Adekemi Azeez from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2, 2026 · Wirehouse to affiliated broker-dealer or bank
- David L Steinberg from Empower Advisory Group, LLCSep 2, 2026 · Affiliated broker-dealer or bank to another
- Tyler L Sturgill from Kestra Advisory Services, LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Ajaz Rahman from Brookstone Capital Management LLCAug 28, 2026 · RIA to affiliated broker-dealer or bank
- Jonathan Holcomb from Wells Fargo AdvisorsAug 28, 2026 · Wirehouse to affiliated broker-dealer or bank
- James Henry Franklin Williamson from The Marshall Financial Group LLCAug 25, 2026 · RIA to affiliated broker-dealer or bank
- Rudy Santamaria from Strategic Advisers LLCAug 25, 2026 · Affiliated broker-dealer or bank to another
- Robert E Ankuma from J.P. Morgan Securities LLCAug 20, 2026 · Wirehouse to affiliated broker-dealer or bank
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Empower Advisory Group, LLCFeb 4, 2026 · Colorado Springs, Co
- 2 left for Morgan StanleyNov 3, 2025 · Owings Mills, Md
- 2 left for Empower Advisory Group, LLCAug 8, 2025 · Owings Mills, Md
- 4 left for Empower Advisory Group, LLCMar 18, 2025 · Colorado Springs, Co
- 2 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 10, 2024 · Owings Mills, Md
- 2 left for Empower Advisory Group, LLCMay 10, 2024 · Owings Mills, Md
- 2 left for Northwestern Mutual Investment Services,LLCJul 12, 2023 · Parker, Co
- 8 left for Empower Advisory Group, LLCMar 17, 2022 · Colorado Springs, Co
- 3 joined from Empower Advisory Group, LLCAug 24, 2022 · Pueblo West, Co
- 3 joined from Empower Advisory Group, LLCMay 18, 2022 · Greenwood Village, Co
- 2 joined from Allstate Financial Advisors, LLCJul 5, 2019 · Olney, Md
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 21, 2019 · Hunt Valley, Md
- 2 joined from T. Rowe Price Associates, Inc.Apr 15, 2019 · Owings Mills, Md
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 27, 2019 · Towson, Md
- 2 joined from Advice And Planning ServicesFeb 8, 2018 · Columbia, Md
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Christopher Augelli · Directorcontrolsince 04/2025 · owns less than 5%
- Michael Craig Gross · Directorcontrolsince 01/2022 · owns less than 5%
- Marie Christine Johnson · Directorcontrolsince 01/2022 · owns less than 5%
- Phillip Korenman · President/Directorcontrolsince 01/2022 · owns less than 5%
- Peters Stephanie Mumford · Chief Compliance Officercontrolsince 03/2018 · owns less than 5%
- Marcus Toby Thompson · 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 advisern
- Oak Hill Advisors (Europe) Llpinvestment advisern
- Oak Hill Advisors, L.P.investment adviserbanknRAUM $101B
- Oha (Uk) Llpinvestment advisern
- Oha Private Credit Advisors II, L.P.investment adviserbanknRAUM $805M
- Oha Private Credit Advisors LLCinvestment adviserbanknRAUM $3.6B
- T. Rowe Price (Canada), Inc.investment adviserbankpooled vehicle sponsornRAUM $6.6B
- T. Rowe Price (Luxembourg) Management, S.A.R.L.investment adviserpooled vehicle sponsorn
- T. Rowe Price Associates, Inc.investment adviserbankpooled vehicle sponsornRAUM $2196B
- T. Rowe Price Australia Limitedinvestment adviserbankpooled vehicle sponsornRAUM $17B
- T. Rowe Price International Ltdinvestment adviserbankpooled vehicle sponsornRAUM $277B
- T. Rowe Price Investment Services, Inc.broker-dealern
- T. Rowe Price Japan, Inc.investment adviserbankpooled vehicle sponsornRAUM $24B
- T. Rowe Price Singapore Private Ltdinvestment adviserbanknRAUM $2.3B
- T. Rowe Price Trust Companypooled vehicle sponsorn
- T.Rowe Price Hong Kong Limitedinvestment adviserbanknRAUM $42B
- T.Rowe Price Investment Management, Inc.investment adviserbanknRAUM $204B
Advisers that list T. Rowe Price Advisory Services, Inc. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Owings Mills, Md · principal | 230 | 65 | 17 | 1 | |
| Colorado Springs, Co | 178 | 44 | 13 | 1 | |
| Baltimore, Md | 30 | 0 | 0 | ||
| Tampa, Fl | 5 | 0 | 0 | ||
| Fort Lauderdale, Fl | 2 | 0 | 0 | ||
| Charlotte, Nc | 2 | 1 | 0 | ||
| Zephyrhills, Fl | 1 | 0 | 0 | ||
| Land O Lakes, Fl | 1 | 0 | 1 | ||
| Pasadena, Md | 0 | 0 | 0 | ||
| Philadelphia, Pa | 0 | 0 | 1 | ||
| Millersville, Md | 0 | 0 | 1 | ||
| Clover, Sc | 0 | 0 | 0 | ||
| Boynton Beach, Fl | 0 | 0 | 0 | ||
| Coatesville, Pa | 0 | 0 | 0 | ||
| Lomita, Ca | 0 | 0 | 0 | ||
| Nashville, In | 0 | 0 | 0 | ||
| Overland Park, Ks | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Colorado Springs, CO17 employees
- Owings Mills, MD3 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 26, 2026AUGELLI, CHRISTOPHER, PAUL (DIRECTOR) appeared on Schedule A between the filings of 2022-01-27 and 2026-08-26peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 26, 2026Johnson, Christine, Marie (DIRECTOR) left Schedule A between the filings of 2022-01-27 and 2026-08-26peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 26, 2026Korenman, Phillip (PRESIDENT/DIRECTOR) left Schedule A between the filings of 2022-01-27 and 2026-08-26peers: affiliated wealth managers, $5B to $20B (53)
What changed
consecutive filings, newest first
- Accounts · 10,014 to 13,518Feb 27, 2026 to Mar 31, 2026
- Advisory employees · 61 to 66Feb 27, 2026 to Mar 31, 2026
- BD registered reps · 82 to 88Feb 27, 2026 to Mar 31, 2026
- Corporate clients · 1.0 to unsetFeb 27, 2026 to Mar 31, 2026
- Individual clients · 10,013 to 13,517Feb 27, 2026 to Mar 31, 2026
- Employees · 86 to 92Feb 27, 2026 to Mar 31, 2026
- State-registered IARs · 74 to 78Feb 27, 2026 to Mar 31, 2026
- Other offices · 2 to 1Feb 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $3.9B to $5.9BFeb 27, 2026 to Mar 31, 2026
- Individual RAUM · $3.9B to $5.9BFeb 27, 2026 to Mar 31, 2026
- RAUM · $3.9B to $5.9BFeb 27, 2026 to Mar 31, 2026
- Financial planning clients · More than 500 to More than 500Mar 31, 2025 to May 9, 2025
- Accounts · 7,398 to 10,014Jan 7, 2025 to Mar 31, 2025
- Advisory employees · 42 to 61Jan 7, 2025 to Mar 31, 2025
- BD registered reps · 53 to 82Jan 7, 2025 to Mar 31, 2025
- Individual clients · 7,397 to 10,013Jan 7, 2025 to Mar 31, 2025
- Employees · 58 to 86Jan 7, 2025 to Mar 31, 2025
- State-registered IARs · 52 to 74Jan 7, 2025 to Mar 31, 2025
- Discretionary RAUM · $2.6B to $3.9BJan 7, 2025 to Mar 31, 2025
- Individual RAUM · $2.6B to $3.9BJan 7, 2025 to Mar 31, 2025
- RAUM · $2.6B to $3.9BJan 7, 2025 to Mar 31, 2025
- Accounts · 5,011 to 7,398Dec 7, 2023 to Mar 28, 2024
- Advisory employees · 33 to 42Dec 7, 2023 to Mar 28, 2024
- BD registered reps · 40 to 53Dec 7, 2023 to Mar 28, 2024
- Individual clients · 5,010 to 7,397Dec 7, 2023 to Mar 28, 2024
- Employees · 47 to 58Dec 7, 2023 to Mar 28, 2024
- State-registered IARs · 40 to 52Dec 7, 2023 to Mar 28, 2024
- Other offices · 1 to 2Dec 7, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.4B to $2.6BDec 7, 2023 to Mar 28, 2024
- Individual RAUM · $1.4B to $2.6BDec 7, 2023 to Mar 28, 2024
- RAUM · $1.4B to $2.6BDec 7, 2023 to Mar 28, 2024
- Accounts · 4,162 to 5,011Mar 24, 2023 to May 11, 2023
- Individual clients · 4,161 to 5,010Mar 24, 2023 to May 11, 2023
- Discretionary RAUM · $706M to $1.4BMar 24, 2023 to May 11, 2023
- Individual RAUM · $706M to $1.4BMar 24, 2023 to May 11, 2023
- RAUM · $706M to $1.4BMar 24, 2023 to May 11, 2023
- Accounts · 4,627 to 4,162Nov 4, 2022 to Mar 24, 2023
- Advisory employees · 35 to 33Nov 4, 2022 to Mar 24, 2023
- BD registered reps · 45 to 40Nov 4, 2022 to Mar 24, 2023
- Charity clients · unset to 0.0Nov 4, 2022 to Mar 24, 2023
Signals
60 dated events
- Holden Rieping no longer holds an investment adviser registration (last listed at T. Rowe Price Advisory Services, Inc. on the 2026-09-17 feed)Sep 17, 2026 · Advisor registration ended · derived
- Emmanuel W. Spencer registered as an investment adviser representative at T. Rowe Price Advisory Services, Inc.Sep 17, 2026 · Advisor registered · fact
- Eric Stevens registered as an investment adviser representative at T. Rowe Price Advisory Services, Inc.Sep 16, 2026 · Advisor registered · fact
- Ashley S Childs registered as an investment adviser representative at T. Rowe Price Advisory Services, Inc.Sep 16, 2026 · Advisor registered · fact
- Nicholas Bucciarelli registered as an investment adviser representative at T. Rowe Price Advisory Services, Inc.Sep 15, 2026 · Advisor registered · fact
- Jared P Taylor registered as an investment adviser representative at T. Rowe Price Advisory Services, Inc.Sep 15, 2026 · Advisor registered · fact
- Michael Ligons registered as an investment adviser representative at T. Rowe Price Advisory Services, Inc.Sep 15, 2026 · Advisor registered · fact
- Lindsey Elizabeth Neal left T. Rowe Price Advisory Services, Inc. for Onedigital (registered 2026-08-24)Aug 25, 2026 · Advisor changed firm · fact
- Sullivan Beck-Winter left T. Rowe Price Advisory Services, Inc. for Greenspring Advisors, Llc (registered 2026-09-03)Jul 30, 2026 · Advisor changed firm · fact
- Robin Michael Meyer left T. Rowe Price Advisory Services, Inc. for Vanguard Advisers, Inc. (registered 2026-08-20)Jul 20, 2026 · Advisor changed firm · fact
- Aranya Mishra left T. Rowe Price Advisory Services, Inc. for Dimensional Fund Advisors Lp (registered 2026-09-02)Jun 29, 2026 · Advisor changed firm · fact
- Matthew William Knudsen left T. Rowe Price Advisory Services, Inc. for Greenspring Advisors, Llc (registered 2026-07-07)Jun 29, 2026 · Advisor changed firm · fact
- Kelly A Traczek left T. Rowe Price Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2026-06-24)Jun 25, 2026 · Advisor changed firm · fact
- Craig Elliott left T. Rowe Price Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2026-06-11)Jun 4, 2026 · Advisor changed firm · fact
- Guy Rene Mondjii left T. Rowe Price Advisory Services, Inc. for Vanguard Advisers, Inc. (registered 2026-06-15)May 28, 2026 · Advisor changed firm · fact
- Anthony Persichitti left T. Rowe Price Advisory Services, Inc. for State Farm Investment Management Corp. (registered 2026-06-02)May 22, 2026 · Advisor changed firm · fact
- Jesse L Perry left T. Rowe Price Advisory Services, Inc. for Fisher Investments (registered 2026-06-29)May 21, 2026 · Advisor changed firm · fact
- Gina J Dandrea left T. Rowe Price Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2026-06-10)May 15, 2026 · Advisor changed firm · fact
- Leo J Kelly left T. Rowe Price Advisory Services, Inc. for Verdence Capital Advisors, Llc (registered 2026-04-22)Apr 23, 2026 · Advisor changed firm · fact
- Darius J Brown left T. Rowe Price Advisory Services, Inc. for Wells Fargo Advisors (registered 2026-04-17)Apr 20, 2026 · Advisor changed firm · fact
- Spencer Belnap left T. Rowe Price Advisory Services, Inc. for Fisher Investments (registered 2026-04-15)Apr 16, 2026 · Advisor changed firm · fact
- Michael J Lynch left T. Rowe Price Advisory Services, Inc. for Edward Jones (registered 2026-04-13)Apr 14, 2026 · Advisor changed firm · fact
- T. Rowe Price Advisory Services, Inc. reported RAUM $5.9B, up 53% from $3.9B (2026-02-27 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Ryan Malaeb left T. Rowe Price Advisory Services, Inc. for Schwab Wealth Advisory, Inc. (registered 2026-03-12)Mar 10, 2026 · Advisor changed firm · fact
- Meghan A Young left T. Rowe Price Advisory Services, Inc. for Morgan Stanley (registered 2026-03-19)Mar 10, 2026 · Advisor changed firm · fact
- Jack Charles Kelly left T. Rowe Price Advisory Services, Inc. for Vanguard Advisers, Inc. (registered 2026-03-10)Mar 4, 2026 · Advisor changed firm · fact
- Brandon M Williams left T. Rowe Price Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2026-02-24)Feb 17, 2026 · Advisor changed firm · fact
- Robert Stephen Lydzinski left T. Rowe Price Advisory Services, Inc. for Morgan Stanley (registered 2026-02-09)Feb 10, 2026 · Advisor changed firm · fact
- Quade Levi Yaegel left T. Rowe Price Advisory Services, Inc. for Empower Advisory Group, Llc (registered 2026-02-06)Feb 4, 2026 · Advisor changed firm · fact
- Joshua Gravois left T. Rowe Price Advisory Services, Inc. for Charles Schwab & Co., Inc. (registered 2026-02-24)Feb 4, 2026 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/T--ROWE-PRICEreportedpublic record, Form ADV, Sep 18, 2026
- Website
- TROWEPRICE.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 800-225-5132reportedpublic record, Form ADV, Aug 26, 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
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $12.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026