OWINGS MILLS, MDCRD 108958Latest ADV March 31, 2026
T. Rowe Price Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Owings Mills, MD.
Assets Under Management
$5.9B
Employees
92
Offices
1 office
Total Clients
13,517
Primary office
OWINGS MILLS, MD
4525 PAINTERS MILLS ROAD, OWINGS MILLS, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
13,517
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of March 31, 2026
Discretionary100.0%
$5.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.9B
Total Accounts13,518
10Y AUM Change+$5.9B (+162734.6%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees92
Clients per Employee147:1
10Y Employee Change+88 (+2200.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.