T. Rowe Price Advisory Services, Inc. logo

T. Rowe Price Advisory Services, Inc.

Updated today

Client assets under management

$5,897,904,801

Clients

13,517

0% high-net-worth

Advisors

440

of 440 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

31

Very Low

Average account size

$436,332

Client services

Financial planning Portfolio management

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Main office location

T. Rowe Price Advisory Services, Inc.

4525 Painters Mills Road

Owings Mills MD 21117, United States

Number of offices

2

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Kevin C

Series 63, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Kevin Chandler is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, Mr. Chandler worked at Amazon and held roles in security services and education. Outside of his advisory role, he serves as the CEO of A & K Chandler LLC, a consulting business that assists small companies in acquiring federal government contracts. T. Rowe Price Advisory Services, Inc. is an enterprise firm with 442 advisors, offering investment management and advisory services to a broad range of clients.

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Luke S

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Luke Smith is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked primarily with T. Rowe Price since 2014, with brief periods at Advised Assets Group, LLC and GWFS Equities, Inc. T. Rowe Price Advisory Services serves a broad client base and is recognized for its extensive team and comprehensive investment management approach.

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Jacob P

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Jacob Petersen is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining T. Rowe Price, he held positions at several firms including Aston Carter and Peoples State Bank. Outside of finance, he operates an online Etsy store where he makes and sells crafts. T. Rowe Price Advisory Services is an enterprise firm with over 400 advisors, offering investment advisory services to a broad client base.

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Robert C

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Robert Cooper is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at T. Rowe Price since 2017 and previously was with Wells Fargo from 2015 to 2017. T. Rowe Price Advisory Services is an enterprise firm with over 400 advisors, providing investment management and advisory services.

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Matthew H

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Matthew Holmes is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he worked in the restaurant industry for several years. T. Rowe Price Advisory Services, Inc. is an enterprise firm with over 400 advisors that provides investment management and advisory services.

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Matthew S

Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Matthew Spratt is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services is a large enterprise firm with 442 advisors, serving clients through a range of investment management and advisory services.

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Mike F

Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Mike Fafaul Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and T. Rowe Price. Prior to his advisory career, he was involved in professional football training and played for teams including the Jacksonville Sharks and Albany Empire. T. Rowe Price Advisory Services, Inc. is an enterprise firm with over 400 advisors, serving a broad client base with a focus on long-term investment strategies.

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Joseph R

CFP®, Series 63

Marietta, GA

T. Rowe Price Advisory Services, Inc.

Joseph Radack is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with T. Rowe Price Advisory Services, Inc. and has held prior roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of his advisory work, he is a sole proprietor of a residential handyman service and serves as a trustee for a family irrevocable trust. T. Rowe Price Advisory Services, Inc. is an enterprise firm with over 400 advisors, offering investment management and advisory services to a broad client base.

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Patrick F

Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Patrick Farrell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with T. Rowe Price since 2011. The firm serves a broad range of clients and is known for its comprehensive investment management and advisory services.

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John A

Series 63, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

John Alberto is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Nylife Securities LLC, New York Life Insurance Company, and various firms in the insurance and financial services sectors. T. Rowe Price is an enterprise firm with 442 advisors, serving clients through a range of investment strategies and personalized advisory services.

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Anthony C

Series 63, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Anthony Carleton is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He has held Series 63 and Series 66 designations and has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. is an enterprise firm with over 400 advisors, serving a broad client base with a range of investment solutions.

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Stephanie Q

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Stephanie Quine is a financial advisor with T. Rowe Price Advisory Services, Inc., based in Colorado Springs, CO. She holds Series 63 and Series 66 registrations and has 18 years of industry experience. Since 2011, she has worked with T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. is an enterprise firm with 442 advisors, serving a broad client base with a range of investment services.

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Kevin K

Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Kevin Kyle is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 30 years of industry experience, including 28 years at Wells Fargo and three years at T. Rowe Price. Based in Colorado Springs, CO, he has been with his current firm since 2023. T. Rowe Price Advisory Services serves a broad client base, offering investment management and advisory solutions as part of a large enterprise firm with over 400 advisors.

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Vytas R

CFP®, Series 66

Owings Mills, MD

T. Rowe Price Advisory Services, Inc.

Vytas Rivers is a Certified Financial Planner® with seven years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He previously worked at Lincoln Financial Advisors Corporation and served eight years with the U.S. Capitol Police. T. Rowe Price Advisory Services is an enterprise firm with over 400 advisors, providing investment management and advisory services.

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Robert L

Series 63, Series 66

Colorado Springs, CO

T. Rowe Price Advisory Services, Inc.

Robert Lathen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with T. Rowe Price since 2005. The firm serves a wide range of clients and is known for its comprehensive investment management and advisory services.

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