T. Rowe Price Associates Review


Trust Score 90%
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T. Rowe Price Associates, federally registered in 1947, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 54 advisors. T. Rowe Price Associates manages $972.3 billion and provides investment advisory services for 403 clients (1:8 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 8 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm works with a lesser-known custodian
  • Firm serves fewer than 1,000 clients
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $2,412,582,963
Hybrid Advisor Yes
Disciplinary History No
Total AUM $972.3 billion
Advisor / Client Ratio 1:8
Headquarters Baltimore, MD
SEC Filings Forms and Brochures


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