Asset manager · Baltimore, MD
T.rowe Price Investment Management, Inc.
SEC-registered investment adviser · CRD 314590 · SEC 801-121434
At a glance
T.rowe Price Investment Management, Inc. is an SEC-registered investment adviser based in Baltimore, Maryland, with $204.2 billion in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 73rd of 3,218 asset managers and 129th of 17,210 SEC-registered advisers by assets.
Main office 410-345-2000troweprice.comAs filed on Form ADV
- Regulatory AUM
- $204B
- Rank among asset managers
- #73 of 3,218
- Rank among all SEC RIAs
- #129 of 17,210
- Rank in Maryland
- #2 of 227
- Clients
- 64
- Accounts
- 72
- Discretionary
- 100% of AUM
- Employees
- 112
- Advisory staff
- 105
- Offices
- 7
Owners and executives on its Form ADV
- Robert W SharpsChairman of the Board/director
- David N. OestreicherChief Legal Officer/director
- Stephon A. JacksonPresident/director
- Jennifer B. DardisDirector
- Savonne L FergusonChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: T. Rowe Price Investment Services, Inc..
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 36 | $173B | 84% |
| Pooled investment vehicles | 16 | $27B | 13% |
| Pension and profit sharing plans | 7 | $3.0B | 1% |
| State or municipal government entities | – | $623M | <1% |
| Insurance companies | – | $604M | <1% |
| Corporations or other businesses | 5 | $158M | <1% |
| Other | – | $149M | <1% |
| Charitable organizations | – | $86M | <1% |
Disciplinary disclosures
T.rowe Price Investment Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗troweprice.com ↗
AtlasMembers
The full record on T.rowe Price Investment Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 147 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does T.rowe Price Investment Management, Inc. manage?
T.rowe Price Investment Management, Inc. reports $204.2 billion in regulatory assets under management across 72 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
What kind of firm is T.rowe Price Investment Management, Inc.?
T.rowe Price Investment Management, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are T.rowe Price Investment Management, Inc.’s clients?
By assets, its largest client types are investment companies ($172.5 billion, 36 clients); pooled investment vehicles ($27.0 billion, 16 clients); pension and profit sharing plans ($3.0 billion, 7 clients).
Does T.rowe Price Investment Management, Inc. have any disciplinary history?
T.rowe Price Investment Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is T.rowe Price Investment Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →