T. Rowe Price (Retirement Plan Services)
$754M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$330M
$482M
2021
2025
Same-firm comparison: 1 firms that reported T. Rowe Price (Retirement Plan Services) in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stegner Investment Associates Inc | $482M | $2.8B | 17.4% | 03/24/2026 |
| Reedmark Advisors, Llc | $272M | $565M | 48.2% | 03/12/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.