T. Rowe Price Investment Services, Inc.
$2.0B reported client assets across 8 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported T. Rowe Price Investment Services, Inc. in both FY2023 and FY2024 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. 2018, 2019, 2020 are shown but partial — only FY2018: 1 cohort firms, FY2019: 2 cohort firms, FY2020: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Public Equity Partners, Llc | $1.0B | $6.7B | 15.4% | 09/09/2024 |
| Morin Private Client Group, Llc | $475M | $547M | 86.8% | 03/28/2025 |
| N | $167M | $1.4B | 12.2% | 02/25/2025 |
| Trg Investment Advisors, Llc | $125M | $1.1B | 11.2% | 03/03/2025 |
| Wheeler Retirement Plans Llc | $92.9M | $520M | 17.9% | 01/24/2025 |
| Benefit Fiduciary Group Llc | $68.1M | $467M | 14.6% | 01/10/2025 |
| Boyum Wealth Architects Llc | $27.4M | $316M | 8.7% | 02/04/2025 |
| Peakvalley Wealth, Llc | $16.7M | $107M | 15.5% | 03/24/2025 |
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.