Firms by custodian
Registered investment advisers that custody at T. Rowe Price Investment Services
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Bluespring Wealth Management | Austin, TX | $5.43B |
| TriBridge Partners Financial | Columbia, MD | $1.6B |
| Morin Private Client Group | $716M | |
| Wheeler Retirement Plans | Duluth, MN | $618M |
| Benefit Fiduciary Group | Richmond, VA | $529M |
| PeakValley Wealth | Roanoke, VA | $130M |
- Headquarters
- Austin, TX
- Regulatory AUM
- $5.43B
- Headquarters
- Columbia, MD
- Regulatory AUM
- $1.6B
- Headquarters
- Regulatory AUM
- $716M
- Headquarters
- Duluth, MN
- Regulatory AUM
- $618M
- Headquarters
- Richmond, VA
- Regulatory AUM
- $529M
- Headquarters
- Roanoke, VA
- Regulatory AUM
- $130M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming T. Rowe Price Investment Services here says only what the filing says, and implies nothing about either firm's service.