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ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE, filed 26 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does T. Rowe Price Advisory Services use?","answer":"T. Rowe Price Advisory Services’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $5.9B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does T. Rowe Price Advisory Services have?","answer":"T. Rowe Price Advisory Services has 78 investment adviser representatives registered with state securities authorities, out of 92 employees, and 66 perform investment advisory functions. 88 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does T. Rowe Price Advisory Services invest in?","answer":"At the end of its last fiscal year, T. Rowe Price Advisory Services’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns T. Rowe Price Advisory Services?","answer":"T. Rowe Price Advisory Services’ direct owner is T. Rowe Price Group, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does T. Rowe Price Advisory Services get paid?","answer":"T. Rowe Price Advisory Services is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is T. Rowe Price Advisory Services registered with the SEC?","answer":"Yes, T. Rowe Price Advisory Services has been registered with the SEC as an investment adviser since 17 November 2000. Its CRD number is 108958 and its SEC file number is 801-58098.","source":"Form ADV Part 1A, Item 1, filed 26 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact T. Rowe Price Advisory Services?","answer":"T. Rowe Price Advisory Services’ main office is at 4525 Painters Mills Road, Owings Mills, MD 21117. Its phone number is 800-225-5132. Its website is troweprice.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}