T. Rowe Price Associates, Inc.
$193M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$139M
$193M
2021
2024
Same-firm comparison: 1 firms that reported T. Rowe Price Associates, 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lawley Retirement Advisors, Llc | $193M | $2.0B | 9.9% | 03/31/2025 |
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.