T. Rowe Price Associates, Inc.

T. Rowe Price Associates, Inc. (CRD# 105496) is a financial advisory firm headquartered in Baltimore, MD. They manage $801,801,506,654 in 1,474 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    801,802
    MILLION
  • Total Number of Accounts
    1,474
    ACCOUNTS
  • Average Account Value
    $543,963,030
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at T. Rowe Price Associates, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Antonio M. Bass
CRD#: 5941175
Minneapolis, MN
96
Wealthminder
score

Antonio Bass (CRD# 5941175) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Minneapolis, MN and has over 6 years of experience in the finance industry.

2
Jonathan J. Crooks
CRD#: 3186836
100 East Pratt Street, Baltimore, MD 21202
96
Wealthminder
score

Jonathan Crooks (CRD# 3186836) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Baltimore, MD and has over 19 years of experience in the finance industry.

3
John S. Halaby
CRD#: 2543904
100 East Pratt Street, Baltimore, MD 21202
96
Wealthminder
score

John Halaby (CRD# 2543904) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Baltimore, MD and has over 23 years of experience in the finance industry.

4
Sebastian J. Mitchell
CRD#: 2510309
Batavia, IL
96
Wealthminder
score

Sebastian Mitchell (CRD# 2510309) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Batavia, IL and has over 19 years of experience in the finance industry. Sebastian Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Adam P. Peach
CRD#: 5808014
Cincinnati, OH
96
Wealthminder
score

Adam Peach (CRD# 5808014) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.

6
Adam J. Varga
CRD#: 3155404
Broomfield, CO
96
Wealthminder
score

Adam Varga (CRD# 3155404) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Broomfield, CO and has over 13 years of experience in the finance industry.

7
John H. Wallick
CRD#: 4705991
Troy, MI
96
Wealthminder
score

John Wallick (CRD# 4705991) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Troy, MI and has over 14 years of experience in the finance industry. John Wallick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark P. Whiskeyman
CRD#: 3254403
Bel Air, MD
96
Wealthminder
score

Mark Whiskeyman (CRD# 3254403) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Bel Air, MD and has over 16 years of experience in the finance industry.

9
Barrett D. Wragg
CRD#: 4116404
Laurel, MD
96
Wealthminder
score

Barrett Wragg (CRD# 4116404) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Laurel, MD and has over 16 years of experience in the finance industry. Barrett Wragg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Thomas E. Bauer
CRD#: 5191821
Mission Hills, KS
93
Wealthminder
score

Thomas Bauer (CRD# 5191821) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Mission Hills, KS and has over 11 years of experience in the finance industry.

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