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Wealth management and advice

A more thoughtful approach to managing your wealth

With decades of experience and a client-first approach, our advisors can help you confidently manage your assets—so you can enjoy today while planning for what’s ahead.

Built on trust. Focused on you.

Everything we do starts with our clients. Our approach is grounded in deep research, careful risk management, and a commitment to doing what’s right for our clients.

award badge that says "World's most Trustworthy Companies 2025 from Newsweek & Statistica"

1.71T

Our assets under management total $1.71 trillion1, entrusted to us by investors worldwide.

97%

With a 97% retention rate2 and an average of 23 years' experience, our portfolio managers provide expertise our clients can rely on.

85+ years

For over 85 years, we’ve been guided by the principles of integrity and a client-first mindset.

Retirement planning with you at the center

From when to retire to how much you can spend, Retirement Advisory ServiceTM helps you navigate key decisions with personalized advice—backed by a 95% satisfaction rate.§

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We’ll guide you and your family at every stage

Whether it’s retirement savings, building your personal wealth, or saving for education, we’ve got you covered—all under one roof.

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Retirement

What does retirement look like for you? Whether you’re saving for it or living in it, let’s find out together.

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General Investing

Turn your savings into investments. From a big purchase to building a safety net, access your money when you need it.

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Education Savings

Getting an education is a family matter. The sooner you save, the more your family can put toward an education.
Browse 529 Plans

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Insights backed by over 85 years of curiosity

Like you, we keep learning and adapting to stay ahead. Our Insights reflect our active management approach, giving you access to our experts’ perspectives as the market changes. 

May 22, 2026

Value is working. Here’s why it can continue.

Value is gaining relevance as higher rates, stronger commodities, broader market leadership, and rising capital intensity support value-oriented stocks.
Apr 20, 2026

You’re age 35, 50, or 60: How much should you have saved for retirement by now?

Helpful retirement savings benchmarks for investors age 30 or older.

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Receive monthly retirement guidance, financial planning tips, and market updates to help you make confident decisions about your finances.

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Invest on your terms

We have a range of account options that can help you stay focused on your long- and short-term goals.

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Questions?

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Monday–Friday, 8 a.m. to 8 p.m. ET

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Let's plan together

Could your money be working harder for you? For personalized financial planning and active investment management, connect 1:1 with an advisor.

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†On July 7, 2025, T. Rowe Price Group, Inc. was recognized as one of Newsweek’s World’s Most Trustworthy Companies 2025, an accolade presented by Newsweek in collaboration with Statista. The ranking identifies 1,000 publicly listed companies from 20 countries based on a comprehensive evaluation of trust across three core dimensions: customer trust, investor trust, and employee trust. Companies were assessed using independent surveys of approximately 65,000 residents, generating over 200,000 company evaluations, as well as a social listening analysis examining approximately 500,000 online mentions across web articles, forums, social networks, and other digital sources. Survey results accounted for 80% of each company’s overall score, with social listening analysis contributing the remaining 20%. The evaluation period primarily covered data collected from January through May 2025; events occurring after July 7, 2025 were not included. T. Rowe Price Group, Inc. is not affiliated with Newsweek or Statista. Although T. Rowe Price paid a licensing fee to promote this recognition, it did not provide any compensation, directly or indirectly, in connection with obtaining the ranking. This recognition should not be considered a guarantee of future performance or the sole basis for any investment decision.

¹Asset class figures shown represent total assets under management of $1.71T as of 3/31/2026. All amounts shown in U.S. dollars and subject to adjustment. Firmwide assets under management includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates, in addition to SMA Model Delivery.

2Client retention rate in 2023 and average over 3 years, from 2021 to 2023.

§T. Rowe Price Contact Center interaction survey. Satisfaction reflects responses from existing clients surveyed after advice-related phone interactions. In 2025, 96% of respondents reported being satisfied with their experience, n=1,045; in Q1 2026, 96% reported being satisfied, n=324. The survey was offered to 50% of eligible Contact Center interactions, including Retirement Advisory Service™ (RAS) interactions. RAS clients who completed the survey were not eligible to receive the survey again for one year. Results reflect survey respondents and may not be representative of all existing clients.

Investments in the T. Rowe Price Retirement Advisory Service™ are subject to the risks associated with investing in mutual funds and exchange-traded funds, which may result in loss of principal. T. Rowe Price does not guarantee the results of our investment management, or that the objectives of the funds or portfolios will be met.  T. Rowe Price does not provide tax advice.  Please consult your tax or financial professional regarding questions specific to your situation.

ETFs are bought and sold at market prices, not net asset value. Investors generally incur the cost of the spread between the prices at which shares are bought and sold and may incur additional transaction costs.

The T. Rowe Price Retirement Advisory Service™ is a nondiscretionary financial planning and retirement income planning service and a discretionary managed account program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage accounts for the Retirement Advisory Service are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC, and are carried by Pershing LLC, a BNY Mellon company, member NYSE/FINRA/SIPC, which acts as a clearing broker for T. Rowe Price Investment Services, Inc. T. Rowe Price Advisory Services, Inc. and T. Rowe Price Investment Services, Inc. are affiliated companies.

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