Personal investing and retirement
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Whether you’re nearing retirement or already there, we’ll help you plan so you can enjoy the wealth you’ve earned without losing sight of what’s ahead.
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We know everyone’s retirement path looks different. Rest assured, no matter your goals or where you stand today, we have retirement accounts to fit your needs.
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Education is one of the most important financial decisions families make, and we’re here to help you choose the right path. We can review and help refine your education savings plans so that you can invest for all your goals in one place.
Financial advice backed by 85+ years of experience
Retirement planning includes more than major milestones. Get personalized advice on everything from retirement income strategies to long-term planning.
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‡On November 14, 2025, T. Rowe Price Advisory Services was recognized as one of America’s Top Financial Advisory Firms for 2026 by Newsweek and Plant-A Insights Group. The ranking highlights the top 1,000 registered investment advisory firms in the United States based on a rigorous evaluation of firm growth, advisor expertise, breadth of services, and ethical practices. Selection for the ranking required firms to meet criteria including $20 million or more in assets under management, a minimum of three wealth advisors, at least five individual clients, at least two years of SEC registration, U.S. headquarters, and a clean disciplinary record. Firms were scored based on growth in assets and client base (short- and long-term), advisor credentials and client-to-advisor ratio, service breadth, and disclosed conflicts of interest. Data sources included SEC Form ADV filings, and rankings were validated by Newsweek’s editorial team. The data analyzed was from an evaluation period of September 2020-September 2025. T. Rowe Price Advisory Services received a 5-star rating and was recognized for excellence in client service and asset management. T. Rowe Price Advisory Services is not affiliated with Newsweek or Plant-A Insights Group. Although T. Rowe Price Advisory Services is paying a licensing fee to Newsweek to promote this award, it did not pay any compensation directly or indirectly in connection with obtaining the ranking.
§On April 28, 2025, T. Rowe Price was named as one of the best financial advisory firms of 2025. The ranking of the best registered investment advisory firms (RIA Firms) was determined using a methodology that considered recommendations by clients, industry experts, and financial advisors, as well as the development of assets under management (AUM). Recommendations were gathered through an independent survey of over 30,000 individuals, with self-recommendations prohibited. AUM development was analyzed using publicly available data, with short-term development assessed over a 12-month period from January 2024 to January 2025, and long-term development over a five-year period from 2020 to 2025. The final score was calculated by weighting recommendations at 20% and AUM development at 80%, with a 30/70 ratio for short-term and long-term AUM growth. The data used for the analysis was collected up to January 2025. The award was presented by USA Today and Statista Inc., a leading statistics portal and industry ranking provider that tabulated the rating. T. Rowe Price is not affiliated with USA Today or Statista. T. Rowe Price provided no compensation either directly or indirectly in connection with obtaining or using this rating.
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