Visualization

Investment Advisers - RIA Activities

Aug. 28, 2024

Rows are not mutually exclusive since advisers can report more than one advisory service on Form ADV, Item 5G.



This visualization relies on other business activities reported on Form ADV, Item 6A. Rows are not mutually exclusive since advisers can report more than one other business activity.



IA Statistics

Investment Adviser Statistics

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Regulatory Assets Under Management (RAUM)

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Separately Managed Accounts (SMAs)

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Last Reviewed or Updated: Aug. 28, 2024