Registered Investment Advisers Dataset

DFX currently tracks 50,634 investment adviser firms in the Registered Investment Advisers Dataset, as of 10 October 2026.

Published by DFX Intelligence. As of .

Description

Investment adviser firms with a registration record, keyed by CRD number, with their Form ADV filing history, private funds, owners, offices and registered advisers.

Investment adviser firms with a registration record: SEC-registered advisers, state-registered advisers and advisers that have since withdrawn.

Coverage

Records
Investment adviser firms, Registered individual advisers, Private funds, Owners and control persons
Geography
United States.
Investment advisers (RIAs)
50,634

Update schedule

Recounted every time the graph's published totals are rebuilt, which happens several times a day; the date above is the latest rebuild.

The IAPD feeds are read daily and the SEC adviser roster monthly; aggregates such as flows and state tables refresh hourly.

Methodology and sources

Limitations

  • An adviser's book of assets is not public and is never estimated.
  • Regulatory assets are summed as reported, so totals across affiliated advisers that report the same assets overstate unique assets.
  • The historical movement record holds only moves by people still registered today; departures are recorded as they happen from September 2026.
  • Filings before 2017 reported client mix as ranges, so firms whose latest filing predates 2017 carry no client share.

Cite this dataset

Recommended citation. Select the text below to copy it.

DFX Intelligence. (2026). Registered Investment Advisers Dataset [Data set]. Retrieved 10 October 2026, from https://dfxintel.com/datasets/ria

The date is the latest rebuild of the figures above. Quote a figure with its date, and link to this page so a reader can see what it counts.

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