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IAA Industry Snapshot

Open source ↗
firmnoneannual

The Investment Adviser Association's annual industry snapshot. Aggregate statistics on the RIA industry's size, growth, and composition. Pure context, not per-firm data.

Fields it produces (14)
iaa_total_firmsiaa_total_clientsiaa_total_aum_usdiaa_firms_by_aum_bandiaa_firms_by_employee_count_bandiaa_firms_by_client_typeiaa_firms_by_fee_structureiaa_firms_by_stateiaa_financial_planning_pctiaa_hybrid_bd_affiliated_pctiaa_report_yeariaa_report_source_urliaa_report_pdf_pagesiaa_report_text_excerpt

What this source actually pulls

2 examples
iaa-snapshot:latest
firm · iaa-snapshot:latest
13 fields
iaa financial planning pct
45.2
iaa firms by aum band
5 fields
iaa firms by client type
4 fields
iaa firms by employee count band
100 or fewer employees: 1
iaa firms by fee structure
fixed fees: 78.1 · hourly charges: 78.1 · commissions: 2
iaa hybrid bd affiliated pct
15.8
iaa report pdf pages
106
iaa report source url
https://www.investmentadviser.org/wp-content/uploads/2025/05/Snapshot2025.pdf
iaa report text excerpt
INVESTMENT ADVISER INDUSTRY SNAPSHOT 2025 YEARS -- 1 of 106 -- $144.6 trillion in assets 68.4 million clients 92.7% employ 100 or fewer people 1,032,455 employees 15,870 SEC registered investment ad…
iaa report year
2,025
iaa total aum usd
144,600,000,000,000
iaa total clients
68,400,000
iaa total firms
15,870
iaa-snapshot:2024
firm · iaa-snapshot:2024
13 fields
iaa financial planning pct
44.3
iaa firms by aum band
8 fields
iaa firms by client type
individuals: 63.7 · pooled investment vehicles: 35.4 · businesses: 42.3
iaa firms by employee count band
100 or fewer employees: 1
iaa firms by fee structure
fixed fees: 3.7 · hourly charges: 85 · commissions: 2.1
iaa hybrid bd affiliated pct
17
iaa report pdf pages
96
iaa report source url
https://www.investmentadviser.org/wp-content/uploads/2024/06/Snapshot2024_FINAL.pdf
iaa report text excerpt
INVESTMENT ADVISER INDUSTRY SNAPSHOT 2024 -- 1 of 96 -- $128.4 trillion in assets 64.1 million clients 92.7% employ 100 or fewer people 1,006,471 employees 15,396 SEC registered investment advisers …
iaa report year
2,024
iaa total aum usd
128,400,000,000,000
iaa total clients
64,100,000
iaa total firms
15,396