Whitepaper

Investment Adviser Industry Snapshot 2024

Jun 20, 2024

Welcome to the fourth edition of the Investment Adviser Industry Snapshot. This report reimagines our Evolution Revolution report, which we published for the two decades through 2020.

Welcome to the fourth edition of the Investment Adviser Industry Snapshot, co-published by the Investment Adviser Association (IAA) and COMPLY. This report reimagines our Evolution Revolution report, which we published for the two decades through 2020.

We continue to add more charts, tables, and analysis to make it easy to see and understand the trends. In this year’s edition, we have added information about SEC exempt reporting advisers, allowing us to provide a comprehensive view of private fund management. We have also incorporated more detail on state advisers. Finally, we have provided insights on affiliated groups of SEC registered advisers.

This year’s report again paints a picture of a vibrant and vital industry. Download now for more insights!

Download now!