Description
The Investment Adviser Information Reports' data is collected from electronic submissions of Form ADV by investment adviser firms to the Investment Adviser Registration Depository (IARD) system.
Resources
| Name | Format | Description | Link |
|---|---|---|---|
| Registered Investment Advisers, January 2012 | ZIP | ia010112.zip | Open resource |
| Exempt Reporting Advisers, January 2013 | ZIP | ia010213-exempt.zip | Open resource |
| Registered Investment Advisers, January 2013 | ZIP | ia010213.zip | Open resource |
| Exempt Reporting Advisers, January 2014 | ZIP | ia010214-exempt.zip | Open resource |
| Registered Investment Advisers, January 2014 | ZIP | ia010214.zip | Open resource |
| Exempt Reporting Advisers, January 2015 | ZIP | ia010215-exempt.zip | Open resource |
| Registered Investment Advisers, January 2015 | ZIP | ia010215.zip | Open resource |
| Registered Investment Advisers, January 2011 | ZIP | ia010311.zip | Open resource |
| Exempt Reporting Advisers, January 2017 | ZIP | ia010317-exempt.zip | Open resource |
| Registered Investment Advisers, January 2017 | ZIP | ia010317.zip | Open resource |
| Registered Investment Advisers, January 2010 | ZIP | ia010410.zip | Open resource |
| Exempt Reporting Advisers, January 2016 | ZIP | ia010416-exempt.zip | Open resource |
| Registered Investment Advisers, January 2016 | ZIP | ia010416.zip | Open resource |
| Registered Investment Advisers, January 2009 | ZIP | ia010509.zip | Open resource |
| Registered Investment Advisers, January 2008 | ZIP | ia010708.zip | Open resource |
| Registered Investment Advisers, February 2008 | ZIP | ia020108.zip | Open resource |
| Registered Investment Advisers, February 2010 | ZIP | ia020110.zip | Open resource |
| Registered Investment Advisers, February 2011 | ZIP | ia020111.zip | Open resource |
| Exempt Reporting Advisers, February 2012 | ZIP | ia020112-exempt.zip | Open resource |
| Registered Investment Advisers, February 2012 | ZIP | ia020112.zip | Open resource |
| Exempt Reporting Advisers, February 2013 | ZIP | ia020113-exempt.zip | Open resource |
| Registered Investment Advisers, February 2013 | ZIP | ia020113.zip | Open resource |
| Exempt Reporting Advisers, February 2016 | ZIP | ia020116-exempt.zip | Open resource |
| Registered Investment Advisers, February 2016 | ZIP | ia020116.zip | Open resource |
| Exempt Reporting Advisers, February 2017 | ZIP | ia020117-exempt.zip | Open resource |
| Registered Investment Advisers, February 2017 | ZIP | ia020117.zip | Open resource |
| Registered Investment Advisers, February 2009 | ZIP | ia020209.zip | Open resource |
| Exempt Reporting Advisers, February 2015 | ZIP | ia020215-exempt.zip | Open resource |
| Registered Investment Advisers, February 2015 | ZIP | ia020215.zip | Open resource |
| Exempt Reporting Advisers, February 2014 | ZIP | ia020314-exempt.zip | Open resource |
| Registered Investment Advisers, February 2014 | ZIP | ia020314.zip | Open resource |
| Registered Investment Advisers, March 2010 | ZIP | ia030110.zip | Open resource |
| Registered Investment Advisers, March 2011 | ZIP | ia030111.zip | Open resource |
| Exempt Reporting Advisers, March 2012 | ZIP | ia030112-exempt.zip | Open resource |
| Registered Investment Advisers, March 2012 | ZIP | ia030112.zip | Open resource |
| Exempt Reporting Advisers, March 2013 | ZIP | ia030113-exempt.zip | Open resource |
| Registered Investment Advisers, March 2013 | ZIP | ia030113.zip | Open resource |
| Exempt Reporting Advisers, March 2016 | ZIP | ia030116-exempt.zip | Open resource |
| Registered Investment Advisers, March 2016 | ZIP | ia030116.zip | Open resource |
| Exempt Reporting Advisers, March 2017 | ZIP | ia030117-exempt.zip | Open resource |
| Registered Investment Advisers, March 2017 | ZIP | ia030117.zip | Open resource |
| Registered Investment Advisers, March 2009 | ZIP | ia030209.zip | Open resource |
| Exempt Reporting Advisers, March 2015 | ZIP | ia030215-exempt.zip | Open resource |
| Registered Investment Advisers, March 2015 | ZIP | ia030215.zip | Open resource |
| Registered Investment Advisers, March 2008 | ZIP | ia030308.zip | Open resource |
| Exempt Reporting Advisers, March 2014 | ZIP | ia030414-exempt.zip | Open resource |
| Registered Investment Advisers, March 2014 | ZIP | ia030414.zip | Open resource |
| Registered Investment Advisers, April 2008 | ZIP | ia040108.zip | Open resource |
| Registered Investment Advisers, April 2009 | ZIP | ia040109.zip | Open resource |
| Registered Investment Advisers, April 2010 | ZIP | ia040110.zip | Open resource |
| Registered Investment Advisers, April 2011 | ZIP | ia040111.zip | Open resource |
| Exempt Reporting Advisers, April 2012 | ZIP | ia040112-exempt.zip | Open resource |
| Registered Investment Advisers, April 2012 | ZIP | ia040112.zip | Open resource |
| Exempt Reporting Advisers, April 2013 | ZIP | ia040113-exempt.zip | Open resource |
| Registered Investment Advisers, April 2013 | ZIP | ia040113.zip | Open resource |
| Exempt Reporting Advisers, April 2014 | ZIP | ia040114-exempt.zip | Open resource |
| Registered Investment Advisers, April 2014 | ZIP | ia040114.zip | Open resource |
| Exempt Reporting Advisers, April 2015 | ZIP | ia040115-exempt.zip | Open resource |
| Registered Investment Advisers, April 2015 | ZIP | ia040115.zip | Open resource |
| Exempt Reporting Advisers, April 2016 | ZIP | ia040116-exempt.zip | Open resource |
| Registered Investment Advisers, April 2016 | ZIP | ia040116.zip | Open resource |
| Exempt Reporting Advisers, April 2017 | ZIP | ia040117-exempt_0.zip | Open resource |
| Registered Investment Advisers, April 2017 | ZIP | ia040117.zip | Open resource |
| Registered Investment Advisers, May 2009 | ZIP | ia050109.zip | Open resource |
| Registered Investment Advisers, May 2011 | ZIP | ia050111.zip | Open resource |
| Exempt Reporting Advisers, May 2012 | ZIP | ia050112-exempt.zip | Open resource |
| Registered Investment Advisers, May 2012 | ZIP | ia050112.zip | Open resource |
| Exempt Reporting Advisers, May 2013 | ZIP | ia050113-exempt.zip | Open resource |
| Registered Investment Advisers, May 2013 | ZIP | ia050113.zip | Open resource |
| Exempt Reporting Advisers, May 2014 | ZIP | ia050114-exempt.zip | Open resource |
| Registered Investment Advisers, May 2014 | ZIP | ia050114.zip | Open resource |
| Exempt Reporting Advisers, May 2015 | ZIP | ia050115-exempt.zip | Open resource |
| Registered Investment Advisers, May 2015 | ZIP | ia050115.zip | Open resource |
| Exempt Reporting Advisers May 2017 | ZIP | ia050117-exempt.zip | Open resource |
| Registered Investment Advisers May 2017 | ZIP | ia050117.zip | Open resource |
| Exempt Reporting Advisers, May 2016 | ZIP | ia050216-exempt.zip | Open resource |
| Registered Investment Advisers, May 2016 | ZIP | ia050216.zip | Open resource |
| Registered Investment Advisers, May 2010 | ZIP | ia050310.zip | Open resource |
| Registered Investment Advisers, May 2007 | ZIP | ia050707.zip | Open resource |
| Registered Investment Advisers, June 2009 | ZIP | ia060109.zip | Open resource |
| Registered Investment Advisers, June 2011 | ZIP | ia060111.zip | Open resource |
| Exempt Reporting Advisers, June 2012 | ZIP | ia060112-exempt.zip | Open resource |
| Registered Investment Advisers, June 2012 | ZIP | ia060112.zip | Open resource |
| Exempt Reporting Advisers, June 2015 | ZIP | ia060115-exempt.zip | Open resource |
| Registered Investment Advisers, June 2015 | ZIP | ia060115.zip | Open resource |
| Exempt Reporting Advisers, June 2016 | ZIP | ia060116-exempt.zip | Open resource |
| Registered Investment Advisers, June 2016 | ZIP | ia060116.zip | Open resource |
| Exempt Reporting Advisers, June 2017 | ZIP | ia060117-exempt.zip | Open resource |
| Registered Investment Advisers, June 2017 | ZIP | ia060117.zip | Open resource |
| Registered Investment Advisers, June 2008 | ZIP | ia060208.zip | Open resource |
| Registered Investment Advisers, June 2010 | ZIP | ia060210.zip | Open resource |
| Exempt Reporting Advisers, June 2014 | ZIP | ia060214-exempt.zip | Open resource |
| Registered Investment Advisers, June 2014 | ZIP | ia060214.zip | Open resource |
| Exempt Reporting Advisers, June 2013 | ZIP | ia060313-exempt.zip | Open resource |
| Registered Investment Advisers, June 2013 | ZIP | ia060313.zip | Open resource |
| Registered Investment Advisers, June 2006 | ZIP | ia060506.zip | Open resource |
| Exempt Reporting Advisers, July 2017 | ZIP | ia063017-exempt.zip | Open resource |
| Registered Investment Advisers, July 2017 | ZIP | ia063017.zip | Open resource |
| Registered Investment Advisers, July 2008 | ZIP | ia070108.zip | Open resource |
| Registered Investment Advisers, July 2009 | ZIP | ia070109.zip | Open resource |
| Registered Investment Advisers, July 2010 | ZIP | ia070110.zip | Open resource |
| Registered Investment Advisers, July 2011 | ZIP | ia070111.zip | Open resource |
| Exempt Reporting Advisers, July 2013 | ZIP | ia070113-exempt.zip | Open resource |
| Registered Investment Advisers, July 2013 | ZIP | ia070113.zip | Open resource |
| Exempt Reporting Advisers, July 2014 | ZIP | ia070114-exempt.zip | Open resource |
| Registered Investment Advisers, July 2014 | ZIP | ia070114.zip | Open resource |
| Exempt Reporting Advisers, July 2015 | ZIP | ia070115-exempt.zip | Open resource |
| Registered Investment Advisers, July 2015 | ZIP | ia070115.zip | Open resource |
| Exempt Reporting Advisers, July 2016 | ZIP | ia070116-exempt.zip | Open resource |
| Registered Investment Advisers, July 2016 | ZIP | ia070116.zip | Open resource |
| Exempt Reporting Advisers, July 2012 | ZIP | ia070212-exempt.zip | Open resource |
| Registered Investment Advisers, July 2012 | ZIP | ia070212.zip | Open resource |
| Registered Investment Advisers, July 2007 | ZIP | ia073007.zip | Open resource |
| Registered Investment Advisers, August 2010 | ZIP | ia073010.zip | Open resource |
| Registered Investment Advisers, August 2009 | ZIP | ia080109.zip | Open resource |
| Registered Investment Advisers, August 2011 | ZIP | ia080111.zip | Open resource |
| Exempt Reporting Advisers, August 2012 | ZIP | ia080112-exempt.zip | Open resource |
| Registered Investment Advisers, August 2012 | ZIP | ia080112.zip | Open resource |
| Exempt Reporting Advisers, August 2013 | ZIP | ia080113-exempt.zip | Open resource |
| Registered Investment Advisers, August 2013 | ZIP | ia080113.zip | Open resource |
| Exempt Reporting Advisers, August 2014 | ZIP | ia080114-exempt.zip | Open resource |
| Registered Investment Advisers, August 2014 | ZIP | ia080114.zip | Open resource |
| Exempt Reporting Advisers, August 2016 | ZIP | ia080116-exempt.zip | Open resource |
| Registered Investment Advisers, August 2016 | ZIP | ia080116.zip | Open resource |
| Exempt Reporting Advisers, August 2015 | ZIP | ia080315-exempt.zip | Open resource |
| Registered Investment Advisers, August 2015 | ZIP | ia080315.zip | Open resource |
| Registered Investment Advisers, August 2008 | ZIP | ia080408.zip | Open resource |
| Registered Investment Advisers, September 2011 | ZIP | ia082611.zip | Open resource |
| Registered Investment Advisers, September 2009 | ZIP | ia090109.zip | Open resource |
| Registered Investment Advisers, September 2010 | ZIP | ia090110.zip | Open resource |
| Exempt Reporting Advisers, September 2012 | ZIP | ia090112-exempt.zip | Open resource |
| Registered Investment Advisers, September 2012 | ZIP | ia090112.zip | Open resource |
| Exempt Reporting Advisers, September 2015 | ZIP | ia090115-exempt.zip | Open resource |
| Registered Investment Advisers, September 2015 | ZIP | ia090115.zip | Open resource |
| Exempt Reporting Advisers, September 2016 | ZIP | ia090116-exempt.zip | Open resource |
| Registered Investment Advisers, September 2016 | ZIP | ia090116.zip | Open resource |
| Registered Investment Advisers, September 2008 | ZIP | ia090208.zip | Open resource |
| Exempt Reporting Advisers, September 2014 | ZIP | ia090214-exempt.zip | Open resource |
| Registered Investment Advisers, September 2014 | ZIP | ia090214.zip | Open resource |
| Exempt Reporting Advisers, September 2013 | ZIP | ia090313-exempt.zip | Open resource |
| Registered Investment Advisers, September 2013 | ZIP | ia090313.zip | Open resource |
| Registered Investment Advisers, September 2007 | ZIP | ia091207.zip | Open resource |
| Registered Investment Advisers, October 2008 | ZIP | ia100108.zip | Open resource |
| Registered Investment Advisers, October 2009 | ZIP | ia100109.zip | Open resource |
| Registered Investment Advisers, October 2010 | ZIP | ia100110.zip | Open resource |
| Exempt Reporting Advisers, October 2012 | ZIP | ia100112-exempt.zip | Open resource |
| Registered Investment Advisers, October 2012 | ZIP | ia100112.zip | Open resource |
| Exempt Reporting Advisers, October 2013 | ZIP | ia100113-exempt.zip | Open resource |
| Registered Investment Advisers, October 2013 | ZIP | ia100113.zip | Open resource |
| Exempt Reporting Advisers, October 2014 | ZIP | ia100114-exempt.zip | Open resource |
| Registered Investment Advisers, October 2014 | ZIP | ia100114.zip | Open resource |
| Exempt Reporting Advisers, October 2015 | ZIP | ia100115-exempt.zip | Open resource |
| Registered Investment Advisers, October 2015 | ZIP | ia100115.zip | Open resource |
| Registered Investment Advisers, October 2011 | ZIP | ia100311.zip | Open resource |
| Exempt Reporting Advisers, October 2016 | ZIP | ia100316-exempt.zip | Open resource |
| Registered Investment Advisers, October 2016 | ZIP | ia100316.zip | Open resource |
| Registered Investment Advisers, October 2007 | ZIP | ia102607.zip | Open resource |
| Registered Investment Advisers, November 2010 | ZIP | ia110110.zip | Open resource |
| Registered Investment Advisers, November 2011 | ZIP | ia110111.zip | Open resource |
| Exempt Reporting Advisers, November 2012 | ZIP | ia110112-exempt.zip | Open resource |
| Registered Investment Advisers, November 2012 | ZIP | ia110112.zip | Open resource |
| Exempt Reporting Advisers, November 2013 | ZIP | ia110113-exempt.zip | Open resource |
| Registered Investment Advisers, November 2013 | ZIP | ia110113.zip | Open resource |
| Exempt Reporting Advisers, November 2016 | ZIP | ia110116-exempt.zip | Open resource |
| Registered Investment Advisers, November 2016 | ZIP | ia110116.zip | Open resource |
| Registered Investment Advisers, November 2009 | ZIP | ia110209.zip | Open resource |
| Exempt Reporting Advisers, November 2015 | ZIP | ia110215-exempt.zip | Open resource |
| Registered Investment Advisers, November 2015 | ZIP | ia110215.zip | Open resource |
| Exempt Reporting Advisers, November 2014 | ZIP | ia110314-exempt.zip | Open resource |
| Registered Investment Advisers, November 2014 | ZIP | ia110314.zip | Open resource |
| Registered Investment Advisers, November 2007 | ZIP | ia112907.zip | Open resource |
| Registered Investment Advisers, December 2009 | ZIP | ia120109.zip | Open resource |
| Registered Investment Advisers, December 2010 | ZIP | ia120110.zip | Open resource |
| Registered Investment Advisers, December 2011 | ZIP | ia120111.zip | Open resource |
| Exempt Reporting Advisers, December 2014 | ZIP | ia120114-exempt.zip | Open resource |
| Registered Investment Advisers, December 2014 | ZIP | ia120114.zip | Open resource |
| Exempt Reporting Advisers, December 2015 | ZIP | ia120115-exempt.zip | Open resource |
| Registered Investment Advisers, December 2015 | ZIP | ia120115.zip | Open resource |
| Exempt Reporting Advisers, December 2016 | ZIP | ia120116-exempt.zip | Open resource |
| Registered Investment Advisers, December 2016 | ZIP | ia120116.zip | Open resource |
| Exempt Reporting Advisers, December 2013 | ZIP | ia120213-exempt.zip | Open resource |
| Registered Investment Advisers, December 2013 | ZIP | ia120213.zip | Open resource |
| Exempt Reporting Advisers, December 2012 | ZIP | ia120312-exempt.zip | Open resource |
| Registered Investment Advisers, December 2012 | ZIP | ia120312.zip | Open resource |
| Registered Investment Advisers, December 2008 | ZIP | ia120908.zip | Open resource |
| Exempt Reporting Advisers, January 2018 | ZIP | 010118-exempt.zip | Open resource |
| Exempt Reporting Advisers, February 2018 | ZIP | 020118-exempt.zip | Open resource |
| Registered Investment Advisers, January 2018 | ZIP | ia010118.zip | Open resource |
| Registered Investment Advisers, February 2018 | ZIP | ia020118.zip | Open resource |
| Exempt Reporting Advisers, March 2018 | ZIP | ia030118-exempt.zip | Open resource |
| Registered Investment Advisers, March 2018 | ZIP | ia030118.zip | Open resource |
| Exempt Reporting Advisers, April 2018 | ZIP | ia040218-exempt.zip | Open resource |
| Registered Investment Advisers, April 2018 | ZIP | ia040218.zip | Open resource |
| Exempt Reporting Advisers, May 2018 | ZIP | ia050118-exempt.zip | Open resource |
| Registered Investment Advisers, May 2018 | ZIP | ia050118.zip | Open resource |
| Exempt Reporting Advisers, June 2018 | ZIP | ia060118-exempt.zip | Open resource |
| Registered Investment Advisers, June 2018 | ZIP | ia060118.zip | Open resource |
| Exempt Reporting Advisers, July 2018 | ZIP | ia070218-exempt.zip | Open resource |
| Registered Investment Advisers, July 2018 | ZIP | ia070218.zip | Open resource |
| Exempt Reporting Advisers, August 2017 | ZIP | ia080117-exempt.zip | Open resource |
| Registered Investment Advisers, August 2017 | ZIP | ia080117.zip | Open resource |
| Exempt Reporting Advisers, August 2018 | ZIP | ia080118-exempt.zip | Open resource |
| Registered Investment Advisers, August 2018 | ZIP | ia080118.zip | Open resource |
| Registered Investment Advisers, September 2017 | ZIP | ia090117_2.zip | Open resource |
| Exempt Reporting Advisers, September 2017 | ZIP | ia090117-exempt_0.zip | Open resource |
| Exempt Reporting Advisers, October 2017 | ZIP | ia100217-exempt.zip | Open resource |
| Registered Investment Advisers, October 2017 | ZIP | ia100217.zip | Open resource |
| Exempt Reporting Advisers, November 2017 | ZIP | ia110117-exempt.zip | Open resource |
| Registered Investment Advisers, November 2017 | ZIP | ia110117.zip | Open resource |
| Exempt Reporting Advisers, December 2017 | ZIP | ia120117-exempt.zip | Open resource |
| Registered Investment Advisers, December 2017 | ZIP | ia120117.zip | Open resource |
| Exempt Reporting Advisers, January 2019 - unavailable due to federal government shutdown | ZIP | ia010119-exempt.zip | Open resource |
| Registered Investment Advisers, January 2019 - unavailable due to federal government shutdown | ZIP | ia010119.zip | Open resource |
| Exempt Reporting Advisers, January 2020 | ZIP | ia010220-exempt.zip | Open resource |
| Registered Investment Advisers, January 2020 | ZIP | ia010220.zip | Open resource |
| Exempt Reporting Advisers, January 2022 | ZIP | ia010322-exempt.zip | Open resource |
| Registered Investment Advisers, January 2022 | ZIP | ia010322.zip | Open resource |
| Exempt Reporting Advisers, January 2024 | ZIP | ia010324-exempt.zip | Open resource |
| Registered Investment Advisers, January 2024 | ZIP | ia010324.zip | Open resource |
| Exempt Reporting Advisers, January 2021 | ZIP | ia010521-exempt.zip | Open resource |
| Registered Investment Advisers, January 2021 | ZIP | ia010521.zip | Open resource |
| Exempt Reporting Advisers, January 2023 | ZIP | ia010523-exempt.zip | Open resource |
| Registered Investment Advisers, January 2023 | ZIP | ia010523.zip | Open resource |
| Exempt Reporting Advisers, February 2019 | ZIP | ia020119-2-exempt.zip | Open resource |
| Registered Investment Advisers, February 2019 | ZIP | ia020119-2.zip | Open resource |
| Exempt Reporting Advisers, February 2021 | ZIP | ia020121-exempt.zip | Open resource |
| Registered Investment Advisers, February 2021 | ZIP | ia020121.zip | Open resource |
| Registered Investment Advisers, February 2020 | ZIP | ia020320_2.zip | Open resource |
| Exempt Reporting Advisers, February 2020 | ZIP | ia020320-exempt.zip | Open resource |
| Exempt Reporting Advisers, February 2023 | ZIP | ia020323-exempt.zip | Open resource |
| Registered Investment Advisers, February 2023 | ZIP | ia020323.zip | Open resource |
| Exempt Investment Advisers, February 2024 | ZIP | ia020524-exempt.zip | Open resource |
| Registered Investment Advisers, February 2024 | ZIP | ia020524.zip | Open resource |
| Exempt Reporting Advisers, February 2022 | ZIP | ia020722-exempt.zip | Open resource |
| Registered Investment Advisers, February 2022 | ZIP | ia020722.zip | Open resource |
| Exempt Reporting Advisers, March 2019 | ZIP | ia030119-exempt.zip | Open resource |
| Registered Investment Advisers, March 2019 | ZIP | ia030119.zip | Open resource |
| Exempt Reporting Advisers, March 2021 | ZIP | ia030121-exempt.zip | Open resource |
| Registered Investment Advisers, March 2021 | ZIP | ia030121.zip | Open resource |
| Exempt Reporting Advisers, March 2022 | ZIP | ia030122-exempt.zip | Open resource |
| Registered Investment Advisers, March 2022 | ZIP | ia030122.zip | Open resource |
| Exempt Investment Advisers, March 2024 | ZIP | ia030124-exempt.zip | Open resource |
| Registered Investment Advisers, March 2024 | ZIP | ia030124.zip | Open resource |
| Exempt Reporting Advisers, March 2023 | ZIP | ia030223-exempt.zip | Open resource |
| Registered Investment Advisers, March 2023 | ZIP | ia030223.zip | Open resource |
| Exempt Reporting Advisers, April 2019 | ZIP | ia040119-exempt.zip | Open resource |
| Registered Investment Advisers, April 2019 | ZIP | ia040119.zip | Open resource |
| Exempt Reporting Advisers, April 2022 | ZIP | ia040122-exempt.zip | Open resource |
| Registered Investment Advisers, April 2022 | ZIP | ia040122.zip | Open resource |
| Exempt Investment Advisers, April 2024 | ZIP | ia040224-exempt.zip | Open resource |
| Registered Investment Advisers, April 2024 | ZIP | ia040224.zip | Open resource |
| Exempt Reporting Advisers, April 2023 | ZIP | ia040423-exempt.zip | Open resource |
| Registered Investment Advisers, April 2023 | ZIP | ia040423.zip | Open resource |
| Exempt Reporting Advisers, April 2021 | ZIP | ia040521-exempt.zip | Open resource |
| Registered Investment Advisers, April 2021 | ZIP | ia040521.zip | Open resource |
| Exempt Reporting Advisers, May 2019 | ZIP | ia050119-exempt.zip | Open resource |
| Registered Investment Advisers, May 2019 | ZIP | ia050119.zip | Open resource |
| Exempt Reporting Advisers, May 2022 | ZIP | ia050222-exempt.zip | Open resource |
| Registered Investment Advisers, May 2022 | ZIP | ia050222.zip | Open resource |
| Exempt Reporting Advisers, May 2021 | ZIP | ia050321-exempt.zip | Open resource |
| Registered Investment Advisers, May 2021 | ZIP | ia050321.zip | Open resource |
| Registered Investment Advisers, May 2024 | ZIP | ia-050324_1.zip | Open resource |
| Exempt Investment Advisers, May 2024 | ZIP | ia050324-exempt.zip | Open resource |
| Registered Investment Advisers, May 2023 | ZIP | ia051023_1.zip | Open resource |
| Exempt Reporting Advisers, May 2023 | ZIP | ia051023exempt.zip | Open resource |
| Exempt Reporting Advisers, June 2020 | ZIP | ia060120-exempt.zip | Open resource |
| Registered Investment Advisers, June 2020 | ZIP | ia060120.zip | Open resource |
| Exempt Reporting Advisers, June 2021 | ZIP | ia060121-exempt.zip | Open resource |
| Registered Investment Advisers, June 2021 | ZIP | ia060121.zip | Open resource |
| Exempt Reporting Advisers, June 2022 | ZIP | ia060122-exempt.zip | Open resource |
| Registered Investment Advisers, June 2022 | ZIP | ia060122.zip | Open resource |
| Exempt Reporting Advisers, June 2023 | ZIP | ia060223-exempt.zip | Open resource |
| Registered Investment Advisers, June 2023 | ZIP | ia060223.zip | Open resource |
| Registered Investment Advisers, June 2019 | ZIP | ia060319-1.zip | Open resource |
| Exempt Reporting Advisers, June 2019 | ZIP | ia060319-exempt.zip | Open resource |
| Exempt Investment Advisers, June 2024 | ZIP | ia060524-exempt.zip | Open resource |
| Registered Investment Advisers, June 2024 | ZIP | ia060524.zip | Open resource |
| Exempt Reporting Advisers, July 2019 | ZIP | ia070119-exempt.zip | Open resource |
| Registered Investment Advisers, July 2019 | ZIP | ia070119.zip | Open resource |
| Exempt Reporting Advisers, July 2020 | ZIP | ia070120-exempt.zip | Open resource |
| Registered Investment Advisers, July 2020 | ZIP | ia070120.zip | Open resource |
| Exempt Reporting Advisers, July 2021 | ZIP | ia070121-exempt.zip | Open resource |
| Registered Investment Advisers, July 2021 | ZIP | ia070121.zip | Open resource |
| Exempt Reporting Advisers, July 2022 | ZIP | ia070122-exempt.zip | Open resource |
| Registered Investment Advisers, July 2022 | ZIP | ia070122.zip | Open resource |
| Exempt Reporting Advisers, July 2023 | ZIP | ia07072023-exempt.zip | Open resource |
| Registered Investment Advisers, July 2023 | ZIP | ia07072023.zip | Open resource |
| Exempt Reporting Advisers, August 2019 | ZIP | ia080119-exempt.zip | Open resource |
| Registered Investment Advisers, August 2019 | ZIP | ia080119.zip | Open resource |
| Exempt Reporting Advisers, August 2022 | ZIP | ia080122-exempt.zip | Open resource |
| Registered Investment Advisers, August 2022 | ZIP | ia080122.zip | Open resource |
| Exempt Reporting Advisers, August 2021 | ZIP | ia080221-exempt.zip | Open resource |
| Registered Investment Advisers, August 2021 | ZIP | ia080221.zip | Open resource |
| Exempt Reporting Advisers, August 2020 | ZIP | ia080320-exempt.zip | Open resource |
| Registered Investment Advisers, August 2020 | ZIP | ia080320.zip | Open resource |
| Registered Investment Advisers, August 2023 | ZIP | ia08102023.zip | Open resource |
| Exempt Reporting Advisers, September 2021 | ZIP | ia090121-exempt.zip | Open resource |
| Registered Investment Advisers, September 2021 | ZIP | ia090121.zip | Open resource |
| Exempt Reporting Advisers, September 2022 | ZIP | ia090122-exempt.zip | Open resource |
| Registered Investment Advisers, September 2022 | ZIP | ia090122.zip | Open resource |
| Exempt Reporting Advisers, September 2020 | ZIP | ia090220-exempt.zip | Open resource |
| Registered Investment Advisers, September 2020 | ZIP | ia090220.zip | Open resource |
| Exempt Reporting Advisers, September 2019 | XLS | ia090319-exempt.xlsx | Open resource |
| Registered Investment Advisers, September 2019 | XLS | ia090319.xlsx | Open resource |
| Exempt Reporting Advisers, September 2018 | ZIP | ia090418-exempt_1.zip | Open resource |
| Registered Investment Advisers, September 2018 | ZIP | ia090418.zip | Open resource |
| Exempt Reporting Advisers, September 2023 | ZIP | ia090623-exempt.zip | Open resource |
| Registered Investment Advisers, September 2023 | ZIP | ia090623.zip | Open resource |
| Exempt Reporting Advisers, October 2018 | ZIP | ia100118-exempt_.zip | Open resource |
| Registered Investment Advisers, October 2018 | ZIP | ia100118_.zip | Open resource |
| Exempt Reporting Advisers, October 2019 | ZIP | ia100119-exempt.zip | Open resource |
| Registered Investment Advisers, October 2019 | ZIP | ia100119.zip | Open resource |
| Exempt Reporting Advisers, October 2020 | ZIP | ia100120-exempt.zip | Open resource |
| Registered Investment Advisers, October 2020 | ZIP | ia100120.zip | Open resource |
| Exempt Reporting Advisers, October 2022 | ZIP | ia100322-exempt.zip | Open resource |
| Registered Investment Advisers, October 2022 | ZIP | ia100322.zip | Open resource |
| Exempt Reporting Advisers, October 2021 | ZIP | ia100421-exempt.zip | Open resource |
| Registered Investment Advisers, October 2021 | ZIP | ia100421.zip | Open resource |
| Exempt Reporting Advisers, October 2023 | ZIP | ia100523-exempt.zip | Open resource |
| Registered Investment Advisers, October 2023 | ZIP | ia100523.zip | Open resource |
| Exempt Reporting Advisers, November 2018 | ZIP | ia110118-exempt.zip | Open resource |
| Registered Investment Advisers, November 2018 | ZIP | ia110118.zip | Open resource |
| Exempt Reporting Advisers, November 2019 | ZIP | ia110119-exempt.zip | Open resource |
| Registered Investment Advisers, November 2019 | ZIP | ia110119.zip | Open resource |
| Exempt Reporting Advisers, November 2021 | ZIP | ia110121-exempt.zip | Open resource |
| Registered Investment Advisers, November 2021 | ZIP | ia110121.zip | Open resource |
| Exempt Reporting Advisers, November 2023 | ZIP | ia110123-exempt.zip | Open resource |
| Registered Investment Advisers, November 2023 | ZIP | ia110123.zip | Open resource |
| Exempt Reporting Advisers, November 2020 | ZIP | ia110220-exempt.zip | Open resource |
| Registered Investment Advisers, November 2020 | ZIP | ia110220.zip | Open resource |
| Exempt Reporting Advisers, November 2022 | ZIP | ia110722-exempt.zip | Open resource |
| Registered Investment Advisers, November 2022 | ZIP | ia110722.zip | Open resource |
| Exempt Reporting Advisers, December 2021 | ZIP | ia120121-exempt.zip | Open resource |
| Registered Investment Advisers, December 2021 | ZIP | ia120121.zip | Open resource |
| Exempt Reporting Advisers, December 2022 | ZIP | ia120122-exempt.zip | Open resource |
| Registered Investment Advisers, December 2022 | ZIP | ia120122.zip | Open resource |
| Exempt Reporting Advisers, December 2019 | ZIP | ia120219-exempt.zip | Open resource |
| Registered Investment Advisers, December 2019 | ZIP | ia120219.zip | Open resource |
| Exempt Reporting Advisers, December 2020 | ZIP | ia120220-exempt.zip | Open resource |
| Registered Investment Advisers, December 2020 | ZIP | ia120220.zip | Open resource |
| Exempt Reporting Advisers, December 2018 | ZIP | ia120318-exempt.zip | Open resource |
| Registered Investment Advisers, December 2018 | ZIP | ia120318.zip | Open resource |
| Exempt Reporting Advisers, December 2023 | ZIP | ia120623-exempt.zip | Open resource |
| Registered Investment Advisers, December 2023 | ZIP | ia120623.zip | Open resource |
| Exempt Reporting Advisers, August 2023 | ZIP | ia-exempt-08102023.zip | Open resource |
| Registered Investment Advisers, January 2025 | XLS | ia010225_0.xlsx | Open resource |
| Exempt Investment Advisers, January 2025 | XLS | ia010225-exempt_0.xlsx | Open resource |
| Exempt Investment Advisers, January 2025 | ZIP | ia010225-exempt.zip | Open resource |
| Registered Investment Advisers, January 2025 | ZIP | ia010225.zip | Open resource |
| Exempt Investment Advisers, January 2026 | ZIP | ia010226-exempt.zip | Open resource |
| Registered Investment Advisers, January 2026 | ZIP | ia010226.zip | Open resource |
| Exempt Reporting Advisers, January 2024 | XLS | ia010324-exempt.xlsx | Open resource |
| Registered Investment Advisers, January 2024 | XLS | ia010324.xlsx | Open resource |
| Exempt Investment Advisers, February 2025 | XLS | ia020325-exempt.xlsx | Open resource |
| Exempt Investment Advisers, February 2025 | ZIP | ia020325-exempt.zip | Open resource |
| Registered Investment Advisers, February 2025 | XLS | ia020325.xlsx | Open resource |
| Registered Investment Advisers, February 2025 | ZIP | ia020325.zip | Open resource |
| Exempt Investment Advisers, February 2024 | XLS | ia020524-exempt.xlsx | Open resource |
| Registered Investment Advisers, February 2024 | XLS | ia020524.xlsx | Open resource |
| Exempt Investment Advisers, March 2024 | XLS | ia030124-exempt.xlsx | Open resource |
| Registered Investment Advisers, March 2024 | XLS | ia030124.xlsx | Open resource |
| Exempt Investment Advisers, March 2025 | XLS | ia03052025-exempt.xlsx | Open resource |
| Exempt Investment Advisers, March 2025 | ZIP | ia-03052025-exempt.zip | Open resource |
| Registered Investment Advisers, March 2025 | XLS | ia030625.xlsx | Open resource |
| Registered Investment Advisers, March 2025 | ZIP | ia030625.zip | Open resource |
| Exempt Investment Advisers, April 2024 | XLS | ia040224-exempt.xlsx | Open resource |
| Exempt Investment Advisers, April 2024 | ZIP | ia040224-exempt.zip | Open resource |
| Registered Investment Advisers, April 2024 | XLS | ia040224.xlsx | Open resource |
| Exempt Investment Advisers, April 2025 | XLS | ia042025-exempt.xlsx | Open resource |
| Exempt Investment Advisers, April 2025 | ZIP | ia042025-exempt.zip | Open resource |
| Registered Investment Advisers, April 2025 | XLS | ia042125.xlsx | Open resource |
| Registered Investment Advisers, April 2025 | ZIP | ia042125.zip | Open resource |
| Exempt Investment Advisers, May 2025 | XLS | ia050225-exempt.xlsx | Open resource |
| Exempt Investment Advisers, May 2025 | ZIP | ia050225-exempt.zip | Open resource |
| Registered Investment Advisers, May 2025 | XLS | ia050225.xlsx | Open resource |
| Registered Investment Advisers, May 2025 | ZIP | ia050225.zip | Open resource |
| Exempt Investment Advisers, May 2024 | XLS | ia050324-exempt.xlsx | Open resource |
| Exempt Investment Advisers, May 2024 | ZIP | ia050324-exempt.zip | Open resource |
| Registered Investment Advisers, May 2024 | XLS | ia050324.xlsx | Open resource |
| Registered Investment Advisers, May 2024 | ZIP | ia-050324.zip | Open resource |
| Exempt Reporting Advisers, June 2023 | XLS | ia060223-exempt.xlsx | Open resource |
| Registered Investment Advisers, June 2023 | XLS | ia060223.xlsx | Open resource |
| Exempt Investment Advisers, June 2025 | XLS | ia060225-exempt.xlsx | Open resource |
| Exempt Investment Advisers, June 2025 | ZIP | ia060225-exempt.zip | Open resource |
| Registered Investment Advisers, June 2025 | XLS | ia060225.xlsx | Open resource |
| Registered Investment Advisers, June 2025 | ZIP | ia060225.zip | Open resource |
| Exempt Investment Advisers, June 2024 | XLS | ia060524-exempt.xlsx | Open resource |
| Registered Investment Advisers, June 2024 | XLS | ia060524.xlsx | Open resource |
| Exempt Investment Advisers, July 2025 | XLS | ia07012025-exempt.xlsx | Open resource |
| Exempt Investment Advisers, July 2025 | ZIP | ia07012025-exempt.zip | Open resource |
| Registered Investment Advisers, July 2025 | XLS | ia07012025.xlsx | Open resource |
| Registered Investment Advisers, July 2025 | ZIP | ia07012025.zip | Open resource |
| Exempt Investment Advisers, July 2024 | XLS | ia070124-exempt.xlsx | Open resource |
| Exempt Investment Advisers, July 2024 | ZIP | ia070124-exempt.zip | Open resource |
| Registered Investment Advisers, July 2024 | XLS | ia070124.xlsx | Open resource |
| Registered Investment Advisers, July 2024 | ZIP | ia070124.zip | Open resource |
| Exempt Reporting Advisers, July 2023 | XLS | ia070723-exempt.xlsx | Open resource |
| Registered Investment Advisers, July 2023 | XLS | ia070723.xlsx | Open resource |
| Exempt Investment Advisers, August 2025 | XLS | ia08012025-exempt.xlsx | Open resource |
| Registered Investment Advisers, August 2025 | XLS | ia08012025.xlsx | Open resource |
| Exempt Investment Advisers, August 2024 | XLS | ia080124-exempt.xlsx | Open resource |
| Exempt Investment Advisers, August 2024 | ZIP | ia080124-exempt.zip | Open resource |
| Registered Investment Advisers, August 2024 | XLS | ia080124.xlsx | Open resource |
| Registered Investment Advisers, August 2024 | ZIP | ia080124.zip | Open resource |
| Exempt Reporting Advisers, August 2023 | XLS | ia08102023-exempt.xlsx | Open resource |
| Registered Investment Advisers, August 2023 | XLS | ia08102023.xlsx | Open resource |
| Exempt Investment Advisers, September 2025 | XLS | ia09022025-exempt.xlsx | Open resource |
| Registered Investment Advisers, September 2025 | XLS | ia09022025.xlsx | Open resource |
| Exempt Investment Advisers, September 2024 | XLS | ia090324-exempt.xlsx | Open resource |
| Exempt Investment Advisers, September 2024 | ZIP | ia090324-exempt.zip | Open resource |
| Registered Investment Advisers, September 2024 | XLS | ia090324.xlsx | Open resource |
| Registered Investment Advisers, September 2024 | ZIP | ia090324.zip | Open resource |
| Exempt Reporting Advisers, September 2023 | XLS | ia090623-exempt.xlsx | Open resource |
| Registered Investment Advisers, September 2023 | XLS | ia090623.xlsx | Open resource |
| Exempt Investment Advisers, October 2024 | XLS | ia100124-exempt.xlsx | Open resource |
| Exempt Investment Advisers, October 2024 | ZIP | ia100124-exempt.zip | Open resource |
| Registered Investment Advisers, October 2024 | XLS | ia100124.xlsx | Open resource |
| Registered Investment Advisers, October 2024 | ZIP | ia100124.zip | Open resource |
| Exempt Reporting Advisers, October 2023 | XLS | ia100523-exempt.xlsx | Open resource |
| Registered Investment Advisers, October 2023 | XLS | ia100523.xlsx | Open resource |
| Exempt Reporting Advisers, November 2023 | XLS | ia110123-exempt.xlsx | Open resource |
| Registered Investment Advisers, November 2023 | XLS | ia110123.xlsx | Open resource |
| Registered Investment Advisers, November 2024 | XLS | ia110124_0.xlsx | Open resource |
| Exempt Investment Advisers, November 2024 | XLS | ia110124-exempt.xlsx | Open resource |
| Exempt Investment Advisers, November 2024 | ZIP | ia110124-exempt.zip | Open resource |
| Registered Investment Advisers, November 2024 | ZIP | ia110124.zip | Open resource |
| Registered Investment Advisers, December 2022 | ZIP | ia120122.zip | Open resource |
| Exempt Investment Advisers, December 2024 | XLS | ia120224-exempt.xlsx | Open resource |
| Exempt Investment Advisers, December 2024 | ZIP | ia120224-exempt.zip | Open resource |
| Registered Investment Advisers, December 2024 | XLS | ia120224.xlsx | Open resource |
| Registered Investment Advisers, December 2024 | ZIP | ia120224.zip | Open resource |
| Exempt Reporting Advisers, December 2023 | XLS | ia120623-exempt.xlsx | Open resource |
| Registered Investment Advisers, December 2023 | XLS | ia120623.xlsx | Open resource |
| Exempt Investment Advisers, December 2025 | ZIP | ia122025-exempt.zip | Open resource |
| Registered Investment Advisers, December 2025 | ZIP | ia122025.zip | Open resource |
| Exempt Investment Advisers, October 2025 | ia-no-data-100125-exempt.pdf | Open resource | |
| Registered Investment Advisers, October 2025 | ia-no-data-100125.pdf | Open resource | |
| Exempt Investment Advisers, November 2025 | ia-no-data-110125-exempt.pdf | Open resource | |
| Registered Investment Advisers, November 2025 | ia-no-data-110125.pdf | Open resource | |
| Exempt Investment Advisers, February 2026 | ZIP | ia020226-exemptzip.zip | Open resource |
| Registered Investment Advisers, February 2026 | ZIP | ia020226.zip | Open resource |
| Exempt Reporting Advisers, March 2026 | ZIP | ia030226-exempt.zip | Open resource |
| Registered Investment Advisers, March 2026 | ZIP | ia030226.zip | Open resource |
| Registered Investment Advisers, March 2020 | ZIP | ia030220.zip | Open resource |
| Exempt Reporting Advisers, March 2020 | ZIP | ia030220-exempt.zip | Open resource |
| Exempt Reporting Advisers, April 2020 | ZIP | ia040120-exempt.zip | Open resource |
| Registered Investment Advisers, April 2020 | ZIP | ia040120.zip | Open resource |
| Exempt Reporting Advisers, May 2020 | ZIP | ia050120-exempt.zip | Open resource |
| Registered Investment Advisers, May 2020 | ZIP | ia050120.zip | Open resource |