Most Recent SEC Form ADV

The IA_ADV_Base_A_20190401_20190630 dataset contains data collected from the electronic submissions of Form ADV by investment adviser firms in order to satisfy their filing obligations under state and federal law.

The data is sourced here:

The dataset can be used as a means to analyze and compare potential investment advisors for an investment portfolio.

Full descriptions of the questions answered in each column are provided here:

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