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2011 Evolution Revolution



Evolution/Revolution is an in-depth study on the trends of the investment adviser profession that analyzes annual updates filed by SEC-registered investment advisers, including information on assets under management, employees, advisory and other business activities, clients, custody, disciplinary history and other information the SEC requires investment advisers to file electronically. The 2011 report notes slight growth in the number of SEC-registered investment advisers and the resumed growth in total assets under management (AUM). The report includes statistics covering the ten years of information from preceding reports.