Interactive Advisers, Interactive Advisors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 24, 2026, reports $196M in regulatory assets under management, 17 employees, 3 offices, and 3,555 accounts.
Assets Under Management
$196M
Employees
17
Offices
3 offices
Total Clients
3,467
Primary office
LONDON
FLOOR 12, 20 FENCHURCH STREET, LONDON, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.1% of total clients.
Top client categories% of clientsClients
1
Individuals
97.1%
3,367
2
HNWI
1.9%
65
3
Corporations
1.0%
34
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 24, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$196M
Total Accounts3,555
10Y AUM Change+$138M (+240.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee204:1
10Y Employee Change+2 (+13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.