Investment Advisory Firms Using Artificial Intelligence Increase Efficiency
According to a new industry report, independent investment advisory firms that integrate artificial intelligence technologies are increasing their headcount and assets under management per advisor at a faster rate than other firms.
The 2026 RIA Market Monitor report, prepared in partnership between Astraeus and Pirker Partners, revealed that registered investment advisory firms using artificial intelligence have gained a significant advantage in employment and productivity.
Key Findings of the Report
The 2026 RIA Market Monitor report, prepared by Astraeus and Pirker Partners, examined the performance data of firms using artificial intelligence. The research shows that independent registered investment advisors in the sector have achieved growth thanks to artificial intelligence integration.
Employment and Staff Growth Rates
Firms reporting the use of artificial intelligence increased their total headcount by 15 percent between April 2025 and April 2026. In similar firms not using artificial intelligence, this rate remained at 8 percent.
Assets Under Management Per Advisor
In advisory firms adopting artificial intelligence, assets managed per advisor showed a 22 percent increase. In similar firms that did not report using artificial intelligence, this growth rate was recorded as 12 percent.
Adoption of Artificial Intelligence Across the Industry
Only 6 percent of independent registered investment advisors stated that they used artificial intelligence in their Form ADV filings for March 2026. However, it was determined that these firms manage approximately 11 percent of industry assets.
Use Cases of Artificial Intelligence
Approximately half of the firms using artificial intelligence technology preferred these tools for administrative efficiency tasks. Within this scope, artificial intelligence was utilized in processes such as meeting summaries and document generation.