Updated July 23, 2026. Quick answer: Clear Money Guide publishes small, versioned, citable datasets computed from official public sources. Everything here is free to use with attribution and a link. Three datasets are currently published — US advisor statistics, probate cost and small-estate limits, and state taxes on retirement income — each with every figure independently recomputed before publication. The advisor statistics release — every figure independently recomputed before publication.
US Advisor Statistics 2026 (CSV)
Download: clear-money-guide-advisor-statistics-2026.csv — 53 rows, one per US state/jurisdiction (50 states + DC, Puerto Rico, US Virgin Islands).
| Column | Meaning |
|---|---|
| state_code | Two-letter jurisdiction code (main-office state) |
| firm_count | SEC-registered investment adviser firms |
| rank_by_firm_count | National rank by firm count |
| total_regulatory_aum_usd | Sum of Form ADV Item 5.F.(2)(c) total regulatory AUM, USD |
| rank_by_aum | National rank by total regulatory AUM |
| median_firm_raum_usd | Median firm regulatory AUM (positive-RAUM firms only) |
| firms_under_100m … firms_over_10b | Firm counts by regulatory-AUM size band |
Source & vintage: SEC Investment Adviser public roster (FOIA download), report date July 1, 2026; 16,935 firms after CRD dedup; 615 firms reporting $0 RAUM excluded from AUM statistics. Human-readable pages for every jurisdiction live on the US advisor statistics hub; the process is documented in our methodology.
License: free to reuse in articles, research, and apps with attribution to Clear Money Guide and a link to clearmoneyguide.com/advisor-statistics/. New editions will be released as the SEC publishes new rosters; prior editions remain available so citations stay reproducible.
What these datasets show
If you are looking for the reportable finding rather than the raw file, these are the three that most often surprise people, each traceable to the statute in the dataset:
- A small-estate affidavit almost never clears a house. Across all 51 jurisdictions we found only five — Arizona, California, Oregon, West Virginia and Wyoming — whose small-estate route is stated to reach real property. Thirty-one confine it expressly to personal property, and the remaining fifteen do not say, which in practice means a title company will not rely on it. The binding constraint is the character of the asset, not its value. The per-state column is in the reference table and the embeddable widget; the CSV carries the thresholds, fee models, schedules and citations.
- Most states publish no probate fee schedule at all. Only 16 jurisdictions set compensation by a published schedule; the rest use a reasonableness standard, which is why probate quotes vary so widely and why any calculator claiming a precise figure for those states is guessing.
- Thirteen jurisdictions levy an estate tax and five an inheritance tax — twelve states plus the District of Columbia on the estate side, and Maryland alone levies both. Counts of “death tax states” that run higher than this usually include states whose tax was repealed. See the state tax table.
Using these in a story? Everything here is free to reuse with attribution and a link, including the numbers above. If a figure matters to your piece and you want the underlying statute pulled, or a cut of the data we have not published, ask — we would rather you quote it accurately. See methodology and corrections.
Methodology
This page was materially reviewed on July 23, 2026. Datasets are educational reference material, not personalized financial advice. See our methodology, Editorial Policy, Corrections, and Disclaimer.
Related reference tables: statute-cited probate costs by state and small-estate limits by state, maintained under the same methodology.
Second dataset now available: Probate cost and small-estate limits by state (CSV) — all 50 states + DC with fee models, statutory schedules, filing fees, small-estate thresholds, and statute citations; compiled July 2026 under the same attribution license. Human-readable versions: probate cost by state and small-estate limits by state.
Third dataset now available: State taxes on retirement income, estate tax, and inheritance tax (CSV) — all 50 states + DC with income-tax treatment of Social Security, pensions and 401(k)/IRA withdrawals, estate and inheritance tax status, and statute citations; compiled and adversarially verified July 2026 under the same attribution license. Human-readable versions: retirement taxes by state, estate tax by state, and inheritance tax by state — plus 20 single-state deep-dive guides.