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Investment Adviser Association overview

Industry
Financial Planner
Revenue
Headquarters
Employees
40
Founded in
Website
Organization type
Nonprofit
Social media
Investment Adviser Association is a not-for-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The Association was founded in 1937 as the Investment Counsel Association of America. Its name was changed to the Investment Adviser Association in 2005. The Association played a major role in the enactment of the Investment Advisers Act of 1940, the federal law regulating the investment adviser industry. Today, the IAA's growing membership consists of more than 640 firms that manage $20 trillion in assets for a wide variety of clients, including individuals, trusts, investment companies, private funds, pension plans, state and local governments, endowments, foundations, and corporations.
Based in Washington, DC, Investment Adviser Association is a small finance organization with only 40 employees and an annual revenue of $6.4M.

Investment Adviser Association's mission statement

To be the leading industry organization: promoting high standards of fiduciary duty, integrity, public responsibility, and competence in the investment advisory profession.

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The team at Investment Adviser Association

  • The founders of Investment Adviser Association is Jane Williams.
  • The key people at Investment Adviser Association is Karen Barr.
Key people
Karen Barr

Investment Adviser Association rankings

Investment Adviser Association is ranked #43 on the Best Finance companies to work for in District of Columbia list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Investment Adviser Association financial performance

7.2
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Investment Adviser Association may also be known as or be related to Investment Adviser Association.