Investment Adviser Association is a nonprofit organization categorized as Public Charity based in Washington, DC. Its most recent IRS filing (2024) reports revenue of $7.2M, expenses of $7.5M, total assets of $10.0M.
To be the leading industry organization: A. Promoting high standards of fiduciary duty, integrity, public responsibility, and competence in the investment advisory profession. B. Providing effective, quality representation of the investment advisory profession with respect to the development, formulation, and enactment of legislation, regulations, and other policies relating to investment advisers. C. Offering benefits, services, and resources that assist and add value for member firms.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7.2M | $7.5M | $10.0M |
| 2023 | $6.9M | $7.1M | $10.4M |
| 2022 | $6.8M | $7.0M | $8.6M |
| 2021 | $5.7M | $6.2M | $7.3M |
| 2020 | $6.3M | $5.9M | $7.8M |
Between 2020 and 2024, reported annual revenue grew from $6.3M to $7.2M (+15%), with total assets most recently reported at $10.0M.
Interactive year-over-year charts and full filing details available with membership.
