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Expertise, Connections, and Advocacy for Fiduciary Investment Advisers

As the leading organization for fiduciary investment advisers, the IAA advances the interests of member firms by providing essential expertise, crucial connections, and powerful advocacy tailored to their needs.

Webinar: SEC Exam Priorities

A recording of the IAA Legal Team's webinar on key takeaways from the 2022 Examination Priorities and how the SEC’s related rulemakings could affect examinations is now available for members.

Webinar: NASAA CE Requirements

In case you missed it, members can now access the recording of the webinar on NASAA's model rule to require continuing education for investment adviser representatives.

Join An IAA Workstream

It has been a very active period for SEC proposed rulemaking. We encourage you and your colleagues to get involved in IAA comment letter workstreams to make your voice heard.

Our Latest Annual Report

The IAA is proud to have advanced the interests of the investment adviser community in 2021 – with the strong support and involvement of our members.

Promoting Diversity, Equity & Inclusion

To foster DEI in our industry, the IAA has created a range of online resources – including a practical guide with instructions for creating or enhancing DEI programs.

News, Analysis & Updates for Advisers

Stay up-to-date with timely news, commentary, regulatory developments, and more with our online newsletter IAA Today, our traditional monthly IAA newsletter, and videos on our YouTube channel.

Powerful Advocacy

As the only organization exclusively representing the interests of fiduciary investment advisory firms, the IAA — with the input and support of our members — advocates before lawmakers and regulators on issues that matter to advisers and their clients.

We influence the debate and help shape how legislation and regulations are developed. Most importantly, we educate policymakers so they understand our profession’s crucial importance to investors, the capital markets, and the economy.

View Our Comment Letters >

Contact Congress

Explore Issues & Advocacy

See the IAA’s top policy priorities, related position papers, opportunities for grassroots support, and more.

“There is simply no other organization or association that focuses on the issues and concerns of financial advisers like the IAA. The IAA’s advocacy and influence make a real business difference for our firm, and all registered investment advisers.”

MANAGING DIRECTOR/REGIONAL BUSINESS HEAD, $600+B AUM

Crucial Connections

The IAA actively cultivates a broad community of industry experts to help you expand your capabilities and your business. Tap into this powerful and growing network of more than 600 member firms to share best practices, discuss key industry issues, and discover new opportunities.

Our members build productive and lasting professional relationships through the IAA’s in person and virtual conferences and workshops, committees and working groups, issue-specific member calls, and online communities.

"The IAA is critical to us. The IAA provides great opportunities for members to get together to share best practices in the industry, and it facilitates dialogue with regulators. The IAA really helps us improve ourselves for our clients."

MANAGING COUNSEL AND VICE PRESIDENT, $760B AUM

The IAA Is Proud to Partner With

Essential Expertise

The IAA is your go-to source for timely, reliable information, resources, and insights that broaden your perspective and help you become a more effective fiduciary.

Want to understand how firms like yours are working to achieve their DEI goals? Concerned about the implications of a regulatory decision on your firm? Interested in learning more about ESG? Our team, bolstered by network of experts, stays abreast of current and emerging topic areas and shares our perspectives and recommendations through events, white papers, and other channels.

IAA Today: Get the Latest News & Information for Advisers

Stay up-to-date with timely news, analysis, commentary and regulatory developments for fiduciary investment advisers with our frequently updated online newsletter IAA Today, our traditional monthly IAA newsletter, and videos presented online and on the IAA YouTube channel.

IAA Newsletter

Read or download our current print issue — or peruse past issues

See Past Issues >

Featured Video

At the Compliance Conference, Ammani Nagesh and Keith Shotes discussed bringing diverse talent into the industry.

Join the IAA

The IAA is the only organization exclusively dedicated to advancing your interests and meeting your needs as a fiduciary investment adviser. When you become an IAA member, you will:

  • Immediately access relevant, actionable information and insights.
  • Tap into a powerful network of more than 600 members representing $35+ trillion in assets.
  • Be part of shaping legislation and regulations that impact our industry.

IAA associate membership is open to custodians, fintech, law firms, consultants, and others aligned with the interests of investment advisers.

Membership Information Associate Member Information

“The IAA offers a home for everyone. Whether you’re a small five or six-person firm or a big multinational firm, the resources are there to support firms of all stripes. It affects so many people in our firm – folks in our C-suite benefit from it, our legal and compliance folks benefit, our operational folks benefit. There’s really something there for everyone.”

CHIEF OPERATING OFFICER, $8.2B AUM

Active Managers Council

The Active Managers Council offers a growing library of research, commentary and investing insights designed to help investors make informed decisions for investment planning and portfolio construction.

Learn More

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