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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.

IAA’s 2022 Compliance Conference

Join us in DC on March 3-4 to hear from legal and compliance experts, SEC officials, and others who will offer practical insights and best practices to help you maintain a successful compliance program.

IAA Webinar: The SEC's Focus on ESG

The SEC's Kelly Gibson and an expert panel will explore initiatives to make ESG and climate issues top priorities on December 14 – including examinations, enforcement, advertising, compliance, and proxy voting.

Advisers’ Record-Breaking Growth

Our newest Investment Adviser Industry Snapshot shows that despite the pandemic, advisers set records for AUM, number of employees, number of clients, and number of firms in 2020.

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.”


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."


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

SEC Commissioner Hester Peirce addresses climate change and ESG concerns at the IAA’s Compliance Conference.

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 $25+ 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.”


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