This year, Adviser Advocacy Day will be held in conjunction with the IAA’s 2026 Policy & Leadership Forum, September 28 – 30 in Washington, DC. This premier event brings together CEOs and senior executives from investment advisory firms for a dynamic program featuring leading voices on business, leadership, and public policy, as well as peer-led breakout sessions focused on sharing practical insights and industry best practices. The program culminates on the final day with Adviser Advocacy Day, when participants will meet with lawmakers on Capitol Hill to highlight the essential role investment advisers play in supporting investors, strengthening capital markets, and contributing to the broader economy and their constituents’ financial well-being.
Learn more about the Policy & Leadership Forum and register here.
Since 2007, IAA members from across the country have made the annual trip to Washington, D.C., to directly impact federal public policy. And studies show that these in-person visits have the greatest impact on a lawmaker who is undecided on an issue. In fact, 94% of congressional staffers indicated that nothing makes a bigger impression on your legislators than YOU.
IAA’s visits to Capitol Hill provide a tremendous opportunity to make an impression on your elected representatives in Congress. More than ever, you need to carry your policy priorities to legislators and their staffs in person by joining us for the IAA’s annual Adviser Advocacy Day.
Our top priorities include:
- Regulatory overreach
- Tailoring regulation for smaller businesses
- Tax policy
- Predictive data analytics / artificial intelligence
- Custody / safeguarding
It’s critical for advisers to impress upon federal legislators our industry’s importance to the economy, to investors, to the capital markets – and to their constituents.
The reality is that no single voice carries more weight with your elected officials than your own. And, while the IAA provides the relationships, influence, and resources to advance a sound policy environment, the biggest part of this successful equation is you. Adviser Advocacy Day is your opportunity to make a difference.