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Join the IAA

Be part of the powerful organization that works for you.

The Investment Adviser Association 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.

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

If you have any questions about IAA membership, please contact IAA Vice President of Membership, Alain Taylor

alain.taylor@investmentadviser.org or 202-507-7200

Apply Now

Membership Benefits

From advocacy to compliance resources, from professional education to peer-to-peer engagement, the IAA offers a comprehensive array of benefits to help our member firms prosper:

Legal & Compliance

Robust online resources, events, and access to the IAA’s legal team

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    Adviser Advocacy

    Advancing your interests before Congress and regulators, both at home and abroad

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      Networking

      Opportunities to engage with your professional peers both in-person and online

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        Committees & Working Groups

        Members with shared interests addressing common challenges and informing IAA policy priorities

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          News & Publications

          News alerts, online newsletter, industry surveys, and much more

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            Events & Education

            Conferences, workshops, complimentary webinars, and certified compliance training

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              Why Members Value the IAA

              Watch IAA members explain what they value most about membership, in their own words.

              Watch: The Benefits of IAA Membership

              Watch: The Value of the IAA

              Frequently Asked Questions

              Is my organization eligible for membership?

              Regular membership is open to any investment adviser firm or any other legal entity that has a significant ownership interest in an investment adviser firm.

              Are there any conditions of membership?

              The conditions of membership are:

              • The investment adviser firm is duly registered in or regulated by the relevant jurisdiction
              • The adviser is a fiduciary investment adviser
              • The adviser endorses the IAA’s Standards of Practice, or
              • Is a legal entity that has a significant ownership in a firm meeting the above three requirements.

              How do I become a member?

              Your firm becomes a member by completing and submitting an online membership application or a paper membership application. Once we review and approve the application and receive payment, we will notify you that the membership has been activated and provide further details on your benefits.

              How much does membership in the IAA cost?

              IAA annual member dues are based on a firm’s Regulatory Assets Under Management as reported on Form ADV. Dues are assessed and payable at the beginning of each calendar year. For a new member firm, annual dues are prorated by month in the first calendar year. The firm can designate as many employees as it desires to receive membership benefits. For more information contact IAA’s Vice President, Membership, Alain Taylor, at alain.taylor@investmentadviser.org or at (202) 507-7200.

              How long does membership last?

              IAA membership is for a 12-month period. For the first year of membership dues are prorated on a monthly basis through September 15th. Annual memberships renew on January 1.

              Where can I find an application to join the IAA?

              You can complete a membership application online. If you prefer, you can complete a paper membership application and email or mail it back to the IAA.

              Does the IAA offer membership to organizations that are not SEC-registered investment adviser firms?

              Yes, the IAA offers associate membership to law firms, accountants, consultants, vendors, state-registered investment advisers, or other entities concerned with the interests of fiduciary investment advisers. Associate members receive many, but not all, of IAA’s member benefits. You can learn more on the IAA Associate Membership Program page – or by contacting the IAA’s Manager of Marketing & Partnerships, Alex Ioannidis at alex.ioannidis@investmentadviser.org or at (202) 293-4222.

              Does the IAA offer individual memberships?

              Membership in the IAA is firm-based; the IAA does not offer individual memberships.

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