Skip to main content

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 $25+ 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

Learn More

Adviser Advocacy

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

Learn More

Networking

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

Learn More

Committees & Working Groups

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

Learn More

News & Publications

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

Learn More

Events & Education

Conferences, workshops, complimentary webinars, and certified compliance training

Learn More

Why Members Value the IAA

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

Frequently Asked Questions

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.

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.

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.

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.

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.

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.

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.

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

Contact IAA’s Vice President, Membership, Alain Taylor, at alain.taylor@investmentadviser.org or at (202) 507-7200.

Essential Expertise. Crucial Connections. Powerful Advocacy.

The IAA creates resources, organizes events, and engages in advocacy with a singular focus on meeting the needs and advancing the interests of the fiduciary investment adviser community.

Download Membership Brochure Find a Member

Welcome to the IAA - Your Voice. Your Resource. Your Community

You are now leaving Investment Adviser Association

The IAA provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by the IAA, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL