Insights

Regulatory Leader The Investment Adviser Association represents fiduciary investment adviser firms and engages with key regulators (SEC, CFTC, DOL) and policymakers, suggesting opportunities to offer compliance tooling, regulatory advisory services, and training programs tailored to fiduciary standards.

AUM Growth Member firms collectively manage over $25 trillion in assets, indicating a large potential for high-value partnerships in technology platforms, risk analytics, client reporting, and scale-focused solutions for compliant asset management.

Strategic Partnerships IAA has a history of partnerships with ACA Group and Yuter Compliance, revealing openness to consulting alliances. This suggests potential for co-marketed compliance solutions, audit services, or educational programs.

Industry Networking Active involvement in conferences and industry surveys signals opportunities to sponsor events, provide educational content, and deploy pilot programs across a broad RIAs network seeking best practices and benchmark data.

Operational Maturity With a sizable membership and a formal Not-for-Profit structure, there is likely demand for membership management software, CRM enhancements, and enterprise-grade security and data governance offerings to support compliance and member services.

Investment Adviser Association Tech Stack

Investment Adviser Association uses 8 technology products and services including MySQL, JSON-LD, Chart.js, and more. Explore Investment Adviser Association's tech stack below.

  • MySQL
    Database
  • JSON-LD
    Javascript Frameworks
  • Chart.js
    Javascript Graphics
  • mobile-detect.js
    Javascript Libraries
  • Slick
    Javascript Libraries
  • ClickDimensions
    Marketing Automation
  • reCAPTCHA
    Security
  • Nginx
    Web Servers

Media & News

Investment Adviser Association's Email Address Formats

Investment Adviser Association uses at least 1 format(s):
Investment Adviser Association Email FormatsExamplePercentage
First.Last@investmentadviser.orgJohn.Doe@investmentadviser.org
97%
F.Last@investmentadviser.orgJ.Doe@investmentadviser.org
3%

Frequently Asked Questions

What is Investment Adviser Association's phone number?

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You can contact Investment Adviser Association's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investment Adviser Association's official website and social media links?

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Investment Adviser Association's official website is investmentadviser.org and has social profiles on LinkedIn.

How much revenue does Investment Adviser Association generate?

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As of July 2026, Investment Adviser Association's annual revenue is estimated to be $500M - $1B.

What is Investment Adviser Association's NAICS code?

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Investment Adviser Association's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Investment Adviser Association have currently?

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As of July 2026, Investment Adviser Association has approximately 37 employees across 2 continents, including North AmericaAsia. Key team members include Coo: B. S.Operations Manager/Executive Assistant To The President & Ceo: N. L. J.Vice President: L. T.. Explore Investment Adviser Association's employee directory with LeadIQ.

What industry does Investment Adviser Association belong to?

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Investment Adviser Association operates in the Investment Management industry.

What technology does Investment Adviser Association use?

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Investment Adviser Association's tech stack includes MySQLJSON-LDChart.jsmobile-detect.jsSlickClickDimensionsreCAPTCHANginx.

What is Investment Adviser Association's email format?

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Investment Adviser Association's email format typically follows the pattern of First.Last@investmentadviser.org. Find more Investment Adviser Association email formats with LeadIQ.

When was Investment Adviser Association founded?

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Investment Adviser Association was founded in 1937.
Investment Adviser Association logo

Investment Adviser Association

Investment ManagementDistrict of Columbia, United States11-50 Employees

The Investment Adviser Association is a nonprofit trade association dedicated to representing fiduciary investment adviser firms within the investment management sector. Its member firms collectively manage more than $25 trillion in assets for a diverse set of institutional and individual clients, including pension plans, trusts, investment companies, private funds, endowments, foundations, and corporations. Headquartered in Washington, DC, the association engages in advocacy on policy issues before Congress, the SEC, the CFTC, the Department of Labor, and state regulators, aiming to advance the interests of fiduciary advisers; it also provides regulatory, compliance, business practices, and educational resources to its members.

Within the investment management landscape, the IAA positions itself as a representative body focused on fiduciary standards, regulatory guidance, and professional support for member firms. A notable recent development is the 2025 appointment of a chief operating officer, signaling ongoing governance and organizational capacity.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1937
Employees
11-50

Section iconFunding & Financials

  • $500M - $1B

    Investment Adviser Association's revenue is estimated to be in the range of $500M - $1B

Section iconFunding & Financials

  • $500M - $1B

    Investment Adviser Association's revenue is estimated to be in the range of $500M - $1B

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