Join the IAA

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.

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 us at IAAServices@investmentadviser.org or at (202) 293-4222.

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.

Yes, the IAA offers associate membership to law firms, accountants, consultants, vendors, 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 Senior Manager of 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.

For more information, contact us at IAAServices@investmentadviser.org or at (202) 293-4222.