Investment Adviser Association

Unknown organization based in Washington, DC. 26 employees. Exempt under §501(c)(6).

MissionTo be the leading industry organization: A. Promoting high standards of fiduciary duty, integrity, public responsibility, and competence in the investment advisory profession. B. Providing effective, quality representation of the investment advisory profession with respect to the

Financial snapshot · TY 2024

$7.2M
Total revenue
$7.5M
Total expenses
$10.0M
Net assets

Financial health · TY 2024

13
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
26
4.7 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
11
Mix of program fees, grants & contributions

Leadership compensation

Karen L Barr
President & CEO
$601,439
Gail C Bernstein
Secretary & General Counsel
$506,757
Laura Grossman
Associate General Counsel
$345,688
Monique Botkin
Associate General Counsel
$327,694
Neil Simon
VP, Government Relations
$321,731

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