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Investment Adviser Association

EIN: 13-6130873Washington, DCZIP: 20006
501(c)(6)

Mission

To 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 development, formulation, and enactment of legislation, regulations, and other policies relating to investment advisers. C. Offering benefits, services, and resources that assist and add value for member firms.

Financials

YearRevenueExpensesAssets
2023$6.9M$0$10.4M
2022$6.8M$0$8.6M
2021$5.7M$0$7.3M

Compensation

2023

Karen L Barr
$409,070
$81,828
$5,648
$583,230
Gail C Bernstein
$386,432
$37,000
$5,648
$494,441
Laura Grossman
$255,432
$11,000
$5,648
$333,024
Monique Botkin
$258,432
$11,000
$5,648
$318,180
Neil Simon
$263,932
$10,000
$5,648
$313,207
Sanjay Lamba
$250,932
$11,000
$5,648
$296,527
William Nelson
$239,432
$11,000
$5,648
$291,907
Yvette Garcia
$0
$0
$0
$0
Rebekah Kohmescher
$0
$0
$0
$0
R Kelly Williams
$0
$0
$0
$0
Laura Drynan
$0
$0
$0
$0
Peter Tuz
$0
$0
$0
$0
Randy Conner
$0
$0
$0
$0
Carlotta King
$0
$0
$0
$0
James Febeo
$0
$0
$0
$0
William Roberts
$0
$0
$0
$0
Rana Wright
$0
$0
$0
$0
Maureen Quigley
$0
$0
$0
$0
Steven Wilkes
$0
$0
$0
$0
Robert Mairs
$0
$0
$0
$0
Catherine Halberstadt
$0
$0
$0
$0
Christine Morgan
$0
$0
$0
$0
Bret Hester
$0
$0
$0
$0
Benjamin Alden
$0
$0
$0
$0
Gwen Reinke
$0
$0
$0
$0
Jeff Schweon
$0
$0
$0
$0
Sonia Kowal
$0
$0
$0
$0

2022

Karen L Barr
$397,222
$81,444
$5,648
$562,824
Gail C Bernstein
$375,000
$39,500
$5,648
$505,810
Laura Grossman
$247,883
$13,000
$5,648
$323,268
Monique Botkin
$250,988
$13,000
$5,648
$309,797
Neil Simon
$256,680
$11,000
$5,648
$306,115
Sanjay Lamba
$243,225
$12,000
$5,648
$288,869
William Nelson
$232,500
$14,000
$5,648
$286,052
T Williams Bill Roberts III
$0
$0
$0
$0
Drew Bowden
$0
$0
$0
$0
Burnie Sparks
$0
$0
$0
$0
Steven Wilkes
$0
$0
$0
$0
Rana Wright
$0
$0
$0
$0
Benjamin Alden
$0
$0
$0
$0
James Febeo
$0
$0
$0
$0
Catherine Halberstadt
$0
$0
$0
$0
Randy Conner
$0
$0
$0
$0
Rebekah Kohmescher
$0
$0
$0
$0
Gwen Reinke
$0
$0
$0
$0
Peter Tuz
$0
$0
$0
$0
Geoffrey Alexander
$0
$0
$0
$0
Mason King
$0
$0
$0
$0
Charles Mahar
$0
$0
$0
$0
Christine Morgan
$0
$0
$0
$0
Jeff Schweon
$0
$0
$0
$0
R Kelly Williams
$0
$0
$0
$0
Laura Drynan
$0
$0
$0
$0
Bret Hester
$0
$0
$0
$0

2021

Karen L Barr
$383,789
$95,947
$5,648
$558,448
Gail C Bernstein
$362,000
$36,000
$5,648
$481,579
Laura Grossman
$239,500
$13,000
$5,648
$314,304
Monique Botkin
$242,500
$13,000
$5,648
$299,754
Sarah Buescher
$241,000
$13,000
$5,648
$287,065
Sanjay Lamba
$235,000
$12,000
$5,648
$279,365
Neil A Simon
$248,000
$11,000
$5,648
$269,618
Richard Adler
$0
$0
$0
$0
Geoffrey Alexander
$0
$0
$0
$0
Joan Giardina
$0
$0
$0
$0
Richard Hough
$0
$0
$0
$0
Steven Wilkes
$0
$0
$0
$0
Rana Wright
$0
$0
$0
$0
Benjamin Alden
$0
$0
$0
$0
James Febeo
$0
$0
$0
$0
Catherine Halberstadt
$0
$0
$0
$0
Gwen Reinke
$0
$0
$0
$0
Alison Baur
$0
$0
$0
$0
Mason King
$0
$0
$0
$0
Charles Mahar
$0
$0
$0
$0
Christine Morgan
$0
$0
$0
$0
Jeff Schweon
$0
$0
$0
$0
R Kelly Williams
$0
$0
$0
$0
Laura Drynan
$0
$0
$0
$0
Bret Hester
$0
$0
$0
$0
T Williams Bill Roberts III
$0
$0
$0
$0
Peter Tuz
$0
$0
$0
$0

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Learn more

Data from IRS Form 990 filings (2021-2023).