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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Investment Adviser Association

Investment Adviser Association

Fiscal year ending 2017. Filed on August 14, 2018.

818 Connecticut Avenue NW No 600
Washington, District of Columbia 20006

Investment Adviser Association (EIN: 13-6130873) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2017 IRS Form 990 filing, Investment Adviser Association, a 501(c)(6) business league, reported compensation for 8 out of 25 total employees. Among the employees shown here, the average compensation is $239,858. The highest compensated employee at Investment Adviser Association is Karen L Barr with fiscal year 2017 compensation of $449,352.

Revenue, expenses, and employee compensation

Revenue

$5,463,193

Expenses

$5,139,830

Employee compensation

$3,367,950
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Karen L Barr
President and Chief Executive Officer
$449,352
$408,098 No related comp$41,254
Monique Botkin
Associate General Counsel
$268,536
$232,415 No related comp$36,121
Laura Grossman
Assistant General Counsel
$259,158
$210,404 No related comp$48,754
Sanjay Lamba
Assistant General Counsel
$246,293
$219,648 No related comp$26,645
Neil Simon
Vice President for Government Relations
$236,051
$210,995 No related comp$25,056
Gail C Bernstein
General Counsel and Secretary
$211,682
$171,085 No related comp$40,597
Paul Glenn
Special Counsel
$180,227
$160,243 No related comp$19,984
Robert Grohowski
General Counsel and Secretary
$67,568
$58,260 No related comp$9,308

Benchmark Employee Compensation

Non-Employee Board Members

Alison E Baur
Governor
Burnie E Sparks
Governor
Charles Mahar
Governor
Christine C Carsman
Vice Chair and Board of Governors
David Oestreicher
Governor
Fausto Rotundo
Treasurer
Jane H Williams
Chair and Vice Chair
Jeff Schweon
Governor
Jennifer W Murphy
Governor
Joan M Giardina
Governor
Jonathan Roberts
Chair and Past Chair
Julie vander Weele
Governor

Mission Statement

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.

Revisions to this organization profile

November 11, 2025:
2024 Investment Adviser Association 990 filed
November 12, 2024:
2023 Investment Adviser Association 990 filed
January 16, 2024:
Amended (originally filed November 7, 2023)2022 Investment Adviser Association 990 filed

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