Congress is out of session until Monday, November 9 for the midterm campaign. No new roll-call votes until then; the last were the House on Sep 16 and the Senate on Sep 30.

Money / PACs

Investment Adviser Association

Trade association PAC FEC C00440826

Influence at a glance · Jan 2025 – Sep 2026Jan 25 – Sep 26 How we count
PAC giving to candidates$23K
Trade association lobbying, all issues $778K

Giving: FEC filings, net of refunds. Lobbying: the trade association’s own LD-2 reports, all issues, rounded to the nearest $10,000 each quarter. Two different filers, same 21 months.Lobbying: all issues, rounded to the nearest $10,000. Two filers, same 21 months. This PAC gives money raised from the trade association’s employees or members; the trade association itself can’t give to campaigns from its treasury.

Lobbying spend by quarter since 2015Spend by quarter Pro

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What they lobby on

Method

Investment Adviser Association reported federal lobbying in 8 of the last 8 quarters (Q4 2024 to Q3 2026), with its own in-house lobbyists and 1 outside firm. What follows is what the filings say it lobbied on, not which way.

Issue areas ranked by quarters filedQ4 24 → Q3 26

  • Financial Institutions/Investments/Securities8 of 88/8
  • Taxation/Internal Revenue Code8 of 88/8
  • Retirement6 of 86/8

No bills were named in this period. The filings describe issues without bill numbers.

From the filings

“Issues related to investment management Small Entity Act Digital assets and tokenization”
Q3 2026 filing · Financial Institutions/Investments/Securities
“Issues related to retirement security Issues related to implementation of OB3 GROWTH Act”
Q3 2026 filing · Taxation/Internal Revenue Code

Contacted as listed on the filings

  • U.S. House
  • U.S. Senate
  • Securities & Exchange CommissionSEC
  • Treasury
  • LaborDOL

The House and Senate appear in every quarter; agencies in all 8 quarters.

Every filing since 2015, with the lobbyists named and the quarters each bill appearsEvery filing since 2015 Pro

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Source: Lobbying Disclosure Act filings (LD-2) by Investment Adviser Association, Senate Office of Public Records. Filings are due 20 days after each quarter ends.

From FEC filings: direct gifts this PAC reported, net of refunds · How we count

Gave directly to 9 sitting members of Congress in 2025–26.

Everyone this PAC fundsPro

See every candidate and member Investment Adviser Association gave to directly, how much, and how its money splits between the parties.

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