PAC · DC · C00440826
Investment Adviser Association Political Action Committee (Iaa-Pac)
A traditional political action committee. It raises limited contributions and can give directly to candidates.
First filed Nov. 6, 2007. Treasurer: Gail Bernstein. Connected organization: Investment Adviser Association. View on FEC.gov
- Raised (2025-26)$61,850
- Spent$34,093
- Cash on hand$90,931
- Outside spending$0
Through reports covering June 30, 2026.
Where its money went
- Given: the group’s own contributions to the campaign
- Bundled: donors’ contributions the group collected and forwarded
- For: outside spending supporting
- Against: outside spending opposing
- Hakeem S. Jeffries (D)House · NY-08
- Maxine Waters (D)House · CA-43
- Ruben Gallego (D)Senate · AZ
- French Hill (R)House · AR-02
- Troy Downing (R)House · MT-02
- Jodey C. Arrington (R)House · TX-19
- Thomas R. Suozzi (D)House · NY-03
- Brittany Pettersen (D)House · CO-07
- Zach Nunn (R)House · IA-03
Bundled contributions (money donors route through a PAC to specific candidates) are broken out only for groups on our issue pages.
Money to parties and other committees
| Recipient | Amount |
|---|---|
| Team Hill | $5,000 |
| Tomorrow Is Meaningful PAC | $2,500 |
| Katherine Clark Majority Fund | $2,500 |
Who funds it
Largest single contributions this cycle. Committees and organizations link to their own pages when they file with the FEC; an organization that doesn’t file won’t show its own donors here.
| Contributor | Type | From | Date | Amount |
|---|---|---|---|---|
| Tiaa PAC | Committee | Washington, DC | April 1, 2025 | $5,000 |
| FMR LLC PAC | PAC | Boston, MA | April 2, 2025 | $5,000 |
| Albert SchweissFinancial Services, Sierra Investment Management | Person | Parker, CO | April 16, 2026 | $5,000 |
| Tiaa PAC | Committee | Washington, DC | March 24, 2026 | $5,000 |
| FMR LLC PAC | PAC | Boston, MA | March 30, 2026 | $5,000 |
| Albert SchweissFinancial Services, Sierra Investment Management | Person | Parker, CO | April 11, 2025 | $3,500 |
| Randy ConnerPresident, Churchill Management Group | Person | Coto De Caza, CA | Dec. 18, 2025 | $3,000 |
| LPL Financial LLC Political Action Committee (LPL PAC) | Committee | San Diego, CA | April 8, 2025 | $2,500 |
| Rana WrightChief Administrative Officer Partner, Harris Associates L.P. | Person | Chicago, IL | Jan. 22, 2025 | $2,500 |
| LPL Financial LLC Political Action Committee (LPL PAC) | Committee | San Diego, CA | April 21, 2026 | $2,500 |
| Laura DrynanPartner, Bourgeon Capital Management LL | Person | Norwalk, CT | March 27, 2025 | $2,000 |
| Laura DrynanPartner, Bourgeon Capital Management LL | Person | Norwalk, CT | April 14, 2026 | $2,000 |
| Kelly WilliamsFinancial Advisor, Atlanta Capital | Person | Atlanta, GA | Dec. 18, 2025 | $2,000 |
| Geoffrey AlexanderChief Executive Officer, R.M. Davis | Person | Portland, ME | Dec. 8, 2025 | $1,500 |
| Carlotta KingGeneral Counsel and Corporate Secretar, Diamond Hill Capital Managemen | Person | Columbus, OH | June 23, 2025 | $1,000 |
| Catherine HalberstadtCo-President & Co-Ceo, Osterweis Capital Management | Person | Tiburon, CA | June 16, 2025 | $1,000 |
| Karen BarrPresident & CEO, Investment Adviser Association | Person | Bethesda, MD | March 15, 2025 | $1,000 |
| Geoffrey AlexanderChief Executive Officer, R.M. Davis | Person | Portland, ME | March 27, 2025 | $1,000 |
| Lisa WesolekInvestments, Vela Investment Management | Person | Bexley, OH | May 13, 2026 | $1,000 |
| Catherine HalberstadtCo-President & Co-Ceo, Osterweis Capital Management | Person | Tiburon, CA | April 24, 2026 | $1,000 |
| Robert MairsCco General Counsel, Mairs & Powers, INC. | Person | ST. Paul, MN | Feb. 27, 2026 | $1,000 |
| Lisa WesolekInvestments, Vela Investment Management | Person | Bexley, OH | Aug. 6, 2025 | $1,000 |
| Alison BaurDeputy General Counsel, Franklin Templeton | Person | Oakland, CA | Sept. 25, 2025 | $1,000 |
| Melissa CarlucciFinancial Advisor, The London Company | Person | Richmond, VA | June 25, 2025 | $750 |
| Melissa CarlucciFinancial Advisor, The London Company | Person | Richmond, VA | March 24, 2026 | $750 |