American Association of Individual Investors

The nonprofit membership organization that educates individual investors and helps them manage their own money with discipline and evidence.

  • www.aaii.com
  • Republic
  • Chicago, IL
  • Professional and scientific society
  • Read from public sources, Jul 2026
83named by peers

Financial profile

American Association of Individual Investors · EIN 36-2976274 · 501(c)(3)

Fiscal yearTotal revenueContributionsProgram servicesTotal expensesNet assetsYear end
FY2023$7,425,660$151,500$5,997,626$7,519,056$-12,483,813Dec 2023
FY2022$7,103,204$0$6,504,724$7,069,064$-11,703,683Dec 2022
FY2021$7,934,060$523,946$6,356,845$7,434,250$-11,292,995Dec 2021
FY2020$6,623,979$0$5,615,194$7,145,095$-11,894,935Dec 2020
FY2019$7,218,963$0$6,171,219$7,869,447$-11,148,432Dec 2019
FY2018$7,991,346$0$6,848,511$8,136,392$-10,706,097Dec 2018

Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.

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Peer societies

Five societies American Association of Individual Investors is read alongside.

Who backs AAII

No public supporter list found as of September 2026.

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Who backs American Association of Individual Investors's peers, but not American Association of Individual Investors

Companies named publicly by at least one of American Association of Individual Investors's five peer societies, and not found in American Association of Individual Investors's reviewed public records.

CompanyFPAAFCPENAPFAPeers
AdvyzonNamedNamed2 of 3
Dimensional Fund Advisors LogoSupporting PartnersNamed2 of 3
Ryan Insurance Strategy ConsultantsNamedNamed2 of 3
SlantNamedNamed2 of 3
UPRISENamedNamed2 of 3
Absolute Capital ManagementNamed1 of 3
AdvisorServeNamed1 of 3
Allianz Life Insurance CompanyNamed1 of 3
AltruistNamed1 of 3
Axos Advisor ServicesNamed1 of 3
Betterment Advisor SoltuionsNamed1 of 3
Betterment LLCNamed1 of 3
BIZEQUITYNamed1 of 3
Boston Institute of FinanceNamed1 of 3
Cambria Investment ManagementNamed1 of 3
CeriFi-Dalton EducationNamed1 of 3
CIA_logoSupporting Partners1 of 3
Coaching CapabilityNamed1 of 3
College for Financial Planning® a Kaplan CompanyNamed1 of 3
ComplyNamed1 of 3
Dalton Education by CeriFiNamed1 of 3
DatapointsNamed1 of 3
Edward Jones_LogoFeature Partners1 of 3
eMoneyNamed1 of 3
eMoney AdvisorNamed1 of 3
FCI Cyber | BucklerNamed1 of 3
Federated HermesNamed1 of 3
FICOGold Sponsors1 of 3
Finance GeeksNamed1 of 3
Financial Behavior Keynote Group, LLCNamed1 of 3
Financial Coaches NetworkNamed1 of 3
Flourish Technologies LLCNamed1 of 3
FP TransitionsNamed1 of 3
GainbridgeNamed1 of 3
Gallagher Affinity Formerly Known as Ryan Insurance LogoFeature Partners1 of 3
Gordon AssociatesNamed1 of 3
goRIANamed1 of 3
Holistiplan, LLCNamed1 of 3
JM BULLIONNamed1 of 3
JMT ConsultingNamed1 of 3
JosdaNamed1 of 3
JPMorgan Chase & Co.Named1 of 3
Jump_LogoSupporting Partners1 of 3
Kitces.comNamed1 of 3
LLISNamed1 of 3
LuthorNamed1 of 3
MagellanGold Sponsors1 of 3
Matson MoneyNamed1 of 3
Million Dollar AuthorNamed1 of 3
MilMoneyConNamed1 of 3
Modern Life, Inc.Named1 of 3
Move HealthNamed1 of 3
Nationwide Advisory SolutionsNamed1 of 3
New logo for Finance of AmericaCornerstone Partners1 of 3
Oak Street Funding LLCNamed1 of 3
Policygenius ProNamed1 of 3
PSBLTYNamed1 of 3
RIA Fiduciary SolutionsNamed1 of 3
Saturna CapitalNamed1 of 3
Savant Wealth ManagementNamed1 of 3
Seeds InvestorNamed1 of 3
SEINamed1 of 3
SEI InvestmentsNamed1 of 3
Silver Bridges ConsultingNamed1 of 3
Snappy KrakenNamed1 of 3
SoalmaNamed1 of 3
StaRNurseNamed1 of 3
StaRNurse Concierge LLCNamed1 of 3
Symmetry PartnersNamed1 of 3
The College Funding CoachNamed1 of 3
The Kimbrough TeamNamed1 of 3
The Prudential Insurance Company of North AmericaNamed1 of 3
The Value Builder SystemNamed1 of 3
ThinkAdvisorNamed1 of 3
TIAANamed1 of 3
ValentaNamed1 of 3
VanguardNamed1 of 3
Vision and Hope Financial LLCNamed1 of 3
WealthCounselNamed1 of 3
Wells FargoNamed1 of 3
XY Planning NetworkNamed1 of 3
ZeidersSilver Sponsor1 of 3
ZocksNamed1 of 3

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The outside view

The nonprofit membership organization that educates individual investors and helps them manage their own money with discipline and evidence.

  • Consensus
  • Build
  • Inward
  • Operational

Their shape

The Republic

Run by its members, built to outlast them.

The Republic runs like a well-built institution, professional and stable, under the guidance of its members. Its gift is scale and continuity, its challenge is staying close to the grassroots as it grows.

Also reads toward The Village, The Guild and The Legacy.

Strengths

→Member voice and public mission stay in healthy balance.
→Open to reform without losing its footing.
→Speaks credibly on behalf of a whole field.

Not an official page of American Association of Individual Investors. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.