Elevate Your Investment Journey with NAAIM

By joining the National Association of Active Investment Managers (NAAIM), you’re not just gaining membership in an organization; you’re gaining access to a powerful network of industry leaders dedicated to pushing the boundaries of investment management.

Choose the membership option that aligns best with your needs:

  • Active Investment Manager Membership
  • Associate Firm and Sponsor Membership
  • Regular Member
    Best for individuals and smaller firms seeking membership.
    $30000
    per individual
    • $750 - Group discount for up to 5 individuals employed by the same firm.
    • Member Discounts for the Uncommon Knowledge – National Conference
    • Member Discounts for the Outlook Conference
    • NAAIM Community – Member Only Online Community
    • NAAIM Founders Award – WhitePaper Competition
    • NAAIM Active Investment Strategy Competition (AISC)
    • Find an Active Manager
    • Active Manager Newsletter
    • NAAIM News Bi-Weekly E-Digest
    • NAAIM Exposure Index
    • NAAIM Indicator Wall
    • Membership Referral Program
    • Read Full List of Benefits Here
    Regular Member Application
    You must be registered as an investment advisor with the Securities and Exchange Commission or with any state securities administration for a period of at least one year; regularly engaged in active investment management for individual retail client accounts; and subscribe to the NAAIM Code of Ethics and Fair Practices Policy.
  • Special Member
    Individual must be approved by NAAIM's Board of Directors.
    $30000
    per individual
    • Member Discounts for the Uncommon Knowledge – National Conference
    • Member Discounts for the Outlook Conference
    • NAAIM Community – Member Only Online Community
    • NAAIM Founders Award – WhitePaper Competition
    • NAAIM Active Investment Strategy Competition (AISC)
    • Find an Active Manager
    • Active Manager Newsletter
    • NAAIM News Bi-Weekly E-Digest
    • NAAIM Exposure Index
    • NAAIM Indicator Wall
    • Membership Referral Program
    • Read Full List of Benefits Here
    Special Member Application
    You must be regularly engaged in active management for client accounts; subscribe to the NAAIM Code of Ethics and Fair Practices Policy. Special membership must be approved by NAAIM’s Board of Directors.
  • Associate Member Firm
    Firms providing professional services to NAAIM members.
    $60000*
    per organization
    • Includes up to 5 company representatives.
    • Member Discounts for the Uncommon Knowledge – National Conference
    • Member Discounts for the Outlook Conference
    • NAAIM Community – Member Only Online Community
    • NAAIM Founders Award – WhitePaper Competition
    • NAAIM Active Investment Strategy Competition (AISC)
    • Find an Active Manager
    • Active Manager Newsletter
    • NAAIM News Bi-Weekly E-Digest
    • NAAIM Exposure Index
    • NAAIM Indicator Wall
    • Membership Referral Program
    • Sponsorship Benefits including: Annual membership dues for up to 5 members of your firm, Participation in NAAIM News, Webinar hosting, Expanded advertising opportunities, Increased company recognition throughout the year, and more.
    Associate Member Application
    Persons providing products or services to, related to, or investments utilized by regular members. For example and without limitation, mutual funds, trust companies, broker dealers, investment advisors to mutual funds, newsletters, performance measurement firms, pension administrators, firms providing professional services to regular members and such other individuals or firms as the Board of Directors shall designate. *Membership fee included for National, Platinum, Gold and Silver NAAIM sponsors.
  • Sponsorship Opportunities
    Fuel NAAIM's growth - Sponsor, renew, or upgrade.
    $1,500-22,500
    Platinum, Gold, Silver, and Innovations Sponsorships Available
    • Associate Member Benefits PLUS
    • Exhibit at our annual Uncommon Knowledge conference and Outlook conferences, for the opportunity to really engage with NAAIM members.
    • Access our Member Directory and online NAAIM Member Community.
    • Target NAAIM Members who are a good fit for your Active Investment products like Financial Modeling, ETFs, Mutual Funds, Custodial Services, execution services etc.
    • Network and build long-lasting relationships, even friendships, with NAAIM members
    • Engage NAAIM Members with the opportunity to provide educational content through NAAIM newsletter articles, live webcasts, on-demand webinars, guest blogs, and NAAIM’s proprietary Member Community. NAAIM Associate Members will get access to select online discussion groups with NAAIM Investment Advisor members in our proprietary NAAIM Community website.
    • Advertise your product or services in NAAIM’s newsletter “The Active Manager”, on the NAAIM Website, in Conference Handouts, and during other special events.
    • Speak at a conference or host a break-out session – opportunities that come with higher sponsorship levels
    • Talk with Local Members by sponsoring regional events in your area.
    • Read Full List of Benefits Here
    View Sponsorship Levels
    NAAIM is the optimal resource for active managers and a means for our sponsors to reach innovative, leading edge money managers. The success of NAAIM over its 34-year history is a result of the unique relationship between the members of NAAIM and the sponsors of our conferences and events. Many of the innovative investment tools available today to active managers were created in collaboration with NAAIM members, with the NAAIM membership among the first to support the new tools from mutual funds to trust companies, service providers and more.

Current Members

Boost Your Investment Expertise

Members can signup for events, view their transaction history, edit their NAAIM Member Directory profile, and access the NAAIM private community.

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NAAIM Members Speak Out: Why I Joined NAAIM

Why Join NAAIM?

The National Association of Active Investment Managers (NAAIM) helps Registered Investment Advisors grow their business by bringing together like-minded peers to share ideas and resources about using actively-managed investment techniques in their practice.

NAAIM is a resource for members, the financial services industry and the general public to learn about Active Investment Management and how it can be a part of a diversified investment portfolio.

NAAIM In A Nutshell

  • Network with other like-minded Investment Advisors who use Active Management Strategies and Models to manage their client’s investment portfolios.
  • Utilize member discounts and other benefits to reduce expenses and grow your practice
  • Tell your clients and colleagues about your Active Investment Management difference, using NAAIM’s Practice Management, Marketing, and Investment content available exclusively to NAAIM members
  • Share ideas, strategies and best practices to help grow your business using your unique investment model
  • Help your clients by using Active Investment Management as part of their investment portfolio
  • Explore the vast array of investment opportunities offered by our Associate Members and Sponsors
  • Learn about the world of Active Investment Management by attending our annual Uncommon Knowledge and Outlook Conferences, live webcasts, and on-demand webinars
  • Lead in the Active Investment Management revolution! NAAIM is the preeminent organization for Thought Leaders in Active Management. Many of our members appear regularly in mainstream media programs and in the financial press.
Questions? Call NAAIM (888) 261-0787