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What INVESTMENT ADVISOR donors give in federal races

Contributors who listed INVESTMENT ADVISOR as occupation posted $17,194,878 in itemized federal receipts in LobbyVault’s FEC.gov bulk index. Those dollars sit on 18,694 contributions from 1,619 donor records. INVESTMENT ADVISOR is a concentrated finance-title key, kept separate from FINANCIAL ADVISOR, FINANCIAL ANALYST, and INVESTMENT MANAGER. In compact millions the occupation total is $17.2 million.

Key figures

  • INVESTMENT ADVISOR occupation itemizations sum to $17,194,878 from 18,694 contributions and 1,619 donors.
  • Mean amounts are about $920 per contribution and about $10,621 per donor record.
  • FINANCIAL ADVISOR and FINANCIAL ANALYST are separate occupation keys.
  • The title is self-reported and is not matched to RIA registrations.

Fewer lines, larger mean gift

$17,194,878 is the occupation-level dollar total. 18,694 is the itemization count. 1,619 is the donor-record count. Mean contribution size is about $920. Mean dollars per donor record are about $10,621. Repeat giving is about 12 itemizations per donor record.

1,619 donor records against 18,694 lines is a smaller pool than clinical titles with similar headline dollars. The per-line mean of about $920 is several times larger than high-volume workplace titles in this harvest band.

These means are not typical-check estimates and not a measure of assets under management allocated to politics. The packet has no AUM field and no gift-size distribution.

INVESTMENT ADVISOR is not FINANCIAL ADVISOR

FINANCIAL ADVISOR, FINANCIAL ANALYST, INVESTMENT MANAGER, and INVESTMENT BANKER are neighboring occupation keys. This page cites only INVESTMENT ADVISOR: $17,194,878, 18,694 contributions, and 1,619 donors. Those other strings stay outside the total unless the bulk extract normalized them here.

The FEC does not verify RIA registration, Series licenses, or Form ADV filings. People who advise on investments as a side role and staff at advisory firms can all type INVESTMENT ADVISOR. Occupation is per transaction.

What the dollars do not measure

$17,194,878 is not a securities-industry PAC total and not a broker-dealer revenue figure. Industry pages group employers. An advisor at a wirehouse and an independent RIA share this occupation string if they typed INVESTMENT ADVISOR.

Party is not stored in the occupation column. Open the INVESTMENT ADVISOR occupation page for recipient rows. Restated in compact millions, the occupation total is $17.2 million.

Occupation versus industry for advisory work

A donor who listed INVESTMENT ADVISOR on some gifts and FINANCIAL ADVISOR on others will appear in both occupation totals for the respective lines. Adding those keys without naming each source total changes the unit from one FEC string to a homemade cluster.

Use the occupations index to see neighboring finance titles as separate keys. Use industry pages for employer-side cuts.

Limits and source

Occupation is free text. Extra words (registered investment advisor, investment adviser) create parallel buckets when they do not normalize to INVESTMENT ADVISOR — including the advisor/adviser spelling split. Unitemized receipts never carry an occupation code.

1,619 is a contributor-record count, not a unique-person estimate after name matching. Source: FEC Form 3/3X itemizations indexed on LobbyVault from FEC bulk data.

Concentrated finance title in the extract

INVESTMENT ADVISOR in this extract is $17,194,878 on 18,694 itemizations from 1,619 donor records. About 12 itemizations per donor record is a moderate repeat rate. Mean line size is about $920; mean dollars per donor record are about $10,621. FINANCIAL ADVISOR and FINANCIAL ANALYST remain other hubs.

Industry pages will not equal $17,194,878. License status is not verified. A public-record citation that stays inside the packet is: occupation equals INVESTMENT ADVISOR, dollars equal $17,194,878, contributions equal 18,694, donors equal 1,619. LobbyVault does not infer motive from the occupation column. Compact millions ($17.2 million) are the same headline amount as $17,194,878, rounded to one decimal place. Live hub filters may change displayed sums; this file restates harvested packet facts only.

1,619 donor records is a smaller pool than clinical titles with similar headline dollars, which is why the per-line mean of about $920 is several times larger. The advisor/adviser spelling split can create a parallel bucket when the extract does not normalize. Unitemized receipts never carry an occupation code, so they never enter $17,194,878.

Keep INVESTMENT ADVISOR on its own line. Form ADV and Series licenses are not matched. 1,619 is a contributor-record count, not a unique-person estimate after name matching. Quote occupation equals INVESTMENT ADVISOR, then $17,194,878, 18,694 contributions, and 1,619 donors. The occupations index is the inventory of neighboring finance titles. Candidate and committee pages hold the recipient side.

Wirehouse staff and independent RIAs share this key only if they typed INVESTMENT ADVISOR. 18,694 itemizations from 1,619 donor records produced $17,194,878. Mean line size of about $920 is larger than high-volume workplace titles. Form ADV is not joined. Keep FINANCIAL ADVISOR on its own hub.

RIA registrations are not in the packet. 1,619 donor records is not a unique-person estimate after name matching. Restate the citation as occupation equals INVESTMENT ADVISOR, dollars equal $17,194,878, contributions equal 18,694, donors equal 1,619.

Questions

How much have INVESTMENT ADVISOR donors given in FEC records?
Occupation INVESTMENT ADVISOR is attached to $17,194,878 in LobbyVault’s FEC bulk index, from 18,694 contributions and 1,619 donor records. The total is itemized occupation money, not an RIA census. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.
Is FINANCIAL ADVISOR included in INVESTMENT ADVISOR?
No. FINANCIAL ADVISOR is a separate occupation string. This page covers INVESTMENT ADVISOR only: $17,194,878, 18,694 contributions, and 1,619 donors. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total. The live hub may apply cycle filters.
What is the average INVESTMENT ADVISOR contribution?
Dividing $17,194,878 by 18,694 itemizations yields about $920 per contribution. Dividing by 1,619 donors yields about $10,621 per donor record. Both are means, not medians. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.
Does listing INVESTMENT ADVISOR prove an RIA registration?
No. Occupation is self-reported free text. The FEC record does not verify Form ADV or Series licenses. Quote 18,694 contributions and 1,619 donor records with the $17,194,878 total. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Occupation is self-reported on FEC Form 3/3X itemizations. Indexed on LobbyVault from FEC bulk data.