Skip to main content
← All data ties

Financial advisor donations in the 2014 FEC cycle

Filers who listed Financial Advisor itemized $1.6 million ($1,629,682) in FEC individual contributions in 2014 — 2,125 receipts from 866 donors. Advisor (not adviser) is the spelling on this key, and Financial is part of the title. The occupation string sums to $27.4 million; this midterm cell is 5.9% of that sum.

Key figures

  • Financial Advisor × 2014: $1,629,682.
  • 2,125 receipts from 866 donors.
  • 5.9% of the $27,416,858 FINANCIAL ADVISOR total.
  • Investment Advisor is a separate occupation key.

Financial advisor × 2014

FINANCIAL ADVISOR plus cycle 2014 equals $1,629,682. Investment Advisor and financial adviser (e spelling) are other keys. This join does not recode Series 7, CFP marks, or Form ADV.

Parent hubs: Financial Advisor donations and the 2014 election cycle. All FEC ties keeps the financial-advisor title distinct from investment-advisor joins.

The occupation hub for Financial Advisor lists $27.4 million ($27,416,858) under the exact string FINANCIAL ADVISOR. The 2014 election-cycle hub is a different cut: every occupation that filed in 2014, not only this label. This ties page is the cell where those two filters meet. All occupations and All FEC ties keep sibling joins in the same directory so a reader can move without mixing totals.

Party, committee, and employer breakdowns for Financial Advisor in 2014 are not fields in this packet. Do not infer a partisan split from $1.6 million. The occupation page and the 2014 cycle page are the next clicks for named committees and other cuts.

Two finance-advisor strings

$27.4 million ($27,416,858) belongs to FINANCIAL ADVISOR. Investment Advisor is a different occupation rollup. This page does not add them, because the extract did not merge them.

5.9% of the financial-advisor bucket fell in 2014. Other cycle amounts are not listed here.

Amended individual contribution reports can move $1,629,682. A later harvest of the same occupation string can move $27,416,858. Rewrite only the sentence whose source moved. Live Financial Advisor donations and the live 2014 election cycle pages are the tables; this prose is a packet snapshot.

Itemized individual contributions are the only receipt class in this cell. Unitemized gifts below the itemization threshold, in-kind goods, and bundled contributions without this occupation string are outside $1,629,682. If a later harvest revises 2,125 or 866, revise the volume sentence and leave the occupation rollup ($27,416,858) unchanged unless that rollup moved too.

A high-line 2014 file

866 donors and 2,125 receipts — about 2.5 lines per donor — is a busy midterm cell. Mean per receipt about $767; mean per donor about $1,882. A high receipts-per-donor ratio means repeat itemizations. No median.

More than two thousand receipts on 866 donors is a filing pattern, not a typical-client gift. Committee names live on the live hubs.

2,125 is a receipt count. 866 is a distinct-donor count inside this occupation-cycle cell. Neither figure is a headcount of everyone who works in the field named by the string. People who left the occupation blank, used a nearby spelling, or listed a more specific title are not in $1.6 million.

Searchers comparing Financial Advisor with another occupation must open that other occupation’s cycle cell rather than rescale 5.9%. Share of FINANCIAL ADVISOR is not share of all 2014 receipts. The 2014 election cycle hub is the page that holds the cycle’s occupation mix; this ties page holds one row of it.

Do not merge with Investment Advisor

Cite $1,629,682 as Financial Advisor in 2014. Cite $27,416,858 as this two-word occupation total. Adding Investment Advisor would mix keys that share a job theory but not a FEC string.

FEC.gov individual contribution aggregates. All occupations lists neighboring finance titles.

Dividing $1,629,682 by 2,125 receipts yields about $767 per line. Dividing by 866 donors yields about $1,882 per person in the cell. Those ratios are arithmetic on two harvested integers. They are not medians, not typical gifts, and not a claim about income.

Not a CFP or RIA census

LobbyVault does not match CFP Board or Form ADV. A filer who typed Financial Advisor is in $1.6 million; a CFP who typed adviser with an e may not be.

No party split, no ranking of wealth managers, no claim about fiduciary rules. 2,125 receipts and 866 donors are the volume facts.

FEC.gov individual contribution files carry the occupation as the filer typed it. This join does not recode FINANCIAL ADVISOR into a Bureau of Labor Statistics title, a NAICS code, or a medical-board specialty. If a researcher needs those crosswalks, they start from the raw string and do the mapping themselves.

Questions

How much did financial advisors donate in 2014?
Filers who listed Financial Advisor itemized $1,629,682 in FEC individual contributions in 2014, from 2,125 receipts and 866 donors. That is 5.9% of $27,416,858 under FINANCIAL ADVISOR. Investment Advisor is a different occupation key when that is the form text.
Is Financial Advisor the same as Investment Advisor?
Not in this extract. This join uses FINANCIAL ADVISOR. INVESTMENT ADVISOR is a different string with its own occupation total. LobbyVault does not merge them. Cite $1.6 million only for this title in 2014. Figures are FEC.gov individual contribution aggregates. Financial Advisor in 2014 is $1,629,682 on 2,125 receipts from 866 donors.
Does this include advisory-firm PACs?
No. $1,629,682 is individual contributions tagged Financial Advisor. Committee independent expenditures are a different FEC file. See Financial Advisor donations or the 2014 cycle hub for committee names. Party and employer are not in this packet. Figures are FEC.gov individual contribution aggregates. Financial Advisor in 2014 is $1,629,682 on 2,125 receipts from 866 donors.
What two tables meet on this page?
The Financial Advisor occupation hub ($27.4 million) and the 2014 election cycle. The overlap is $1,629,682 from 2,125 receipts. All FEC ties lists other occupation-cycle cells. All occupations lists neighboring finance strings. Figures are FEC.gov individual contribution aggregates. Financial Advisor in 2014 is $1,629,682 on 2,125 receipts from 866 donors.

FEC.gov individual contribution aggregates by self-reported occupation and election cycle. Occupation labels are filer-entered.