FSI
  • Sponsorship

    FSI sponsors demonstrate their support for independent financial services firms and independent financial advisors by helping us to advocate for a healthier, more business-friendly regulatory environment. Sponsors are critically important to the success of our advocacy efforts and member events. Sponsors also provide resources to our members to help them run their businesses better. View these resources.

    FSI Sponsors

    FSI sponsors demonstrate their support for independent broker-dealers and independent financial advisors through their financial support and involvement in FSI. We are grateful for the participation of the following companies:

    Ambassador Sponsors

    National Financial, a Fidelity Investments Company

    Pershing, a BNY Mellon Company

    Realty Capital Securities

    Premier Sponsors

    Brinker Capital

    Broadridge

    Franklin Square Capital Partners

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    Sustaining Sponsors

    Allianz Life Financial Services, LLC
    American Funds
    Arthur J. Gallagher & Co.
    AssetMark, Inc.
    Bluerock Capital Markets, LLC
    CNL Securities Corp.
    Cole Real Estate Investments
    Docupace Technologies, Inc.
    DST Brokerage Solutions
    Envestnet Asset Management, Inc.
    Fidelity Investments
    First Clearing Correspondent Services
    Fiserv
    FolioDynamix
    Griffin Capital Corporation
    Hines Securities, Inc.
    Inland Real Estate Investment Corporation
    Insurance Technologies

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    Lincoln Financial Group
    Live Oak Bank
    M&O Systems, Inc.
    Morningstar, Inc.
    Nationwide Financial
    New York Life / Mainstay Investments
    Prudential Annuities
    Putnam Investments
    Quadron Data Solutions, a Fetter Logic Affiliate
    RBC Correspondent Services
    Sammons Retirement Solutions, Inc.
    Scivantage
    SEI Investments
    Signix
    Transamerica Capital, Inc.
    Vestmark
     

    Partner Law Firm Sponsors

    Sutherland Asbill & Brennan LLP
    Winget, Spadafora & Schwartzberg, LLP

    Sustaining Law Firm Sponsors

    Edgerton & Weaver, LLP
    Markun Zusman Freniere Compton LLP
    Wiand Guerra King P.L.

    Associate Law Firm Sponsors

    Bass, Berry & Sims PLC
    Briggs and Morgan, P.A.
    Greenberg Traurig LLP
    Lewis Roca Rothgerber LLP
    Lindquist & Vennum LLP
    Marshall, Dennehey, Warner, Coleman & Goggin
    Maynard Cooper & Gale PC
    Michaels, Ward & Rabinovitz, LLP
    Pension Resource Institute, LLC
    Stradley Ronon Stevens & Young LLP
    Warner Norcross & Judd LLP

    Media Sponsors

    Financial Advisor Magazine
    InvestmentNews
    SourceMedia
    Summit Professional Networks
    WealthManagement.com

    Associate Sponsors

    Advisor Group Benefits
    AI Insight
    AIG Life and Retirement
    Aon Risk Solutions
    AXA Distributors, Inc.
    Beacon Strategies, LLC
    Bedford and Main Financial Consulting, Inc.
    Behringer
    BlackRock Investments
    Blue Vault Partners
    BrightScope, Inc.
    CalSurance Associates
    CNA
    Columbia Management
    Coventry Securities, LLC
    Crown Philanthropic Solutions
    Curian Capital LLC
    Deutsche Asset & Wealth Management
    DTCC
    E&O Pros
    Fetter Logic
    Franklin Templeton Investments
    Gemini Real Estate Advisors
    Genpact
    Gladstone Associates, LLC
    Gulf South Holding, Inc.
    Highland Capital Brokerage
    Highland Capital Management

    ICON Investments
    Ivy Funds
    J.P. Morgan Clearing Corp.
    John Hancock Investments
    KBS Capital Markets Group
    Laser App Software
    Mercer Consumer
    Meridian-IQ
    NorthStar Realty Securities
    Pacific Life
    Passco Companies, LLC
    Pinnacle Insurance and Financial Services, LLC
    Redi2 Technologies, Inc.
    Redtail Technology
    RegEd
    Reich & Tang
    RidgeWorth Investments
    Riverside Financial Group, LLC
    Smarsh, Inc.
    Steadfast Capital Markets Group
    Susan Burton Consulting, LLC
    Symmetry Partners LLC
    The Athene Group
    The Options Industry Council
    W.P. Carey Inc.
    Walton International Group (USA), Inc.
    XTRAC Solutions, a Fidelity Investments Company
      

    The Financial Services Institute is independent from and not affiliated with any of our sponsor companies. Sponsorship of the Financial Services Institute does not suggest that our sponsors recommend or endorse any of our positions or our advocacy initiatives.

  •  Contact Sidebar Image  

    Who to Contact 

    For information about becoming an FSI sponsor, please contact:

    Kathryn Anderson
    Director of Corporate Relations
    678 436 5544
    Email Kathryn