• 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


    SC Distributors jpg

    Live Oak Bank

    American Funds

    Sustaining Sponsors

    Allianz Life Financial Services, LLC
    Arthur J. Gallagher & Co.
    AssetMark, Inc.
    CNL Securities Corp.
    Docupace Technologies
    DST Brokerage Solutions
    Envestnet Asset Management, Inc.
    Fidelity Investments
    First Clearing, LLC
    Franklin Square Capital Partners
    Griffin Capital Securities
    Hines Securities, Inc.
    Inland Real Estate
      Investment Corporation
    Insurance Technologies
    Kaplan Professional

    Lincoln Financial Group
    M&O Systems, Inc.
    Morningstar, Inc.
    Nationwide Financial
    New York Life / MainStay Investments
    Prudential Annuities
    Quadron Data Solutions, a Fetter Logic Affiliate
    RBC Correspondent Services
    Ridgewood Private Equity Partners
    Resource Real Estate
    Sammons Retirement Solutions, Inc.
    SEI Investments
    Shopoff Realty Investments, LP
    SK Research
    Smarsh, Inc.
    Transamerica Capital, Inc.

    Partner Law Firm Sponsors

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

    Sustaining Law Firm Sponsors

    Edgerton & Weaver, LLP
    Shustak & Partners, P.C.
    Stradley Ronon Stevens & Young LLP
    Wiand Guerra King P.L.

    Associate Law Firm Sponsors

    Briggs and Morgan, P.A.
    Freeman, Mathis & Gary, LLP
    Greenberg Traurig, LLP
    Greensfelder, Hemker & Gale, P.C.
    Markun Zusman Freniere Compton LLP
    Marshall, Dennehey, Warner, Coleman & Goggin
    Maynard Cooper & Gale PC
    Pension Resource Institute, LLC
    The Bowman Law Firm, LLC
    Warner Norcross & Judd LLP

    Media Sponsors

    Financial Advisor Magazine
    ThinkAdvisor Financial Network

    Associate Sponsors

    Advisor Group Benefits
    AI Insight
    AIG Life and Retirement
    Aon Risk Solutions
    AXA Distributors, Inc.
    Bates Group, LLC
    Bedford and Main Financial Consulting, Inc.
    Blue Vault Partners, LLC
    C5 Solutions for Broker Dealers, by Techmate
    CalSurance Associates
    CION Securities, LLC
    Clark Capital Management Group
    Cole Capital
    Contract Cloud, Inc.
    Curian Capital LLC
    Disability Specialists, Inc.
    Gulf South Holding, Inc.
    Highland Capital Management Fund Advisors
    Ivy Funds
    John Hancock Investments
    KBS Capital Markets Group
    Laser App Software

    Lodging Opportunity Fund
    Mercer Consumer
    Moody National
    NorthStar Realty Securities,LLC
    Pacific Life
    PASSCO Capital, Inc.
    Pinnacle Insurance and Financial Services, LLC
    Preferred Apartment Communities
    Principal Funds Distributor
    Provasi Capital Partners, LP
    Putnam Investments
    Redtail Technology
    Reich & Tang
    RidgeWorth Investments
    Steadfast Capital Markets Group
    Susan Burton Consulting, LLC
    Symmetry Partners, LLC
    Tri State Capital
    Triloma Financial Group
    US Energy Development Corporation
    Voya Financial
    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