• 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 demonstrate their support for independent broker-dealers and independent financial advisors through their financial support and involvement in FSI. To see a complete listing of sponsors and to search by product or service, please visit our online sponsor search.

    We are grateful for the participation of the following companies:

    Ambassador Sponsors

    Broadridge Fidelity Investments Pershing, a BNY Mellon Company


    Premier Sponsors

    American Funds DST Brokerage Solutions
    SC Distributors jpg CNL Securities  
  • Sustaining Sponsors

    Allianz Life Financial Services, LLC
    Arthur J. Gallagher & Co.
    Ascendant Capital
    AssetMark, Inc.
    Atlas Energy
    Disability Specialists, Inc.
    Envestnet Asset Management, Inc.
    First Clearing, LLC
    FS Investments
    Griffin Capital Securities
    Hines Securities, Inc.
    Inland Real Estate Investment Corporation
    Insurance Technologies

    Laser App Software
    Lincoln Financial Group
    Live Oak Bank
    Lodging Opportunity Fund
    M&O Systems, Inc.
    Morningstar, Inc.
    New York Life / MainStay Investments
    Prudential Annuities
    Resource Real Estate
    Sammons Retirement Solutions, Inc.
    SEI Investments
    Transamerica Capital, Inc.
    Voya Annuity and Asset Sales

    Associate Sponsors

    AIG Life and Retirement
    Aon Risk Solutions
    Ashar Group
    AXA Distributors, Inc.
    Bates Group, LLC
    Bedford and Main Financial Consulting, Inc.
    Blue Vault
    CalSurance Associates
    CION Securities, LLC
    Clark Capital Management Group
    Cole Real Estate Investments
    Deutsche Asset & Wealth Management
    Envision Financial Systems
    Fidelity Investments
    Franklin Templeton Investments
    Highland Capital Management Fund Advisors

    John Hancock Investments
    KBS Capital Markets Group
    Moody National
    NorthStar Realty Securities,LLC
    Pacific Life
    PASSCO Capital, Inc.
    Pinnacle Insurance and Financial Services, LLC
    Preferred Apartment Communities
    Provasi Capital Partners, LP
    Putnam Investments
    Redtail Technology
    Reich & Tang
    RidgeWorth Investments
    Steadfast Capital Markets Group
    US Energy Development Corporation
    W.P. Carey Inc.

    Partner Law Firm Sponsors

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

    Sustaining Law Firm Sponsors

    Edgerton & Weaver, LLP
    Marshall, Dennehey, Warner, Coleman & Goggin
    Wiand Guerra King P.A.

    Associate Law Firm Sponsors

    Freeman, Mathis & Gary, LLP
    Greensfelder, Hemker & Gale, P.C.
    Pension Resource Institute, LLC
    The Bowman Law Firm, LLC
    Warner Norcross & Judd LLP

    Media Sponsors

    Financial Advisor Magazine
    Summit Professional Networks

  • 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
    Associate Vice President, Corporate Relations
    678 436 5544
    Email Kathryn