• 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  Envestnet
  • Sustaining Sponsors

    Allianz Life Financial Services, LLC
    Arthur J. Gallagher & Co.
    AssetMark, Inc.
    Disability Specialists, Inc.
    Docupace Technologies
    FS Investments
    Griffin Capital Securities
    GWG Holdings, Inc.
    Hines Securities, Inc.
    Inland Real Estate Investment Corporation
    Insurance Technologies - FireLight

    Jackson National Life Distributors LLC
    Lincoln Financial Group
    Live Oak Bank
    New York Life / MainStay Investments
    Preferred Apartment Communities
    Prudential Annuities
    Sammons Retirement Solutions, Inc.
    SC Distributors, LLC
    SEI Investments
    Voya Annuity and Asset Sales

    Associate Sponsors

    AI Insight
    AIG Life and Retirement
    Aon Risk Solutions
    AXA Distributors, Inc.
    Bedford and Main Financial Consulting, Inc.
    Blue Vault
    Bluerock Capital Markets, LLC
    CalSurance Associates
    CION Securities, LLC
    Clark Capital Management Group
    CNL Financial Group Inc.
    Cole Capital
    Dividend Capital
    eMoney Advisor, Inc.
    Envision Financial Systems
    Financial Media Group, LLC
    Franklin Templeton Investments
    GPB Capital
    John Hancock Investments
    KBS Capital Markets Group
    Laser App Software
    Lodging Opportunity Fund, LLP

    Mewbourne Oil Company
    NorthStar Securities,LLC
    Owl Rock Capital Partners
    PASSCO Capital, Inc.
    PIEtech, Inc., creators of MoneyGuidePro®
    Pinnacle Insurance and Financial Services, LLC
    Professional Capital Services
    Provasi Capital Partners, LP
    Putnam Investments
    Redtail Technology
    Resource Real Estate
    RidgeWorth Investments
    S2K Financial
    SmartStop Asset Management, LLC
    Steadfast Capital Markets Group
    Susan Burton Consulting, LLC
    The Bancorp
    Transamerica Capital, Inc.
    Triloma Securities
    US Energy Development Corporation
    W.P. Carey Inc.

    Partner Law Firm Sponsors

    Freeman Mathis & Gary, LLP
    Eversheds Sutherland Tax Group
    Winget, Spadafora & Schwartzberg, LLP

    Sustaining Law Firm Sponsors

    Briggs and Morgan, P.A.
    Marshall, Dennehey, Warner, Coleman & Goggin
    Wiand Guerra King P.A.

    Associate Law Firm Sponsors

    Greensfelder, Hemker & Gale, P.C.
    Pension Resource Institute, LLC

    Media Sponsors

    ALM Media, LLC
    Financial Advisor Magazine

  • 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