Sponsorship

Sponsors play a critical role in the success of our advocacy efforts and our events.

FSI sponsors demonstrate their support for independent financial services firms and independent financial advisors through their financial support and involvement in FSI. Sponsors play a critical role in the success of our advocacy efforts and our events. They also provide resources to our members to help them run their businesses better. View these resources.

To search current FSI sponsors by product or service, please visit our online sponsor search.

Watch our video to learn more about the benefits of partnering with FSI:

We are grateful for the participation of the following companies:

2024 Sponsors

Ambassador Sponsors

Premier Sponsors


Partner Law Firms

Winget, Spadafora & Schwartzberg, LLP


Associate Sponsors

Abacus Life

Advisor360

Allianz Life Financial Services, LLC

Aon Risk Solutions

Arthur J. Gallagher & Co.

Ashar Group

Ashford Securities

Athene

Axos Clearing

BetaNXT

Blackrock

Blue Vault

Bluerock Capital Markets, LLC

Capital Rock

Corebridge Financial Distributors

Disability Specialists, Inc.

Docupace Technologies

eMoney

ExchangeRight

Ezra Group

Greenline Consulting

Haven Tower

Hexure

Hines Securities, Inc.

Inland Real Estate

Invesco

iPipeline

Jackson

Lincoln Financial Group

MyVest

Paperclip, Inc.

Pension Resource Institute, LLC

Phoenix American

Pontera

ProNvest

Prudential Annuities

RegEd, Inc.

SMArtX Advisory Solutions

The Pacific Financial Group

Transamerica Capital, Inc.

Uptiq

Vestmark

YCharts


Associate Law and CPA Firm Sponsors

Armstrong Teasdale LLP

Crowe LLP

Freeman, Mathis & Gary LLP

Kessler Collins P.C.

O’Hagan Meyer LLP


Media Sponsors

Financial Advisor Magazine

InvestmentNews

RealAssets Adviser

ThinkAdvisor Financial Network

WealthManagement.com

Wealth Solutions Report


Industry Affiliates

Equitable

Foundation Source

Halo Investing

Preferred Capital Securities

Schwab Asset Management

Smarsh, Inc.

White Glove


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.

Who to Contact

Kathryn Anderson
Vice President, Corporate Relations
(678) 436-5544