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.

We are grateful for the participation of the following companies:

2022 Sponsors

Ambassador Sponsors

Premier Sponsors

Partner Law Firms

Eversheds Sutherland, LLP
Winget, Spadafora & Schwartzberg, LLP


Sponsors

Advisor360

AIG Financial Distributors

AIX Exchange

Allianz Life Financial Services, LLC

AMS Financial Solutions Group

Aon

Arthur J Gallagher & Co.

Ashar Group

Ashford Securities

Assetmark, Inc.

Athene

Baker & McKenzie

Beacon Strategies

Blue Vault

Bluerock Capital Markets, LLC

CAIS

Capital Rock

Disability Specialists, Inc.

Docupace Technologies

Equitable

FMG Suite

Freeman Mathis & Gary, LLP

FS Investments

Griffin Capital Securities

Halo Investing

Haven Tower Group, LLC

Hines Securities, Inc.

iCapital

Inland Real Estate

Insurance Technologies

Invent.us

Invesco

InvestorCOM, Inc.

iPipeline

Jackson

Kessler Collins, P.C

Lincoln Financial Group

Marshall, Dennehey Warner Coleman Goggin

Moody’s Analytics, Inc.

Morningstar

O’Hagan Meyer LLP

Oyster Consulting

Pension Resource Institute, LLC

Pontera

Practifi

Preferred Capital Securities

Prudential Annuities

Putnam Investments

Red Oak Compliance, LLC

Redtail Technology

Redi2 Technologies, LLC

Riskalyze

RSSA

Schwab Asset Management Solutions

Smarsh

Strategic Capital Fund Management

Susan Burton Consulting, LLC

Suzanne Siracuse Consulting Services LLC

The Pacific Financial Group

The Pinnacle Group

Transamerica

Triton Pacific Securities, LLC

Wealthforge


Media Sponsors

Advisorpedia
RealAssets Adviser
ThinkAdvisor
WealthManagement.com


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