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Sponsorship

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

BNY Mellon | Pershing Fidelity
Riskalyze workplace_by OS33

Premier Sponsors

Brinker Capital Broadridge  Capital Group | American Funds
Envestnet Refinitiv

Sustaining Sponsors

Athene
Allianz Life Financial Services, LLC
Arthur J. Gallagher & Co.
AssetMark, Inc.
CUNA
Disability Specialists, Inc.
Docupace Technologies, Inc.
Envision Financial Systems
Fiserv
Jackson
Lincoln Finanical Group
Mewborne Oil Company
Nelson Partners
Orion Advisor Services, LLC
Preferred Apartment Communities
Prudential Annuities
Quik!Forms
RegEd, Inc.
Sammons Retirement Solutions
SEI Investments
Skience
White Glove

Associate Sponsors

AIG Financial Distributors
AIX Exchange
Aon
Appway
Ashar Group
ATA RiskStation, LLC
AXA Distributors, Inc.
Beacon Strategies, LLC
BlackRock Investments
Blue Vault
Bluerock Capital Markets, LLC
CGI
Charles Schwab Investment Management
CIM Group
CNL Securities Corp.
Cottonwood
Doshi Consulting Solutions
DTCC
eMoney Advisor
FS Investments
Griffin Capital Corporation
Halo Investing
Hines Securities, Inc.
Howard Capital Management
Impact Financial Systems
Inland Real Estate Investment Corporation
Insurance Technologies
INVENT.us
NexPoint Securities
Oranj
Owl Rock Associate
PASSCO
Peachtree Hotel Group
Pinnacle Insurance and Financial Services, LLC
Putnam Investments
Redi2 Technologies, Inc.
Redtail Technology
SmartStop Asset Management, LLC
Susan Burton Consulting, LLC
Sycamore Company
Vestmark

Partner Law Firm Sponsors

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

Sustaining Law Firm Sponsors

Baker & McKenzie LLP
Kessler Collins PC
Marshall, Dennehey, Warner, Coleman & Goggin
Wiand Guerra King P.A.

Associate Law Firm Sponsors

O’Hagan Meyer LLP
Pension Resource Institute, LLC
Reif Law Group, P.C

Media Sponsors

Financial Advisor Magazine
InvestmentNews
RealAssets Adviser
SourceMedia
Summit Professional Networks
WealthManagement.com
The Wall Street Journal

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.

Learn More

Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.

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Who to Contact

Kathryn Anderson
Vice President, Corporate Relations
678 436 5544
Email Kathryn