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

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, Inc.
Envision Financial Systems
GWG Holdings, Inc.
Lincoln Financial Group
Preferred Apartment Communities
Sammons Retirement Solutions
SEI Investments
The Athene Group
Xtiva Financial Systems, Inc.

Associate Sponsors

AIG Life and Retirement
APX Energy
Ashar Group
AXA Distributors, Inc.
Beacon Strategies, LLC
Berkshire Global Advisors
Blue Vault Partners, LLC
Bluerock Capital Markets, LLC
CalSurance Associates
CIM Group
CNL Securities Corp.
eMoney Advisor
FMG Suite
Franklin Templeton Investments
FS Investments
Griffin Capital Corporation
Hines Securities, Inc.
Howard Capital Management
Impact Financial Systems
Inland Real Estate Investment Corporation
KBS Capital Markets Group/Now Pacific Oaks
MBD Solutions LLC
Owl Rock Associate
Passco Capital, Inc.
Pinnacle Insurance and Financial Services, LLC
Pioneer Investments
Putnam Investments
Redi2 Technologies, Inc.
Redtail Technology
Resource Real Estate
SC Distributors, LLC
SmartStop Asset Management, LLC
Susan Burton Consulting, LLC
Sycamore Company
The Bancorp
Transamerica Capital, Inc.
US Energy Development Corp
Voya Annuity and Asset Sales

Partner Law Firm Sponsors

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

Sustaining Law Firm Sponsors

Marshall, Dennehey, Warner, Coleman & Goggin
Matasar Jacobs LLC
Pension Resource Institute, LLC
Wiand Guerra King P.A.

Associate Law Firm Sponsors

Crowe & Dunlevy
Greensfelder, Hemker & Gale, P.C.
O’Hagan Meyer LLP
Reif Law Group, P.C

Media Sponsors

Financial Advisor Magazine
RealAssets Adviser
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.

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
Associate Vice President, Corporate Relations
678 436 5544
Email Kathryn