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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:


Ambassador Sponsors

Premier Sponsors

Sustaining Sponsors

Allianz Life Financial Services, LLC
Arthur J. Gallagher & Co.
AssetMark, Inc.
Disability Specialists, Inc.
Docupace Technologies, Inc.
Envision Financial Systems
Lincoln Finanical Group

Mewborne Oil Company
Nelson Partners
Orion Advisor Services, LLC
Preferred Apartment Communities
Prudential Annuities
RegEd, Inc.
Sammons Retirement Solutions
SEI Investments
White Glove

Associate Sponsors

AIG Financial Distributors
AIX Exchange
Ashar Group
ATA RiskStation, LLC
AXA Distributors, Inc.
Beacon Strategies, LLC
BlackRock Investments
Blue Vault
Bluerock Capital Markets, LLC
Charles Schwab Investment Management
CIM Group
CNL Securities Corp.
Doshi Consulting Solutions
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
NexPoint Securities
Owl Rock Associate
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

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.

Media Sponsors

Financial Advisor Magazine
RealAssets Adviser
Summit Professional Networks
The Wall Street Journal

Associate Law Firm Sponsors

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

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