Financial Advisor Membership
At the Financial Services Institute (FSI), our mission is clear: to ensure all Americans continue to have access to affordable, professional financial advice delivered by independent financial advisors and firms.
For more than 20 years, FSI has been the leading advocacy organization for independent financial services firms and independent financial advisors. We represent your interests in Washington, D.C. and the states—working every day to protect your business model, reduce regulatory burdens, and preserve your ability to serve clients your way.
You’ve built your business on independence. We’re here to help protect it.
Why Join FSI? Invaluable Benefits Designed for Independent Financial Advisors
Comprehensive Insurance Coverage
Exclusive access to FSI CoveredAdvisor Insurance Benefits built for independent advisors:
- Medical, disability, term life and AD&D insurance
- Critical illness and accident insurance
- PEO solutions with bundled medical, dental, vision, 401k and HR services
Discounts on Business Tools & Marketing Support
Grow and streamline your business with valuable tools and resources:
- Save up to $16,000 on top-tier business solutions through FSI CoveredAdvisor Affinity Benefits
- Access to client-ready marketing materials explaining the importance of independent advice to help you grow your business
Advocacy That Protects Your Business
Have your voice heard on the issues that matter most:
- Receive analysis of regulatory and legislative proposals
- Access our Advocacy Action Center to contact your legislators and regulators
- Experience advocacy in action when you meet face-to-face with policymakers during FSI Forum & Capitol Hill Day or one of our in-district events
Professional Education & Industry Events
Stay informed and connected:
- Complimentary webinars on topics impacting your business
- Regional events focused on timely regulatory and industry needs
- Reduced member pricing for FSI conferences and events
News, Research & Insights
Stay up to date with the industry and policy developments:
- Automatic subscription to the daily FSI Newsbrief, a daily roundup of top industry headlines
- Bi-weekly advocacy and member updates
- Members-only access to our growing online resource library, including white papers and reports
- Full access to FSIVoice, our quarterly online publication
Join Us Today
Financial Advisor Membership is open to any individual partner, director, officer, employee, or independent contractor of a retail broker-dealer or investment advisor. Partners, directors, officers, employees, and independent contractors are eligible for membership even if their companies are not yet members of FSI.
Click the button below to join online—membership fee $249 annually
To print a membership form to fill out and mail with a check, click here.
Financial Advisor Membership is open to any FINRA, SEC or state-licensed individual partner, director, officer, employee, or independent contractor of a retail broker-dealer or investment advisor (RIA). Licensed partners, directors, officers, employees, and independent contractors are eligible for membership even if their companies are not yet members of FSI. FSI will do everything possible to remind members to renew their memberships, primarily through email. However, it is the member’s responsibility maintain accurate, up-to-date information in their member profile, and should update FSI on employment changes such as affiliating with a new broker-dealer or RIA. It is ultimately the member’s responsibility to ensure their membership remains active. An active CRD number is required for all Advisor members and, should a member’s CRD number become inactive, voluntarily or involuntarily, it is the member’s responsibility to notify FSI as soon as possible. FSI reserves the right to terminate membership at any time.
In accordance with IRC SEC 6003, 100% of membership dues is estimated for lobbying, and is not deductible. FSI membership dues may not be deducted as a business expense or as a charitable contribution.