FSI Firm Members
Join the Industry Leaders Who Have Partnered With FSI
FSI Firm Members as of February 17, 2023
- American Portfolios Financial Services, Inc.
Holbrook, NY - FSC Securities
Atlanta, GA - Infinex Financial Group
Meriden, CT - Royal Alliance Associates
Jersey City, NJ - SagePoint Financial Inc.
Phoenix, AZ - Securities America, Inc.
La Vista, NE - Triad Advisors, Inc.
Norcross, GA - Woodbury Financial Services
Oakdale, MN
AE Financial Services, LLC
Topeka, KS
AE Wealth Management, LLC
Topeka, KS
Allstate Financial Services
Lincoln, NE
Ameritas Investment Company
Lincoln, NE
- Cadaret, Grant & Co.
Syracuse, NY - CUSO Financial Services, LP
San Diego, CA - NEXT Financial Group
Houston, TX - SCF Securities, Inc.
Fresno, CA - Sorrento Pacific Financial, LLC
San Diego, CA - Western International Securities
Pasadena, CA
Avantax Wealth Management
Dallas, TX
BCG Securities
Cherry Hill, NJ
Berthel Fisher & Company
Cedar Rapids, IA
Cambridge Investment Research
Fairfield, IA
Capital Investment Brokerage
Raleigh, NC
Capital Management Securities, Inc.
Minneapolis, MN
- Cetera Advisor Networks
El Segundo, CA - Cetera Advisors
Denver, CO - Cetera Financial Institutions
St. Cloud, MN - Cetera Financial Specialists
Schaumburg, IL - Cetera Investors
St. Cloud, MN
cfd Investments, Inc.
Kokomo, IN
Coastal Equities, Inc.
Wilmington, DE
Commonwealth Financial Network
Waltham, MA and San Diego, CA
Concourse Financial Group Securities
Birmingham, AL
Coordinated Capital Securities, Inc.
Madison, WI
Crown Capital Securities, LP
Orange, CA
Equity Services, Inc.
Montpelier, VT
Farmers Financial Solutions
Westlake Village, CA
First Command Financial Services, Inc.
Ft. Worth, TX
Geneos Wealth Management
Centennial, CO
GLP Financial Group
Farmington, MI
Gradient Securities, LLC
Arden Hills, MN
Grove Point Financial
Rockville, MD
Hornor, Townsend & Kent, Inc.
Horsham, PA
Independent Financial Group, LLC
San Diego, CA
Intervest International
Colorado Springs, CO
J.W. Cole Financial Inc.
Tampa, FL
Kestra Financial, Inc.
Austin, TX
- Kovack International Wealth Management
Fort Lauderdale, FL - Kovack Securities, Inc.
Fort Lauderdale, FL
- Lincoln Financial Advisors
Ft. Wayne, IN - Lincoln Financial Securities
Ft. Wayne, IN
Lincoln Investment
Fort Washington, PA
Lion Street Financial, LLC
Austin, TX
M Holdings Securities, Inc.
Portland, OR
Madison Avenue Securities
San Diego, CA
McLaughlin Ryder Investments
Alexandria, VA
MML Investors Services, Inc.
Springfield, MA
Money Concepts
Palm Beach Gardens, FL
Mutual of Omaha Investor Services, Inc.
Omaha, NE
MWA Financial Services
Rock Island, IL
Northwestern Mutual
Milwaukee, WI
OneAmerica Securities, Inc.
Indianapolis, IN
Park Avenue Securities
New York, NY
PFS Investments, Inc.
Duluth, GA
PlanMember Securities Corp.
Carpenteria, CA
Portfolio Resources Group
Miami, FL
Principal Securities, Inc.
Des Moines, IA
Private Advisor Group
Morristown, NJ
Prospera Financial Services, Inc.
Dallas, TX
Raymond James Financial Services
St. Petersburg, FL
SA Stone Wealth Management
Birmingham, AL
Sanctuary Wealth Group LLC
Indianapolis, IN
Securian Financial Services, Inc.
St. Paul, MN
Spire Investment Partners, LLC
McLean, VA
- Parkland Securities, LLC
Ann Arbor, MI - Sigma Financial Corporation
Ann Arbor, MI
Steward Partners Global Advisory
Washington, DC
Stifel Independent Advisors
St. Louis, MO
The Strategic Financial Alliance, Inc.
Atlanta, GA
- Thrivent Advisor Network
Minneapolis, MN - Thrivent Investment Management, Inc.
Minneapolis, MN
Transamerica Financial Advisors, Inc.
St. Petersburg, FL
Valmark Financial Group
Akron, OH
Wealth Enhancement Group
Plymouth, MN
Wells Fargo Advisors Financial Network
St. Louis, MO
Join Us Today
To qualify for FSI Firm Membership, applicant must meet the following criteria:
- Must be a broker-dealer or RIA that is in good standing with FINRA or the SEC/state; and
- Must be a retail firm, doing business with the public (not a wholesale distributor only), selling the products of more than one unaffiliated product company.
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.