FSI Firm Members

Join the Industry Leaders Who Have Partnered With FSI

FSI Firm Members as of March 01, 2024

AE Financial Services, LLC
Topeka, KS

AE Wealth Management, LLC
Topeka, KS

Allstate Financial Services
Lincoln, NE

Ameritas Investment Company
Lincoln, NE

Atria Wealth Solutions


BCG Securities
Cherry Hill, NJ

Berthel Fisher & Company
Cedar Rapids, IA

B. Riley Wealth
Memphis, TN

Cambridge Investment Research
Fairfield, IA

Capital Investment Brokerage
Raleigh, NC

Cetera Financial Group

cfd Investments, Inc.
Kokomo, IN

Commonwealth Financial Network
Waltham, MA and San Diego, CA

Concourse Financial Group Securities
Birmingham, AL

Coordinated Capital Securities, Inc.
Madison, WI

Equity Services, Inc.
Montpelier, VT

Farmers Financial Solutions
Westlake Village, CA

First Command Financial Services, Inc.
Ft. Worth, TX

G.A. Repple & Company
Casselberry, FL

Geneos Wealth Management
Centennial, CO

GLP Financial Group
Farmington, MI

Gradient Securities, LLC
Arden Hills, MN

Hornor, Townsend & Kent, Inc.
Horsham, PA

Independent Financial Group, LLC
San Diego, CA

J.W. Cole Financial Inc.
Tampa, FL

Kestra Financial, Inc.
Austin, TX

Kovack Financial Companies

Lincoln Financial Network

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

Momentum Independent Network
Dallas, TX

Money Concepts
Palm Beach Gardens, FL

MWA Financial Services
Rock Island, IL

Northwestern Mutual
Milwaukee, WI


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

Realta Wealth
Wilmington, DE

SA Stone Wealth Management
Birmingham, AL

Sanctuary Wealth Group LLC
Indianapolis, IN

Spire Investment Partners, LLC
McLean, VA

Steward Partners Global Advisory
Washington, DC

Stifel Independent Advisors
St. Louis, MO

The Strategic Financial Alliance, Inc.
Atlanta, GA


Transamerica Financial Advisors, Inc.
St. Petersburg, FL

Valmark Financial Group
Akron, OH

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.