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FSI Firm Members

Join the Industry Leaders Who Have Partnered With FSI

FSI Firm Members as of July 19, 2021

Advisor Group

Allstate Financial Services
Lincoln, NE

American Portfolios Financial Services, Inc.
Holbrook, NY

Atria Wealth Solutions

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 Financial Group

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 Planning Inc.
Ft. Worth, TX

First Heartland Capital, Inc.
Lake Saint Louis, MO

FourStar Wealth Advisors, LLC
Chicago, IL

Geneos Wealth Management
 Centennial, CO

Gradient Securities, LLC
 Arden Hills, MN

Grove Point Financial
Rockville, MD

Hightower Advisors
Chicago, IL

Hornor, Townsend & Kent, Inc.
Horsham, PA

Intervest International
Colorado Springs, CO

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

Maplewood Investment Advisors
Dallas, TX

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 Investment Services, LLC
Milwaukee, WI

OFG Financial Services, Inc.
Topeka, KS

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

Prudential Advisors
Newark, NJ

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

Stifel Independent Advisors
St. Louis, MO

The Strategic Financial Alliance, Inc.
Atlanta, GA

Thrivent Investment 
Management, Inc.
Minneapolis, MN

Transamerica Financial Advisors, Inc.
St. Petersburg, FL

Valmark Financial Group
Akron, OH

Voya Financial Advisors
Des Moines, IA

Wells Fargo Advisors Financial Network
St. Louis, MO

Woodmen Financial Services, Inc.
Omaha, NE

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.