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Sponsorship

Sponsorship

FSI sponsors demonstrate their support for independent financial services firms and independent financial advisors by helping us to advocate for a healthier, more business-friendly regulatory environment. Sponsors are critically important to the success of our advocacy efforts and member events. Sponsors also provide resources to our members to help them run their businesses better. View these resources.

FSI sponsors demonstrate their support for independent broker-dealers and independent financial advisors through their financial support and involvement in FSI. To see a complete listing of sponsors and to search by product or service, please visit our online sponsor search.

We are grateful for the participation of the following companies:

Ambassador Sponsors

Fidelity Investments Pershing, a BNY Mellon Company

Premier Sponsors

American Funds  Envestnet

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Who to Contact

For information about becoming an FSI sponsor, please contact:

Kathryn Anderson
Associate Vice President, Corporate Relations
678 436 5544
Email Kathryn

 

Sustaining Sponsors

Allianz Life Financial Services, LLC
Arthur J. Gallagher & Co.
AssetMark, Inc.
Athene
Disability Specialists, Inc.
Docupace Technologies
DST
FolioDynamix
FS Investments
Griffin Capital Securities
GWG Holdings, Inc.
Hines Securities, Inc.
Inland Real Estate Investment Corporation
Insurance Technologies – FireLight

InvestEdge
Jackson National Life Distributors LLC
Lincoln Financial Group
Live Oak Bank
New York Life / MainStay Investments
Preferred Apartment Communities
Prudential Annuities
RegEd
Sammons Retirement Solutions, Inc.
SC Distributors, LLC
SEI Investments
Vestmark
Voya Annuity and Asset Sales

Associate Sponsors

Advicent
AI Insight
AIG Life and Retirement
Aon Risk Solutions
AXA Distributors, Inc.
Bedford and Main Financial Consulting, Inc.
Blue Vault
Bluerock Capital Markets, LLC
CalSurance Associates
CGI
CION Securities, LLC
Clark Capital Management Group
CNL Financial Group Inc.
Cole Capital
Dividend Capital
DTCC
eMoney Advisor, Inc.
Envision Financial Systems
Financial Media Group, LLC
FIS
Franklin Templeton Investments
GPB Capital
John Hancock Investments
KBS Capital Markets Group
Laser App Software
Lodging Opportunity Fund, LLP

Mewbourne Oil Company
MyVest
NorthStar Securities,LLC
Owl Rock Capital Partners
PASSCO Capital, Inc.
PIEtech, Inc., creators of MoneyGuidePro®
Pinnacle Insurance and Financial Services, LLC
Professional Capital Services
Provasi Capital Partners, LP
Putnam Investments
Redtail Technology
Resource Real Estate
RidgeWorth Investments
Riskalyze
S2K Financial
SmartStop Asset Management, LLC
Steadfast Capital Markets Group
Susan Burton Consulting, LLC
The Bancorp
Transamerica Capital, Inc.
Triloma Securities
US Energy Development Corporation
W.P. Carey Inc.

Partner Law Firm Sponsors

Freeman Mathis & Gary, LLP
Eversheds Sutherland Tax Group
Winget, Spadafora & Schwartzberg, LLP

Sustaining Law Firm Sponsors

Briggs and Morgan, P.A.
Marshall, Dennehey, Warner, Coleman & Goggin
Wiand Guerra King P.A.

Associate Law Firm Sponsors

Greensfelder, Hemker & Gale, P.C.
Pension Resource Institute, LLC

Media Sponsors

ALM Media, LLC
Financial Advisor Magazine
InvestmentNews
SourceMedia
WealthManagement.com

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.

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