Family Firm Institute
A global association, now marking its 40th anniversary, of the advisors, consultants, educators and researchers who serve family enterprises, which turns its own field into a profession through a refereed journal, certificates in advising and awards named for its founders.
Financial profile
The Family Firm Institute Inc · EIN 25-1499499 · 501(c)(3)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2024 | $1,464,753 | $0 | $1,448,595 | $1,453,081 | $323,732 | Dec 2024 |
| FY2023 | $1,498,267 | $0 | $1,484,087 | $1,565,429 | $312,060 | Dec 2023 |
| FY2022 | $1,488,795 | $0 | $1,488,795 | $1,353,883 | $379,222 | Dec 2022 |
| FY2021 | $1,150,394 | $0 | $1,150,394 | $1,240,998 | $244,310 | Dec 2021 |
| FY2020 | $1,305,815 | $0 | $1,305,815 | $1,216,684 | $334,914 | Dec 2020 |
| FY2019 | $1,465,786 | $0 | $1,465,786 | $1,571,546 | $245,783 | Dec 2019 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies FFI is read alongside.
IWI
Investments and Wealth Institute
The professional education and credentialing body for advanced financial advisors, granting the CIMA and CPWA…
8 companies named
IMCU
Institute of Management Consultants USA
The professional body for management consultants, guarding the Certified Management Consultant credential and…
2 companies named
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 companies named
NAPFA
National Association of Personal Financial Advisors
A membership community of fee-only, fiduciary financial planners that has served as the standard bearer for…
31 companies named
AM
Academy of Management
The body that decides what counts as rigorous knowledge about how organizations work, and convenes the people…
6 companies named
Who backs FFI
Every company FFI names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| AllianceBernstein | Meeting sponsor | ACLI EPCD NACC NAGDC |
| MerrillPublished as Merrill Center for Family Wealth | Meeting sponsor | ANA CFPBS IAS IWSMF |
| Wealthspire | Meeting sponsor | GFOA HCCC MDA NAGDC |
| SAGE Publications | Meeting sponsor | AHNA CPAOF |
| CFAR | Award sponsor | CESSE |
| Belden Hill Partners | Meeting sponsor | Only FFI, so far |
| Cambridge Family Enterprise Group | Meeting sponsor | Only FFI, so far |
| Continuity Family Business Consulting | Meeting sponsor | Only FFI, so far |
| Lansberg Gersick Advisors | Award sponsor | Only FFI, so far |
| Relative Solutions | Award sponsor | Only FFI, so far |
| The Family Business Consulting Group | Meeting sponsor | Only FFI, so far |
Sources: 2 published lists, read October 2026
2026 Global Conference Sponsors: Awards. Read October 13, 2026. Sponsors of FFI awards presented at the 2026 Global Conference.
2026 Global Conference Sponsors: Pre-Conference and Main Conference. Read October 13, 2026. Sponsors of the 2026 Global Conference in New York, pre-conference and main conference.
Who backs FFI's peers, but not FFI
Companies named publicly by at least one of FFI's five peer societies, and not found in FFI's reviewed public records.
| Company | IWI | IMCU | FPA | NAPFA | AM | Peers |
|---|---|---|---|---|---|---|
| Advyzon | Named | Named | 2 of 5 | |||
| Dimensional Fund AdvisorsPublished as Dimensional Fund Advisors Logo | Supporting Partners | Named | 2 of 5 | |||
| Ryan Insurance Strategy Consultants | Named | Named | 2 of 5 | |||
| Slant | Named | Named | 2 of 5 | |||
| Uprise | Named | Named | 2 of 5 | |||
| Absolute Capital Management | Named | 1 of 5 | ||||
| AdvisorServe | Named | 1 of 5 | ||||
| Allianz Life Insurance Company | Named | 1 of 5 | ||||
| AlphaScalePublished as alphascale-logo-sm | Silver | 1 of 5 | ||||
| Altruist | Named | 1 of 5 | ||||
| Axos Advisor Services | Named | 1 of 5 | ||||
| Betterment | Named | 1 of 5 | ||||
| Betterment Advisor SolutionsPublished as Betterment Advisor Soltuions | Named | 1 of 5 | ||||
| BizEquity | Named | 1 of 5 | ||||
| Boston Institute of Finance | Named | 1 of 5 | ||||
| Breakout Learning | A La Carte | 1 of 5 | ||||
| Cambria Investment Management | Named | 1 of 5 | ||||
| Capital GroupPublished as capital-group-american-funds-logo | Gold | 1 of 5 | ||||
| Capital Investment AdvisorsPublished as CIA_logo | Supporting Partners | 1 of 5 | ||||
| Charles SchwabPublished as charles-schwab-logo-png | Silver | 1 of 5 | ||||
| College for Financial PlanningPublished as College for Financial Planning® a Kaplan Company | Named | 1 of 5 | ||||
| Comply | Named | 1 of 5 | ||||
| Credamo | Gold | 1 of 5 | ||||
| Dalton EducationPublished as Dalton Education by CeriFi | Named | 1 of 5 | ||||
| Edward JonesPublished as Edward Jones_Logo | Feature Partners | 1 of 5 | ||||
| Elsevier | A La Carte | 1 of 5 | ||||
| eMoney | Named | 1 of 5 | ||||
| eMoney Advisor | Named | 1 of 5 | ||||
| ExpertClick | Named | 1 of 5 | ||||
| FCI CyberPublished as FCI Cyber | Buckler | Named | 1 of 5 | ||||
| Federated Hermes | Named | 1 of 5 | ||||
| Finance Geeks | Named | 1 of 5 | ||||
| Finance of AmericaPublished as New logo for Finance of America | Cornerstone Partners | 1 of 5 | ||||
| Financial Behavior Keynote Group | Named | 1 of 5 | ||||
| Flourish Technologies | Named | 1 of 5 | ||||
| FP Transitions | Named | 1 of 5 | ||||
| Gainbridge | Named | 1 of 5 | ||||
| Gallagher AffinityPublished as Gallagher Affinity Formerly Known as Ryan Insurance Logo | Feature Partners | 1 of 5 | ||||
| Gordon Associates | Named | 1 of 5 | ||||
| goRIA | Named | 1 of 5 | ||||
| HashdexPublished as hashdex-sm | Gold | 1 of 5 | ||||
| Holistiplan | Named | 1 of 5 | ||||
| InvescoPublished as invesco_rs-logo | Platinum | 1 of 5 | ||||
| JM Bullion | Named | 1 of 5 | ||||
| JMT Consulting | Named | 1 of 5 | ||||
| Josda | Named | 1 of 5 | ||||
| JumpPublished as Jump_Logo | Supporting Partners | 1 of 5 | ||||
| Kitces.com | Named | 1 of 5 | ||||
| LLIS | Named | 1 of 5 | ||||
| Luthor | Named | 1 of 5 | ||||
| MacquariePublished as Macquarie Logo | Platinum | 1 of 5 | ||||
| Matson Money | Named | 1 of 5 | ||||
| Million Dollar Author | Named | 1 of 5 | ||||
| Modern Life | Named | 1 of 5 | ||||
| MonsoonSIM | A La Carte | 1 of 5 | ||||
| Move Health | Named | 1 of 5 | ||||
| Nationwide Advisory Solutions | Named | 1 of 5 | ||||
| Oak Street Funding | Named | 1 of 5 | ||||
| Omni Systems | Named | 1 of 5 | ||||
| Policygenius Pro | Named | 1 of 5 | ||||
| PrudentialPublished as prudential-logo | Silver | 1 of 5 | ||||
| Prudential Insurance Company of North AmericaPublished as The Prudential Insurance Company of North America | Named | 1 of 5 | ||||
| PSBLTY | Named | 1 of 5 | ||||
| RIA Fiduciary Solutions | Named | 1 of 5 | ||||
| Saturna Capital | Named | 1 of 5 | ||||
| Savant Wealth Management | Named | 1 of 5 | ||||
| Seeds Investor | Named | 1 of 5 | ||||
| SEI | Named | 1 of 5 | ||||
| SEI Investments | Named | 1 of 5 | ||||
| Silver Bridges Consulting | Named | 1 of 5 | ||||
| Snappy Kraken | Named | 1 of 5 | ||||
| Soalma | Named | 1 of 5 | ||||
| StaRNurse | Named | 1 of 5 | ||||
| StaRNurse Concierge | Named | 1 of 5 | ||||
| Symmetry Partners | Named | 1 of 5 | ||||
| Taylor & Francis | A La Carte | 1 of 5 | ||||
| The College Funding Coach | Named | 1 of 5 | ||||
| The Kimbrough Team | Named | 1 of 5 | ||||
| The Value Builder System | Named | 1 of 5 | ||||
| ThinkAdvisor | Named | 1 of 5 | ||||
| Thrivent Advisor Network | Benefactor Circle | 1 of 5 | ||||
| TIAA | Named | 1 of 5 | ||||
| Valenta | Named | 1 of 5 | ||||
| Vanguard | Named | 1 of 5 | ||||
| Vision and Hope Financial | Named | 1 of 5 | ||||
| WealthCounsel | Named | 1 of 5 | ||||
| Wiley | A La Carte | 1 of 5 | ||||
| XY Planning Network | Named | 1 of 5 | ||||
| Zocks | Named | 1 of 5 |
The outside view
A global association, now marking its 40th anniversary, of the advisors, consultants, educators and researchers who serve family enterprises, which turns its own field into a profession through a refereed journal, certificates in advising and awards named for its founders.
- Consensus
- Build
- Inward
- Volunteer
Their shape
The Guild
Where mastery is the price of belonging.
The Guild is the keeper of a craft and its standards, where belonging means meeting a real bar. Its gift is depth and trusted expertise, its challenge is opening up to newcomers and new ways.
Also reads toward The Frontier and The Parliament.
Strengths
Not an official page of Family Firm Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.