Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around competence, ethics, and connection.
Peer societies
Five societies Financial Planning Association is read alongside.
CFPBS
Certified Financial Planner Board of Standards
The standards-setting and certifying body for the CFP mark in the United States, defining education…
18 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
AFCPE
Association for Financial Counseling and Planning Education
The standards body for financial counseling, owner of the accredited AFC credential, working to raise the…
10 companies named
NAIFA
National Association of Insurance and Financial Advisors
The grassroots advocacy and professional association for insurance and financial advisors, defending the…
40 companies named
SFSP
Society of Financial Service Professionals
A multidisciplinary membership community of credentialed financial professionals, built around continuing…
40 companies named
Who backs FPA
Every company Financial Planning Association 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 |
|---|---|---|
| Edward Jones_Logo | Corporate partner | ACC ACS A CDCC CFPBS +3 |
| TIAA | Corporate partner | ACOE CUPAH CREWN GFOA L +3 |
| Vanguard | Corporate partner | CFPBS GPC NAST SACC WIC |
| Dimensional Fund Advisors Logo | Corporate partner | AFA NAGDC NAPFA NAST |
| Federated Hermes | Corporate partner | AFP IFEBP NAST |
| Jump_Logo | Corporate partner | ABA FSI L |
| Advyzon | Corporate partner | FSI NAPFA |
| Gallagher Affinity Formerly Known as Ryan Insurance Logo | Corporate partner | NAEA NAIFA |
| Zocks | Corporate partner | FSI L |
| College for Financial Planning® a Kaplan Company | Corporate partner | CFPBS |
| Dalton Education by CeriFi | Corporate partner | CFPBS |
| eMoney Advisor | Corporate partner | FSI |
| Ryan Insurance Strategy Consultants | Corporate partner | NAPFA |
| SEI Investments | Corporate partner | IFEBP |
| Slant | Corporate partner | NAPFA |
| The College Funding Coach | Corporate partner | NACAC |
| ThinkAdvisor | Corporate partner | FSI |
| UPRISE | Corporate partner | NAPFA |
| WealthCounsel | Corporate partner | FSI |
| Absolute Capital Management | Corporate partner | Only Financial Planning Association, so far |
| Allianz Life Insurance Company | Corporate partner | Only Financial Planning Association, so far |
| Axos Advisor Services | Corporate partner | Only Financial Planning Association, so far |
| BIZEQUITY | Corporate partner | Only Financial Planning Association, so far |
| Boston Institute of Finance | Corporate partner | Only Financial Planning Association, so far |
| Cambria Investment Management | Corporate partner | Only Financial Planning Association, so far |
| CIA_logo | Corporate partner | Only Financial Planning Association, so far |
| FCI Cyber | Buckler | Corporate partner | Only Financial Planning Association, so far |
| Finance Geeks | Corporate partner | Only Financial Planning Association, so far |
| Financial Behavior Keynote Group, LLC | Corporate partner | Only Financial Planning Association, so far |
| goRIA | Corporate partner | Only Financial Planning Association, so far |
| JM BULLION | Corporate partner | Only Financial Planning Association, so far |
| JMT Consulting | Corporate partner | Only Financial Planning Association, so far |
| Kitces.com | Corporate partner | Only Financial Planning Association, so far |
| Luthor | Corporate partner | Only Financial Planning Association, so far |
| Matson Money | Corporate partner | Only Financial Planning Association, so far |
| Move Health | Corporate partner | Only Financial Planning Association, so far |
| New logo for Finance of America | Corporate partner | Only Financial Planning Association, so far |
| PSBLTY | Corporate partner | Only Financial Planning Association, so far |
| Saturna Capital | Corporate partner | Only Financial Planning Association, so far |
| Seeds Investor | Corporate partner | Only Financial Planning Association, so far |
| Silver Bridges Consulting | Corporate partner | Only Financial Planning Association, so far |
| Snappy Kraken | Corporate partner | Only Financial Planning Association, so far |
| Soalma | Corporate partner | Only Financial Planning Association, so far |
| Symmetry Partners | Corporate partner | Only Financial Planning Association, so far |
| The Prudential Insurance Company of North America | Corporate partner | Only Financial Planning Association, so far |
| The Value Builder System | Corporate partner | Only Financial Planning Association, so far |
| Vision and Hope Financial LLC | Corporate partner | Only Financial Planning Association, so far |
Sources: 2 published lists, read September 2026
2025 Annual Report: companies that supported FPA members. Read September 27, 2026. Thank-you list on page 24. Universities, 529 plans, foundations and other nonprofits excluded.
Partner With FPA: Feature, Cornerstone and Supporting Partners. Read September 27, 2026. Names read from logo alt text and image file names.
Who backs Financial Planning Association's peers, but not Financial Planning Association
Companies named publicly by at least one of Financial Planning Association's five peer societies, and not found in Financial Planning Association's reviewed public records.
| Company | CFPBS | NAPFA | AFCPE | NAIFA | SFSP | Peers |
|---|---|---|---|---|---|---|
| Northwestern Mutual | Pinnacle Circle | Bronze Sponsors | Bronze Sponsors | 3 of 5 | ||
| Advisor Solutions Inc. | Named | Named | 2 of 5 | |||
| Advocate_Health_Advisors_logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Amerilife_Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Ameritas-logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Calsurance | SILVER SPONSORS | Named | 2 of 5 | |||
| CeriFi Dalton Education | Benefactors Circle | Named | 2 of 5 | |||
| coventry_Logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Eagle_Life_Logo-Blue-2022 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| EquiTrust | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Fairway Home Mortgage_logo__Horizontal_Green_NMLS | Silver Sponsors | Silver Sponsors | 2 of 5 | |||
| Guardian-logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| HealthPlanOne-Primary-Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| HoraceMann2 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Insurance & Financial Media Network | Named | Named | 2 of 5 | |||
| InsurTech Express | Named | Named | 2 of 5 | |||
| Integrity-1 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Kansas City Life Logo BEST | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| logo-statefarm | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Marshall_Stevens (1) | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| massmutual-logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| MutualofOmaha | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| NYL_box-logo_rgb_blue-1 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| OneAmerica_25 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Principal logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Real Wealth Marketing | Named | Named | 2 of 5 | |||
| Security Mutual Life Logo-1 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| SeniorMarketSales_Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| The_Brokerage_Inc | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| accupoint | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| AdvisorServe | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| Altruist | Named | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| ash | Silver Sponsors | 1 of 5 | ||||
| AssetMark | Leaders Circle | 1 of 5 | ||||
| Ballentine Partners | Leaders Circle | 1 of 5 | ||||
| Betterment Advisor Soltuions | Named | 1 of 5 | ||||
| Betterment LLC | Named | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Charles Schwab | Visionary Circle | 1 of 5 | ||||
| Coaching Capability | Named | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| Comply | Named | 1 of 5 | ||||
| Datapoints | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| eMoney | Named | 1 of 5 | ||||
| Envestnet | Named | 1 of 5 | ||||
| Equitable Foundation | Leaders Circle | 1 of 5 | ||||
| FICO | Gold Sponsors | 1 of 5 | ||||
| Fidelity Foundation | Pinnacle Circle | 1 of 5 | ||||
| Financial Coaches Network | Named | 1 of 5 | ||||
| Flourish Technologies LLC | Named | 1 of 5 | ||||
| FP Transitions | Named | 1 of 5 | ||||
| Gainbridge | Named | 1 of 5 | ||||
| Gordon Associates | Named | 1 of 5 | ||||
| Holistiplan, LLC | Named | 1 of 5 | ||||
| Josda | Named | 1 of 5 | ||||
| JPMorgan Chase & Co. | Named | 1 of 5 | ||||
| Key Wealth | Leaders Circle | 1 of 5 | ||||
| libra | Bronze Sponsors | 1 of 5 | ||||
| LLIS | Named | 1 of 5 | ||||
| LPL Foundation | Pinnacle Circle | 1 of 5 | ||||
| Magellan | Gold Sponsors | 1 of 5 | ||||
| Merrill, A Bank of America Company | Chairs Circle | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| Million Dollar Author | Named | 1 of 5 | ||||
| MilMoneyCon | Named | 1 of 5 | ||||
| Modern Life, Inc. | Named | 1 of 5 | ||||
| Morgan Stanley | Leaders Circle | 1 of 5 | ||||
| Nationwide Advisory Solutions | Named | 1 of 5 | ||||
| Oak Street Funding LLC | Named | 1 of 5 | ||||
| Policygenius Pro | Named | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| RIA Fiduciary Solutions | Named | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Savant Wealth Management | Named | 1 of 5 | ||||
| SEI | Named | 1 of 5 | ||||
| StaRNurse | Named | 1 of 5 | ||||
| StaRNurse Concierge LLC | Named | 1 of 5 | ||||
| Stonewood | SILVER SPONSORS | 1 of 5 | ||||
| The Kimbrough Team | Named | 1 of 5 | ||||
| Thrivent | Named | 1 of 5 | ||||
| Valenta | Named | 1 of 5 | ||||
| Voyant | Named | 1 of 5 | ||||
| Wells Fargo | Named | 1 of 5 | ||||
| XY Planning Network | Named | 1 of 5 | ||||
| Zeiders | Silver Sponsor | 1 of 5 |
The outside view
The membership community for CFP professionals and the broader financial planning field, built around competence, ethics, and connection.
- 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 Village, The League and The Republic.
Strengths
Not an official page of Financial Planning Association. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.