Financial Services Institute
The advocacy organization for independent financial advisors and independent financial services firms, championing the independent business model.
65named by FSI
184named by peers
Financial profile
Financial Services Institute · EIN 20-0587793 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $10,995,600 | $0 | $10,809,470 | $10,920,480 | $5,597,968 | Dec 2023 |
| FY2022 | $10,638,881 | $0 | $10,480,392 | $10,345,882 | $5,522,848 | Dec 2022 |
| FY2021 | $9,484,774 | $0 | $9,481,348 | $9,207,336 | $5,229,849 | Dec 2021 |
| FY2020 | $10,710,617 | $0 | $10,525,249 | $9,925,442 | $4,952,411 | Dec 2020 |
| FY2019 | $10,363,757 | $0 | $10,260,019 | $9,390,117 | $4,167,236 | Dec 2019 |
| FY2018 | $9,959,280 | $0 | $9,921,192 | $8,908,653 | $3,192,498 | Dec 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Financial Services Institute is read alongside.
SIFMA
Securities Industry and Financial Markets Association
The trade association for US broker dealers, banks, and asset managers, the collective voice of the…
55 companies named
IAA
Investment Adviser Association
The leading voice of fiduciary investment advisers, representing registered advisory firms before regulators…
40 companies named
MMI
Money Management Institute
The industry association for the financial services firms that build and deliver managed investment…
30 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
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 companies named
Who backs FSI
Every company Financial Services Institute 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 |
|---|---|---|
| Charles Schwab | Corporate partner | CFPBS GAC GPC IAA IWI +3 |
| Crowe LLP | Corporate partner | A BAI CBA CLI FMS +3 |
| fidelity-logo | Corporate partner | A CFPBS CRC GBCC HCCC +3 |
| Prudential | Corporate partner | AIP IS IRI IWI NJCC +3 |
| Broadridge-Blue-Logo | Corporate partner | CBA IAA MMI NIRI NSCP +2 |
| SEI | Corporate partner | CCC DCF MMI NAPFA NAR |
| Eversheds Sutherland | Corporate partner | ACB ACLI NLADA TEI |
| Invesco | Corporate partner | AFP IFEBP IWI NAGDC |
| WTW (Willis Towers Watson) | Corporate partner | ASHCR AGCA CAS RIMS |
| Affinity-Jump | Corporate partner | ABA FPA L |
| Arthur J. Gallagher & Co. | Corporate partner | AAJ GOCC SACC |
| capital-group-logo | Corporate partner | IFEBP IWI NAGDC |
| Envestnet | Corporate partner | CFPBS MMI WIC |
| FMG | Corporate partner | MMI NSCP PLUS |
| Jackson National Life Insurance Company | Corporate partner | NACC TCCI WIWCC |
| Advyzon | Corporate partner | FPA NAPFA |
| AssetMark | Corporate partner | CFPBS MMI |
| Feathery | Corporate partner | L NABIP |
| Freeman, Mathis & Gary LLP | Corporate partner | CCC DVDB |
| Hadrius | Corporate partner | IAA NSCP |
| Lincoln Financial Group | Corporate partner | GCC ICC |
| RegEd, Inc. | Corporate partner | IAA NSCP |
| Zocks | Corporate partner | FPA L |
| Armstrong Teasdale LLP | Corporate partner | NLBA |
| Athene | Corporate partner | L |
| Bressler, Amery & Ross, LLC | Corporate partner | SIFMA |
| Charles River Development | Corporate partner | MMI |
| eMoney Advisor | Corporate partner | FPA |
| Hexure | Corporate partner | L |
| Orion | Corporate partner | EPCC |
| ThinkAdvisor Financial Network | Media Partner | FPA |
| Vestmark, Inc. | Corporate partner | MMI |
| WealthCounsel | Corporate partner | FPA |
| YCharts | Corporate partner | MMI |
| advisor360-logo | Corporate partner | Only Financial Services Institute, so far |
| Affinity-Haven-Tower | Corporate partner | Only Financial Services Institute, so far |
| Affinity-Storyline | Corporate partner | Only Financial Services Institute, so far |
| Allianz Life Financial Services, LLC | Corporate partner | Only Financial Services Institute, so far |
| Ashar Group – Life Settlements and Life Insurance Valuation | Corporate partner | Only Financial Services Institute, so far |
| Axos-Bank | Corporate partner | Only Financial Services Institute, so far |
| Bluerock Capital Markets, LLC | Corporate partner | Only Financial Services Institute, so far |
| BNY_Pershing | Corporate partner | Only Financial Services Institute, so far |
| CapitalROCK | Corporate partner | Only Financial Services Institute, so far |
| Corebridge Financial Distributors | Corporate partner | Only Financial Services Institute, so far |
| Disability Specialists, Inc. | Corporate partner | Only Financial Services Institute, so far |
| Docupace Technologies | Corporate partner | Only Financial Services Institute, so far |
| EaglePoint Securities | Corporate partner | Only Financial Services Institute, so far |
| FactRight | Corporate partner | Only Financial Services Institute, so far |
| Financial Advisor Magazine | Media Partner | Only Financial Services Institute, so far |
| Financial Planning | Media Partner | Only Financial Services Institute, so far |
| FINNY | Corporate partner | Only Financial Services Institute, so far |
| Flyer Financial Technologies | Corporate partner | Only Financial Services Institute, so far |
| Foundation Source | Corporate partner | Only Financial Services Institute, so far |
| Halo Investing | Corporate partner | Only Financial Services Institute, so far |
| Hines Securities, Inc. | Corporate partner | Only Financial Services Institute, so far |
| Inland Real Estate Investment | Corporate partner | Only Financial Services Institute, so far |
| InvestmentNews | Media Partner | Only Financial Services Institute, so far |
| Kuvare | Corporate partner | Only Financial Services Institute, so far |
| Praxis-Think.-Make.-Do.-Logo | Corporate partner | Only Financial Services Institute, so far |
| RealAssets Adviser | Media Partner | Only Financial Services Institute, so far |
| Sammons-Institutional-Group | Corporate partner | Only Financial Services Institute, so far |
| The Pinnacle Group | Corporate partner | Only Financial Services Institute, so far |
| Wealth Solutions Report | Media Partner | Only Financial Services Institute, so far |
| WealthManagement.com | Media Partner | Only Financial Services Institute, so far |
| Winget, Spadafora & Schwartzberg, LLP | Corporate partner | Only Financial Services Institute, so far |
Sources: 1 published list, read September 2026
FSI 2026 Sponsors. Read September 27, 2026. Ambassador, Premier and Executive sponsors named from logo image file names; remaining tiers listed as text. Invest in Others (a charitable foundation) omitted.
Who backs Financial Services Institute's peers, but not Financial Services Institute
Companies named publicly by at least one of Financial Services Institute's five peer societies, and not found in Financial Services Institute's reviewed public records.
| Company | SIFMA | IAA | MMI | NAIFA | FPA | Peers |
|---|---|---|---|---|---|---|
| Greenboard Inc. | Exhibitor | Named | 2 of 5 | |||
| Group_2025_LG_Gallagher Affinity Formerly Known as Ryan Insurance Logo_1770742181-01 | SILVER SPONSORS | Feature Partners | 2 of 5 | |||
| MyComplianceOffice | Exhibitor | Named | 2 of 5 | |||
| Renaissance Regulatory Services | Exhibitor | Named | 2 of 5 | |||
| Ropes & Gray | Diamond | Named | 2 of 5 | |||
| Saifr | Exhibitor | Named | 2 of 5 | |||
| A&O Shearman | Platinum | 1 of 5 | ||||
| Absolute Capital Management | Named | 1 of 5 | ||||
| ACA Group | Premier Strategic Partners | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| Advisor Solutions Inc. | Named | 1 of 5 | ||||
| Advisorpro | Silver Sponsors | 1 of 5 | ||||
| Advocate_Health_Advisors_logo | Bronze Sponsors | 1 of 5 | ||||
| Agile-Legal | Named | 1 of 5 | ||||
| Akin Gump Strauss Hauer & Feld | Gold | 1 of 5 | ||||
| AlixPartners | Platinum | 1 of 5 | ||||
| Allego | Silver Sponsors | 1 of 5 | ||||
| Allianz Life Insurance Company | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| Alpha Agency and Aiviq | Opening Reception Presenting Sponsor | 1 of 5 | ||||
| Alpha Agency and Aiviq | Opening Reception Presenting Sponsor | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| Amerilife_Logo | Bronze Sponsors | 1 of 5 | ||||
| Ameritas-logo | Gold Sponsors | 1 of 5 | ||||
| Axos Advisor Services | Named | 1 of 5 | ||||
| Axos Clearing | Sponsor | 1 of 5 | ||||
| Barrasso Usdin Kupperman Freeman & Sarver | Bronze | 1 of 5 | ||||
| Barron's | Awards Partner | 1 of 5 | ||||
| Berkshire Global Advisors | Core Strategic Partners | 1 of 5 | ||||
| BetaNXT | Gold | 1 of 5 | ||||
| BIZEQUITY | Named | 1 of 5 | ||||
| BNY | Titanium Partners | 1 of 5 | ||||
| Boston Institute of Finance | Named | 1 of 5 | ||||
| Calsurance | SILVER SPONSORS | 1 of 5 | ||||
| Cambria Investment Management | Named | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Cerulli | Platinum Partners | 1 of 5 | ||||
| CIA_logo | Supporting Partners | 1 of 5 | ||||
| College for Financial Planning® a Kaplan Company | Named | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| Compliance-Advisor-STP | Named | 1 of 5 | ||||
| COMPLY | Educational Partners | 1 of 5 | ||||
| Confluence | Named | 1 of 5 | ||||
| coventry_Logo | Gold Sponsors | 1 of 5 | ||||
| CyberSecureRIA | Named | 1 of 5 | ||||
| Dalton Education by CeriFi | Named | 1 of 5 | ||||
| Davis Polk & Wardwell | Diamond | 1 of 5 | ||||
| Davis Wright Tremaine | Silver | 1 of 5 | ||||
| Debevoise & Plimpton | Silver | 1 of 5 | ||||
| Deloitte | Silver | 1 of 5 | ||||
| Deloitte & Touche | Silver | 1 of 5 | ||||
| DFPPartners | Named | 1 of 5 | ||||
| Dimensional Fund Advisors Logo | Supporting Partners | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| Eagle_Life_Logo-Blue-2022 | Bronze Sponsors | 1 of 5 | ||||
| Edward Jones_Logo | Feature Partners | 1 of 5 | ||||
| Egnyte | Core Strategic Partners | 1 of 5 | ||||
| eMoney | Exhibitors | 1 of 5 | ||||
| EquiTrust | Bronze Sponsors | 1 of 5 | ||||
| EveryoneSocial | Bronze | 1 of 5 | ||||
| EY | Sponsor | 1 of 5 | ||||
| Faegre Drinker Biddle & Reath | Premium Patron | 1 of 5 | ||||
| Fairview | Core Strategic Partners | 1 of 5 | ||||
| Fairway Home Mortgage_logo__Horizontal_Green_NMLS | Silver Sponsors | 1 of 5 | ||||
| FCI Cyber | Buckler | Named | 1 of 5 | ||||
| Federated Hermes | Named | 1 of 5 | ||||
| FICO | Diamond | 1 of 5 | ||||
| Finance Geeks | Named | 1 of 5 | ||||
| Financial Behavior Keynote Group, LLC | Named | 1 of 5 | ||||
| FINTRX | Gold Sponsor | 1 of 5 | ||||
| FIS | Bronze | 1 of 5 | ||||
| Franklin Templeton | Opening Reception Presenting Sponsor | 1 of 5 | ||||
| Fried, Frank, Harris, Shriver & Jacobson | Diamond | 1 of 5 | ||||
| Global Relay | Premium Patron | 1 of 5 | ||||
| goRIA | Named | 1 of 5 | ||||
| Greenberg Traurig | Presidential | 1 of 5 | ||||
| Guardian-logo | Gold Sponsors | 1 of 5 | ||||
| Harbourvest | Opening Reception Supporting Sponsor | 1 of 5 | ||||
| Havoc-Defense | Named | 1 of 5 | ||||
| HealthPlanOne-Primary-Logo | Bronze Sponsors | 1 of 5 | ||||
| Helios | Named | 1 of 5 | ||||
| HoraceMann2 | Gold Sponsors | 1 of 5 | ||||
| IMS Legal Strategies | Exhibitor | 1 of 5 | ||||
| IMTC | Exhibitors | 1 of 5 | ||||
| Insurance & Financial Media Network | Named | 1 of 5 | ||||
| InsurTech Express | Named | 1 of 5 | ||||
| Integrity-1 | Bronze Sponsors | 1 of 5 | ||||
| InvestCloud | Titanium Partners | 1 of 5 | ||||
| ISSMI | Bronze Sponsors | 1 of 5 | ||||
| Jackson | WI FI Sponsor | 1 of 5 | ||||
| JM BULLION | Named | 1 of 5 | ||||
| JMT Consulting | Named | 1 of 5 | ||||
| Jones Day | Platinum | 1 of 5 | ||||
| Kansas City Life Logo BEST | Bronze Sponsors | 1 of 5 | ||||
| Katten | Named | 1 of 5 | ||||
| Katten Muchin Rosenman | Premium Patron | 1 of 5 | ||||
| Kitces.com | Named | 1 of 5 | ||||
| KL_Gates | Named | 1 of 5 | ||||
| KPMG | Bronze | 1 of 5 | ||||
| Kroll | Named | 1 of 5 | ||||
| Latham & Watkins | Platinum | 1 of 5 | ||||
| Linedata | Bronze Sponsors | 1 of 5 | ||||
| logo-statefarm | Bronze Sponsors | 1 of 5 | ||||
| Luthor | Named | 1 of 5 | ||||
| Marshall_Stevens (1) | Bronze Sponsors | 1 of 5 | ||||
| massmutual-logo | Gold Sponsors | 1 of 5 | ||||
| Matson Money | Named | 1 of 5 | ||||
| Mayer Brown | Gold | 1 of 5 | ||||
| McGuireWoods | Silver | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| Milbank | Gold | 1 of 5 | ||||
| Mirrorweb | Named | 1 of 5 | ||||
| Moore & Van Allen | Silver | 1 of 5 | ||||
| Morrison Foerster | Bronze | 1 of 5 | ||||
| Move Health | Named | 1 of 5 | ||||
| MutualofOmaha | Bronze Sponsors | 1 of 5 | ||||
| n-Tier Financial Services | Exhibitor | 1 of 5 | ||||
| Ncontracts | Named | 1 of 5 | ||||
| New logo for Finance of America | Cornerstone Partners | 1 of 5 | ||||
| Norm Ai | Premier Strategic Partners | 1 of 5 | ||||
| northwestern_mutual | Bronze Sponsors | 1 of 5 | ||||
| NYL_box-logo_rgb_blue-1 | Gold Sponsors | 1 of 5 | ||||
| OneAmerica_25 | Gold Sponsors | 1 of 5 | ||||
| Optima_Partners | Named | 1 of 5 | ||||
| Options Clearing Corporation | Gold | 1 of 5 | ||||
| Paul, Weiss, Rifkind, Wharton & Garrison | Diamond | 1 of 5 | ||||
| PG Wholesaling | Exhibitors | 1 of 5 | ||||
| Principal logo | Gold Sponsors | 1 of 5 | ||||
| PSBLTY | Named | 1 of 5 | ||||
| Quest-CE | Named | 1 of 5 | ||||
| QuisLex | Diamond | 1 of 5 | ||||
| Real Wealth Marketing | Named | 1 of 5 | ||||
| Red Oak Compliance Solutions | Core Strategic Partners | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| Responsiv AI | Exhibitor | 1 of 5 | ||||
| RIA Channel | Media Sponsor | 1 of 5 | ||||
| Ridgeline_logo | Named | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Ryan Insurance Strategy Consultants | Named | 1 of 5 | ||||
| S&P DJI | Cobalt Partners | 1 of 5 | ||||
| Salus GRC | Core Strategic Partners | 1 of 5 | ||||
| Saturna Capital | Named | 1 of 5 | ||||
| Security Mutual Life Logo-1 | Bronze Sponsors | 1 of 5 | ||||
| Seeds Investor | Named | 1 of 5 | ||||
| SEI Investments | Named | 1 of 5 | ||||
| Seismic | Bronze Sponsors | 1 of 5 | ||||
| SeniorMarketSales_Logo | Bronze Sponsors | 1 of 5 | ||||
| Shield FC | Exhibitor | 1 of 5 | ||||
| SIA | Premium Patron | 1 of 5 | ||||
| Sidley Austin | Platinum | 1 of 5 | ||||
| Silver Bridges Consulting | Named | 1 of 5 | ||||
| Skadden, Arps, Slate, Meagher & Flom | Gold | 1 of 5 | ||||
| Skematic | Named | 1 of 5 | ||||
| Slant | Named | 1 of 5 | ||||
| Smarsh | Premium Patron | 1 of 5 | ||||
| SmartBrief | Media Partner | 1 of 5 | ||||
| smartria | Named | 1 of 5 | ||||
| SmartX | Silver Sponsors | 1 of 5 | ||||
| Snappy Kraken | Named | 1 of 5 | ||||
| Snyder Kearney | Exhibitor | 1 of 5 | ||||
| Soalma | Named | 1 of 5 | ||||
| SS&C Advent | Premier Strategic Partners | 1 of 5 | ||||
| StarCompliance Operating LLC | Exhibitor | 1 of 5 | ||||
| StarkStark | Named | 1 of 5 | ||||
| Stonewood | SILVER SPONSORS | 1 of 5 | ||||
| Stradley Ronan Stevens & Young | Premium Patron | 1 of 5 | ||||
| Stradley-Ronon-Logo | Named | 1 of 5 | ||||
| StratiFi | Named | 1 of 5 | ||||
| Sullivan & Cromwell | Diamond | 1 of 5 | ||||
| Symmetry Partners | Named | 1 of 5 | ||||
| The College Funding Coach | Named | 1 of 5 | ||||
| The Prudential Insurance Company of North America | Named | 1 of 5 | ||||
| The Value Builder System | Named | 1 of 5 | ||||
| The_Brokerage_Inc | Bronze Sponsors | 1 of 5 | ||||
| TIAA | Named | 1 of 5 | ||||
| UPRISE | Named | 1 of 5 | ||||
| Vanguard | Named | 1 of 5 | ||||
| Vision and Hope Financial LLC | Named | 1 of 5 | ||||
| Watts-PR-Group | Named | 1 of 5 | ||||
| Willkie Farr & Gallagher | Platinum | 1 of 5 | ||||
| WilmerHale | Silver | 1 of 5 | ||||
| Winston Taylor | Premium Patron | 1 of 5 | ||||
| Wolf & Company | Core Strategic Partners | 1 of 5 |
The outside view
The advocacy organization for independent financial advisors and independent financial services firms, championing the independent business model.
- Consensus
- Preserve
- Outward
- Operational
Their shape
The League
Far-flung, and stronger for it.
The League is a federation of many, where the value lives in the connections between its members and chapters. Its gift is reach and resilience, its challenge is holding a shared identity across all its parts.
Also reads toward The Movement, The Village and The Guild.
Strengths
→Coordinated scale that punches above its weight.
→Ambition matched by professional execution.
→A credible, unified voice for many.
Not an official page of Financial Services Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.