Million Dollar Round Table
A global, premier association of financial and life insurance professionals whose membership is earned by meeting rigorous production and ethical standards, recognized worldwide as the mark of excellence in the profession.
3named by MDRT
207named by peers
Financial profile
Million Dollar Round Table · EIN 36-2138427 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $69,970,199 | $0 | $67,640,911 | $64,463,660 | $133,451,510 | Dec 2023 |
| FY2022 | $61,600,919 | $0 | $60,993,536 | $65,994,584 | $119,491,447 | Dec 2022 |
| FY2021 | $77,496,799 | $0 | $57,935,801 | $53,477,385 | $132,369,495 | Dec 2021 |
| FY2020 | $46,003,696 | $0 | $38,821,379 | $40,541,289 | $118,223,327 | Dec 2020 |
| FY2019 | $63,188,418 | $0 | $58,450,293 | $52,618,358 | $109,671,911 | Dec 2019 |
| FY2018 | $58,639,188 | $0 | $53,928,655 | $44,628,051 | $90,830,328 | 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 Million Dollar Round Table is read alongside.
NAIFA
National Association of Insurance and Financial Advisors
The grassroots advocacy and professional association for insurance and financial advisors, defending the…
40 companies named
L
LIMRA
A member-owned research, consulting, and professional development organization for the life insurance and…
97 companies named
ACFS
The American College of Financial Services
A nonprofit college that has served for nearly a century as the credentialing engine of financial services…
16 companies named
SFSP
Society of Financial Service Professionals
A multidisciplinary membership community of credentialed financial professionals, built around continuing…
40 companies named
FSI
Financial Services Institute
The advocacy organization for independent financial advisors and independent financial services firms…
65 companies named
Who backs MDRT
Every company Million Dollar Round Table 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 |
|---|---|---|
| Prudential plc | Meeting sponsor | AIP FSI HNBA IS IRI +3 |
| Ageas (logo) | Meeting sponsor | Only Million Dollar Round Table, so far |
| Manulife (logo) | Meeting sponsor | Only Million Dollar Round Table, so far |
Sources: 1 published list, read September 2026
2026 MDRT Annual Meeting corporate sponsors. Read September 28, 2026. Logo section; names read from logo file names and classes.
Who backs Million Dollar Round Table's peers, but not Million Dollar Round Table
Companies named publicly by at least one of Million Dollar Round Table's five peer societies, and not found in Million Dollar Round Table's reviewed public records.
| Company | NAIFA | L | ACFS | SFSP | FSI | Peers |
|---|---|---|---|---|---|---|
| Guardian-logo | Gold Sponsors | Silver Sponsors | National Philanthropic Partners | Gold Sponsors | 4 of 5 | |
| logo-statefarm | Bronze Sponsors | Platinum Sponsors | Top Corporate Partners | Bronze Sponsors | 4 of 5 | |
| massmutual-logo | Gold Sponsors | Gold Sponsors | National Strategic Philanthropic Partners | Gold Sponsors | 4 of 5 | |
| northwestern_mutual | Bronze Sponsors | Silver Sponsors | National Philanthropic Partners | Bronze Sponsors | 4 of 5 | |
| NYL_box-logo_rgb_blue-1 | Gold Sponsors | Platinum Sponsors | Top Corporate Partners | Gold Sponsors | 4 of 5 | |
| Ameritas-logo | Gold Sponsors | Silver Sponsors | Gold Sponsors | 3 of 5 | ||
| InsurTech Express | Named | Media Sponsors | Named | 3 of 5 | ||
| Integrity-1 | Bronze Sponsors | Gold 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 | |||
| Athene | Gold Sponsors | Associate Sponsors | 2 of 5 | |||
| Calsurance | SILVER SPONSORS | 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 | |||
| Feathery | Named | Associate Sponsors | 2 of 5 | |||
| HealthPlanOne-Primary-Logo | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Hexure | Named | Associate Sponsors | 2 of 5 | |||
| HoraceMann2 | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Insurance & Financial Media Network | Named | Named | 2 of 5 | |||
| Jump | Named | Executive Sponsors | 2 of 5 | |||
| Kansas City Life Logo BEST | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Marshall_Stevens (1) | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| MutualofOmaha | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Nationwide | Platinum Sponsors | National Philanthropic Partners | 2 of 5 | |||
| OneAmerica Financial® | Gold Sponsors | National Philanthropic Partners | 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 | |||
| Securian Financial | Silver Sponsors | National Strategic Philanthropic Partners | 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 | |||
| Zocks | Named | Executive Sponsors | 2 of 5 | |||
| Accenture | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| advisor360-logo | Premier Sponsors | 1 of 5 | ||||
| Advyzon | Associate Sponsors | 1 of 5 | ||||
| Affinity-Haven-Tower | Executive Sponsors | 1 of 5 | ||||
| Affinity-Storyline | Executive Sponsors | 1 of 5 | ||||
| Aflac Incorporated | Platinum Sponsors | 1 of 5 | ||||
| Allianz Life Financial Services, LLC | Associate Sponsors | 1 of 5 | ||||
| Allianz Life Insurance Company of North America | Silver Sponsors | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| American Family Insurance | Silver Sponsors | 1 of 5 | ||||
| Armstrong Teasdale LLP | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| Arthur J. Gallagher & Co. | Associate Sponsors | 1 of 5 | ||||
| ash | Silver Sponsors | 1 of 5 | ||||
| Ashar Group – Life Settlements and Life Insurance Valuation | Associate Sponsors | 1 of 5 | ||||
| AssetMark | Ambassador Sponsors | 1 of 5 | ||||
| Axos-Bank | Executive Sponsors | 1 of 5 | ||||
| Bestow | Elite Sponsors | 1 of 5 | ||||
| Bluerock Capital Markets, LLC | Associate Sponsors | 1 of 5 | ||||
| BNY_Pershing | Executive Sponsors | 1 of 5 | ||||
| Boston Mutual Life Insurance Company | Bronze Sponsors | 1 of 5 | ||||
| Bressler, Amery & Ross, LLC | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| Brighthouse Financial | Platinum Sponsors | 1 of 5 | ||||
| Broadridge-Blue-Logo | Premier Sponsors | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| capital-group-logo | Premier Sponsors | 1 of 5 | ||||
| CapitalROCK | Associate Sponsors | 1 of 5 | ||||
| Cetera logo | Top Corporate Partners | 1 of 5 | ||||
| Charles River Development | Associate Sponsors | 1 of 5 | ||||
| Charles Schwab | Associate Sponsors | 1 of 5 | ||||
| CNO Financial Group, Inc. (NYSE: CNO) | Bronze Sponsors | 1 of 5 | ||||
| Coast Professional, Inc. | Named | 1 of 5 | ||||
| Cognizant | Elite Sponsors | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| Continental General Services | Elite Sponsors | 1 of 5 | ||||
| Corebridge Financial | Platinum Sponsors | 1 of 5 | ||||
| Corebridge Financial Distributors | Associate Sponsors | 1 of 5 | ||||
| Crowe LLP | Associate Sponsors | 1 of 5 | ||||
| Crump Life Insurance Services | Silver Sponsors | 1 of 5 | ||||
| Delaware Life Insurance Company | Silver Sponsors | 1 of 5 | ||||
| Disability Specialists, Inc. | Associate Sponsors | 1 of 5 | ||||
| Docupace Technologies | Associate Sponsors | 1 of 5 | ||||
| DXC Technology | Elite Sponsors | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| EaglePoint Securities | Associate Sponsors | 1 of 5 | ||||
| Earnix | Named | 1 of 5 | ||||
| Edward Jones logo | Top Corporate Partners | 1 of 5 | ||||
| eMoney Advisor | Associate Sponsors | 1 of 5 | ||||
| Empathy | Associate Sponsors | 1 of 5 | ||||
| Ensono | Elite Sponsors | 1 of 5 | ||||
| Envestnet | Premier Sponsors | 1 of 5 | ||||
| Equisoft | Premier Sponsors | 1 of 5 | ||||
| Equitable | Gold Sponsors | 1 of 5 | ||||
| Everest | Named | 1 of 5 | ||||
| Eversheds Sutherland | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| F&G Annuities & Life | Platinum Sponsors | 1 of 5 | ||||
| FactRight | Associate Sponsors | 1 of 5 | ||||
| FastTrack (FastTrackRTW.com) | Associate Sponsors | 1 of 5 | ||||
| fidelity-logo | Ambassador Sponsors | 1 of 5 | ||||
| Financial Advisor Magazine | Media Sponsors | 1 of 5 | ||||
| Financial Planning | Media Sponsors | 1 of 5 | ||||
| Finch | Named | 1 of 5 | ||||
| FINNY | Associate Sponsors | 1 of 5 | ||||
| Flyer Financial Technologies | Associate Sponsors | 1 of 5 | ||||
| FMG | Associate Sponsors | 1 of 5 | ||||
| Foundation Source | Associate Sponsors | 1 of 5 | ||||
| Freeman, Mathis & Gary LLP | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| Genpact (NYSE: G) | Named | 1 of 5 | ||||
| GhostDraft | Named | 1 of 5 | ||||
| Global Atlantic | Platinum Sponsors | 1 of 5 | ||||
| Group_2025_LG_Gallagher Affinity Formerly Known as Ryan Insurance Logo_1770742181-01 | SILVER SPONSORS | 1 of 5 | ||||
| Guidehouse | Named | 1 of 5 | ||||
| Hadrius | Associate Sponsors | 1 of 5 | ||||
| Halo Investing | Associate Sponsors | 1 of 5 | ||||
| Hannover Life Reassurance Company of America (Hannover Re US) | Associate Sponsors | 1 of 5 | ||||
| HCLTech | Elite Sponsors | 1 of 5 | ||||
| Hines Securities, Inc. | Associate Sponsors | 1 of 5 | ||||
| Homesteaders Life Company | Silver Sponsors | 1 of 5 | ||||
| Hoopis Performance Network (HPN) | Named | 1 of 5 | ||||
| Hupo | Associate Sponsors | 1 of 5 | ||||
| iA Financial Group | Gold Sponsors | 1 of 5 | ||||
| Implecho | Associate Sponsors | 1 of 5 | ||||
| Inland Real Estate Investment | Associate Sponsors | 1 of 5 | ||||
| InsuranceNewsNet (INN) | Media Sponsors | 1 of 5 | ||||
| InterSystems | Named | 1 of 5 | ||||
| Invesco | Associate Sponsors | 1 of 5 | ||||
| InvestmentNews | Media Sponsors | 1 of 5 | ||||
| iPipeline | Named | 1 of 5 | ||||
| J.P. Morgan Logo | Top Corporate Partners | 1 of 5 | ||||
| Jackson National Life Insurance Company | Associate Sponsors | 1 of 5 | ||||
| Jackson® (NYSE: JXN) | Silver Sponsors | 1 of 5 | ||||
| John Hancock | Gold Sponsors | 1 of 5 | ||||
| Kizen | Named | 1 of 5 | ||||
| Kuvare | Associate Sponsors | 1 of 5 | ||||
| libra | Bronze Sponsors | 1 of 5 | ||||
| LIDP Consulting Services (LIDP) | Named | 1 of 5 | ||||
| Life Annuity Specialist | Media Sponsors | 1 of 5 | ||||
| Lincoln Financial | Platinum Sponsors | 1 of 5 | ||||
| Lincoln Financial Group | Associate Sponsors | 1 of 5 | ||||
| LPL Financial logo | Top Corporate Partners | 1 of 5 | ||||
| Majesco | Named | 1 of 5 | ||||
| ManageMy | Associate Sponsors | 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 | ||||
| Munich Re Life US | Platinum Sponsors | 1 of 5 | ||||
| Nasdaq | Media Sponsors | 1 of 5 | ||||
| National Life Group | Gold Sponsors | 1 of 5 | ||||
| NFP | Silver Sponsors | 1 of 5 | ||||
| NTT DATA | Premier Sponsors | 1 of 5 | ||||
| One Inc | Named | 1 of 5 | ||||
| Oracle Life Insurance | Elite Sponsors | 1 of 5 | ||||
| Orion | Premier Sponsors | 1 of 5 | ||||
| Osaic logo | Top Corporate Partners | 1 of 5 | ||||
| Pacific Life | Gold Sponsors | 1 of 5 | ||||
| Pan-American Life Insurance Group (PALIG) | Silver Sponsors | 1 of 5 | ||||
| Paymentus (NYSE: PAY) | Named | 1 of 5 | ||||
| Penn Mutual Logo | National Strategic Philanthropic Partners | 1 of 5 | ||||
| Pinpoint Global | Named | 1 of 5 | ||||
| Plaid | Named | 1 of 5 | ||||
| Praxis-Think.-Make.-Do.-Logo | Executive Sponsors | 1 of 5 | ||||
| Protective | Platinum Sponsors | 1 of 5 | ||||
| Prudential Financial, Inc. (NYSE: PRU) | Platinum Sponsors | 1 of 5 | ||||
| RealAssets Adviser | Media Sponsors | 1 of 5 | ||||
| RegEd, Inc. | Associate Sponsors | 1 of 5 | ||||
| Reinsurance Group of America, Incorporated | Platinum Sponsors | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| S&P Dow Jones Indices | Associate Sponsors | 1 of 5 | ||||
| Sammons Financial Group® | Platinum Sponsors | 1 of 5 | ||||
| Sammons-Institutional-Group | Executive Sponsors | 1 of 5 | ||||
| Sapiens International Corporation N.V. | Named | 1 of 5 | ||||
| SCOR | Gold Sponsors | 1 of 5 | ||||
| SEI | Premier Sponsors | 1 of 5 | ||||
| Simplicity | Silver Sponsors | 1 of 5 | ||||
| Stonewood | SILVER SPONSORS | 1 of 5 | ||||
| Sutherland | Elite Sponsors | 1 of 5 | ||||
| Symetra | Platinum Sponsors | 1 of 5 | ||||
| TECIEM | Named | 1 of 5 | ||||
| The Hartford | Silver Sponsors | 1 of 5 | ||||
| The Pinnacle Group | Associate Sponsors | 1 of 5 | ||||
| The Standard | Platinum Sponsors | 1 of 5 | ||||
| The Swiss Re Group | Gold Sponsors | 1 of 5 | ||||
| ThinkAdvisor Financial Network | Media Sponsors | 1 of 5 | ||||
| thrivent Logo | Top Corporate Partners | 1 of 5 | ||||
| TIAA | Gold Sponsors | 1 of 5 | ||||
| Transamerica | Platinum Sponsors | 1 of 5 | ||||
| Unum | Silver Sponsors | 1 of 5 | ||||
| USAA | Platinum Sponsors | 1 of 5 | ||||
| Verisk | Elite Sponsors | 1 of 5 | ||||
| Vestmark, Inc. | Associate Sponsors | 1 of 5 | ||||
| Voya Financial, Inc. | Silver Sponsors | 1 of 5 | ||||
| Wealth Solutions Report | Media Sponsors | 1 of 5 | ||||
| WealthCounsel | Associate Sponsors | 1 of 5 | ||||
| WealthManagement.com | Media Sponsors | 1 of 5 | ||||
| Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. | Gold Sponsors | 1 of 5 | ||||
| Winget, Spadafora & Schwartzberg, LLP | Partner Law Firms | 1 of 5 | ||||
| WNS | Named | 1 of 5 | ||||
| WTW (Willis Towers Watson) | Associate Sponsors | 1 of 5 | ||||
| YCharts | Associate Sponsors | 1 of 5 | ||||
| Zinnia | Associate Sponsors | 1 of 5 |
The outside view
A global, premier association of financial and life insurance professionals whose membership is earned by meeting rigorous production and ethical standards, recognized worldwide as the mark of excellence in the profession.
- Authority
- Preserve
- 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 Legacy and The Village.
Strengths
→Deep loyalty and a strong sense of belonging.
→Standards and credentials carry real weight.
→Expertise and trusted credential in the field.
Not an official page of Million Dollar Round Table. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.