Money Management Institute
The industry association for the financial services firms that build and deliver managed investment solutions, connecting asset managers and wealth managers to advance the future of investment advice.
30named by MMI
204named by peers
Peer societies
Five societies Money Management Institute is read alongside.
FSI
Financial Services Institute
The advocacy organization for independent financial advisors and independent financial services firms…
65 companies named
ICI
Investment Company Institute
The trade association for regulated investment funds, the leading voice and data authority for mutual funds…
42 companies named
IAA
Investment Adviser Association
The leading voice of fiduciary investment advisers, representing registered advisory firms before regulators…
40 companies named
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
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
Who backs MMI
Every company Money Management 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 |
|---|---|---|
| BNY | Meeting sponsor | AFP BDA CDBA CDFA GFOA +3 |
| Fidelity | Meeting sponsor | A CFPBS CRC FSI GBCC +3 |
| Broadridge | Meeting sponsor | CBA FSI IAA NIRI NSCP +2 |
| Jackson | Meeting sponsor | IIABA IIABA LRCC L NSSF |
| SEI | Meeting sponsor | CCC DCF FSI NAPFA NAR |
| Franklin Templeton | Meeting sponsor | AFP NAST NAS SPACC |
| Envestnet | Meeting sponsor | CFPBS FSI WIC |
| FMG | Exhibitor | FSI NSCP PLUS |
| Assetmark | Meeting sponsor | CFPBS FSI |
| S&P DJI | Meeting sponsor | L NASRA |
| CharlesRiver | Meeting sponsor | FSI |
| eMoney | Exhibitor | NAPFA |
| Linedata | Meeting sponsor | ABA |
| Vestmark | Meeting sponsor | FSI |
| YCharts | Exhibitor | FSI |
| Advisorpro | Meeting sponsor | Only Money Management Institute, so far |
| Allego | Meeting sponsor | Only Money Management Institute, so far |
| Alpha Agency and Aiviq | Meeting sponsor | Only Money Management Institute, so far |
| Alpha Agency and Aiviq | Meeting sponsor | Only Money Management Institute, so far |
| Barron's | Award sponsor | Only Money Management Institute, so far |
| Cerulli | Meeting sponsor | Only Money Management Institute, so far |
| FINTRX | Meeting sponsor | Only Money Management Institute, so far |
| Harbourvest | Meeting sponsor | Only Money Management Institute, so far |
| IMTC | Exhibitor | Only Money Management Institute, so far |
| InvestCloud | Meeting sponsor | Only Money Management Institute, so far |
| ISSMI | Meeting sponsor | Only Money Management Institute, so far |
| PG Wholesaling | Exhibitor | Only Money Management Institute, so far |
| RIA Channel | Media Partner | Only Money Management Institute, so far |
| Seismic | Meeting sponsor | Only Money Management Institute, so far |
| SmartX | Meeting sponsor | Only Money Management Institute, so far |
Sources: 1 published list, read September 2026
MMI 2026 Annual Conference sponsors and exhibitors. Read September 27, 2026. 2026 Annual Conference (Oct 7-9, Boston) sponsor logo wall; names read from logo element names ("X Logo"). SEI also listed as KeyNote Speaker Sponsor.
Who backs Money Management Institute's peers, but not Money Management Institute
Companies named publicly by at least one of Money Management Institute's five peer societies, and not found in Money Management Institute's reviewed public records.
| Company | FSI | ICI | IAA | SIFMA | NAPFA | Peers |
|---|---|---|---|---|---|---|
| Ropes & Gray | Named | Named | Diamond | 3 of 5 | ||
| Advyzon | Associate Sponsors | Named | 2 of 5 | |||
| Bressler, Amery & Ross, LLC | Associate Law and CPA Firm Sponsors | Bronze | 2 of 5 | |||
| Charles Schwab | Associate Sponsors | Premier Strategic Partners | 2 of 5 | |||
| COMPLY | Educational Partners | Named | 2 of 5 | |||
| Deloitte | Named | Silver | 2 of 5 | |||
| Greenboard | Named | Exhibitor | 2 of 5 | |||
| Hadrius | Associate Sponsors | Named | 2 of 5 | |||
| MCO | Named | Exhibitor | 2 of 5 | |||
| Morrison Foerster logo | Named | Bronze | 2 of 5 | |||
| RegEd, Inc. | Associate Sponsors | Named | 2 of 5 | |||
| Renaissance-RRS | Named | Exhibitor | 2 of 5 | |||
| Saifr | Named | Exhibitor | 2 of 5 | |||
| Stradley Ronon logo | Named | Named | 2 of 5 | |||
| A&O Shearman | Platinum | 1 of 5 | ||||
| Aberdeen Investments | Named | 1 of 5 | ||||
| ACA Group | Premier Strategic Partners | 1 of 5 | ||||
| advisor360-logo | Premier Sponsors | 1 of 5 | ||||
| AdvisorServe | Named | 1 of 5 | ||||
| Affinity-Haven-Tower | Executive Sponsors | 1 of 5 | ||||
| Affinity-Jump | Executive Sponsors | 1 of 5 | ||||
| Affinity-Storyline | Executive Sponsors | 1 of 5 | ||||
| Agile-Legal | Named | 1 of 5 | ||||
| Akin Gump Strauss Hauer & Feld | Gold | 1 of 5 | ||||
| AlixPartners | Platinum | 1 of 5 | ||||
| Allianz Life Financial Services, LLC | Associate Sponsors | 1 of 5 | ||||
| Altruist | Named | 1 of 5 | ||||
| Armstrong Teasdale LLP | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| Arthur J. Gallagher & Co. | Associate Sponsors | 1 of 5 | ||||
| Ashar Group – Life Settlements and Life Insurance Valuation | Associate Sponsors | 1 of 5 | ||||
| Athene | Associate Sponsors | 1 of 5 | ||||
| ATOZ logo | Named | 1 of 5 | ||||
| Axos Clearing | Sponsor | 1 of 5 | ||||
| Axos-Bank | Executive Sponsors | 1 of 5 | ||||
| Barrasso Usdin Kupperman Freeman & Sarver | Bronze | 1 of 5 | ||||
| Berkshire Global Advisors | Core Strategic Partners | 1 of 5 | ||||
| BetaNXT | Gold | 1 of 5 | ||||
| Betterment Advisor Soltuions | Named | 1 of 5 | ||||
| Betterment LLC | Named | 1 of 5 | ||||
| Bluerock Capital Markets, LLC | Associate Sponsors | 1 of 5 | ||||
| BNY Mellon | Named | 1 of 5 | ||||
| BNY_Pershing | Executive Sponsors | 1 of 5 | ||||
| capital-group-logo | Premier Sponsors | 1 of 5 | ||||
| CapitalROCK | Associate Sponsors | 1 of 5 | ||||
| Citi logo | Named | 1 of 5 | ||||
| Clough Capital logo | Named | 1 of 5 | ||||
| Cohen & Co logo | Named | 1 of 5 | ||||
| Command Financial logo | Named | 1 of 5 | ||||
| Compliance-Advisor-STP | Named | 1 of 5 | ||||
| Confluence | Named | 1 of 5 | ||||
| Corebridge Financial Distributors | Associate Sponsors | 1 of 5 | ||||
| Crowe LLP | Associate Sponsors | 1 of 5 | ||||
| CyberSecureRIA | Named | 1 of 5 | ||||
| Davis Polk & Wardwell | Diamond | 1 of 5 | ||||
| Davis Polk logo | Named | 1 of 5 | ||||
| Davis Wright Tremaine | Silver | 1 of 5 | ||||
| Debevoise & Plimpton | Silver | 1 of 5 | ||||
| Dechert logo | Named | 1 of 5 | ||||
| Deloitte & Touche | Silver | 1 of 5 | ||||
| DFIN | Named | 1 of 5 | ||||
| DFPPartners | Named | 1 of 5 | ||||
| Dimensional Fund Advisors | Named | 1 of 5 | ||||
| Disability Specialists, Inc. | Associate Sponsors | 1 of 5 | ||||
| Docupace Technologies | Associate Sponsors | 1 of 5 | ||||
| EaglePoint Securities | Associate Sponsors | 1 of 5 | ||||
| Egnyte | Core Strategic Partners | 1 of 5 | ||||
| eMoney Advisor | Associate Sponsors | 1 of 5 | ||||
| Eversheds Sutherland | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| EveryoneSocial | Bronze | 1 of 5 | ||||
| EY | Sponsor | 1 of 5 | ||||
| FactRight | Associate Sponsors | 1 of 5 | ||||
| Faegre Drinker | Named | 1 of 5 | ||||
| Faegre Drinker Biddle & Reath | Premium Patron | 1 of 5 | ||||
| Fairview | Core Strategic Partners | 1 of 5 | ||||
| Feathery | Associate Sponsors | 1 of 5 | ||||
| FICO | Diamond | 1 of 5 | ||||
| Financial Advisor Magazine | Media Sponsors | 1 of 5 | ||||
| Financial Planning | Media Sponsors | 1 of 5 | ||||
| FINNY | Associate Sponsors | 1 of 5 | ||||
| FIS | Bronze | 1 of 5 | ||||
| Flourish Technologies LLC | Named | 1 of 5 | ||||
| Flyer Financial Technologies | Associate Sponsors | 1 of 5 | ||||
| Foundation Source | Associate Sponsors | 1 of 5 | ||||
| FP Transitions | Named | 1 of 5 | ||||
| Freeman, Mathis & Gary LLP | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| Fried, Frank, Harris, Shriver & Jacobson | Diamond | 1 of 5 | ||||
| FundGuard logo | Named | 1 of 5 | ||||
| Gainbridge | Named | 1 of 5 | ||||
| Global Relay | Premium Patron | 1 of 5 | ||||
| Goodwin logo | Named | 1 of 5 | ||||
| Gordon Associates | Named | 1 of 5 | ||||
| Grant Thornton | Named | 1 of 5 | ||||
| Greenberg Traurig | Presidential | 1 of 5 | ||||
| Halo Investing | Associate Sponsors | 1 of 5 | ||||
| Havoc-Defense | Named | 1 of 5 | ||||
| Helios | Named | 1 of 5 | ||||
| Hexure | Associate Sponsors | 1 of 5 | ||||
| Hines Securities, Inc. | Associate Sponsors | 1 of 5 | ||||
| Holistiplan, LLC | Named | 1 of 5 | ||||
| iCapital logo | Named | 1 of 5 | ||||
| IMS Legal Strategies | Exhibitor | 1 of 5 | ||||
| Inland Real Estate Investment | Associate Sponsors | 1 of 5 | ||||
| Invesco | Associate Sponsors | 1 of 5 | ||||
| InvestmentNews | Media Sponsors | 1 of 5 | ||||
| Jackson National Life Insurance Company | Associate Sponsors | 1 of 5 | ||||
| Jones Day | Platinum | 1 of 5 | ||||
| Josda | Named | 1 of 5 | ||||
| Katten | Named | 1 of 5 | ||||
| Katten Muchin Rosenman | Premium Patron | 1 of 5 | ||||
| Kirkland & Ellis logo | Named | 1 of 5 | ||||
| KL_Gates | Named | 1 of 5 | ||||
| KPMG | Bronze | 1 of 5 | ||||
| Kroll | Named | 1 of 5 | ||||
| Kuvare | Associate Sponsors | 1 of 5 | ||||
| Latham & Watkins | Platinum | 1 of 5 | ||||
| Lincoln Financial Group | Associate Sponsors | 1 of 5 | ||||
| Lincoln International logo | Named | 1 of 5 | ||||
| LLIS | Named | 1 of 5 | ||||
| LSEG logo | Named | 1 of 5 | ||||
| Mayer Brown | Gold | 1 of 5 | ||||
| McGuireWoods | Silver | 1 of 5 | ||||
| Milbank | Gold | 1 of 5 | ||||
| Million Dollar Author | Named | 1 of 5 | ||||
| Mirrorweb | Named | 1 of 5 | ||||
| Modern Life, Inc. | Named | 1 of 5 | ||||
| Moore & Van Allen | Silver | 1 of 5 | ||||
| n-Tier Financial Services | Exhibitor | 1 of 5 | ||||
| Nationwide Advisory Solutions | Named | 1 of 5 | ||||
| Ncontracts | Named | 1 of 5 | ||||
| Norm Ai | Premier Strategic Partners | 1 of 5 | ||||
| Oak Street Funding LLC | Named | 1 of 5 | ||||
| OnCorps logo | Named | 1 of 5 | ||||
| OppEff | Named | 1 of 5 | ||||
| Optima_Partners | Named | 1 of 5 | ||||
| Options Clearing Corporation | Gold | 1 of 5 | ||||
| Orion | Premier Sponsors | 1 of 5 | ||||
| Paul, Weiss, Rifkind, Wharton & Garrison | Diamond | 1 of 5 | ||||
| Policygenius Pro | Named | 1 of 5 | ||||
| Praxis-Think.-Make.-Do.-Logo | Executive Sponsors | 1 of 5 | ||||
| Prosek logo | Named | 1 of 5 | ||||
| Prudential | Associate Sponsors | 1 of 5 | ||||
| PwC logo | Named | 1 of 5 | ||||
| Quality Edgar Solutions logo | Named | 1 of 5 | ||||
| Quest-CE | Named | 1 of 5 | ||||
| QuisLex | Diamond | 1 of 5 | ||||
| RealAssets Adviser | Media Sponsors | 1 of 5 | ||||
| Red Oak Compliance Solutions | Core Strategic Partners | 1 of 5 | ||||
| Responsiv AI | Exhibitor | 1 of 5 | ||||
| RIA Fiduciary Solutions | Named | 1 of 5 | ||||
| Ridgeline_logo | Named | 1 of 5 | ||||
| RSM logo | Named | 1 of 5 | ||||
| Ryan Insurance Strategy Consultants (RISC), a Gallagher Company | Named | 1 of 5 | ||||
| Salus GRC | Core Strategic Partners | 1 of 5 | ||||
| Sammons-Institutional-Group | Executive Sponsors | 1 of 5 | ||||
| Savant Wealth Management | Named | 1 of 5 | ||||
| Seward & Kissel logo | Named | 1 of 5 | ||||
| Shield FC | Exhibitor | 1 of 5 | ||||
| SIA | Premium Patron | 1 of 5 | ||||
| Sidley | Named | 1 of 5 | ||||
| Sidley Austin | Platinum | 1 of 5 | ||||
| Simpson Thacher logo | Named | 1 of 5 | ||||
| Skadden logo | 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 | ||||
| Snyder Kearney | Exhibitor | 1 of 5 | ||||
| SS&C Advent | Premier Strategic Partners | 1 of 5 | ||||
| SS&C logo | Named | 1 of 5 | ||||
| StarCompliance Operating LLC | Exhibitor | 1 of 5 | ||||
| StarkStark | Named | 1 of 5 | ||||
| StaRNurse | Named | 1 of 5 | ||||
| StaRNurse Concierge LLC | Named | 1 of 5 | ||||
| Stout logo | Named | 1 of 5 | ||||
| Stradley Ronan Stevens & Young | Premium Patron | 1 of 5 | ||||
| StratiFi | Named | 1 of 5 | ||||
| Sullivan & Cromwell | Diamond | 1 of 5 | ||||
| Taxand logo | Named | 1 of 5 | ||||
| The Kimbrough Team | Named | 1 of 5 | ||||
| The Pinnacle Group | Associate Sponsors | 1 of 5 | ||||
| ThinkAdvisor Financial Network | Media Sponsors | 1 of 5 | ||||
| Ultimus logo | Named | 1 of 5 | ||||
| Uprise | Named | 1 of 5 | ||||
| Valenta | Named | 1 of 5 | ||||
| Vedder logo | Named | 1 of 5 | ||||
| Venable logo | Named | 1 of 5 | ||||
| Virtu Financial logo | Named | 1 of 5 | ||||
| VRC Logo | Named | 1 of 5 | ||||
| Watts-PR-Group | Named | 1 of 5 | ||||
| Wealth Solutions Report | Media Sponsors | 1 of 5 | ||||
| WealthCounsel | Associate Sponsors | 1 of 5 | ||||
| WealthManagement.com | Media Sponsors | 1 of 5 | ||||
| Willkie | Named | 1 of 5 | ||||
| Willkie Farr & Gallagher | Platinum | 1 of 5 | ||||
| WilmerHale | Silver | 1 of 5 | ||||
| Winget, Spadafora & Schwartzberg, LLP | Partner Law Firms | 1 of 5 | ||||
| Winston Taylor | Premium Patron | 1 of 5 | ||||
| Wolf & Company | Core Strategic Partners | 1 of 5 | ||||
| WTax logo | Named | 1 of 5 | ||||
| WTW (Willis Towers Watson) | Associate Sponsors | 1 of 5 | ||||
| XY Planning Network | Named | 1 of 5 | ||||
| Zocks | Executive Sponsors | 1 of 5 |
The outside view
The industry association for the financial services firms that build and deliver managed investment solutions, connecting asset managers and wealth managers to advance the future of investment advice.
- Consensus
- Build
- Inward
- 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 Guild and The Parliament.
Strengths
→Coordinated scale that punches above its weight.
→Ambition matched by professional execution.
→A credible, unified voice for many.
Not an official page of Money Management Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.