National Association of Insurance and Financial Advisors
The grassroots advocacy and professional association for insurance and financial advisors, defending the field at every level of government.
Financial profile
National Association of Insurance and Financial Advisors · EIN 53-0232489 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $10,310,467 | $1,367,324 | $8,649,587 | $11,077,422 | $1,885,665 | Dec 2023 |
| FY2022 | $10,491,477 | $1,189,741 | $9,084,726 | $11,122,423 | $2,342,143 | Dec 2022 |
| FY2021 | $10,756,132 | $1,875,090 | $8,550,538 | $9,910,751 | $2,847,439 | Dec 2021 |
| FY2020 | $9,697,245 | $492,750 | $8,883,848 | $9,348,037 | $1,502,105 | Dec 2020 |
| FY2019 | $11,174,529 | $712,657 | $9,984,029 | $11,845,613 | $644,743 | Dec 2019 |
| FY2018 | $4,425,153 | $563,329 | $3,746,643 | $4,570,582 | $647,680 | 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 National Association of Insurance and Financial Advisors is read alongside.
SFSP
Society of Financial Service Professionals
A multidisciplinary membership community of credentialed financial professionals, built around continuing…
40 companies named
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 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
NABIP
National Association of Benefits and Insurance Professionals
The professional association for health insurance and employee benefits agents, brokers, and consultants…
23 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 NAIFA
Every company National Association of Insurance and Financial Advisors 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 |
|---|---|---|
| logo-statefarm | Corporate partner | ACC CVCC CACC ELF ICC +3 |
| northwestern_mutual | Corporate partner | BMCC CRCC CFPBS L LRBA +3 |
| NYL_box-logo_rgb_blue-1 | Corporate partner | AMSN ASPN GACC IRI LRCC +3 |
| massmutual-logo | Corporate partner | L NEC PL SFSP ACFS |
| Ameritas-logo | Corporate partner | L LCC SFSP |
| Guardian-logo | Corporate partner | L SFSP ACFS |
| HoraceMann2 | Corporate partner | ASBOI SFSP GSCC |
| MutualofOmaha | Corporate partner | CACC NCCI SFSP |
| Principal logo | Corporate partner | NCA NBA SFSP |
| Calsurance | Corporate partner | NAEA SFSP |
| Fairway Home Mortgage_logo__Horizontal_Green_NMLS | Corporate partner | AACCC SFSP |
| Group_2025_LG_Gallagher Affinity Formerly Known as Ryan Insurance Logo_1770742181-01 | Meeting sponsor | FPA NAEA |
| InsurTech Express | Corporate partner | L SFSP |
| Integrity-1 | Corporate partner | L SFSP |
| messer-logo-hi-res | Corporate partner | BCCC AA |
| OneAmerica_25 | Corporate partner | ICC SFSP |
| Advisor Solutions Inc. | Corporate partner | SFSP |
| Advocate_Health_Advisors_logo | Corporate partner | SFSP |
| Amerilife_Logo | Corporate partner | SFSP |
| Cambridge_50-Black-01 | Corporate partner | HANYC |
| coventry_Logo | Corporate partner | SFSP |
| Eagle_Life_Logo-Blue-2022 | Corporate partner | SFSP |
| EquiTrust | Corporate partner | SFSP |
| HealthPlanOne-Primary-Logo | Corporate partner | SFSP |
| Insurance & Financial Media Network | Corporate partner | SFSP |
| Kansas City Life Logo BEST | Corporate partner | SFSP |
| Marshall_Stevens (1) | Corporate partner | SFSP |
| midland | Corporate partner | AAP |
| Real Wealth Marketing | Corporate partner | SFSP |
| Security Mutual Life Logo-1 | Corporate partner | SFSP |
| SeniorMarketSales_Logo | Corporate partner | SFSP |
| The_Brokerage_Inc | Corporate partner | SFSP |
| accupoint | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| ALM Benefits Pro Logo | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| Amada-logo | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| commonwealth | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| e4insurance | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| Reminder Media | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| Ritter | Corporate partner | Only National Association of Insurance and Financial Advisors, so far |
| Stonewood | Meeting sponsor | Only National Association of Insurance and Financial Advisors, so far |
Sources: 3 published lists, read September 2026
2026 Congressional Conference sponsors. Read September 27, 2026. Congressional Conference silver sponsors read from logo alt text. ACLI, OneAmerica Financial Foundation, RSSA and an unidentifiable logo (ash) left out. The page's repeat of NAIFA Gold Partners is not recorded separately.
Marketing Partners. Read September 27, 2026. For-profit marketing and affinity partners. Association and DEI coalition partners on the same page left out.
NAIFA Corporate Partners. Read September 27, 2026. Corporate partner logo wall read from image alt text and file names. ACLI (an association), American Cancer Society and an unidentifiable logo (ash, libra) left out.
Who backs National Association of Insurance and Financial Advisors's peers, but not National Association of Insurance and Financial Advisors
Companies named publicly by at least one of National Association of Insurance and Financial Advisors's five peer societies, and not found in National Association of Insurance and Financial Advisors's reviewed public records.
| Company | SFSP | FPA | ACFS | NABIP | NAPFA | Peers |
|---|---|---|---|---|---|---|
| Advyzon | Named | Named | 2 of 5 | |||
| Dimensional Fund Advisors Logo | Supporting Partners | Named | 2 of 5 | |||
| Edward Jones_Logo | Feature Partners | Top Corporate Partners | 2 of 5 | |||
| Ryan Insurance Strategy Consultants | Named | Named | 2 of 5 | |||
| Slant | Named | Named | 2 of 5 | |||
| UPRISE | Named | Named | 2 of 5 | |||
| 4-color-action-logo | Photo Booth Sponsor | 1 of 5 | ||||
| Absolute Capital Management | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| AdvisorServe | Named | 1 of 5 | ||||
| aga-red-tag-1 | Supporting Sponsor | 1 of 5 | ||||
| Allianz Life Insurance Company | Named | 1 of 5 | ||||
| ALM Benefits Pro Logo | Named | 1 of 5 | ||||
| Altruist | Named | 1 of 5 | ||||
| Amada-logo | Bronze Sponsors | 1 of 5 | ||||
| amwins-logo | Executive Partner | 1 of 5 | ||||
| ash | Silver Sponsors | 1 of 5 | ||||
| Axos Advisor Services | Named | 1 of 5 | ||||
| benefitflow | Bronze Sponsors | 1 of 5 | ||||
| Betterment Advisor Soltuions | Named | 1 of 5 | ||||
| Betterment LLC | Named | 1 of 5 | ||||
| BIZEQUITY | Named | 1 of 5 | ||||
| Boston Institute of Finance | Named | 1 of 5 | ||||
| brownbrown | Executive Partner | 1 of 5 | ||||
| Cambria Investment Management | Named | 1 of 5 | ||||
| Cambridge_50-Black-01 | Silver Sponsors | 1 of 5 | ||||
| Cetera logo | Top Corporate 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 | ||||
| Comply | Named | 1 of 5 | ||||
| crc-benefits_logo_stacked_red | Executive Partner | 1 of 5 | ||||
| Dalton Education by CeriFi | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| eMoney | Named | 1 of 5 | ||||
| eMoney Advisor | Named | 1 of 5 | ||||
| FCI Cyber | Buckler | Named | 1 of 5 | ||||
| feathery | Bronze Sponsors | 1 of 5 | ||||
| Federated Hermes | Named | 1 of 5 | ||||
| Finance Geeks | Named | 1 of 5 | ||||
| Financial Behavior Keynote Group, LLC | 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 | ||||
| goRIA | Named | 1 of 5 | ||||
| gravie-blk-cmyk | Bronze Sponsors | 1 of 5 | ||||
| gydehealth.ai | Bronze Sponsors | 1 of 5 | ||||
| healthsherpa_logo_rgb_blue | Bronze Sponsors | 1 of 5 | ||||
| higgin | Executive Partner | 1 of 5 | ||||
| Holistiplan, LLC | Named | 1 of 5 | ||||
| holmes | Executive Partner | 1 of 5 | ||||
| ilmeds.co | Meditation Sponsor | 1 of 5 | ||||
| J.P. Morgan Logo | Top Corporate Partners | 1 of 5 | ||||
| JM BULLION | Named | 1 of 5 | ||||
| JMT Consulting | Named | 1 of 5 | ||||
| Josda | Named | 1 of 5 | ||||
| Jump_Logo | Supporting Partners | 1 of 5 | ||||
| Kitces.com | Named | 1 of 5 | ||||
| kizen | Bronze Sponsors | 1 of 5 | ||||
| libra | Bronze Sponsors | 1 of 5 | ||||
| LLIS | Named | 1 of 5 | ||||
| LPL Financial logo | Top Corporate Partners | 1 of 5 | ||||
| Luthor | Named | 1 of 5 | ||||
| Matson Money | Named | 1 of 5 | ||||
| messer-logo-hi-res | Bronze Sponsors | 1 of 5 | ||||
| midland | Gold Sponsors | 1 of 5 | ||||
| Million Dollar Author | Named | 1 of 5 | ||||
| Modern Life, Inc. | Named | 1 of 5 | ||||
| Move Health | Named | 1 of 5 | ||||
| Nationwide Advisory Solutions | Named | 1 of 5 | ||||
| Nationwide Logo | National Philanthropic Partners | 1 of 5 | ||||
| New logo for Finance of America | Cornerstone Partners | 1 of 5 | ||||
| nextagency-logo-1400x217 | Caricature Sponsor | 1 of 5 | ||||
| Oak Street Funding LLC | Named | 1 of 5 | ||||
| One America Financial Logo | National Philanthropic Partners | 1 of 5 | ||||
| onedigital_logo_4color_2022 | Executive Partner | 1 of 5 | ||||
| Osaic logo | Top Corporate Partners | 1 of 5 | ||||
| Penn Mutual Logo | National Strategic Philanthropic Partners | 1 of 5 | ||||
| phialogo-2020 | Bronze Sponsors | 1 of 5 | ||||
| Policygenius Pro | Named | 1 of 5 | ||||
| Prudential Logo | National Strategic Philanthropic Partners | 1 of 5 | ||||
| PSBLTY | Named | 1 of 5 | ||||
| Reminder Media | Named | 1 of 5 | ||||
| RIA Fiduciary Solutions | Named | 1 of 5 | ||||
| Ritter | Bronze Sponsors | 1 of 5 | ||||
| rxb_logo_green | Silver Sponsor | 1 of 5 | ||||
| Saturna Capital | Named | 1 of 5 | ||||
| Savant Wealth Management | Named | 1 of 5 | ||||
| Securian Financial Logo | National Strategic Philanthropic Partners | 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 | ||||
| spark-logo | Bronze Sponsors | 1 of 5 | ||||
| StaRNurse | Named | 1 of 5 | ||||
| StaRNurse Concierge LLC | Named | 1 of 5 | ||||
| Symmetry Partners | Named | 1 of 5 | ||||
| tasc-logo-black | Bronze Sponsors | 1 of 5 | ||||
| The College Funding Coach | Named | 1 of 5 | ||||
| The Kimbrough Team | Named | 1 of 5 | ||||
| The Prudential Insurance Company of North America | Named | 1 of 5 | ||||
| The Value Builder System | Named | 1 of 5 | ||||
| ThinkAdvisor | Named | 1 of 5 | ||||
| thrivent Logo | Top Corporate Partners | 1 of 5 | ||||
| TIAA | Named | 1 of 5 | ||||
| Valenta | Named | 1 of 5 | ||||
| Vanguard | Named | 1 of 5 | ||||
| vensurehr | Bronze Sponsors | 1 of 5 | ||||
| Vision and Hope Financial LLC | Named | 1 of 5 | ||||
| w3ll-logo-1 | Silver Sponsor | 1 of 5 | ||||
| wb2019logopmsfull | Executive Partner | 1 of 5 | ||||
| WealthCounsel | Named | 1 of 5 | ||||
| XY Planning Network | Named | 1 of 5 | ||||
| Zocks | Named | 1 of 5 |
The outside view
The grassroots advocacy and professional association for insurance and financial advisors, defending the field at every level of government.
- Consensus
- Preserve
- Inward
- Volunteer
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 Village, The Guild and The Movement.
Strengths
Not an official page of National Association of Insurance and Financial Advisors. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.