National Association of Personal Financial Advisors
A membership community of fee-only, fiduciary financial planners that has served as the standard bearer for conflict-free advice, offering education, a consumer advisor finder, and peer connection.
Peer societies
Five societies National Association of Personal Financial Advisors is read alongside.
FPA
Financial Planning Association
The membership community for CFP professionals and the broader financial planning field, built around…
47 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
FSI
Financial Services Institute
The advocacy organization for independent financial advisors and independent financial services firms…
65 companies named
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
SFSP
Society of Financial Service Professionals
A multidisciplinary membership community of credentialed financial professionals, built around continuing…
40 companies named
Who backs NAPFA
Every company National Association of Personal 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 |
|---|---|---|
| SEI | Meeting sponsor | CCC DCF FSI MMI NAR |
| Dimensional Fund Advisors | Exhibitor | AFA FPA NAGDC NAST |
| Advyzon | Meeting sponsor | FPA FSI |
| Comply | Exhibitor | IAA NSCP |
| eMoney | Meeting sponsor | MMI |
| Ryan Insurance Strategy Consultants (RISC), a Gallagher Company | Corporate partner | FPA |
| Savant Wealth Management | Meeting sponsor | HMCC |
| Slant | Exhibitor | FPA |
| Uprise | Exhibitor | FPA |
| AdvisorServe | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Altruist | Meeting sponsor | Only National Association of Personal Financial Advisors, so far |
| Betterment Advisor Soltuions | Meeting sponsor | Only National Association of Personal Financial Advisors, so far |
| Betterment LLC | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Flourish Technologies LLC | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| FP Transitions | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Gainbridge | Corporate partner | Only National Association of Personal Financial Advisors, so far |
| Gordon Associates | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Holistiplan, LLC | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Josda | Meeting sponsor | Only National Association of Personal Financial Advisors, so far |
| LLIS | Corporate partner | Only National Association of Personal Financial Advisors, so far |
| Million Dollar Author | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Modern Life, Inc. | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Nationwide Advisory Solutions | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Oak Street Funding LLC | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| Policygenius Pro | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| RIA Fiduciary Solutions | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| StaRNurse | Meeting sponsor | Only National Association of Personal Financial Advisors, so far |
| StaRNurse Concierge LLC | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| The Kimbrough Team | Meeting sponsor | Only National Association of Personal Financial Advisors, so far |
| Valenta | Exhibitor | Only National Association of Personal Financial Advisors, so far |
| XY Planning Network | Exhibitor | Only National Association of Personal Financial Advisors, so far |
Sources: 3 published lists, read September 2026
NAPFA Fall 2026 National Conference exhibitors. Read September 27, 2026. Exhibitor list loaded by the page from events.rdmobile.com; American Heart Association excluded as a nonprofit.
NAPFA Fall 2026 National Conference sponsors. Read September 27, 2026. Sponsor logo block on the conference pages; names from logo alt text.
Our 2025 National Partners. Read September 27, 2026. Heifer Foundation excluded as a nonprofit.
Who backs National Association of Personal Financial Advisors's peers, but not National Association of Personal Financial Advisors
Companies named publicly by at least one of National Association of Personal Financial Advisors's five peer societies, and not found in National Association of Personal Financial Advisors's reviewed public records.
| Company | FPA | NAIFA | FSI | CFPBS | SFSP | Peers |
|---|---|---|---|---|---|---|
| northwestern_mutual | Bronze Sponsors | Pinnacle Circle | 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 | |||
| AssetMark | Ambassador Sponsors | Leaders Circle | 2 of 5 | |||
| Calsurance | SILVER SPONSORS | Named | 2 of 5 | |||
| Charles Schwab | Associate Sponsors | Visionary Circle | 2 of 5 | |||
| College for Financial Planning® a Kaplan Company | Named | Benefactors Circle | 2 of 5 | |||
| coventry_Logo | Gold Sponsors | Gold Sponsors | 2 of 5 | |||
| Dalton Education by CeriFi | Named | Named | 2 of 5 | |||
| Eagle_Life_Logo-Blue-2022 | Bronze Sponsors | Bronze Sponsors | 2 of 5 | |||
| Edward Jones_Logo | Feature Partners | Leaders Circle | 2 of 5 | |||
| eMoney Advisor | Named | Associate Sponsors | 2 of 5 | |||
| Envestnet | Premier Sponsors | Named | 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 | |||
| fidelity-logo | Ambassador Sponsors | Pinnacle Circle | 2 of 5 | |||
| Gallagher Affinity Formerly Known as Ryan Insurance Logo | Feature Partners | 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 | |||
| Jump_Logo | Supporting Partners | Executive 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 | |||
| ThinkAdvisor | Named | Media Sponsors | 2 of 5 | |||
| Vanguard | Named | Pinnacle Circle | 2 of 5 | |||
| WealthCounsel | Named | Associate Sponsors | 2 of 5 | |||
| Zocks | Named | Executive Sponsors | 2 of 5 | |||
| Absolute Capital Management | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| accupoint | Named | 1 of 5 | ||||
| advisor360-logo | Premier Sponsors | 1 of 5 | ||||
| Affinity-Haven-Tower | Executive Sponsors | 1 of 5 | ||||
| Affinity-Storyline | Executive Sponsors | 1 of 5 | ||||
| Allianz Life Financial Services, LLC | Associate Sponsors | 1 of 5 | ||||
| Allianz Life Insurance Company | Named | 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 | ||||
| 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 | ||||
| Athene | Associate Sponsors | 1 of 5 | ||||
| Axos Advisor Services | Named | 1 of 5 | ||||
| Axos-Bank | Executive Sponsors | 1 of 5 | ||||
| Ballentine Partners | Leaders Circle | 1 of 5 | ||||
| BIZEQUITY | Named | 1 of 5 | ||||
| Bluerock Capital Markets, LLC | Associate Sponsors | 1 of 5 | ||||
| BNY_Pershing | Executive Sponsors | 1 of 5 | ||||
| Boston Institute of Finance | Named | 1 of 5 | ||||
| Bressler, Amery & Ross, LLC | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| Broadridge-Blue-Logo | Premier Sponsors | 1 of 5 | ||||
| Cambria Investment Management | Named | 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 | ||||
| CeriFi Dalton Education | Benefactors Circle | 1 of 5 | ||||
| Charles River Development | Associate Sponsors | 1 of 5 | ||||
| CIA_logo | Supporting Partners | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| commonwealth | Silver Sponsors | 1 of 5 | ||||
| Corebridge Financial Distributors | Associate Sponsors | 1 of 5 | ||||
| Crowe LLP | Associate Sponsors | 1 of 5 | ||||
| Disability Specialists, Inc. | Associate Sponsors | 1 of 5 | ||||
| Docupace Technologies | Associate Sponsors | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| e4insurance | Named | 1 of 5 | ||||
| EaglePoint Securities | Associate Sponsors | 1 of 5 | ||||
| Equitable Foundation | Leaders Circle | 1 of 5 | ||||
| Eversheds Sutherland | Associate Law and CPA Firm Sponsors | 1 of 5 | ||||
| FactRight | Associate Sponsors | 1 of 5 | ||||
| FCI Cyber | Buckler | Named | 1 of 5 | ||||
| Feathery | Associate Sponsors | 1 of 5 | ||||
| Federated Hermes | Named | 1 of 5 | ||||
| Finance Geeks | Named | 1 of 5 | ||||
| Financial Advisor Magazine | Media Sponsors | 1 of 5 | ||||
| Financial Behavior Keynote Group, LLC | Named | 1 of 5 | ||||
| Financial Planning | Media Sponsors | 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 | ||||
| goRIA | Named | 1 of 5 | ||||
| Hadrius | Associate Sponsors | 1 of 5 | ||||
| Halo Investing | Associate Sponsors | 1 of 5 | ||||
| Hexure | Associate Sponsors | 1 of 5 | ||||
| Hines Securities, Inc. | Associate Sponsors | 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 | ||||
| JM BULLION | Named | 1 of 5 | ||||
| JMT Consulting | Named | 1 of 5 | ||||
| Key Wealth | Leaders Circle | 1 of 5 | ||||
| Kitces.com | Named | 1 of 5 | ||||
| Kuvare | Associate Sponsors | 1 of 5 | ||||
| libra | Bronze Sponsors | 1 of 5 | ||||
| Lincoln Financial Group | Associate Sponsors | 1 of 5 | ||||
| LPL Foundation | Pinnacle Circle | 1 of 5 | ||||
| Luthor | Named | 1 of 5 | ||||
| Matson Money | Named | 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 | ||||
| Morgan Stanley | Leaders Circle | 1 of 5 | ||||
| Move Health | Named | 1 of 5 | ||||
| New logo for Finance of America | Cornerstone Partners | 1 of 5 | ||||
| Orion | Premier Sponsors | 1 of 5 | ||||
| Praxis-Think.-Make.-Do.-Logo | Executive Sponsors | 1 of 5 | ||||
| Prudential | Associate Sponsors | 1 of 5 | ||||
| PSBLTY | Named | 1 of 5 | ||||
| RealAssets Adviser | Media Sponsors | 1 of 5 | ||||
| RegEd, Inc. | Associate 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 | ||||
| Sammons-Institutional-Group | Executive Sponsors | 1 of 5 | ||||
| Saturna Capital | Named | 1 of 5 | ||||
| Seeds Investor | 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 | ||||
| Stonewood | SILVER SPONSORS | 1 of 5 | ||||
| Symmetry Partners | Named | 1 of 5 | ||||
| The College Funding Coach | Named | 1 of 5 | ||||
| The Pinnacle Group | Associate Sponsors | 1 of 5 | ||||
| The Prudential Insurance Company of North America | Named | 1 of 5 | ||||
| The Value Builder System | Named | 1 of 5 | ||||
| Thrivent | Named | 1 of 5 | ||||
| TIAA | Named | 1 of 5 | ||||
| Vestmark, Inc. | Associate Sponsors | 1 of 5 | ||||
| Vision and Hope Financial LLC | Named | 1 of 5 | ||||
| Voyant | Named | 1 of 5 | ||||
| Wealth Solutions Report | Media Sponsors | 1 of 5 | ||||
| WealthManagement.com | Media Sponsors | 1 of 5 | ||||
| Winget, Spadafora & Schwartzberg, LLP | Partner Law Firms | 1 of 5 | ||||
| WTW (Willis Towers Watson) | Associate Sponsors | 1 of 5 | ||||
| YCharts | Associate Sponsors | 1 of 5 |
The outside view
A membership community of fee-only, fiduciary financial planners that has served as the standard bearer for conflict-free advice, offering education, a consumer advisor finder, and peer 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 Citadel and The Village.
Strengths
Not an official page of National Association of Personal Financial Advisors. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.