M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below.
1776 Advisor Group
CapFinancial Partners, LLC
AEM Partners, LLC
AUCTORIS
Benefit Concepts Of Colorado, Inc.
Advanced Life Insurance Strategies, Inc.
Alkeme Financial
Mogul Insurance Agency, Inc.
Alvarez Group, Private Client LLC, The
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
4905 Tilghman Street Suite 100 Allentown, PA 18104
40.5914284
-75.5639295
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
Genmark, LLC
102 S. Wynstone Park Drive North Barrington, IL 60010
42.2180694
-88.1125656
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.725456
-71.454494
Navon Wealth Advisors, LLC
5950 Sherry Lane, Suite 217 Dallas, TX 75225
32.862178
-96.8110635
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
Doerschler & Associates Wealth Management, LLC
54870 N. Main Street Mattawan, MI 49071
42.2194047
-85.7857523
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
Plybon & Associates, Inc.
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
36.0997599
-79.7777469
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6026209
-75.4701408
Worth Corporate Planning, LLC
One N. Clematis Street Suite 305 West Palm Beach, FL 33401
26.7139127
-80.0498996
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
Burgess Group, Inc., The
103 Social Hall Avenue Salt Lake City, UT 84111
40.7685248
-111.8879678
Heritage Capital Strategies, Inc.
2555 Townsgate Road Suite 105 Westlake Village, CA 91361
34.1548914
-118.823379
HOLLEMAN Life Insurance Advisory
Vernon Holleman III
4514 Hawthorne Street Northwest Washington, DC 20016
38.9288537
-77.0893734
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Cammon Company
701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Clary Executive Benefits LLC
20551 N Pima Road, STE 200 Scottsdale, AZ 85255
33.6730447
-111.8897708
Strategic Wealth Advisors
Strategic WA, LLC
123 W. Mills Avenue Suite 200 El Paso, TX 79901
31.759107951718892
-106.4893394
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2728009
-81.79629489999999
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
M Advisory Group
Cal-Surance Benefit Plans, Inc.
24536 Hawthorne Boulevard Torrance, CA 90505
33.7987543
-118.3504417
Wealth Preservation Partners, LLC
90 Hopmeadow Street Weatogue, CT 06089
41.828831
-72.82272189999999
Krizek Group, The
500 Elm Grove Road Suite 103 Elm Grove, WI 53122
43.0419415
-88.07903680000001
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4979118
-111.8890852
Barry, Evans, Josephs & Snipes
J.M. Barry & Associates, LLC
6525 Carnegie Boulevard, Suite 402 Charlotte, NC 28211
35.1548472
-80.8292609
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
BFA Wealth Partners
BFA Capital Partners, LLC
6406 Ivy Lane, Suite 220 Greenbelt, MD 20770
39.0094016
-76.8952806
TCS Insurance Agency, Inc.
100 Smith Ranch Road, Suite 340 San Rafael, CA 94903
38.0192932
-122.5339439
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Silverstone Group, LLC
Hub International Great Plains, LLC
11516 Miracle Hills Drive Suite 100 Omaha, NE 68154
41.2685833
-96.093882
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
Sandstone Life Strategies, LLC
14 Olmsted Street Birmingham, AL 35242
33.4076718
-86.6294086
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Morgan Advisory Group
2101 East Coast Highway Suite 120 Corona Del Mar, CA 92625
33.6060809
-117.8769473
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132976
-97.8541355
Lindberg & Ripple
LRI LLC
29 South Main Street Suite 311 West Hartford, CT 06107
41.7599592
-72.7425099
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
Financial Concepts, Inc.
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Lyman Group, LLC, The
600 University Street Suite 2328 Seattle, WA 98101
47.610152
-122.332363
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Golconda Partners, LLC
550 5th Avenue 11th Floor New York, NY 10036
40.7559959
-73.9796259
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Professional Financial Services, Inc.
607 San Marino Drive Lady Lake, FL 32159
26.111908
-80.38332779999999
Byron Financial Insurance Services, LLC
1515 Mockingbird Lane, Suite 400 Charlotte, NC 28209
35.1676741
-80.8490123
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
UFC4Wealth
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33137
25.8188484
-80.18856939999999
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Valley Financial Solutions
2847 Penn Forest Blvd. Suite 100 Roanoake, VA 24018
37.2224387
-79.9896336
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
Crescent Wealth Advisory
Crescent Wealth Management, Inc.
200 Galleria Parkway Suite 1880 Atlanta, GA 30339
33.8861105
-84.4635494
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Benson Blackburn, an Alera Group Agency, LLC
5150 Tamiami Trail N., Suite 501 Naples, FL 34103
26.2096333
-81.7992356
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Evergreen Consulting, Inc.
6756 Executive Oak Lane Chattanooga, TN 37421
35.0454764
-85.1674433
Dan Parrish Insurance Services, Inc.
2150 River Plaza Drive Sacramento, CA 95833
38.6049233
-121.5121300
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
Morris and Boyle an Alera Group Insurance Agency, LLC
Morris Boyle GP
1850 Mt. Diablo Blvd. Suite 430 Walnut Creek, CA 94596
37.89790840518287
-122.0653188
Elevated Strategies Insurance Services
4035 E. Thousand Oaks Blvd., Suite 350 Westlake Village, CA 91362
34.1610275
-118.8213683
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Rohe Levy Financial and Insurance Services, Inc.
3131 Camino Del Rio North Suite 415 San Diego, CA 92108
32.7750480
-117.1273564
GDK & Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Queally Group, Incorporated
700 Coral Street 1st Floor, Suite 146 Stamford, CT 06902
41.0474873
-73.552318
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Alkeme Financial
Mogul Insurance Agency, Inc.
6675 Mediterranean Drive STE 301 McKinney, TX 75072
33.1962649
-96.7059486
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.61012729999999
-122.3325754
MullinTBG
Mullin TBG Insurance Agency Services, LLC
865 Dove Street, Suite 318 Newport Beach, CA 92660
33.6727639
-117.8436883
Tippett Moorhead & Haden, An Alera Group Agency, LLC
18575 Jamboree Road, Suite 500 Irvine, CA 92612
33.6698516
-117.8513358
Corrigan & Company
Protective Financial & Insurance Services, Inc.
138 Powers Avenue Santa Barbara, CA 93103
34.4259483
-119.7059336
