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
AUCTORIS
Benefit Concepts Of Colorado, Inc.
Advanced Life Insurance Strategies, Inc.
Altium Wealth Management
Altium Planning, LLC
Alvarez Group, Private Client LLC, The
Apexium Insurance Services LP
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5238126
-122.6825527
Mezrah Financial Group
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Southern Wealth Management, LLP
5005 LBJ Freeway Suite 1313 Dallas, TX 75244
32.9279463
-96.8220295
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
AUCTORIS
Benefit Concepts Of Colorado, Inc.
5299 DTC Boulevard Suite 1101 Greenwood Village, CO 80111
39.6205293
-104.8907526
Dodd Consulting, LLC
One Landmark Square 8th Floor Stamford, CT 06901
41.0546921
-73.5380387
Benson Blackburn, LLC
999 Vanderbilt Beach Road Suite 606 Naples, FL 34108
26.2510488
-81.7991651
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Evergreen Consulting, Inc.
1200 Premier Drive Suite 210 Chattanooga, TN 37421
35.0141235
-85.1878662
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2728009
-81.79629489999999
Mullin Barens Sanford Financial & Insurance Services, LLC
2242 Purdue Avenue Los Angeles, CA 90064
34.0358608
-118.4416959
Sitzmann, Morris & Boyle Insurance Agency, LLC
3697 Mt. Diablo Boulevard Suite 100 Lafayette, CA 94549
37.88927899999999
-122.1304835
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Greenberg, Wexler & Eig, LLC
4600 East West Highway Suite 875 Bethesda, MD 20814
38.9846206
-77.0929194
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Premier Partners, LLC
1430 South Dixie Highway Suite 321 Coral Gables, FL 33146
25.7096451
-80.28200149999999
RockBridge Group, LLC
1950 Stonegate Drive Suite 230 Birmingham, AL 35242
33.4825885
-86.70141629999999
Clary Executive Benefits LLC
17470 N Pacesetter Way Scottsdale, AZ 85255
33.6446848
-111.9010829
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Colorado Financial Group, Inc.
1586 South 21st Street Suite 100 Colorado Springs, CO 80904
38.8305621
-104.8595707
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445742
-81.8394761
Vie International Financial Services, Ltd.
10 Brick Street May Fair London, W1J7DF
51.5048532
-0.1487717
Carlson Hammond
Private Capital Financial Advisors, Inc. - Honolulu, HI
The Merchant House 222 Merchant Street Suite 208 Honolulu, HI 96813
21.3072297
-157.8610071
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
Brown Company, The
175 Derby Street Suite 14 Hingham, MA 02043
42.1794838
-70.91417009999999
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
Cammon Company
Bryant Group, Inc.
Peabody Plaza 701 Market Street Suite 1200 St. Louis, MO 63101
38.6264788
-90.19238969999999
Coyle Company, The
Coyle Company Insurance Group, LLC, The
Wellesley Office Park 20 William Street Wellesley, MA 02481
42.3190805
-71.2335697
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
MullinTBG
Mullin TBG Insurance Agency Services, LLC
100 North Pacific Coast Highway Suite 500 El Segundo, CA 90245
33.9164349
-118.3958516
Boulevard Financial, LLC
7500 College Boulevard Suite 1110 Overland Park, KS 66210
38.9291313
-94.67317249999999
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Horan Securities, Inc.
4990 East Galbraith Road Suite 102 Cincinnati, OH 45236
39.20708339999999
-84.37879509999999
Gideon Strategic Partners, LLC
1411 5th Street Suite 306 Santa Monica, CA 90401
34.0171064
-118.4937729
Kornreich Insurance Brokerage Services
Kornreich Insurance Brokerage Services Of NJ, Inc.
350 Madison Ave 7th floor New York, NY 10017
40.7547289
-73.9785265
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 201 San Jose, CA 95134
37.3865365
-121.9294893
Lindberg Ripple
LRI LLC
29 South Main Street Suite 215 West Hartford, CT 06107
41.7600752
-72.742684
Lyman Group, LLC, The
601 Union Street Suite 3212 Seattle, WA 98101
47.610152
-122.332363
Enza Financial, LLC
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Pillar International Insurance Advisors, LLC
601 Union Street Suite 1501 Seattle, WA 98101
47.610152
-122.332363
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.9738806
-93.4187692
Apexium Insurance Services LP
529 Fifth Avenue 4th Floor New York, NY 10017
40.7543836
-73.9796053
Corrigan Company
Protective Financial & Insurance Services, Inc.
32 E Sola Street Santa Barbara, CA 93101
34.4259483
-119.7059336
Madison & Main Advisors, LLC
266 Main Street Madison, NJ 07940
40.7513632
-74.4025233
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Perspective Financial Group, an Alera Company
Pentra, LLC
22 Cassatt Avenue Suite 100 Berwyn, PA 19312
40.0481337
-75.4433136
TRC Financial Insurance Services
1 Post Suite 150 Irvine, CA 92618
33.678436
-117.7684522
Bridge Financial Group, LLC
13986 West Bowles Avenue Suite 200 Littleton, CO 80127
39.6079985
-105.1557399
MBL Advisors Inc.
1017 East Morehead Street Suite 100 Charlotte, NC 28204
35.2125828
-80.84296309999999
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
Professional Financial Services, Inc.
16875 Crestview Lane Weston, FL 33326
26.111908
-80.38332779999999
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132975
-97.8541355
Valley Forge Financial Group, Inc.
1000 Westlakes Drive Suite 200 Berwyn, PA 19312
40.0613354
-75.4686582
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Fieldstone Insurance Group, LLC
218 Route 17N Suite 404 Rochelle Park, NJ 07662
40.9067126
-74.07055799999999
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9935652
-94.6261906
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
1802 Hamilton Street Allentown, PA 18104
40.5956048
-75.49443409999999
Strategic Wealth Advisors
Strategic WA, LLC
600 Sunland Park Drive Building 1-100 El Paso, TX 79912
31.81931489999999
-106.5370106
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
Rose Glen, LLC
308 East Lancaster Avenue Suite 301 Wynnewood, PA 19096
39.9916838
-75.26387969999999
FINANCIAL CONCEPTS
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8751337
-84.0954696
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.7254908
-71.4545419
Pollock Financial Group
150 Portola Road Portola Valley, CA 94028
37.3730649
-122.2091456
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828987
-117.8517942
Madison Group, The
5299 DTC Boulevard Suite 1100 Greenwood Village, CO 80111
39.6205588
-104.8907217
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
M Advisory Group
Cal-Surance Benefit Plans, Inc.
2377 Crenshaw Boulevard Suite 150 Torrance, CA 90501
33.8233305
-118.3298486
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.253257
-87.84200729999999
SilverStone Group
SilverStone Group, Incorporated
11516 Miracle Hills Drive Suite 100 Omaha, NE 68154
41.2685833
-96.093882
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.310014
-74.655783
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
Plybon & Associates, Inc.
6518 Airport Center Drive Suite 101 Greensboro, NC 27409
36.108144
-79.9563189
United Financial Consultants
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33158
25.8188484
-80.18856939999999
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
Barry, Evans, Josephs Snipes
J.M. Barry & Associates, LLC
1100 Kenilworth Avenue Suite 110 Charlotte, NC 28204
35.2068553
-80.8406765
Goldstein Financial Group, LLC
740 Waukegan Road Suite 310 Deerfield, IL 60015
42.1656116
-87.847649
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
My Advisor & Planner LLC
65 North River Lane Suite 212 Geneva, IL 60134
41.8880168
-88.30333929999999
TCS Insurance Agency, Inc.
101 Larkspur Landing Circle Suite 116 Larkspur, CA 94939
37.9465215
-122.5114147
Heritage Capital Strategies, Inc.
2815 Townsgate Road Suite 120 Westlake Village, CA 91361
34.1548914
-118.823379
Waxman Lawson Financial
3602 Murillo Circle Austin, TX 78703
30.3048889
-97.773888
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6024487
-75.4701815
GDK Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Tenzing Insurance Strategies
Tenzing Advisors, LLC
10 Chestnut Street Suite 7 Needham, MA 02492
42.2799771
-71.2368746
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
BoliColi.com
GW Financial, LLC
281 Main Street Reading, MA 01867
42.5153602
-71.10330549999999
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
HEIRMARK, LTD
7005 South Edgerton Road Suite 101 Cleveland, OH 44141
41.2922659
-81.6398968
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
ViaForte, Inc.
1700 West 82nd Street Suite 180 Bloomington, MN 55431
44.85617329999999
-93.3004981
