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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.

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Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Cohn Financial Group, LLC

5090 N. 40th Street Suite 180  Phoenix, AZ 85018

33.5128718

-111.9955553

Cohn Financial Group, LLC

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Cammon Company

Bryant Group, Inc.

Peabody Plaza 701 Market Street Suite 1200  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

ViaForte, Inc.

1700 West 82nd Street Suite 180  Bloomington, MN 55431

44.85617329999999

-93.3004981

ViaForte, Inc.

Swartzbaugh-Farber & Associates, Inc.

Financial Plaza 9140 West Dodge Road Suite 418  Omaha, NE 68114

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

BoliColi.com

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi.com

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Dodd Consulting, LLC

One Landmark Square 8th Floor  Stamford, CT 06901

41.0546921

-73.5380387

Dodd Consulting, LLC

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

Tenzing Insurance Strategies

Tenzing Advisors, LLC

10 Chestnut Street Suite 7  Needham, MA 02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

SilverStone Group

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

SilverStone Group

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150  Torrance, CA 90501

33.8233305

-118.3298486

M Advisory Group

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.253257

-87.84200729999999

Alvarez Group, Private Client LLC, The

Perspective Financial Group, an Alera Company

Pentra, LLC

22 Cassatt Avenue Suite 100  Berwyn, PA 19312

40.0481337

-75.4433136

Perspective Financial Group, an Alera Company

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

Pfleger Financial Group, Inc.

P. Financial, Inc.

2600 S. Douglas Road Suite 1010  Coral Gables, FL 33134

25.747722

-80.25473989999999

Pfleger Financial Group, Inc.

FINANCIAL CONCEPTS

24 Frank Lloyd Wright Drive, Suite 3050 H  Ann Arbor, MI 48105

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Tippett Moorhead & Haden, An Alera Group Agency, LLC

3200 Park Center Drive Suite 550  Costa Mesa, CA 92626

33.6908693

-117.881472

Tippett Moorhead & Haden, An Alera Group Agency, LLC

Altium Wealth Management

Altium Planning, LLC

2500 Westchester Avenue Suite 210  Purchase, NY 10577

41.0118798

-73.6987347

Altium Wealth Management

Greenberg & Rapp Financial Group, Inc.

72 Eagle Rock Avenue Suite 302  East Hanover, NJ 07936

40.8326163

-74.33845509999999

Greenberg & Rapp Financial Group, Inc.

Heritage Capital Strategies, Inc.

2815 Townsgate Road Suite 120  Westlake Village, CA 91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

Pillar International Insurance Advisors, LLC

601 Union Street Suite 1501  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

Waxman Lawson Financial

3602 Murillo Circle  Austin, TX 78703

30.3048889

-97.773888

Waxman Lawson Financial

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

Valley Forge Financial Group, Inc.

1000 Westlakes Drive Suite 200  Berwyn, PA 19312

40.0613354

-75.4686582

Valley Forge Financial Group, Inc.

Strategic Wealth Advisors

Strategic WA, LLC

600 Sunland Park Drive Building 1-100  El Paso, TX 79912

31.81931489999999

-106.5370106

Strategic Wealth Advisors

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Enza Financial, LLC

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial, LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Eagle Private Insurance Services

First Republic Investment Management, LLC

111 Pine Street  San Francisco, CA 94111

37.7921412

-122.3990296

Eagle Private Insurance Services

My Advisor & Planner LLC

65 North River Lane Suite 212  Geneva, IL 60134

41.8880168

-88.30333929999999

My Advisor & Planner LLC

Benson Blackburn, LLC

999 Vanderbilt Beach Road Suite 606  Naples, FL 34108

26.2510488

-81.7991651

Benson Blackburn, LLC

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.9279463

-96.8220295

Southern Wealth Management, LLP

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

McDowell Financial Group

609 East Tan Tara Circle Suite 101  Sioux Falls, SD 57108

43.489863

-96.71868789999999

McDowell Financial Group

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

Gideon Strategic Partners, LLC

1411 5th Street Suite 306  Santa Monica, CA 90401

34.0171064

-118.4937729

Gideon Strategic Partners, LLC

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor Group

McInnes Group, Inc.

3500 W. 75th Street Suite 200  Prairie Village, KS 66208

38.9934375

-94.6261344

McInnes Group, Inc.

Plybon & Associates, Inc.

6518 Airport Center Drive Suite 101  Greensboro, NC 27409

36.108144

-79.9563189

Plybon & Associates, Inc.

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

TRC Financial Insurance Services

1 Post Suite 150  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services

Brown Company, The

175 Derby Street Suite 14  Hingham, MA 02043

42.1794838

-70.91417009999999

Brown Company, The

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 201  San Jose, CA 95134

37.386464

-121.9293676

Wellspring Global Insurance Solutions

Boulevard Financial, LLC

7500 College Boulevard Suite 1110  Overland Park, KS 66210

38.9291456

-94.6731885

Boulevard Financial, LLC

Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Colorado Financial Group, Inc.

1586 South 21st Street Suite 100  Colorado Springs, CO 80904

38.8305621

-104.8595707

Colorado Financial Group, Inc.

MullinTBG

Mullin TBG Insurance Agency Services, LLC

100 North Pacific Coast Highway Suite 500  El Segundo, CA 90245

33.9164349

-118.3958516

MullinTBG

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9916838

-75.26387969999999

Rose Glen, LLC

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

NBW Insurance Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

NBW Insurance Group

Vie International Financial Services, Ltd.

10 Brick Street May Fair  London, W1J7DF 

51.50486530000001

-0.1487673

Vie International Financial Services, Ltd.

Lyman Group, LLC, The

601 Union Street Suite 3212  Seattle, WA 98101

47.610152

-122.332363

Lyman Group, LLC, The

Laugharn & Wilson Insurance Services, LLC

800 West 6th Street Suite 930  Los Angeles, CA 90017

34.050116

-118.2579219

Laugharn & Wilson Insurance Services, LLC

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9465215

-122.5114147

TCS Insurance Agency, Inc.

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola Street  Santa Barbara, CA 93101

34.4259483

-119.7059336

Corrigan Company

Pinnacle Financial Group

144 Turnpike Road Suite 110  Southborough, MA 01772

42.2920162

-71.5184739

Pinnacle Financial Group

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

KB Financial Partners, LLC

300 Carnegie Center Suite 240  Princeton, NJ 08540

40.3100835

-74.6557709

KB Financial Partners, LLC

Apexium Insurance Services LP

529 Fifth Avenue 4th Floor  New York, NY 10017

40.7543836

-73.9796053

Apexium Insurance Services LP

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

Fieldstone Insurance Group, LLC

218 Route 17N Suite 404  Rochelle Park, NJ 07662

40.9067126

-74.07055799999999

Fieldstone Insurance Group, LLC

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton Street  Allentown, PA 18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Queally Group, Incorporated

28 Thorndal Circle Suite 300  Darien, CT 06820

41.0706594

-73.4804584

Queally Group, Incorporated

Barry, Evans, Josephs Snipes

J.M. Barry & Associates, LLC

1100 Kenilworth Avenue Suite 110  Charlotte, NC 28204

35.2068553

-80.8406765

Barry, Evans, Josephs Snipes

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9846206

-77.0929194

Greenberg, Wexler & Eig, LLC

Meridian Financial Group, LLC

13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3  Fort Myers, FL 33912

26.5445752

-81.8395043

Meridian Financial Group, LLC

Bridge Financial Group, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Financial Group, LLC

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

Mezrah Financial Group

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial Group

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100  Seattle, WA 98101

47.6087579

-122.3359054

Assured Partners MCM

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Gencorp Insurance Financial Services

EB, Inc.

2000 Chapel View Boulevard Suite 240  Cranston, RI 02920

41.7571164

-71.4597671

Gencorp Insurance Financial Services

Coyle Company, The

Coyle Company Insurance Group, LLC, The

Wellesley Office Park 20 William Street  Wellesley, MA 02481

42.3190805

-71.2335697

Coyle Company, The

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.2125828

-80.84296309999999

MBL Advisors Inc.

Cypress Strategies

Grenert Financial Group, LLC

C/O 6424 E. Greenway Parkway Suite 100  Scottsdale, AZ 85254

33.626265

-111.9421726

Cypress Strategies

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Ave 7th floor  New York, NY 10017

40.7547289

-73.9785265

Kornreich Insurance Brokerage Services

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Sitzmann, Morris & Boyle Insurance Agency, LLC

3697 Mt. Diablo Boulevard Suite 100  Lafayette, CA 94549

37.88927899999999

-122.1304835

Sitzmann, Morris & Boyle Insurance Agency, LLC

GARLIKOV & ASSOCIATES, INC.

The Huntington Center 41 South High Street Suite 3400  Columbus, OH 43215

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.