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
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Valley Financial Solutions
2847 Penn Forest Blvd. Suite 100 Roanoake, VA 24018
37.2224387
-79.9896336
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2728009
-81.79629489999999
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828987
-117.8517942
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 256 San Jose, CA 95134
37.386464
-121.9293676
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Morgan Advisory Group
2101 East Coast Highway Suite 120 Corona Del Mar, CA 92625
33.6060809
-117.8769473
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.2535051
-87.8420607
Crescent Wealth Advisory
Crescent Wealth Management, Inc.
200 Galleria Parkway Suite 1880 Atlanta, GA 30339
33.8861105
-84.4635494
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Gideon Strategic Partners, LLC
2049 Century Park East, Suite 1940 Los Angeles, CA 90067
34.0588308
-118.4130986
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Golconda Partners, LLC
550 5th Avenue 11th Floor New York, NY 10036
40.7559959
-73.9796259
Burgess Group, Inc., The
103 Social Hall Avenue Salt Lake City, UT 84111
40.7685248
-111.8879678
Dolinsek Insurance Services
P.O. Box 1206 Santa Rosa, CA 95402
38.4408147
-122.7106353
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6026209
-75.4701408
Doerschler & Associates Wealth Management, LLC
54870 N. Main Street Mattawan, MI 49071
42.2194047
-85.7857523
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Alkeme Financial
Mogul Insurance Agency, Inc.
6675 Mediterranean Drive STE 301 McKinney, TX 75072
33.1962649
-96.7059486
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
Clary Executive Benefits LLC
20551 N Pima Road, STE 200 Scottsdale, AZ 85255
33.6730447
-111.8897708
TRC Financial Insurance Services
2 Venture, Suite 455 Irvine, CA 92618
33.678436
-117.7684522
Cammon Company
701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Genmark, LLC
102 S. Wynstone Park Drive North Barrington, IL 60010
42.2180694
-88.1125656
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
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
AUCTORIS
Benefit Concepts Of Colorado, Inc.
6312 South Fiddlers Green Circle, Suite 300E Room 359 Greenwood Village, CO 80111
39.6033445
-104.8934128
Rohe Levy Financial and Insurance Services, Inc.
3131 Camino Del Rio North Suite 415 San Diego, CA 92108
32.7750480
-117.1273564
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Harbour Wealth Management Group, Inc.
126 Seven Farms Drive Suite 150 Daniel Island, SC 29492
32.8653248
-79.9024879
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132976
-97.8541355
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
Benson Blackburn, an Alera Group Agency, LLC
5150 Tamiami Trail N., Suite 501 Naples, FL 34103
26.2096333
-81.7992356
Barry, Evans, Josephs & Snipes
J.M. Barry & Associates, LLC
6525 Carnegie Boulevard, Suite 402 Charlotte, NC 28211
35.1548472
-80.8292609
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Plybon & Associates, Inc.
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
36.0997599
-79.7777469
HOLLEMAN Life Insurance Advisory
Vernon Holleman III
4514 Hawthorne Street Northwest Washington, DC 20016
38.9288537
-77.0893734
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Legacy Advisors, LLC
5 Apollo Road Suite 100 Plymouth Meeting, PA 19462
40.1297414
-75.2825966
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
RockBridge Group, LLC
1950 Stonegate Drive Suite 230 Birmingham, AL 35242
33.4825885
-86.70141629999999
BFA Wealth Partners
BFA Capital Partners, LLC
6406 Ivy Lane, Suite 220 Greenbelt, MD 20770
39.0094016
-76.8952806
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
GDK & Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6908693
-117.881472
Corrigan & Company
Protective Financial & Insurance Services, Inc.
138 Powers Avenue Santa Barbara, CA 93103
34.4259483
-119.7059336
UFC4Wealth
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33137
25.8188484
-80.18856939999999
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4979118
-111.8890852
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Financial Concepts, Inc.
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445752
-81.8395043
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Brown Company, The
80 Washington Street Suite J41 Norwell, MA 02061
42.1713577
-70.88183470441693
Queally Group, Incorporated
700 Coral Street 1st Floor, Suite 146 Stamford, CT 06902
41.0474873
-73.552318
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
Professional Financial Services, Inc.
607 San Marino Drive Lady Lake, FL 32159
26.111908
-80.38332779999999
Apexium Insurance Services LP
411 Theodore Fremd 4th Floor Suite 206S Rye, NY 10580
40.9735833
-73.7006990
Heritage Capital Strategies, Inc.
2555 Townsgate Road Suite 105 Westlake Village, CA 91361
34.1548914
-118.823379
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
Elevated Strategies Insurance Services
4035 E. Thousand Oaks Blvd., Suite 350 Westlake Village, CA 91362
34.1610275
-118.8213683
Sandstone Life Strategies, LLC
14 Olmsted Street Birmingham, AL 35242
33.4076718
-86.6294086
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
M Advisory Group
Cal-Surance Benefit Plans, Inc.
24536 Hawthorne Boulevard Torrance, CA 90505
33.7987543
-118.3504417
Perspective Financial Group, an Alera Company
Pentra, LLC
1041 Old Cassatt Road Berwyn, PA 19312
40.0481337
-75.4433136
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
