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
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920194
-71.5185163
Horan Securities, Inc.
4990 East Galbraith Road Suite 102 Cincinnati, OH 45236
39.2071189
-84.3787612
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8751337
-84.0954696
ViaForte, Inc.
1700 West 82nd Street Suite 180 Bloomington, MN 55431
44.85617329999999
-93.3004981
Greenberg, Wexler & Eig, LLC
4600 East West Highway Suite 875 Bethesda, MD 20814
38.9844519
-77.0928692
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Benson Blackburn, LLC
999 Vanderbilt Beach Road Suite 606 Naples, FL 34108
26.2513606
-81.79930519999999
Evergreen Consulting, Inc.
1200 Premier Drive Suite 210 Chattanooga, TN 37421
35.0141235
-85.1878662
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
AUCTORIS
Benefit Concepts Of Colorado, Inc.
5299 DTC Boulevard Suite 1101 Greenwood Village, CO 80111
39.6205293
-104.8907526
Cammon Company
Bryant Group, Inc.
Peabody Plaza 701 Market Street Suite 1200 St. Louis, MO 63101
38.6264788
-90.19238969999999
Altium Wealth Management
Altium Planning, LLC
2500 Westchester Avenue Suite 210 Purchase, NY 10577
41.0118635
-73.6987734
M Advisory Group
Cal-Surance Benefit Plans, Inc.
2377 Crenshaw Boulevard Suite 150 Torrance, CA 90501
33.8233103
-118.3297946
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0416943
-87.75504649999999
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Mullin Barens Sanford Financial & Insurance Services, LLC
2242 Purdue Avenue Los Angeles, CA 90064
34.0358608
-118.4416959
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Greenberg & Rapp Financial Group, Inc.
72 Eagle Rock Avenue Suite 302 East Hanover, NJ 07936
40.8326021
-74.3387216
Professional Financial Services, Inc.
16875 Crestview Lane Weston, FL 33326
26.111908
-80.38332779999999
BryanMark Group, Inc.
7700 Bonhomme Avenue Suite 550 St. Louis, MO 63105
38.647064
-90.3351031
OneTeam Financial, LLC
21 Commerce Drive Suite 301 Cranford, NJ 07016
40.6455937
-74.2849157
Corrigan Company
Protective Financial & Insurance Services, Inc.
32 E Sola Street Santa Barbara, CA 93101
34.4259483
-119.7059336
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
Bridge Financial Group, LLC
13986 West Bowles Avenue Suite 200 Littleton, CO 80127
39.6079985
-105.1557399
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.7254908
-71.4545419
TRC Financial Insurance Services
1 Post Suite 150 Irvine, CA 92618
33.67839
-117.7684431
Brown Company, The
175 Derby Street Suite 14 Hingham, MA 02043
42.1794838
-70.91417009999999
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Clary Executive Benefits LLC
17470 N Pacesetter Way Scottsdale, AZ 85255
33.6446848
-111.9010829
Lyman Group, LLC, The
601 Union Street Suite 3212 Seattle, WA 98101
47.6101545
-122.332374
Tenzing Insurance Strategies
Tenzing Advisors, LLC
10 Chestnut Street Suite 7 Needham, MA 02492
42.2799771
-71.2368746
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911167
-122.1276315
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.509051
-83.3244098
BoliColi.com
GW Financial, LLC
281 Main Street Reading, MA 01867
42.5153602
-71.10330549999999
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 201 San Jose, CA 95134
37.3865365
-121.9294893
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2727859
-81.7962314
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.253257
-87.84200729999999
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91792
33.9973422
-117.8365183
MBL Advisors Inc.
1017 East Morehead Street Suite 100 Charlotte, NC 28204
35.212567
-80.8430118
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.3368532
-83.05168049999999
Waxman Lawson Financial
3602 Murillo Circle Austin, TX 78703
30.3048889
-97.773888
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5238126
-122.6825527
Parq Advisors
9595 Wilshire Boulevard Suite 300 Beverly Hills, CA 90212
34.0675186
-118.4024758
Dodd Consulting, LLC
One Landmark Square 8th Floor Stamford, CT 06901
41.0546921
-73.5380387
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4759844
-86.7647898
Barry, Evans, Josephs Snipes
J.M. Barry & Associates, LLC
1100 Kenilworth Avenue Suite 110 Charlotte, NC 28204
35.2068553
-80.8406765
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Downey Group, Inc., The
P.O. Box 1460 Champaign, IL 61824
40.1211828
-88.2434596
GDK Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Vie International Financial Services, Ltd.
10 Brick Street May Fair London, W1J7DF
51.5048532
-0.1487717
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.602372
-75.4698781
Coyle Company, The
Coyle Company Insurance Group, LLC, The
Wellesley Office Park 20 William Street Wellesley, MA 02481
42.3190805
-71.2335697
Goldstein Financial Group, LLC
740 Waukegan Road Suite 310 Deerfield, IL 60015
42.1656116
-87.847649
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132975
-97.8541355
Nease, Lagana, Eden & Culley, Inc.
2000 RiverEdge Parkway Suite 700 Atlanta, GA 30328
33.9062206
-84.43818999999999
My Advisor & Planner LLC
65 North River Lane Suite 212 Geneva, IL 60134
41.88804529999999
-88.3033135
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541559
-76.6403222
Sitzmann, Morris & Boyle Insurance Agency, LLC
3697 Mt. Diablo Boulevard Suite 100 Lafayette, CA 94549
37.8893079
-122.1305153
Madison & Main Advisors, LLC
266 Main Street Madison, NJ 07940
40.7513632
-74.4025233
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445742
-81.8394761
Gencorp Insurance Financial Services
EB, Inc.
16 Main Street East Greenwich, RI 02818
41.6636871
-71.4496683
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8083479
-73.4860592
Apexium Insurance Services LP
529 Fifth Avenue 4th Floor New York, NY 10017
40.7543836
-73.9796053
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1909395
-81.0817177
Madison Group, The
5299 DTC Boulevard Suite 1100 Greenwood Village, CO 80111
39.6205293
-104.8907526
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Colorado Financial Group, Inc.
1586 South 21st Street Suite 100 Colorado Springs, CO 80904
38.8305621
-104.8595707
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
Pillar International Insurance Advisors, LLC
601 Union Street Suite 1501 Seattle, WA 98101
47.6101545
-122.332374
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.6873986
-75.6607658
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Heritage Capital Strategies, Inc.
2815 Townsgate Road Suite 120 Westlake Village, CA 91361
34.1548914
-118.823379
Winged Keel Group
1700 Broadway 34th Floor New York, NY 10019
40.7635183
-73.9823457
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
Perspective Financial Group, an Alera Company
Pentra, LLC
22 Cassatt Avenue Suite 100 Berwyn, PA 19312
40.0481427
-75.443258
Kornreich Insurance Brokerage Services
Kornreich Insurance Brokerage Services Of NJ, Inc.
350 Madison Avenue, 7th Floor New York, NY 10017
40.7547484
-73.97864109999999
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
Valley Forge Financial Group, Inc.
1000 Westlakes Drive Suite 200 Berwyn, PA 19312
40.061307
-75.4686093
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Cypress Strategies
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.6262506
-111.9422351
MullinTBG
Mullin TBG Insurance Agency Services, LLC
100 North Pacific Coast Highway Suite 500 El Segundo, CA 90245
33.9164349
-118.3958516
Gideon Strategic Partners, LLC
1411 5th Street Suite 306 Santa Monica, CA 90401
34.0171064
-118.4937729
SilverStone Group
SilverStone Group, Incorporated
11516 Miracle Hills Drive Suite 100 Omaha, NE 68154
41.2685833
-96.093882
Southern Wealth Management, LLP
5005 LBJ Freeway Suite 1313 Dallas, TX 75244
32.927956
-96.82212039999999
Financial Concepts Inc.
P.O. Box 554 Ann Arbor, MI 43106
42.2780436
-83.7382241
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.7478754
-92.2723491
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7104618
-80.09975779999999
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.82881440000001
-72.8227508
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
United Financial Consultants
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33158
25.8230555
-80.1871663
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.7480579
-80.25453999999999
