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
Lindberg & Ripple
LRI LLC
29 South Main Street Suite 311 West Hartford, CT 06107
41.7599592
-72.7425099
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
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4979118
-111.8890852
Crescent Wealth Advisory
Crescent Wealth Management, Inc.
200 Galleria Parkway Suite 1880 Atlanta, GA 30339
33.8861105
-84.4635494
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.61012729999999
-122.3325754
BoliColi
GW Financial, LLC
222 Rosewood Drive 10th Floor Danvers, MA 01923
42.5640008
-70.9833095
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Mezrah Financial
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Sandstone Life Strategies, LLC
14 Olmsted Street Birmingham, AL 35242
33.4076718
-86.6294086
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Brown Company, The
80 Washington Street Suite J41 Norwell, MA 02061
42.1713577
-70.88183470441693
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Apexium Insurance Services LP
411 Theodore Fremd 4th Floor Suite 206S Rye, NY 10580
40.9735833
-73.7006990
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Madison Rose Advisors LLC
266 Main Street Madison, NJ 07940
40.7515265
-74.4024957
HOLLEMAN Life Insurance Advisory
Vernon Holleman III
4514 Hawthorne Street Northwest Washington, DC 20016
38.9288537
-77.0893734
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
M Advisory Group
Cal-Surance Benefit Plans, Inc.
24536 Hawthorne Boulevard Torrance, CA 90505
33.7987543
-118.3504417
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6026209
-75.4701408
BFA Wealth Partners
BFA Capital Partners, LLC
6406 Ivy Lane, Suite 220 Greenbelt, MD 20770
39.0094016
-76.8952806
Strategic Wealth Advisors
Strategic WA, LLC
123 W. Mills Avenue Suite 200 El Paso, TX 79901
31.759107951718892
-106.4893394
Rohe Levy Financial and Insurance Services, Inc.
3131 Camino Del Rio North Suite 415 San Diego, CA 92108
32.7750480
-117.1273564
Wealth Preservation Partners, LLC
90 Hopmeadow Street Weatogue, CT 06089
41.828831
-72.82272189999999
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
Donfeld Insurance Services Corp
9800 Wilshire Boulevard Beverly Hills, CA 90212
34.0674528
-118.4104192
Kornreich Insurance Brokerage Services
Kornreich Insurance Brokerage Services Of NJ, Inc.
350 Madison Ave 7th floor New York, NY 10017
40.7547289
-73.9785265
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
Byron Financial Insurance Services, LLC
1515 Mockingbird Lane, Suite 400 Charlotte, NC 28209
35.1676741
-80.8490123
EHD
Engle-Hambright & Davies, Inc
1857 William Penn Way Lancaster, PA 17601
40.05334749
-76.2494064
Navon Wealth Advisors, LLC
5950 Sherry Lane, Suite 217 Dallas, TX 75225
32.862178
-96.8110635
Burgess Group, Inc., The
103 Social Hall Avenue Salt Lake City, UT 84111
40.7685248
-111.8879678
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445752
-81.8395043
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.13198200000001
-86.80101499999999
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.973593
-93.41812399999999
Barry, Evans, Josephs & Snipes
J.M. Barry & Associates, LLC
6525 Carnegie Boulevard, Suite 402 Charlotte, NC 28211
35.1548472
-80.8292609
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
4905 Tilghman Street Suite 100 Allentown, PA 18104
40.5914284
-75.5639295
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Madison Legacy Partners, LLC
28 Franklin Place Floor 1 Morristown, NJ 07960
40.79380175
-74.4716854
Financial Concepts, Inc.
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Dan Parrish Insurance Services, Inc.
2150 River Plaza Drive Sacramento, CA 95833
38.6049233
-121.5121300
MullinTBG
Mullin TBG Insurance Agency Services, LLC
865 Dove Street, Suite 318 Newport Beach, CA 92660
33.6727639
-117.8436883
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
Silverstone Group, LLC
Hub International Great Plains, LLC
11516 Miracle Hills Drive Suite 100 Omaha, NE 68154
41.2685833
-96.093882
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Doerschler & Associates Wealth Management, LLC
54870 N. Main Street Mattawan, MI 49071
42.2194047
-85.7857523
TCS Insurance Agency, Inc.
100 Smith Ranch Road, Suite 340 San Rafael, CA 94903
38.0192932
-122.5339439
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
HORAN Wealth
Horan Wealth, LLC
8044 Montgomery Road Suite 640 Cincinnati, OH 45236
39.20142250371401
-84.37053740178283
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Elevated Strategies Insurance Services
4035 E. Thousand Oaks Blvd., Suite 350 Westlake Village, CA 91362
34.1610275
-118.8213683
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Legacy Advisors, LLC
5 Apollo Road Suite 100 Plymouth Meeting, PA 19462
40.1297414
-75.2825966
Genmark, LLC
102 S. Wynstone Park Drive North Barrington, IL 60010
42.2180694
-88.1125656
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828987
-117.8517942
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.725456
-71.454494
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132976
-97.8541355
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Gideon Strategic Partners, LLC
2049 Century Park East, Suite 1940 Los Angeles, CA 90067
34.0588308
-118.4130986
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Clary Executive Benefits LLC
20551 N Pima Road, STE 200 Scottsdale, AZ 85255
33.6730447
-111.8897708
Heritage Capital Strategies, Inc.
2555 Townsgate Road Suite 105 Westlake Village, CA 91361
34.1548914
-118.823379
Worth Corporate Planning, LLC
One N. Clematis Street Suite 305 West Palm Beach, FL 33401
26.7139127
-80.0498996
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
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
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.6087579
-122.3359054
Harbour Wealth Management Group, Inc.
126 Seven Farms Drive Suite 150 Daniel Island, SC 29492
32.8653248
-79.9024879
