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
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
Corrigan Company
Protective Financial & Insurance Services, Inc.
32 E Sola Street Santa Barbara, CA 93101
34.4259483
-119.7059336
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Dodd Consulting, LLC
One Landmark Square 8th Floor Stamford, CT 06901
41.0546921
-73.5380387
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
Cammon Company
Bryant Group, Inc.
Peabody Plaza 701 Market Street Suite 1200 St. Louis, MO 63101
38.6264788
-90.19238969999999
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
My Advisor & Planner LLC
65 North River Lane Suite 212 Geneva, IL 60134
41.8880168
-88.30333929999999
HEIRMARK, LTD
7005 South Edgerton Road Suite 101 Cleveland, OH 44141
41.2922659
-81.6398968
OneTeam Financial, LLC
21 Commerce Drive Suite 301 Cranford, NJ 07016
40.645616
-74.284892
Mullin Barens Sanford Financial & Insurance Services, LLC
2242 Purdue Avenue Los Angeles, CA 90064
34.0358608
-118.4416959
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
Apexium Insurance Services LP
529 Fifth Avenue 4th Floor New York, NY 10017
40.7543836
-73.9796053
Professional Financial Services, Inc.
16875 Crestview Lane Weston, FL 33326
26.111908
-80.38332779999999
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
M Advisory Group
Cal-Surance Benefit Plans, Inc.
2377 Crenshaw Boulevard Suite 150 Torrance, CA 90501
33.8233305
-118.3298486
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
Pollock Financial Group
150 Portola Road Portola Valley, CA 94028
37.3730649
-122.2091456
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.6087579
-122.3359054
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
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
TPG Consulting, LLC
6518 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
Barry, Evans, Josephs Snipes
J.M. Barry & Associates, LLC
1100 Kenilworth Avenue Suite 110 Charlotte, NC 28204
35.2068553
-80.8406765
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
MBL Advisors Inc.
1017 East Morehead Street Suite 100 Charlotte, NC 28204
35.2125828
-80.84296309999999
ViaForte, Inc.
1700 West 82nd Street Suite 180 Bloomington, MN 55431
44.85617329999999
-93.3004981
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.61012729999999
-122.3325754
Plybon & Associates, Inc.
6518 Airport Center Drive Suite 101 Greensboro, NC 27409
36.108144
-79.9563189
Greenberg, Wexler & Eig, LLC
4600 East West Highway Suite 875 Bethesda, MD 20814
38.9846206
-77.0929194
Nease, Lagana, Eden & Culley, Inc.
2000 RiverEdge Parkway Suite 700 Atlanta, GA 30328
33.9061864
-84.4382359
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
MBW Group
NBW Co.
706 Second Avenue South Suite 300 Minneapolis, MN 55402
44.975614
-93.27013699999999
Downey Group, Inc., The
P.O. Box 1460 Champaign, IL 61824
40.1211828
-88.2434596
Evergreen Consulting, Inc.
1200 Premier Drive Suite 210 Chattanooga, TN 37421
35.0141235
-85.1878662
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
Carlson Hammond
Private Capital Financial Advisors, Inc. - Honolulu, HI
The Merchant House 222 Merchant Street Suite 208 Honolulu, HI 96813
21.3084645
-157.8596643
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.725456
-71.454494
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
BoliColi.com
GW Financial, LLC
281 Main Street Reading, MA 01867
42.5153602
-71.10330549999999
Benson Blackburn, LLC
999 Vanderbilt Beach Road Suite 606 Naples, FL 34108
26.2510488
-81.7991651
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Perspective Financial Group, an Alera Company
Pentra, LLC
22 Cassatt Avenue Suite 100 Berwyn, PA 19312
40.0481337
-75.4433136
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Laugharn & Wilson Insurance Services, LLC
800 West 6th Street Suite 930 Los Angeles, CA 90017
34.050116
-118.2579219
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
Goldstein Financial Group, LLC
740 Waukegan Road Suite 310 Deerfield, IL 60015
42.1656116
-87.847649
Altium Wealth Management
Altium Planning, LLC
2500 Westchester Avenue Suite 210 Purchase, NY 10577
41.0118798
-73.6987347
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445752
-81.8395043
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
Strategic Wealth Advisors
Strategic WA, LLC
600 Sunland Park Drive Building 1-100 El Paso, TX 79912
31.81931489999999
-106.5370106
TCS Insurance Agency, Inc.
101 Larkspur Landing Circle Suite 116 Larkspur, CA 94939
37.9465215
-122.5114147
Valley Forge Financial Group, Inc.
1000 Westlakes Drive Suite 200 Berwyn, PA 19312
40.0613354
-75.4686582
United Financial Consultants
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33158
25.8188484
-80.18856939999999
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Brown Company, The
175 Derby Street Suite 14 Hingham, MA 02043
42.1794838
-70.91417009999999
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6024487
-75.4701815
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
Rose Glen, LLC
308 East Lancaster Avenue Suite 301 Wynnewood, PA 19096
39.9916838
-75.26387969999999
Kornreich Insurance Brokerage Services
Kornreich Insurance Brokerage Services Of NJ, Inc.
350 Madison Ave 7th floor New York, NY 10017
40.7547289
-73.9785265
Lindberg Ripple
LRI LLC
29 South Main Street Suite 215 West Hartford, CT 06107
41.7599592
-72.7425099
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Greenberg & Rapp Financial Group, Inc.
72 Eagle Rock Avenue Suite 302 East Hanover, NJ 07936
40.8326163
-74.33845509999999
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
Pillar International Insurance Advisors, LLC
601 Union Street Suite 1501 Seattle, WA 98101
47.610152
-122.332363
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Gencorp Insurance Financial Services
EB, Inc.
2000 Chapel View Boulevard Suite 240 Cranston, RI 02920
41.7571164
-71.4597671
AUCTORIS
Benefit Concepts Of Colorado, Inc.
5299 DTC Boulevard Suite 1101 Greenwood Village, CO 80111
39.6205293
-104.8907526
Knight Planning Corporation
2001 Kirby Drive Suite 990 Houston, TX 77019
29.7478543
-95.4182964
Premier Partners, LLC
1430 South Dixie Highway Suite 321 Coral Gables, FL 33146
25.7096451
-80.28200149999999
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
Bridge Financial Group, LLC
13986 West Bowles Avenue Suite 200 Littleton, CO 80127
39.6079985
-105.1557399
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Eagle Private Insurance Services
First Republic Investment Management, LLC
111 Pine Street San Francisco, CA 94111
37.7921412
-122.3990296
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6908693
-117.881472
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
Clary Executive Benefits LLC
17470 N Pacesetter Way Scottsdale, AZ 85255
33.6446848
-111.9010829
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Southern Wealth Management, LLP
5005 LBJ Freeway Suite 1313 Dallas, TX 75244
32.9279463
-96.8220295
RockBridge Group, LLC
1950 Stonegate Drive Suite 230 Birmingham, AL 35242
33.4825885
-86.70141629999999
Vie International Financial Services, Ltd.
10 Brick Street May Fair London, W1J7DF
51.50486530000001
-0.1487673
Boulevard Financial, LLC
7500 College Boulevard Suite 1110 Overland Park, KS 66210
38.9291456
-94.6731885
TRC Financial Insurance Services
1 Post Suite 150 Irvine, CA 92618
33.678436
-117.7684522
Sitzmann, Morris & Boyle Insurance Agency, LLC
3697 Mt. Diablo Boulevard Suite 100 Lafayette, CA 94549
37.88927899999999
-122.1304835
