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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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Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

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

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Greenberg & Rapp Financial Group, Inc.

1776 On The Green 67 East Park Place Suite 750  Morristown, NJ 07960

40.7983182

-74.4802395654994

Greenberg & Rapp Financial Group, Inc.

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Krizek Group, The

P.O. Box 477  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.9279463

-96.8220295

Southern Wealth Management, LLP

BoliColi.com

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi.com

Carlson Hammond

Private Capital Financial Advisors, Inc. - Honolulu, HI

The Merchant House 222 Merchant Street Suite 208  Honolulu, HI 96813

21.3084645

-157.8596643

Carlson Hammond

DSG Family Legacy Insurance Solutions, Inc.

1340 Valley Vista Drive Suite 200  Diamond Bar, CA 91765

33.9973496

-117.8365333

DSG Family Legacy Insurance Solutions, Inc.

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

United Financial Consultants

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33158

25.8188484

-80.18856939999999

United Financial Consultants

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

GARLIKOV & ASSOCIATES, INC.

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

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

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

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

TRC Financial Insurance Services

1 Post Suite 150  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services

Executive Compensation Group, LLC, The

325 N. Williamson Boulevard Suite 120  Daytona Beach, FL 32114

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

Cammon Company

Peabody Plaza 701 Market Street Suite 300  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

Navon Wealth Advisors, LLC

2101 Cedar Springs Road Suite 1050  Dallas, TX 75201

32.794310

-96.8062794

Navon Wealth Advisors, LLC

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Cypress Strategies

Grenert Financial Group, LLC

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

33.626265

-111.9421726

Cypress Strategies

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

GDK Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK Company

TPG Consulting, LLC

6520 Airport Center Drive Suite 203  Greensboro, NC 27409

36.108144

-79.9563189

TPG Consulting, LLC

Arlen Corporation

117 Metro Center Boulevard Suite 2006  Warwick, RI 02886

41.725456

-71.454494

Arlen Corporation

MullinTBG

Mullin TBG Insurance Agency Services, LLC

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

33.9164349

-118.3958516

MullinTBG

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

Lindberg Ripple

LRI LLC

29 South Main Street Suite 311  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg Ripple

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton Street  Allentown, PA 18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Boulevard Financial, LLC

7500 College Boulevard, 5th Floor  Overland Park, KS 66210

38.9291456

-94.6731885

Boulevard Financial, LLC

McDowell Financial Group

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

43.489863

-96.71868789999999

McDowell Financial Group

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9465215

-122.5114147

TCS Insurance Agency, Inc.

Laugharn & Wilson Insurance Services, LLC

P.O. Box 62  Los Angeles, CA 90012

34.050116

-118.2579219

Laugharn & Wilson Insurance Services, LLC

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Queally Group, Incorporated

28 Thorndal Circle Suite 300  Darien, CT 06820

41.0706594

-73.4804584

Queally Group, Incorporated

Winged Keel Group

60 East 42nd Street, 44th Floor  New York, NY 10165

40.7521681

-73.97871830000001

Winged Keel Group

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9916838

-75.26387969999999

Rose Glen, LLC

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9846206

-77.0929194

Greenberg, Wexler & Eig, LLC

Bridge Financial Group, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Financial Group, LLC

Apexium Insurance Services LP

529 Fifth Avenue 4th Floor  New York, NY 10017

40.7543836

-73.9796053

Apexium Insurance Services LP

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.2125828

-80.84296309999999

MBL Advisors Inc.

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.

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

Hub International Great Plains

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

Hub International Great Plains

Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

Enza Financial, LLC

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial, LLC

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Vie International Financial Services, Ltd.

10 Brick Street, Mayfair  London, W1J 7DF 

51.50486530000001

-0.1487673

Vie International Financial Services, Ltd.

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

FINANCIAL CONCEPTS

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

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Dodd Consulting, LLC

PO. Box 4337  Stamford, CT 06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Clary Executive Benefits LLC

17470 N Pacesetter Way  Scottsdale, AZ 85255

33.6446848

-111.9010829

Clary Executive Benefits LLC

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Cohn Financial Group, LLC

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

33.5128718

-111.9955553

Cohn Financial Group, LLC

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150  Torrance, CA 90501

33.8233305

-118.3298486

M Advisory Group

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor Group

Benson Blackburn, LLC

5150 Tamiami Trail N., Suite 501  Naples, FL 34103

26.2096333

-81.7992356

Benson Blackburn, LLC

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600  Detroit, MI 48226

42.336886

-83.051711

Catalyst Solutions Group, Inc.

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

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

Peck Financial

7100 W. Camino Real Suite 403  Boca Raton, FL 33433

26.3436071

-80.1562675

Peck Financial

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Jones Lowry

R. Marshall Jones, Inc.

470 Columbia Drive Suite E-100  West Palm Beach, FL 33409

26.7102644

-80.09986690000001

Jones Lowry

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

McInnes Group, Inc.

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

38.9934375

-94.6261344

McInnes Group, Inc.

KB Financial Partners, LLC

300 Carnegie Center Suite 240  Princeton, NJ 08540

40.3100835

-74.6557709

KB Financial Partners, LLC

Madison Group, The

5299 DTC Boulevard Suite 1100  Greenwood Village, CO 80111

39.6205588

-104.8907217

Madison Group, The

Waxman Lawson Financial

2314 Woodlawn Boulevard  Austin, TX 78703

30.2912102

-97.758180

Waxman Lawson Financial

Premier Partners, LLC

1430 South Dixie Highway Suite 321  Coral Gables, FL 33146

25.7096451

-80.28200149999999

Premier Partners, LLC

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100  Seattle, WA 98101

47.6087579

-122.3359054

Assured Partners MCM

Mullin Barens Sanford Financial & Insurance Services, LLC

2242 Purdue Avenue  Los Angeles, CA 90064

34.0358608

-118.4416959

Mullin Barens Sanford Financial & Insurance Services, LLC

Pinnacle Financial Group

144 Turnpike Road Suite 110  Southborough, MA 01772

42.2920162

-71.5184739

Pinnacle Financial Group

Horan Securities, Inc.

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

Horan Securities, Inc.

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

Gencorp Insurance Financial Services

EB, Inc.

2000 Chapel View Boulevard Suite 240  Cranston, RI 02920

41.7571164

-71.4597671

Gencorp Insurance Financial Services

Valley Forge Financial Group, Inc.

1000 Westlakes Drive Suite 200  Berwyn, PA 19312

40.0613354

-75.4686582

Valley Forge Financial Group, Inc.

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

R.O.W. Group, The

Southeast Financial Group, Inc.

2020 21st Avenue South Suite 200  Nashville, TN 37212

36.13198200000001

-86.80101499999999

R.O.W. Group, The