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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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Peck Financial

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

26.3436071

-80.1562675

Peck Financial

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola Street  Santa Barbara, CA 93101

34.4259483

-119.7059336

Corrigan Company

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.

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Dodd Consulting, LLC

One Landmark Square 8th Floor  Stamford, CT 06901

41.0546921

-73.5380387

Dodd Consulting, LLC

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Cammon Company

Bryant Group, Inc.

Peabody Plaza 701 Market Street Suite 1200  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

My Advisor & Planner LLC

65 North River Lane Suite 212  Geneva, IL 60134

41.8880168

-88.30333929999999

My Advisor & Planner LLC

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

OneTeam Financial, LLC

21 Commerce Drive Suite 301  Cranford, NJ 07016

40.645616

-74.284892

OneTeam Financial, LLC

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

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Apexium Insurance Services LP

529 Fifth Avenue 4th Floor  New York, NY 10017

40.7543836

-73.9796053

Apexium Insurance Services LP

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150  Torrance, CA 90501

33.8233305

-118.3298486

M Advisory Group

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100  Seattle, WA 98101

47.6087579

-122.3359054

Assured Partners MCM

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203  Needham, MA 02494

42.304834

-71.22847677321631

Coyle Company, The

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

Madison Group, The

5299 DTC Boulevard Suite 1100  Greenwood Village, CO 80111

39.6205588

-104.8907217

Madison Group, The

TPG Consulting, LLC

6518 Airport Center Drive Suite 203  Greensboro, NC 27409

36.108144

-79.9563189

TPG Consulting, LLC

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

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.2125828

-80.84296309999999

MBL Advisors Inc.

ViaForte, Inc.

1700 West 82nd Street Suite 180  Bloomington, MN 55431

44.85617329999999

-93.3004981

ViaForte, Inc.

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

Plybon & Associates, Inc.

6518 Airport Center Drive Suite 101  Greensboro, NC 27409

36.108144

-79.9563189

Plybon & Associates, Inc.

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9846206

-77.0929194

Greenberg, Wexler & Eig, LLC

Nease, Lagana, Eden & Culley, Inc.

2000 RiverEdge Parkway Suite 700  Atlanta, GA 30328

33.9061864

-84.4382359

Nease, Lagana, Eden & Culley, Inc.

Winged Keel Group

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

40.7521681

-73.97871830000001

Winged Keel Group

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

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

Arlen Corporation

117 Metro Center Boulevard Suite 2006  Warwick, RI 02886

41.725456

-71.454494

Arlen Corporation

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

BoliColi.com

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi.com

Benson Blackburn, LLC

999 Vanderbilt Beach Road Suite 606  Naples, FL 34108

26.2510488

-81.7991651

Benson Blackburn, LLC

Jones Lowry

R. Marshall Jones, Inc.

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

26.7102644

-80.09986690000001

Jones Lowry

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

McDowell Financial Group

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

43.489863

-96.71868789999999

McDowell Financial Group

Laugharn & Wilson Insurance Services, LLC

800 West 6th Street Suite 930  Los Angeles, CA 90017

34.050116

-118.2579219

Laugharn & Wilson Insurance Services, LLC

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Goldstein Financial Group, LLC

740 Waukegan Road Suite 310  Deerfield, IL 60015

42.1656116

-87.847649

Goldstein Financial Group, LLC

Altium Wealth Management

Altium Planning, LLC

2500 Westchester Avenue Suite 210  Purchase, NY 10577

41.0118798

-73.6987347

Altium Wealth Management

Meridian Financial Group, LLC

13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3  Fort Myers, FL 33912

26.5445752

-81.8395043

Meridian Financial Group, LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Strategic Wealth Advisors

Strategic WA, LLC

600 Sunland Park Drive Building 1-100  El Paso, TX 79912

31.81931489999999

-106.5370106

Strategic Wealth Advisors

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9465215

-122.5114147

TCS Insurance Agency, Inc.

Valley Forge Financial Group, Inc.

1000 Westlakes Drive Suite 200  Berwyn, PA 19312

40.0613354

-75.4686582

Valley Forge Financial 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

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Brown Company, The

175 Derby Street Suite 14  Hingham, MA 02043

42.1794838

-70.91417009999999

Brown Company, The

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor Group

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9916838

-75.26387969999999

Rose Glen, LLC

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Ave 7th floor  New York, NY 10017

40.7547289

-73.9785265

Kornreich Insurance Brokerage Services

Lindberg Ripple

LRI LLC

29 South Main Street Suite 215  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg Ripple

Krizek Group, The

P.O. Box 477  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

GARLIKOV & ASSOCIATES, INC.

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

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Greenberg & Rapp Financial Group, Inc.

72 Eagle Rock Avenue Suite 302  East Hanover, NJ 07936

40.8326163

-74.33845509999999

Greenberg & Rapp Financial Group, Inc.

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Pillar International Insurance Advisors, LLC

601 Union Street Suite 1501  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

KB Financial Partners, LLC

300 Carnegie Center Suite 240  Princeton, NJ 08540

40.3100835

-74.6557709

KB Financial Partners, LLC

Gencorp Insurance Financial Services

EB, Inc.

2000 Chapel View Boulevard Suite 240  Cranston, RI 02920

41.7571164

-71.4597671

Gencorp Insurance Financial Services

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

Knight Planning Corporation

2001 Kirby Drive Suite 990  Houston, TX 77019

29.7478543

-95.4182964

Knight Planning Corporation

Premier Partners, LLC

1430 South Dixie Highway Suite 321  Coral Gables, FL 33146

25.7096451

-80.28200149999999

Premier Partners, LLC

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.

Pinnacle Financial Group

144 Turnpike Road Suite 110  Southborough, MA 01772

42.2920162

-71.5184739

Pinnacle Financial Group

Bridge Financial Group, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Financial Group, LLC

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

Eagle Private Insurance Services

First Republic Investment Management, LLC

111 Pine Street  San Francisco, CA 94111

37.7921412

-122.3990296

Eagle Private Insurance Services

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400  Mahwah, NJ 07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Tippett Moorhead & Haden, An Alera Group Agency, LLC

3200 Park Center Drive Suite 550  Costa Mesa, CA 92626

33.6908693

-117.881472

Tippett Moorhead & Haden, An Alera Group Agency, LLC

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Houghton Financial Partners, LLC

210 North Campbell  El Paso, TX 79901

31.76097589999999

-106.4847964

Houghton Financial Partners, LLC

Clary Executive Benefits LLC

17470 N Pacesetter Way  Scottsdale, AZ 85255

33.6446848

-111.9010829

Clary Executive Benefits LLC

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.9279463

-96.8220295

Southern Wealth Management, LLP

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Vie International Financial Services, Ltd.

10 Brick Street May Fair  London, W1J7DF 

51.50486530000001

-0.1487673

Vie International Financial Services, Ltd.

Boulevard Financial, LLC

7500 College Boulevard Suite 1110  Overland Park, KS 66210

38.9291456

-94.6731885

Boulevard Financial, LLC

TRC Financial Insurance Services

1 Post Suite 150  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services

Sitzmann, Morris & Boyle Insurance Agency, LLC

3697 Mt. Diablo Boulevard Suite 100  Lafayette, CA 94549

37.88927899999999

-122.1304835

Sitzmann, Morris & Boyle Insurance Agency, LLC