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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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DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

KB Financial Partners, LLC

300 Carnegie Center Suite 240  Princeton, NJ 08540

40.3100835

-74.6557709

KB Financial Partners, LLC

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

OneTeam Financial, LLC

21 Commerce Drive Suite 301  Cranford, NJ 07016

40.645616

-74.284892

OneTeam Financial, LLC

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600  Detroit, MI 48226

42.336886

-83.051711

Catalyst Solutions Group, Inc.

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.253257

-87.84200729999999

Alvarez Group, Private Client LLC, The

United Financial Consultants

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33158

25.8188484

-80.18856939999999

United Financial Consultants

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

McDowell Financial Group

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

43.489863

-96.71868789999999

McDowell Financial Group

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Wealth Benefits Group

Benefits Group, LLC, The

9700 Westland Drive Suite 103  Knoxville, TN 37922

35.8749624

-84.0953462

Wealth Benefits Group

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203  Needham, MA 02494

42.304834

-71.22847677321631

Coyle Company, The

GDK Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK Company

Laugharn & Wilson Insurance Services, LLC

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

34.050116

-118.2579219

Laugharn & Wilson Insurance Services, LLC

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

FINANCIAL CONCEPTS

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

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Cypress Strategies

Grenert Financial Group, LLC

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

33.626265

-111.9421726

Cypress Strategies

Executive Compensation Group, LLC, The

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

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

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

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

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 May Fair  London, W1J7DF 

51.50486530000001

-0.1487673

Vie International Financial Services, Ltd.

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The

Greenberg & Rapp Financial Group, Inc.

72 Eagle Rock Avenue Suite 302  East Hanover, NJ 07936

40.8326163

-74.33845509999999

Greenberg & Rapp Financial Group, Inc.

Winged Keel Group

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

40.7521681

-73.97871830000001

Winged Keel Group

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9846206

-77.0929194

Greenberg, Wexler & Eig, LLC

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, 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

Krizek Group, The

P.O. Box 477  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

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

Altium Wealth Management

Altium Planning, LLC

2500 Westchester Avenue Suite 210  Purchase, NY 10577

41.0118798

-73.6987347

Altium Wealth Management

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor Group

Mezrah Financial Group

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial Group

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

GARLIKOV & ASSOCIATES, INC.

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

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Lindberg Ripple

LRI LLC

29 South Main Street Suite 215  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg Ripple

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola Street  Santa Barbara, CA 93101

34.4259483

-119.7059336

Corrigan Company

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Horan Securities, Inc.

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

Horan Securities, Inc.

Strategic Wealth Advisors

Strategic WA, LLC

123 W. Mills Avenue Suite 200  El Paso, TX 79901

31.759107951718892

-106.4893394

Strategic Wealth Advisors

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.

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9916838

-75.26387969999999

Rose Glen, LLC

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Valley Forge Financial Group, Inc.

1000 Westlakes Drive Suite 200  Berwyn, PA 19312

40.0613354

-75.4686582

Valley Forge Financial Group, Inc.

Eagle Private Insurance Services

First Republic Investment Management, LLC

111 Pine Street  San Francisco, CA 94111

37.7921412

-122.3990296

Eagle Private Insurance Services

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9465215

-122.5114147

TCS Insurance Agency, Inc.

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

Premier Partners, LLC

1430 South Dixie Highway Suite 321  Coral Gables, FL 33146

25.7096451

-80.28200149999999

Premier Partners, LLC

Goldstein Financial Group, LLC

740 Waukegan Road Suite 310  Deerfield, IL 60015

42.1656116

-87.847649

Goldstein Financial Group, LLC

Boulevard Financial, LLC

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

38.9291456

-94.6731885

Boulevard Financial, LLC

Brown Company, The

175 Derby Street Suite 14  Hingham, MA 02043

42.1794838

-70.91417009999999

Brown Company, The

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Sitzmann, Morris & Boyle Insurance Agency, LLC

1850 Mt. Diablo Blvd. Suite 430  Walnut Creek, CA 94596

37.89790840518287

-122.0653188

Sitzmann, Morris & Boyle Insurance Agency, LLC

Queally Group, Incorporated

28 Thorndal Circle Suite 300  Darien, CT 06820

41.0706594

-73.4804584

Queally Group, Incorporated

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

Knight Planning Corporation

2001 Kirby Drive Suite 990  Houston, TX 77019

29.7478543

-95.4182964

Knight Planning Corporation

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

Plybon & Associates, Inc.

1150 Revolution Mill Drive, Suite 1  Greensboro, NC 27405

36.0997599

-79.7777469

Plybon & Associates, Inc.

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, 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.

MullinTBG

Mullin TBG Insurance Agency Services, LLC

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

33.9164349

-118.3958516

MullinTBG

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton Street  Allentown, PA 18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

Tenzing Insurance Strategies

Tenzing Advisors, LLC

10 Chestnut Street Suite 7  Needham, MA 02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400  Mahwah, NJ 07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

TPG Consulting, LLC

6518 Airport Center Drive Suite 203  Greensboro, NC 27409

36.108144

-79.9563189

TPG Consulting, LLC

McInnes Group, Inc.

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

38.9934375

-94.6261344

McInnes Group, Inc.

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Madison Group, The

5299 DTC Boulevard Suite 1100  Greenwood Village, CO 80111

39.6205588

-104.8907217

Madison Group, The

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

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.2125828

-80.84296309999999

MBL Advisors Inc.

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Nease, Lagana, Eden & Culley, Inc.

2000 RiverEdge Parkway Suite 700  Atlanta, GA 30328

33.9061864

-84.4382359

Nease, Lagana, Eden & Culley, Inc.

Houghton Financial Partners, LLC

210 North Campbell  El Paso, TX 79901

31.76097589999999

-106.4847964

Houghton Financial Partners, LLC

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

Clary Executive Benefits LLC

17470 N Pacesetter Way  Scottsdale, AZ 85255

33.6446848

-111.9010829

Clary Executive Benefits LLC

Enza Financial, LLC

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial, LLC