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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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NBW Insurance Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.97568709999999

-93.2701042

NBW Insurance Group

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.9738806

-93.4187692

Chaffee & Associates 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

GARLIKOV & ASSOCIATES, INC.

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

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Peck Financial

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

26.3436071

-80.1562675

Peck Financial

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

TPG Consulting, LLC

6518 Airport Center Drive Suite 203  Greensboro, NC 27409

36.1081713

-79.95629799999999

TPG Consulting, LLC

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Queally Group, Incorporated

28 Thorndal Circle Suite 300  Darien, CT 06820

41.0706594

-73.4804584

Queally Group, Incorporated

Tippett Moorhead & Haden, An Alera Group Agency, LLC

3200 Park Center Drive Suite 550  Costa Mesa, CA 92626

33.6888224

-117.8828802

Tippett Moorhead & Haden, An Alera Group Agency, LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Enza Financial, LLC

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial, LLC

Portell Financial Services, Inc.

1210 Washington Street  Highland, IL 62249

38.7379757

-89.6791599

Portell Financial Services, Inc.

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Mezrah Financial Group

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial Group

Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

KB Financial Partners, LLC

300 Carnegie Center Suite 240  Princeton, NJ 08540

40.310014

-74.655783

KB Financial Partners, LLC

Cohn Financial Group, LLC

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

33.5128718

-111.9955553

Cohn Financial Group, LLC

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.6101545

-122.332374

Kibble & Prentice Holding Company

McInnes Group, Inc.

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

38.9935652

-94.6261906

McInnes Group, Inc.

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton Street  Allentown, PA 18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Lindberg Ripple

LRI LLC

29 South Main Street Suite 215  West Hartford, CT 06107

41.7600752

-72.742684

Lindberg Ripple

Plybon & Associates, Inc.

6518 Airport Center Drive Suite 101  Greensboro, NC 27409

36.1081713

-79.95629799999999

Plybon & Associates, Inc.

R.O.W. Group, The

Southeast Financial Group, Inc.

2020 21st Avenue South Suite 200  Nashville, TN 37212

36.1318763

-86.8010448

R.O.W. Group, The

Boulevard Financial, LLC

7500 College Boulevard Suite 1110  Overland Park, KS 66210

38.9291313

-94.67317249999999

Boulevard Financial, LLC

Laugharn & Wilson Insurance Services, LLC

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

34.0500173

-118.2578929

Laugharn & Wilson Insurance Services, LLC

Eagle Private Insurance Services

First Republic Investment Management, LLC

111 Pine Street  San Francisco, CA 94111

37.7921412

-122.3990296

Eagle Private Insurance Services

BCG Companies

Belk Consulting Group, Inc.

Gateway Plaza 800 East Canal Street Suite 1901  Richmond, VA 23219

37.5370834

-77.43821779999999

BCG Companies

Fieldstone Insurance Group, LLC

218 Route 17N Suite 404  Rochelle Park, NJ 07662

40.9067126

-74.07055799999999

Fieldstone Insurance Group, LLC

Krizek Group, The

P.O. Box 477  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

Knight Planning Corporation

2001 Kirby Drive Suite 990  Houston, TX 77019

29.7478543

-95.4182964

Knight Planning Corporation

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9917643

-75.2634252

Rose Glen, LLC

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828886

-117.8517479

Chamberlain Group

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.15059919999999

-80.83775349999999

Byron Financial Insurance 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

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100  Seattle, WA 98101

47.60876

-122.3358732

Assured Partners MCM

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9462941

-122.5113097

TCS Insurance Agency, Inc.