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
Apexium Insurance Services LP
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Knight Planning Corporation
2001 Kirby Drive Suite 990 Houston, TX 77019
29.7478543
-95.4182964
MBL Advisors Inc.
1017 East Morehead Street Suite 100 Charlotte, NC 28204
35.2125828
-80.84296309999999
Mezrah Financial Group
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
Tenzing Insurance Strategies
Tenzing Advisors, LLC
10 Chestnut Street Suite 7 Needham, MA 02492
42.2799771
-71.2368746
Brown Company, The
175 Derby Street Suite 14 Hingham, MA 02043
42.1794838
-70.91417009999999
Apexium Insurance Services LP
529 Fifth Avenue 4th Floor New York, NY 10017
40.7543836
-73.9796053
Dodd Consulting, LLC
One Landmark Square 8th Floor Stamford, CT 06901
41.0546921
-73.5380387
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6908693
-117.881472
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6024487
-75.4701815
BryanMark Group, Inc.
7700 Bonhomme Avenue Suite 550 St. Louis, MO 63105
38.647064
-90.3351031
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
Lyman Group, LLC, The
600 University Street Suite 2328 Seattle, WA 98101
47.610152
-122.332363
Downey Group, Inc., The
P.O. Box 1460 Champaign, IL 61824
40.1211828
-88.2434596
Premier Partners, LLC
1430 South Dixie Highway Suite 321 Coral Gables, FL 33146
25.7096451
-80.28200149999999
TRC Financial Insurance Services
1 Post Suite 150 Irvine, CA 92618
33.678436
-117.7684522
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Navon Wealth Advisors, LLC
2101 Cedar Springs Road Suite 1050 Dallas, TX 75201
32.794310
-96.8062794
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Rose Glen, LLC
308 East Lancaster Avenue Suite 301 Wynnewood, PA 19096
39.9916838
-75.26387969999999
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
ViaForte, Inc.
1700 West 82nd Street Suite 180 Bloomington, MN 55431
44.85617329999999
-93.3004981
MullinTBG
Mullin TBG Insurance Agency Services, LLC
100 North Pacific Coast Highway Suite 500 El Segundo, CA 90245
33.9164349
-118.3958516
Madison Group, The
5299 DTC Boulevard Suite 1100 Greenwood Village, CO 80111
39.6205588
-104.8907217
