Find a Firm

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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Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

Enza Financial

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial

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

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

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.

Legacy Advisors, LLC

5 Apollo Road Suite 100  Plymouth Meeting, PA 19462

40.1297414

-75.2825966

Legacy Advisors, LLC

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

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

Succession Capital Alliance

4695 MacArthur Court Suite 400  Newport Beach, CA 92660

33.6705788

-117.8621540

Succession Capital Alliance

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Greenberg, Wexler & Eig, LLC

7315 Wisconsin Avenue, Suite 250 E  Bethesda, MD 20814

38.9827812

-77.0928538

Greenberg, Wexler & Eig, LLC

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Cypress Strategies

Grenert Financial Group, LLC

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

33.626265

-111.9421726

Cypress Strategies

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

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

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

McInnes Group, Inc.

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

38.9934375

-94.6261344

McInnes Group, Inc.

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150  Torrance, CA 90501

33.8233305

-118.3298486

M Advisory Group

Dodd Consulting, LLC

PO. Box 4337  Stamford, CT 06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Cammon Company

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

38.6264788

-90.19238969999999

Cammon Company

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.9279463

-96.8220295

Southern Wealth Management, LLP

Strategic Wealth Advisors

Strategic WA, LLC

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

31.759107951718892

-106.4893394

Strategic Wealth Advisors