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
Alvarez Group, Private Client LLC, The
Apexium Insurance Services LP
NBW Insurance Group
NBW Co.
706 Second Avenue South Suite 300 Minneapolis, MN 55402
44.97568709999999
-93.2701042
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.9738806
-93.4187692
Strategic Wealth Advisors
Strategic WA, LLC
600 Sunland Park Drive Building 1-100 El Paso, TX 79912
31.81931489999999
-106.5370106
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
HEIRMARK, LTD
7005 South Edgerton Road Suite 101 Cleveland, OH 44141
41.2922659
-81.6398968
TPG Consulting, LLC
6518 Airport Center Drive Suite 203 Greensboro, NC 27409
36.1081713
-79.95629799999999
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
Queally Group, Incorporated
28 Thorndal Circle Suite 300 Darien, CT 06820
41.0706594
-73.4804584
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6888224
-117.8828802
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
Enza Financial, LLC
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Portell Financial Services, Inc.
1210 Washington Street Highland, IL 62249
38.7379757
-89.6791599
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Mezrah Financial Group
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Pollock Financial Group
150 Portola Road Portola Valley, CA 94028
37.3730649
-122.2091456
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.310014
-74.655783
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.6101545
-122.332374
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9935652
-94.6261906
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
1802 Hamilton Street Allentown, PA 18104
40.5956048
-75.49443409999999
Lindberg Ripple
LRI LLC
29 South Main Street Suite 215 West Hartford, CT 06107
41.7600752
-72.742684
Plybon & Associates, Inc.
6518 Airport Center Drive Suite 101 Greensboro, NC 27409
36.1081713
-79.95629799999999
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.1318763
-86.8010448
Boulevard Financial, LLC
7500 College Boulevard Suite 1110 Overland Park, KS 66210
38.9291313
-94.67317249999999
Laugharn & Wilson Insurance Services, LLC
800 West 6th Street Suite 930 Los Angeles, CA 90017
34.0500173
-118.2578929
Eagle Private Insurance Services
First Republic Investment Management, LLC
111 Pine Street San Francisco, CA 94111
37.7921412
-122.3990296
BCG Companies
Belk Consulting Group, Inc.
Gateway Plaza 800 East Canal Street Suite 1901 Richmond, VA 23219
37.5370834
-77.43821779999999
Fieldstone Insurance Group, LLC
218 Route 17N Suite 404 Rochelle Park, NJ 07662
40.9067126
-74.07055799999999
Knight Planning Corporation
2001 Kirby Drive Suite 990 Houston, TX 77019
29.7478543
-95.4182964
Rose Glen, LLC
308 East Lancaster Avenue Suite 301 Wynnewood, PA 19096
39.9917643
-75.2634252
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828886
-117.8517479
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.15059919999999
-80.83775349999999
Carlson Hammond
Private Capital Financial Advisors, Inc. - Honolulu, HI
The Merchant House 222 Merchant Street Suite 208 Honolulu, HI 96813
21.3084645
-157.8596643
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.60876
-122.3358732
TCS Insurance Agency, Inc.
101 Larkspur Landing Circle Suite 116 Larkspur, CA 94939
37.9462941
-122.5113097
