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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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Mullin Barens Sanford Financial & Insurance Services, LLC

2242 Purdue Avenue  Los Angeles, CA 90064

34.0358608

-118.4416959

Mullin Barens Sanford Financial & Insurance Services, LLC

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

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

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Krizek Group, The

P.O. Box 477  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek 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

Boulevard Financial, LLC

7500 College Boulevard Suite 1110  Overland Park, KS 66210

38.9291456

-94.6731885

Boulevard Financial, LLC

Waxman Lawson Financial

3602 Murillo Circle  Austin, TX 78703

30.3048889

-97.773888

Waxman Lawson Financial

Cypress Strategies

Grenert Financial Group, LLC

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

33.626265

-111.9421726

Cypress Strategies

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

Gencorp Insurance Financial Services

EB, Inc.

2000 Chapel View Boulevard Suite 240  Cranston, RI 02920

41.7571164

-71.4597671

Gencorp Insurance Financial Services

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton Street  Allentown, PA 18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Perspective Financial Group, an Alera Company

Pentra, LLC

22 Cassatt Avenue Suite 100  Berwyn, PA 19312

40.0481337

-75.4433136

Perspective Financial Group, an Alera Company

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

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

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

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.

United Financial Consultants

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33158

25.8188484

-80.18856939999999

United Financial Consultants

Fieldstone Insurance Group, LLC

218 Route 17N Suite 404  Rochelle Park, NJ 07662

40.9067126

-74.07055799999999

Fieldstone Insurance Group, LLC

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The

Executive Compensation Group, LLC, The

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

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9916838

-75.26387969999999

Rose Glen, LLC

Coyle Company, The

Coyle Company Insurance Group, LLC, The

Wellesley Office Park 20 William Street  Wellesley, MA 02481

42.3190805

-71.2335697

Coyle Company, The

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

Sitzmann, Morris & Boyle Insurance Agency, LLC

3697 Mt. Diablo Boulevard Suite 100  Lafayette, CA 94549

37.88927899999999

-122.1304835

Sitzmann, Morris & Boyle Insurance Agency, LLC

FINANCIAL CONCEPTS

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

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Madison Group, The

5299 DTC Boulevard Suite 1100  Greenwood Village, CO 80111

39.6205588

-104.8907217

Madison Group, The

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9846206

-77.0929194

Greenberg, Wexler & Eig, 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

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.2125828

-80.84296309999999

MBL Advisors Inc.