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.
Perspective Financial Group, an Alera Company
Pentra, LLC
Peter M. Williams & Company
Pfleger Financial Group, Inc.
P. Financial, Inc.
Phylax Legacy Advisors
R. Marshall Jones, Inc.
Burgess Group, Inc., The
103 Social Hall Avenue Salt Lake City, UT 84111
40.7685248
-111.8879678
EHD
Engle-Hambright & Davies, Inc
1857 William Penn Way Lancaster, PA 17601
40.05334749
-76.2494064
Alkeme Insurance
Mogul Insurance Agency, Inc.
6675 Mediterranean Drive STE 301 McKinney, TX 75072
33.1962649
-96.7059486
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
Rohe Levy Financial and Insurance Services, Inc.
3131 Camino Del Rio North Suite 415 San Diego, CA 92108
32.7750480
-117.1273564
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
4905 Tilghman Street Suite 100 Allentown, PA 18104
40.5914284
-75.5639295
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6026209
-75.4701408
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Morris and Boyle an Alera Group Insurance Agency, LLC
Morris Boyle GP
1850 Mt. Diablo Blvd. Suite 430 Walnut Creek, CA 94596
37.89790840518287
-122.0653188
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.6087579
-122.3359054
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
VISO Insurance Services, LLC
2 Southgate Street Atherton, CA 94027
37.4619529
-122.2066067
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
Cammon Company
701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Doerschler & Associates Wealth Management, LLC
54870 N. Main Street Mattawan, MI 49071
42.2194047
-85.7857523
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Evergreen Consulting, Inc.
6756 Executive Oak Lane Chattanooga, TN 37421
35.0454764
-85.1674433
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Strategic Wealth Advisors
Strategic WA, LLC
123 W. Mills Avenue Suite 200 El Paso, TX 79901
31.759107951718892
-106.4893394
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
HOLLEMAN Life Insurance Advisory
Vernon Holleman III
4514 Hawthorne Street Northwest Washington, DC 20016
38.9288537
-77.0893734
Donfeld Insurance Services Corp
9800 Wilshire Boulevard Beverly Hills, CA 90212
34.0674528
-118.4104192
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.725456
-71.454494
Sandstone Life Strategies, LLC
14 Olmsted Street Birmingham, AL 35242
33.4076718
-86.6294086
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
Clary Executive Benefits LLC
20551 N Pima Road, STE 200 Scottsdale, AZ 85255
33.6730447
-111.8897708
Valley Financial Solutions
2847 Penn Forest Blvd. Suite 100 Roanoake, VA 24018
37.2224387
-79.9896336
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Morgan Advisory Group
2101 East Coast Highway Suite 120 Corona Del Mar, CA 92625
33.6060809
-117.8769473
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.2535051
-87.8420607
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
TRC Financial Insurance Services
2 Venture, Suite 455 Irvine, CA 92618
33.678436
-117.7684522
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
Phylax Legacy Advisors
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Brown Company, The
80 Washington Street Suite J41 Norwell, MA 02061
42.1713577
-70.88183470441693
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
Gideon Strategic Partners, LLC
2049 Century Park East, Suite 1940 Los Angeles, CA 90067
34.0588308
-118.4130986
Tippett Moorhead & Haden, An Alera Group Agency, LLC
18575 Jamboree Road, Suite 500 Irvine, CA 92612
33.6698516
-117.8513358
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2728009
-81.79629489999999
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Queally Group, Incorporated
700 Coral Street 1st Floor, Suite 146 Stamford, CT 06902
41.0474873
-73.552318
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Financial Concepts, Inc.
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Dan Parrish Insurance Services, Inc.
2150 River Plaza Drive Sacramento, CA 95833
38.6049233
-121.5121300
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Kornreich Insurance Brokerage Services
Kornreich Insurance Brokerage Services Of NJ, Inc.
350 Madison Ave 7th floor New York, NY 10017
40.7547289
-73.9785265
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.13198200000001
-86.80101499999999
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Harbour Wealth Management Group, Inc.
126 Seven Farms Drive Suite 150 Daniel Island, SC 29492
32.8653248
-79.9024879
Genmark, LLC
102 S. Wynstone Park Drive North Barrington, IL 60010
42.2180694
-88.1125656
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
Wealth Preservation Partners, LLC
90 Hopmeadow Street Weatogue, CT 06089
41.828831
-72.82272189999999
AUCTORIS
Benefit Concepts Of Colorado, Inc.
6312 South Fiddlers Green Circle, Suite 300E Room 359 Greenwood Village, CO 80111
39.6033445
-104.8934128
Professional Financial Services, Inc.
607 San Marino Drive Lady Lake, FL 32159
26.111908
-80.38332779999999
Alliance Financial Consultants, Inc.
1370 Valley Vista Drive Ste 200 Diamond Bar, CA 91765
33.9972290
-117.8376535
Elevated Strategies Insurance Services
4035 E. Thousand Oaks Blvd., Suite 350 Westlake Village, CA 91362
34.1610275
-118.8213683
HORAN Wealth
Horan Wealth, LLC
8044 Montgomery Road Suite 640 Cincinnati, OH 45236
39.20142250371401
-84.37053740178283
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
Benson Blackburn, an Alera Group Agency, LLC
5150 Tamiami Trail N., Suite 501 Naples, FL 34103
26.2096333
-81.7992356
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
Plybon & Associates, Inc.
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
36.0997599
-79.7777469
Silverstone Group, LLC
Hub International Great Plains, LLC
11516 Miracle Hills Drive Suite 100 Omaha, NE 68154
41.2685833
-96.093882
Corrigan & Company
Protective Financial & Insurance Services, Inc.
138 Powers Avenue Santa Barbara, CA 93103
34.4259483
-119.7059336
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
MullinTBG
Mullin TBG Insurance Agency Services, LLC
865 Dove Street, Suite 318 Newport Beach, CA 92660
33.6727639
-117.8436883
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
UFC4Wealth
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33137
25.8188484
-80.18856939999999
