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.
Worth Corporate Planning, LLC
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6908693
-117.881472
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
Rohe Levy Financial and Insurance Services, Inc.
3131 Camino Del Rio North Suite 415 San Diego, CA 92108
32.7750480
-117.1273564
Legacy Advisors, LLC
5 Apollo Road Suite 100 Plymouth Meeting, PA 19462
40.1297414
-75.2825966
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
Lyman Group, LLC, The
600 University Street Suite 2328 Seattle, WA 98101
47.610152
-122.332363
Evergreen Consulting, Inc.
6756 Executive Oak Lane Chattanooga, TN 37421
35.0454764
-85.1674433
Bridge Life, LLC
13986 West Bowles Avenue Suite 200 Littleton, CO 80127
39.6079985
-105.1557399
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Corrigan & Company
Protective Financial & Insurance Services, Inc.
138 Powers Avenue Santa Barbara, CA 93103
34.4259483
-119.7059336
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Cammon Company
701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4979118
-111.8890852
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.61012729999999
-122.3325754
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132976
-97.8541355
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445752
-81.8395043
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
4905 Tilghman Street Suite 100 Allentown, PA 18104
40.5914284
-75.5639295
Pillar International Insurance Advisors, LLC
600 University Street Suite 2800 Seattle, WA 98101
47.610152
-122.332363
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
TRC Financial Insurance Services
2 Venture, Suite 455 Irvine, CA 92618
33.678436
-117.7684522
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
Kornreich Insurance Brokerage Services
Kornreich Insurance Brokerage Services Of NJ, Inc.
350 Madison Ave 7th floor New York, NY 10017
40.7547289
-73.9785265
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
Golconda Partners, LLC
550 5th Avenue 11th Floor New York, NY 10036
40.7559959
-73.9796259
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
RockBridge Group, LLC
1950 Stonegate Drive Suite 230 Birmingham, AL 35242
33.4825885
-86.70141629999999
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
BFA Wealth Partners
BFA Capital Partners, LLC
6406 Ivy Lane, Suite 220 Greenbelt, MD 20770
39.0094016
-76.8952806
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 201 San Jose, CA 95134
37.386464
-121.9293676
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Genmark, LLC
102 S. Wynstone Park Drive North Barrington, IL 60010
42.2180694
-88.1125656
Valley Financial Solutions
2847 Penn Forest Blvd. Suite 100 Roanoake, VA 24018
37.2224387
-79.9896336
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
Morgan Advisory Group
2101 East Coast Highway Suite 120 Corona Del Mar, CA 92625
33.6060809
-117.8769473
AUCTORIS
Benefit Concepts Of Colorado, Inc.
6312 South Fiddlers Green Circle, Suite 300E Room 359 Greenwood Village, CO 80111
39.6033445
-104.8934128
Plybon & Associates, Inc.
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
36.0997599
-79.7777469
Apexium Insurance Services LP
411 Theodore Fremd 4th Floor Suite 206S Rye, NY 10580
40.9735833
-73.7006990
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Navon Wealth Advisors, LLC
5950 Sherry Lane, Suite 217 Dallas, TX 75225
32.862178
-96.8110635
Dan Parrish Insurance Services, Inc.
2150 River Plaza Drive Sacramento, CA 95833
38.6049233
-121.5121300
Lindberg & Ripple
LRI LLC
29 South Main Street Suite 311 West Hartford, CT 06107
41.7599592
-72.7425099
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.973593
-93.41812399999999
Strategic Wealth Advisors
Strategic WA, LLC
123 W. Mills Avenue Suite 200 El Paso, TX 79901
31.759107951718892
-106.4893394
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Dolinsek Insurance Services
P.O. Box 1206 Santa Rosa, CA 95402
38.4408147
-122.7106353
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.2535051
-87.8420607
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6024487
-75.4701815
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
TCS Insurance Agency, Inc.
100 Smith Ranch Road, Suite 340 San Rafael, CA 94903
38.0192932
-122.5339439
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Thomas Financial Group
5550 West Executive Drive Suite 500 Tampa, FL 33609
27.9464968
-82.5390441
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
Heritage Capital Strategies, Inc.
2555 Townsgate Road Suite 105 Westlake Village, CA 91361
34.1548914
-118.823379
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
Madison & Main Advisors, LLC
266 Main Street Madison, NJ 07940
40.7513632
-74.4025233
Perspective Financial Group, an Alera Company
Pentra, LLC
1041 Old Cassatt Road Berwyn, PA 19312
40.0481337
-75.4433136
Krizek Group, The
500 Elm Grove Road Suite 103 Elm Grove, WI 53122
43.0419415
-88.07903680000001
M Advisory Group
Cal-Surance Benefit Plans, Inc.
24536 Hawthorne Boulevard Torrance, CA 90505
33.7987543
-118.3504417
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Queally Group, Incorporated
700 Coral Street 1st Floor, Suite 146 Stamford, CT 06902
41.0474873
-73.552318
Financial Concepts, Inc.
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
