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.
Brown Company, The
BryanMark Group, Inc.
Burgess Group, Inc., The
Byron Financial Insurance Services, LLC
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.13198200000001
-86.80101499999999
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
HORAN Wealth
Horan Wealth, LLC
8044 Montgomery Road Suite 640 Cincinnati, OH 45236
39.20142250371401
-84.37053740178283
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
Evergreen Consulting, Inc.
6756 Executive Oak Lane Chattanooga, TN 37421
35.0454764
-85.1674433
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
Perspective Financial Group, an Alera Company
Pentra, LLC
1041 Old Cassatt Road Berwyn, PA 19312
40.0481337
-75.4433136
BryanMark Group, Inc.
7700 Bonhomme Avenue Suite 550 St. Louis, MO 63105
38.647064
-90.3351031
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
Brown Company, The
80 Washington Street Suite J41 Norwell, MA 02061
42.1713577
-70.88183470441693
MBW Group
NBW Co.
706 Second Avenue South Suite 300 Minneapolis, MN 55402
44.975614
-93.27013699999999
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
Crescent Wealth Advisory
Crescent Wealth Management, Inc.
200 Galleria Parkway Suite 1880 Atlanta, GA 30339
33.8861105
-84.4635494
