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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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Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

Lindberg & Ripple

LRI LLC

29 South Main Street Suite 311  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg & Ripple

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

Morris and Boyle an Alera Group Insurance Agency, LLC

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.

Golconda Partners, LLC

550 5th Avenue 11th Floor  New York, NY 10036

40.7559959

-73.9796259

Golconda Partners, LLC

Mullin Barens Sanford Financial & Insurance Services, LLC

1421 Emerson Avenue  Oxnard, CA 93033

34.1832399

-119.1634934

Mullin Barens Sanford Financial & Insurance Services, LLC

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

MBL Advisors Inc.

301 S. McDowell Street, Suite 1100  Charlotte, NC 28204

35.2182000

-80.8375725596834

MBL Advisors Inc.

KB Financial Partners, LLC

300 Carnegie Center Suite 240  Princeton, NJ 08540

40.3100835

-74.6557709

KB Financial Partners, LLC

OneTeam Financial, LLC

331 Newman Springs Road Building 1, Suite 107  Red Bank, NJ 07701

40.334895

-74.095479

OneTeam Financial, LLC

Clary Executive Benefits LLC

20551 N Pima Road, STE 200  Scottsdale, AZ 85255

33.6730447

-111.8897708

Clary Executive Benefits LLC

Peck Financial

7100 W. Camino Real Suite 403  Boca Raton, FL 33433

26.3436071

-80.1562675

Peck Financial

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

DSG Family Legacy Insurance Solutions, Inc.

1340 Valley Vista Drive Suite 200  Diamond Bar, CA 91765

33.9973496

-117.8365333

DSG Family Legacy Insurance Solutions, Inc.

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

Alkeme Financial

Mogul Insurance Agency, Inc.

6675 Mediterranean Drive STE 301  McKinney, TX 75072

33.1962649

-96.7059486

Alkeme Financial

Ownership Advisors, Inc.

6100 Oak Tree Boulevard South Park Center Plaza I Suite 420  Cleveland, OH 44131

41.3961765

-81.6626513

Ownership Advisors, Inc.

Cohn Financial Group, LLC

5090 N. 40th Street Suite 180  Phoenix, AZ 85018

33.5128718

-111.9955553

Cohn Financial Group, LLC

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

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

GDK & Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK & Company

Enza Financial

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial

TCS Insurance Agency, Inc.

100 Smith Ranch Road, Suite 340  San Rafael, CA 94903

38.0192932

-122.5339439

TCS Insurance Agency, Inc.

Cammon Company

701 Market Street Suite 300  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

Vie International Financial Services, Ltd.

118 Piccadilly  London, W1J 7NW 

51.5046326908112

-0.1479035

Vie International Financial Services, Ltd.

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Worth Corporate Planning, LLC

One N. Clematis Street Suite 305  West Palm Beach, FL 33401

26.7139127

-80.0498996

Worth Corporate Planning, LLC

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4979118

-111.8890852

1776 Advisor Group

Plybon & Associates, Inc.

1250 Revolution Mill Drive, Suite 150  Greensboro, NC 27405

36.0997599

-79.7777469

Plybon & Associates, Inc.

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

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

Crescent Wealth Advisory

Crescent Wealth Management, Inc.

200 Galleria Parkway Suite 1880  Atlanta, GA 30339

33.8861105

-84.4635494

Crescent Wealth Advisory

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Waxman Lawson Financial

2314 Woodlawn Boulevard  Austin, TX 78703

30.2912102

-97.758180

Waxman Lawson Financial

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Morgan Advisory Group

2101 East Coast Highway Suite 120  Corona Del Mar, CA 92625

33.6060809

-117.8769473

Morgan Advisory Group

HORAN Wealth

Horan Wealth, LLC

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

HORAN Wealth

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Dodd Consulting, LLC

PO. Box 4337  Stamford, CT 06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Brown Company, The

80 Washington Street Suite J41  Norwell, MA 02061

42.1713577

-70.88183470441693

Brown Company, The

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600  Detroit, MI 48226

42.336886

-83.051711

Catalyst Solutions Group, Inc.

BFA Wealth Partners

BFA Capital Partners, LLC

6406 Ivy Lane, Suite 220  Greenbelt, MD 20770

39.0094016

-76.8952806

BFA Wealth Partners

HEIRMARK, LTD

5005 Rockside Road, Ste. 600  Cleveland, OH 44131

41.3982361

-81.6541426

HEIRMARK, LTD

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 201  San Jose, CA 95134

37.386464

-121.9293676

Wellspring Global Insurance Solutions

Harbour Wealth Management Group, Inc.

126 Seven Farms Drive Suite 150  Daniel Island, SC 29492

32.8653248

-79.9024879

Harbour Wealth Management Group, Inc.

AEM Partners, LLC

1800 Glenarm Place Suite 900  Denver, CO 80202

39.7460323

-104.9876691

AEM Partners, LLC

Genmark, LLC

102 S. Wynstone Park Drive  North Barrington, IL 60010

42.2180694

-88.1125656

Genmark, LLC

Elevated Strategies Insurance Services

4035 E. Thousand Oaks Blvd., Suite 350  Westlake Village, CA 91362

34.1610275

-118.8213683

Elevated Strategies Insurance Services

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

TPG Consulting, LLC

6520 Airport Center Drive Suite 203  Greensboro, NC 27409

36.108144

-79.9563189

TPG Consulting, LLC

Mezrah Financial

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial

Winged Keel Group

60 East 42nd Street, 44th Floor  New York, NY 10165

40.7521681

-73.97871830000001

Winged Keel Group

Houghton Financial Partners, LLC

210 North Campbell  El Paso, TX 79901

31.76097589999999

-106.4847964

Houghton Financial Partners, LLC

Bridge Life, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Life, LLC

McInnes Group, Inc.

3500 W. 75th Street Suite 200  Prairie Village, KS 66208

38.9934375

-94.6261344

McInnes Group, Inc.

Professional Financial Services, Inc.

607 San Marino Drive  Lady Lake, FL 32159

26.111908

-80.38332779999999

Professional Financial Services, Inc.

GARLIKOV & ASSOCIATES, INC.

The Huntington Center 41 South High Street Suite 3400  Columbus, OH 43215

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Ave 7th floor  New York, NY 10017

40.7547289

-73.9785265

Kornreich Insurance Brokerage Services

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Apexium Insurance Services LP

411 Theodore Fremd 4th Floor Suite 206S  Rye, NY 10580

40.9735833

-73.7006990

Apexium Insurance Services LP

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Swartzbaugh-Farber & Associates, Inc.

Financial Plaza 9140 West Dodge Road Suite 418  Omaha, NE 68114

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

McDowell Financial Group

609 East Tan Tara Circle Suite 101  Sioux Falls, SD 57108

43.489863

-96.71868789999999

McDowell Financial Group

Queally Group, Incorporated

700 Coral Street 1st Floor, Suite 146  Stamford, CT 06902

41.0474873

-73.552318

Queally Group, Incorporated

Valley Financial Solutions

2847 Penn Forest Blvd. Suite 100  Roanoake, VA 24018

37.2224387

-79.9896336

Valley Financial Solutions

BoliColi

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi

Doerschler & Associates Wealth Management, LLC

54870 N. Main Street  Mattawan, MI 49071

42.2194047

-85.7857523

Doerschler & Associates Wealth Management, LLC

Executive Compensation Group, LLC, The

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

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor Group

Legacy Advisors, LLC

5 Apollo Road Suite 100  Plymouth Meeting, PA 19462

40.1297414

-75.2825966

Legacy Advisors, LLC

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Greenberg & Rapp Financial Group, Inc.

1776 On The Green 67 East Park Place Suite 750  Morristown, NJ 07960

40.7983182

-74.4802395654994

Greenberg & Rapp Financial Group, Inc.

HOLLEMAN Life Insurance Advisory

Vernon Holleman III

4514 Hawthorne Street Northwest  Washington, DC 20016

38.9288537

-77.0893734

HOLLEMAN Life Insurance Advisory

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

Silverstone Group, LLC

Hub International Great Plains, LLC

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

Silverstone Group, LLC

Financial Concepts, Inc.

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

42.3174853

-83.68279249999999

Financial Concepts, Inc.

Arlen Corporation

117 Metro Center Boulevard Suite 2006  Warwick, RI 02886

41.725456

-71.454494

Arlen Corporation

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

4905 Tilghman Street Suite 100  Allentown, PA 18104

40.5914284

-75.5639295

Cornerstone Advisors

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.2535051

-87.8420607

The Alvarez Group, Private Client LLC

Lyman Group, LLC, The

600 University Street Suite 2328  Seattle, WA 98101

47.610152

-122.332363

Lyman Group, LLC, The

AUCTORIS

Benefit Concepts Of Colorado, Inc.

6312 South Fiddlers Green Circle, Suite 300E Room 359  Greenwood Village, CO 80111

39.6033445

-104.8934128

AUCTORIS

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC