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.
Evergreen Consulting, Inc.
Executive Compensation Group, LLC, The
Fieldstone Insurance Group, LLC, The
Financial Concepts, Inc.
Financial Designs Ltd.
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Plybon & Associates, Inc.
1250 Revolution Mill Drive, Suite 150 Greensboro, NC 27405
36.0997599
-79.7777469
Harbour Wealth Management Group, Inc.
126 Seven Farms Drive Suite 150 Daniel Island, SC 29492
32.8653248
-79.9024879
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
UFC4Wealth
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33137
25.8188484
-80.18856939999999
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
HOLLEMAN Life Insurance Advisory
Vernon Holleman III
4514 Hawthorne Street Northwest Washington, DC 20016
38.9288537
-77.0893734
Doerschler & Associates Wealth Management, LLC
54870 N. Main Street Mattawan, MI 49071
42.2194047
-85.7857523
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.6087579
-122.3359054
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
MullinTBG
Mullin TBG Insurance Agency Services, LLC
865 Dove Street, Suite 318 Newport Beach, CA 92660
33.6727639
-117.8436883
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.13198200000001
-86.80101499999999
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.973593
-93.41812399999999
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132976
-97.8541355
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828987
-117.8517942
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
Genmark, LLC
102 S. Wynstone Park Drive North Barrington, IL 60010
42.2180694
-88.1125656
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
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6908693
-117.881472
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Heritage Capital Strategies, Inc.
2555 Townsgate Road Suite 105 Westlake Village, CA 91361
34.1548914
-118.823379
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
4905 Tilghman Street Suite 100 Allentown, PA 18104
40.5914284
-75.5639295
Crescent Wealth Advisory
Crescent Wealth Management, Inc.
200 Galleria Parkway Suite 1880 Atlanta, GA 30339
33.8861105
-84.4635494
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
Sandstone Life Strategies, LLC
14 Olmsted Street Birmingham, AL 35242
33.4076718
-86.6294086
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
TCS Insurance Agency, Inc.
100 Smith Ranch Road, Suite 340 San Rafael, CA 94903
38.0192932
-122.5339439
M Advisory Group
Cal-Surance Benefit Plans, Inc.
24536 Hawthorne Boulevard Torrance, CA 90505
33.7987543
-118.3504417
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6024487
-75.4701815
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Financial Concepts, Inc.
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Dan Parrish Insurance Services, Inc.
2150 River Plaza Drive Sacramento, CA 95833
38.6049233
-121.5121300
Benson Blackburn, an Alera Group Agency, LLC
5150 Tamiami Trail N., Suite 501 Naples, FL 34103
26.2096333
-81.7992356
Cammon Company
701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
Corrigan & Company
Protective Financial & Insurance Services, Inc.
138 Powers Avenue Santa Barbara, CA 93103
34.4259483
-119.7059336
Perspective Financial Group, an Alera Company
Pentra, LLC
1041 Old Cassatt Road Berwyn, PA 19312
40.0481337
-75.4433136
Brown Company, The
80 Washington Street Suite J41 Norwell, MA 02061
42.1713577
-70.88183470441693
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6026209
-75.4701408
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
Mezrah Financial
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Navon Wealth Advisors, LLC
5950 Sherry Lane, Suite 217 Dallas, TX 75225
32.862178
-96.8110635
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Barry, Evans, Josephs & Snipes
J.M. Barry & Associates, LLC
6525 Carnegie Boulevard, Suite 402 Charlotte, NC 28211
35.1548472
-80.8292609
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
Legacy Advisors, LLC
5 Apollo Road Suite 100 Plymouth Meeting, PA 19462
40.1297414
-75.2825966
GDK & Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
Worth Corporate Planning, LLC
One N. Clematis Street Suite 305 West Palm Beach, FL 33401
26.7139127
-80.0498996
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
Dolinsek Insurance Services
P.O. Box 1206 Santa Rosa, CA 95402
38.4408147
-122.7106353
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.725456
-71.454494
Golconda Partners, LLC
550 5th Avenue 11th Floor New York, NY 10036
40.7559959
-73.9796259
Alkeme Financial
Mogul Insurance Agency, Inc.
6675 Mediterranean Drive STE 301 McKinney, TX 75072
33.1962649
-96.7059486
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Madison & Main Advisors, LLC
266 Main Street Madison, NJ 07940
40.7513632
-74.4025233
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.2535051
-87.8420607
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
Krizek Group, The
500 Elm Grove Road Suite 103 Elm Grove, WI 53122
43.0419415
-88.07903680000001
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Queally Group, Incorporated
700 Coral Street 1st Floor, Suite 146 Stamford, CT 06902
41.0474873
-73.552318
HORAN Wealth
Horan Wealth, LLC
8044 Montgomery Road Suite 640 Cincinnati, OH 45236
39.20142250371401
-84.37053740178283
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
BFA Wealth Partners
BFA Capital Partners, LLC
6406 Ivy Lane, Suite 220 Greenbelt, MD 20770
39.0094016
-76.8952806
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 201 San Jose, CA 95134
37.386464
-121.9293676
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
Elevated Strategies Insurance Services
4035 E. Thousand Oaks Blvd., Suite 350 Westlake Village, CA 91362
34.1610275
-118.8213683
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
