Find a Firm

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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Genmark, LLC

102 S. Wynstone Park Drive  North Barrington, IL 60010

42.2180694

-88.1125656

Genmark, LLC

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400  Mahwah, NJ 07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

HORAN Wealth

Horan Wealth, LLC

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

HORAN Wealth

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Dan Parrish Insurance Services, Inc.

2150 River Plaza Drive  Sacramento, CA 95833

38.6049233

-121.5121300

Dan Parrish Insurance Services, Inc.

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

4905 Tilghman Street Suite 100  Allentown, PA 18104

40.5914284

-75.5639295

Cornerstone Advisors

Harbour Wealth Management Group, Inc.

126 Seven Farms Drive Suite 150  Daniel Island, SC 29492

32.8653248

-79.9024879

Harbour Wealth Management Group, Inc.

Financial Concepts, Inc.

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

42.3174853

-83.68279249999999

Financial Concepts, Inc.

Mezrah Financial

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial

Alkeme Financial

Mogul Insurance Agency, Inc.

6675 Mediterranean Drive STE 301  McKinney, TX 75072

33.1962649

-96.7059486

Alkeme Financial

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

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

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Peck Financial

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

26.3436071

-80.1562675

Peck Financial

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Golconda Partners, LLC

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

40.7559959

-73.9796259

Golconda Partners, LLC

OneTeam Financial, LLC

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

40.334895

-74.095479

OneTeam Financial, 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

MBL Advisors Inc.

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

35.2182000

-80.8375725596834

MBL Advisors Inc.

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Vie International Financial Services, Ltd.

118 Piccadilly  London, W1J 7NW 

51.5046326908112

-0.1479035

Vie International Financial Services, Ltd.

McInnes Group, Inc.

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

38.9934375

-94.6261344

McInnes Group, Inc.

Rohe Levy Financial and Insurance Services, Inc.

3131 Camino Del Rio North Suite 415  San Diego, CA 92108

32.7750480

-117.1273564

Rohe Levy Financial and Insurance Services, Inc.

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

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.2535051

-87.8420607

Alvarez Group, Private Client LLC, The

TCS Insurance Agency, Inc.

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

38.0192932

-122.5339439

TCS Insurance Agency, Inc.

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

BoliColi

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi

Queally Group, Incorporated

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

41.0474873

-73.552318

Queally Group, Incorporated

Wealth Benefits Group

Benefits Group, LLC, The

9700 Westland Drive Suite 103  Knoxville, TN 37922

35.8749624

-84.0953462

Wealth Benefits Group

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203  Needham, MA 02494

42.304834

-71.22847677321631

Coyle Company, The