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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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Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

Mullin Barens Sanford Financial & Insurance Services, LLC

1421 Emerson Avenue  Oxnard, CA 93033

34.1832399

-119.1634934

Mullin Barens Sanford Financial & Insurance Services, LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Hub International Great Plains

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

Hub International Great Plains

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

McInnes Group, Inc.

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

38.9934375

-94.6261344

McInnes Group, Inc.

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, 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

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola Street  Santa Barbara, CA 93101

34.4259483

-119.7059336

Corrigan Company

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

OneTeam Financial, LLC

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

40.334895

-74.095479

OneTeam Financial, LLC

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9846206

-77.0929194

Greenberg, Wexler & Eig, LLC

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Arlen Corporation

117 Metro Center Boulevard Suite 2006  Warwick, RI 02886

41.725456

-71.454494

Arlen Corporation

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.

Madison Group, The

5299 DTC Boulevard Suite 1100  Greenwood Village, CO 80111

39.6205588

-104.8907217

Madison Group, The

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

Bridge Financial Group, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Financial Group, LLC

TRC Financial Insurance Services

1 Post Suite 150  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

BoliColi.com

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi.com

Strategic Wealth Advisors

Strategic WA, LLC

123 W. Mills Avenue Suite 200  El Paso, TX 79901

31.759107951718892

-106.4893394

Strategic Wealth Advisors

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.2125828

-80.84296309999999

MBL Advisors Inc.

Waxman Lawson Financial

2314 Woodlawn Boulevard  Austin, TX 78703

30.2912102

-97.758180

Waxman Lawson Financial

Winged Keel Group

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

40.7521681

-73.97871830000001

Winged Keel Group

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Nease, Lagana, Eden & Culley, Inc.

2000 RiverEdge Parkway Suite 700  Atlanta, GA 30328

33.9061864

-84.4382359

Nease, Lagana, Eden & Culley, Inc.

Brown Company, The

175 Derby Street Suite 14  Hingham, MA 02043

42.1794838

-70.91417009999999

Brown Company, The

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Tippett Moorhead & Haden, An Alera Group Agency, LLC

3200 Park Center Drive Suite 550  Costa Mesa, CA 92626

33.6908693

-117.881472

Tippett Moorhead & Haden, An Alera Group Agency, LLC

Apexium Insurance Services LP

529 Fifth Avenue 4th Floor  New York, NY 10017

40.7543836

-73.9796053

Apexium Insurance Services LP

Mezrah Financial

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial

Wealth Benefits Group

Benefits Group, LLC, The

9700 Westland Drive Suite 103  Knoxville, TN 37922

35.8749624

-84.0953462

Wealth Benefits Group

Jones Lowry

R. Marshall Jones, Inc.

470 Columbia Drive Suite E-100  West Palm Beach, FL 33409

26.7102644

-80.09986690000001

Jones Lowry

Enza Financial, LLC

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial, LLC

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

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.

FINANCIAL CONCEPTS

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

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

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

Ownership Advisors, Inc.

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

41.3961765

-81.6626513

Ownership Advisors, Inc.

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400  Mahwah, NJ 07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

Heritage Capital Strategies, Inc.

2555 Townsgate Road Suite 105  Westlake Village, CA 91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Lyman Group, LLC, The

600 University Street Suite 2328  Seattle, WA 98101

47.610152

-122.332363

Lyman Group, LLC, The

Cypress Strategies

Grenert Financial Group, LLC

C/O 6424 E. Greenway Parkway Suite 100  Scottsdale, AZ 85254

33.626265

-111.9421726

Cypress Strategies

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

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

Queally Group, Incorporated

28 Thorndal Circle Suite 300  Darien, CT 06820

41.0706594

-73.4804584

Queally Group, Incorporated

Dodd Consulting, LLC

PO. Box 4337  Stamford, CT 06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

MullinTBG

Mullin TBG Insurance Agency Services, LLC

100 North Pacific Coast Highway Suite 500  El Segundo, CA 90245

33.9164349

-118.3958516

MullinTBG

Lindberg Ripple

LRI LLC

29 South Main Street Suite 311  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg Ripple

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

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

Executive Compensation Group, LLC, The

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

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

Gencorp Insurance Financial Services

EB, Inc.

2000 Chapel View Boulevard Suite 240  Cranston, RI 02920

41.7571164

-71.4597671

Gencorp Insurance Financial Services

Clary Executive Benefits LLC

17470 N Pacesetter Way  Scottsdale, AZ 85255

33.6446848

-111.9010829

Clary Executive Benefits LLC

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

Premier Partners, LLC

1430 South Dixie Highway Suite 321  Coral Gables, FL 33146

25.7096451

-80.28200149999999

Premier Partners, LLC

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600  Detroit, MI 48226

42.336886

-83.051711

Catalyst Solutions Group, Inc.

Benson Blackburn, an Alera Group Agency, LLC

5150 Tamiami Trail N., Suite 501  Naples, FL 34103

26.2096333

-81.7992356

Benson Blackburn, an Alera Group Agency, LLC

Peck Financial

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

26.3436071

-80.1562675

Peck Financial

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., 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.

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9465215

-122.5114147

TCS Insurance Agency, Inc.

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor 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

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100  Seattle, WA 98101

47.6087579

-122.3359054

Assured Partners MCM

Carlson Hammond

Private Capital Financial Advisors, Inc. - Honolulu, HI

The Merchant House 222 Merchant Street Suite 208  Honolulu, HI 96813

21.3084645

-157.8596643

Carlson Hammond

Horan Securities, Inc.

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

Horan Securities, Inc.

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

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

Perspective Financial Group, an Alera Company

Pentra, LLC

1041 Old Cassatt Road  Berwyn, PA 19312

40.0481337

-75.4433136

Perspective Financial Group, an Alera Company

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

GARLIKOV & ASSOCIATES, INC.

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

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

TPG Consulting, LLC

6520 Airport Center Drive Suite 203  Greensboro, NC 27409

36.108144

-79.9563189

TPG Consulting, LLC

Valley Forge Financial Group, Inc.

1000 Westlakes Drive Suite 200  Berwyn, PA 19312

40.0613354

-75.4686582

Valley Forge Financial Group, Inc.

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The