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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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Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.9738806

-93.4187692

Chaffee & Associates LLC

Mezrah Financial Group

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial Group

Heritage Capital Strategies, Inc.

2815 Townsgate Road Suite 120  Westlake Village, CA 91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

My Advisor & Planner LLC

65 North River Lane Suite 212  Geneva, IL 60134

41.8880168

-88.30333929999999

My Advisor & Planner LLC

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Houghton Financial Partners, LLC

210 North Campbell  El Paso, TX 79901

31.76097589999999

-106.4847964

Houghton Financial Partners, 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

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

Peck Financial

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

26.3436071

-80.1562675

Peck Financial

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.7478754

-92.2723491

Stephens Insurance, LLC

United Financial Consultants

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33158

25.8188484

-80.18856939999999

United Financial Consultants

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.9279463

-96.8220295

Southern Wealth Management, LLP

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541472

-76.6403019

Warner Companies, The

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

TRC Financial Insurance Services

1 Post Suite 150  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services

GDK Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK Company

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600  Detroit, MI 48226

42.336886

-83.051711

Catalyst Solutions Group, Inc.

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100  Seattle, WA 98101

47.6087579

-122.3359054

Assured Partners MCM

Gideon Strategic Partners, LLC

1411 5th Street Suite 306  Santa Monica, CA 90401

34.0171064

-118.4937729

Gideon Strategic Partners, LLC

Queally Group, Incorporated

28 Thorndal Circle Suite 300  Darien, CT 06820

41.0706594

-73.4804584

Queally Group, Incorporated

Dodd Consulting, LLC

One Landmark Square 8th Floor  Stamford, CT 06901

41.0546921

-73.5380387

Dodd Consulting, LLC

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

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.

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Ownership Advisors, Inc.

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

41.3961765

-81.6626513

Ownership Advisors, Inc.

Bridge Financial Group, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Financial Group, LLC

Cohn Financial Group, LLC

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

33.5128718

-111.9955553

Cohn Financial Group, LLC

Sitzmann, Morris & Boyle Insurance Agency, LLC

3697 Mt. Diablo Boulevard Suite 100  Lafayette, CA 94549

37.88927899999999

-122.1304835

Sitzmann, Morris & Boyle Insurance Agency, LLC

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Benson Blackburn, LLC

999 Vanderbilt Beach Road Suite 606  Naples, FL 34108

26.2510488

-81.7991651

Benson Blackburn, LLC

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.6024487

-75.4701815

Strategic Advisor Group

Plybon & Associates, Inc.

6518 Airport Center Drive Suite 101  Greensboro, NC 27409

36.108144

-79.9563189

Plybon & Associates, Inc.

Strategic Wealth Advisors

Strategic WA, LLC

600 Sunland Park Drive Building 1-100  El Paso, TX 79912

31.81931489999999

-106.5370106

Strategic Wealth Advisors

Boulevard Financial, LLC

7500 College Boulevard Suite 1110  Overland Park, KS 66210

38.9291313

-94.67317249999999

Boulevard Financial, LLC

Nease, Lagana, Eden & Culley, Inc.

2000 RiverEdge Parkway Suite 700  Atlanta, GA 30328

33.9061864

-84.4382359

Nease, Lagana, Eden & Culley, Inc.

Cypress Strategies

Grenert Financial Group, LLC

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

33.6262506

-111.9422351

Cypress Strategies

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

BCG Companies

Belk Consulting Group, Inc.

Gateway Plaza 800 East Canal Street Suite 1901  Richmond, VA 23219

37.5368617

-77.4380247

BCG Companies

Rose Glen, LLC

308 East Lancaster Avenue Suite 301  Wynnewood, PA 19096

39.9916838

-75.26387969999999

Rose Glen, LLC

Carlson Hammond

Private Capital Financial Advisors, Inc. - Honolulu, HI

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

21.3072297

-157.8610071

Carlson Hammond

Cammon Company

Bryant Group, Inc.

Peabody Plaza 701 Market Street Suite 1200  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

SilverStone Group

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

SilverStone Group

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

Colorado Financial Group, Inc.

1586 South 21st Street Suite 100  Colorado Springs, CO 80904

38.8305621

-104.8595707

Colorado Financial Group, Inc.

Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

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.

R.O.W. Group, The

Southeast Financial Group, Inc.

2020 21st Avenue South Suite 200  Nashville, TN 37212

36.1318763

-86.8010448

R.O.W. Group, The

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

FINANCIAL CONCEPTS

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

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

TCS Insurance Agency, Inc.

101 Larkspur Landing Circle Suite 116  Larkspur, CA 94939

37.9465215

-122.5114147

TCS Insurance Agency, Inc.

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Lindberg Ripple

LRI LLC

29 South Main Street Suite 215  West Hartford, CT 06107

41.7600752

-72.742684

Lindberg Ripple

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Krizek Group, The

P.O. Box 477  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

Altium Wealth Management

Altium Planning, LLC

2500 Westchester Avenue Suite 210  Purchase, NY 10577

41.0118798

-73.6987347

Altium Wealth Management

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.253257

-87.84200729999999

Alvarez Group, Private Client LLC, The

ViaForte, Inc.

1700 West 82nd Street Suite 180  Bloomington, MN 55431

44.85617329999999

-93.3004981

ViaForte, Inc.

Fieldstone Insurance Group, LLC

218 Route 17N Suite 404  Rochelle Park, NJ 07662

40.9067126

-74.07055799999999

Fieldstone Insurance Group, 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

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

Waxman Lawson Financial

3602 Murillo Circle  Austin, TX 78703

30.3048889

-97.773888

Waxman Lawson Financial

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Goldstein Financial Group, LLC

740 Waukegan Road Suite 310  Deerfield, IL 60015

42.1656116

-87.847649

Goldstein Financial Group, LLC

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 201  San Jose, CA 95134

37.3865365

-121.9294893

Wellspring Global Insurance Solutions

Apexium Insurance Services LP

529 Fifth Avenue 4th Floor  New York, NY 10017

40.7543836

-73.9796053

Apexium Insurance Services LP

Coyle Company, The

Coyle Company Insurance Group, LLC, The

Wellesley Office Park 20 William Street  Wellesley, MA 02481

42.3190805

-71.2335697

Coyle Company, The

OneTeam Financial, LLC

21 Commerce Drive Suite 301  Cranford, NJ 07016

40.645616

-74.284892

OneTeam Financial, LLC

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

BoliColi.com

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi.com

Pillar International Insurance Advisors, LLC

601 Union Street Suite 1501  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

Lyman Group, LLC, The

601 Union Street Suite 3212  Seattle, WA 98101

47.610152

-122.332363

Lyman Group, LLC, The

Clary Executive Benefits LLC

17470 N Pacesetter Way  Scottsdale, AZ 85255

33.6446848

-111.9010829

Clary Executive Benefits LLC

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.6873986

-75.6607658

Newton One Advisors

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Tenzing Insurance Strategies

Tenzing Advisors, LLC

10 Chestnut Street Suite 7  Needham, MA 02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

Laugharn & Wilson Insurance Services, LLC

800 West 6th Street Suite 930  Los Angeles, CA 90017

34.050116

-118.2579219

Laugharn & Wilson Insurance Services, LLC

Barry, Evans, Josephs Snipes

J.M. Barry & Associates, LLC

1100 Kenilworth Avenue Suite 110  Charlotte, NC 28204

35.2068553

-80.8406765

Barry, Evans, Josephs Snipes

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Portell Financial Services, Inc.

1210 Washington Street  Highland, IL 62249

38.7379757

-89.6791599

Portell Financial Services, Inc.

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Perspective Financial Group, an Alera Company

Pentra, LLC

22 Cassatt Avenue Suite 100  Berwyn, PA 19312

40.0481337

-75.4433136

Perspective Financial Group, an Alera Company

GARLIKOV & ASSOCIATES, INC.

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

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.