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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Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Horan Securities, Inc.

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

Horan Securities, Inc.

Clary Executive Benefits LLC

20551 N Pima Road, STE 200  Scottsdale, AZ 85255

33.6730447

-111.8897708

Clary Executive Benefits LLC

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

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

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

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

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Lyman Group, LLC, The

600 University Street Suite 2328  Seattle, WA 98101

47.610152

-122.332363

Lyman Group, LLC, The

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.9279463

-96.8220295

Southern Wealth Management, LLP

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Pollock Financial Group

150 Portola Road  Portola Valley, CA 94028

37.3730649

-122.2091456

Pollock Financial Group

Evergreen Consulting, Inc.

6756 Executive Oak Lane  Chattanooga, TN 37421

35.0454764

-85.1674433

Evergreen Consulting, Inc.

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Strategic Wealth Advisors

Strategic WA, LLC

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

31.759107951718892

-106.4893394

Strategic Wealth Advisors

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

TCS Insurance Agency, Inc.

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

38.0192932

-122.5339439

TCS Insurance Agency, Inc.

Plybon & Associates, Inc.

1150 Revolution Mill Drive, Suite 1  Greensboro, NC 27405

36.0997599

-79.7777469

Plybon & Associates, Inc.

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

Winged Keel Group

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

40.7521681

-73.97871830000001

Winged Keel Group

Barry, Evans, Josephs Snipes

J.M. Barry & Associates, LLC

6525 Carnegie Boulevard, Suite 402  Charlotte, NC 28211

35.1548472

-80.8292609

Barry, Evans, Josephs Snipes

Bridge Life, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Life, LLC

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

Krizek Group, The

500 Elm Grove Road Suite 103  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The