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.
Greenberg & Rapp Financial Group, Inc.
Greenberg, Wexler & Eig, LLC
Groff Team Partners, LLC
Heritage Capital Strategies, Inc.
Heritage Strategies, LLC
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
TRC Financial Insurance Services
2 Venture, Suite 455 Irvine, CA 92618
33.678436
-117.7684522
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
Premier Partners, LLC
1430 South Dixie Highway Suite 321 Coral Gables, FL 33146
25.7096451
-80.28200149999999
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
Pillar International Insurance Advisors, LLC
600 University Street Suite 2800 Seattle, WA 98101
47.610152
-122.332363
Bridge Life, LLC
13986 West Bowles Avenue Suite 200 Littleton, CO 80127
39.6079985
-105.1557399
Mack Financial Group, Inc.
3388 Founders Road Suite 100 Indianapolis, IN 46268
39.9137634
-86.2189466
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Advanced Life Insurance Strategies, Inc.
707 Richards Street Suite 711 Honolulu, HI 96813
21.305294
-157.8621482
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Knight Planning Corporation
2001 Kirby Drive Suite 990 Houston, TX 77019
29.7478543
-95.4182964
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
FINANCIAL CONCEPTS
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Gateway Financial Group, Inc.
Four PPG Place Suite 600 Pittsburgh, PA 15222
40.4398819
-80.0034788
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445752
-81.8395043
Lyman Group, LLC, The
600 University Street Suite 2328 Seattle, WA 98101
47.610152
-122.332363
Strategic Wealth Advisors
Strategic WA, LLC
123 W. Mills Avenue Suite 200 El Paso, TX 79901
31.759107951718892
-106.4893394
Legacy Advisors, LLC
5 Apollo Road Suite 100 Plymouth Meeting, PA 19462
40.1297414
-75.2825966
Navon Wealth Advisors, LLC
5950 Sherry Lane, Suite 217 Dallas, TX 75225
32.862178
-96.8110635
BoliColi.com
GW Financial, LLC
281 Main Street Reading, MA 01867
42.5153602
-71.10330549999999
Brown Company, The
175 Derby Street Suite 14 Hingham, MA 02043
42.1794838
-70.91417009999999
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
Cammon Company
Peabody Plaza 701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2728009
-81.79629489999999
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Winged Keel Group
60 East 42nd Street, 44th Floor New York, NY 10165
40.7521681
-73.97871830000001
Mezrah Financial
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Southern Wealth Management, LLP
5005 LBJ Freeway Suite 1313 Dallas, TX 75244
32.9279463
-96.8220295
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
Burgess Group, Inc., The
103 Social Hall Avenue Salt Lake City, UT 84111
40.7685248
-111.8879678
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
Horan Securities, Inc.
8044 Montgomery Road Suite 640 Cincinnati, OH 45236
39.20142250371401
-84.37053740178283
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
TCS Insurance Agency, Inc.
100 Smith Ranch Road, Suite 340 San Rafael, CA 94903
38.0192932
-122.5339439
MBW Group
NBW Co.
706 Second Avenue South Suite 300 Minneapolis, MN 55402
44.975614
-93.27013699999999
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Benson Blackburn, an Alera Group Agency, LLC
5150 Tamiami Trail N., Suite 501 Naples, FL 34103
26.2096333
-81.7992356
Becker Suffern McLanahan, Ltd.
1245 West Causeway Approach Mandeville, LA 70471
30.3848578
-90.09519449999999
Professional Financial Services, Inc.
16875 Crestview Lane Weston, FL 33326
26.111908
-80.38332779999999
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.61012729999999
-122.3325754
Perspective Financial Group, an Alera Company
Pentra, LLC
1041 Old Cassatt Road Berwyn, PA 19312
40.0481337
-75.4433136
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
UFC4Wealth
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33158
25.8188484
-80.18856939999999
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Plybon & Associates, Inc.
1150 Revolution Mill Drive, Suite 1 Greensboro, NC 27405
36.0997599
-79.7777469
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
M Advisory Group
Cal-Surance Benefit Plans, Inc.
2377 Crenshaw Boulevard Suite 150 Torrance, CA 90501
33.8233305
-118.3298486
Madison & Main Advisors, LLC
266 Main Street Madison, NJ 07940
40.7513632
-74.4025233
Corrigan Company
Protective Financial & Insurance Services, Inc.
32 E Sola Street Santa Barbara, CA 93101
34.4259483
-119.7059336
Teekell Company, Inc., The
8520 Business Park Drive Shreveport, LA 71105
32.4255154
-93.72613729999999
Apexium Insurance Services LP
411 Theodore Fremd Suite 206S Rye, NY 10580
40.9735833
-73.7006990
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Queally Group, Incorporated
28 Thorndal Circle Suite 300 Darien, CT 06820
41.0706594
-73.4804584
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
BryanMark Group, Inc.
7700 Bonhomme Avenue Suite 550 St. Louis, MO 63105
38.647064
-90.3351031
Clary Executive Benefits LLC
20551 N Pima Road, STE 200 Scottsdale, AZ 85255
33.6730447
-111.8897708
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Parq Advisors
600 Corporate Pointe Suite 600 Culver City, CA 90230
33.98849610000001
-118.3859579
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.6087579
-122.3359054
HEIRMARK, LTD
7005 South Edgerton Road Suite 101 Cleveland, OH 44141
41.2922659
-81.6398968
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Madison Group, The
5299 DTC Boulevard Suite 1100 Greenwood Village, CO 80111
39.6205588
-104.8907217
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 201 San Jose, CA 95134
37.386464
-121.9293676
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.13198200000001
-86.80101499999999
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828987
-117.8517942
Barry, Evans, Josephs Snipes
J.M. Barry & Associates, LLC
6525 Carnegie Boulevard, Suite 402 Charlotte, NC 28211
35.1548472
-80.8292609
Peter M. Williams & Company
6735 Conroy Road Suite 218 Orlando, FL 32835
28.4941872
-81.4741482
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
Boulevard Financial, LLC
7700 Wedd Street, Suite 15 Overland Park, KS 66204
38.9892232
-94.7042405
