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.
1776 Advisor Group
CapFinancial Partners, LLC
AEM Partners, LLC
AUCTORIS
Benefit Concepts Of Colorado, Inc.
Advanced Life Insurance Strategies, Inc.
Apexium Insurance Services LP
Mullin Barens Sanford Financial & Insurance Services, LLC
1421 Emerson Avenue Oxnard, CA 93033
34.1832399
-119.1634934
Rose Street Advisors, LLC
244 North Rose Street Kalamazoo, MI 49007
42.2934113
-85.5843992
Stephens Insurance, LLC
111 Center Street Suite 1410 Little Rock, AR 72201
34.74785
-92.272449
Ressourcement, Inc.
114 W. Third Street Perrysburg, OH 43551
41.5577879
-83.629252
Carlson Hammond
Private Capital Financial Advisors, Inc. - Honolulu, HI
The Merchant House 222 Merchant Street Suite 208 Honolulu, HI 96813
21.3084645
-157.8596643
Apexium Insurance Services LP
411 Theodore Fremd Suite 206S Rye, NY 10580
40.9735833
-73.7006990
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
Wealth Preservation Partners, LLC
90 Hopmeadow Street Simsbury, CT 06089
41.828831
-72.82272189999999
Succession Capital Alliance
4695 MacArthur Court Suite 400 Newport Beach, CA 92660
33.6705788
-117.8621540
GDK Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Hub International Great Plains, LLC
SilverStone Group, Incorporated
11516 Miracle Hills Drive Suite 100 Omaha, NE 68154
41.2685833
-96.093882
Ownership Advisors, Inc.
6100 Oak Tree Boulevard South Park Center Plaza I Suite 420 Cleveland, OH 44131
41.3961765
-81.6626513
Pfleger Financial Group, Inc.
P. Financial, Inc.
2600 S. Douglas Road Suite 1010 Coral Gables, FL 33134
25.747722
-80.25473989999999
Enza Financial
6450 Rockside Woods Boulevard South Suite 150 Independence, OH 44131
41.3932107
-81.6455464
Queally Group, Incorporated
28 Thorndal Circle Suite 300 Darien, CT 06820
41.0706594
-73.4804584
Financial Designs Ltd.
7979 E. Tufts Avenue Suite 1550 Denver, CO 80237
39.6335801
-104.8977265
Heritage Capital Strategies, Inc.
2555 Townsgate Road Suite 105 Westlake Village, CA 91361
34.1548914
-118.823379
Peck Financial
7100 W. Camino Real Suite 403 Boca Raton, FL 33433
26.3436071
-80.1562675
MullinTBG
Mullin TBG Insurance Agency Services, LLC
3333 Michelson Avenue Suite 840 Irvine, CA 92612
33.6727639
-117.8436883
Meridian Financial Group, LLC
13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3 Fort Myers, FL 33912
26.5445752
-81.8395043
Navon Wealth Advisors, LLC
5950 Sherry Lane, Suite 217 Dallas, TX 75225
32.862178
-96.8110635
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.973593
-93.41812399999999
Assured Partners MCM
AssuredPartners of Washington, LLC
1325 Fourth Avenue Suite 2100 Seattle, WA 98101
47.6087579
-122.3359054
Pappas Financial
30301 Northwestern Highway Suite 200 Farmington Hills, MI 48334
42.5091553
-83.32448250000002
Downey Group, Inc., The
P.O. Box 1460 Champaign, IL 61824
40.1211828
-88.2434596
McInnes Group, Inc.
3500 W. 75th Street Suite 200 Prairie Village, KS 66208
38.9934375
-94.6261344
M/Barrington Corporation
1325 W. Towne Square Road Mequon, WI 53092
43.2178027
-87.9257049
Jones Lowry
R. Marshall Jones, Inc.
470 Columbia Drive Suite E-100 West Palm Beach, FL 33409
26.7102644
-80.09986690000001
Legacy Advisors, LLC
5 Apollo Road Suite 100 Plymouth Meeting, PA 19462
40.1297414
-75.2825966
Byron Financial Insurance Services, LLC
6100 Fairview Road Suite 1150 Charlotte, NC 28210
35.1505276
-80.8378037
Cornerstone Advisors
Cornerstone Financial Consultants, Ltd.
1802 Hamilton Street Allentown, PA 18104
40.5956048
-75.49443409999999
Cammon Company
Peabody Plaza 701 Market Street Suite 300 St. Louis, MO 63101
38.6264788
-90.19238969999999
BoliColi.com
GW Financial, LLC
281 Main Street Reading, MA 01867
42.5153602
-71.10330549999999
McDowell Financial Group
609 East Tan Tara Circle Suite 101 Sioux Falls, SD 57108
43.489863
-96.71868789999999
Boulevard Financial, LLC
7700 Wedd Street, Suite 15 Overland Park, KS 66204
38.9892232
-94.7042405
Knight Planning Corporation
2001 Kirby Drive Suite 990 Houston, TX 77019
29.7478543
-95.4182964
Koptis Organization, LLC, The
30432 Euclid Avenue #201 Wickliffe, OH 44092
41.6179628
-81.45750939999999
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Cohn Financial Group, LLC
5090 N. 40th Street Suite 180 Phoenix, AZ 85018
33.5128718
-111.9955553
Pinnacle Financial Group
144 Turnpike Road Suite 110 Southborough, MA 01772
42.2920162
-71.5184739
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Newton One Advisors
Newton One LLC
131 Continental Drive Suite 206 Newark, DE 19713
39.687419
-75.660772
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Chamberlain Group
Chamberlain Financial & Insurance Services, LLC
2050 Main Street Suite 950 Irvine, CA 92614
33.6828987
-117.8517942
Professional Financial Services, Inc.
16875 Crestview Lane Weston, FL 33326
26.111908
-80.38332779999999
Groff Team Partners, LLC
8100 E Union Avenue Suite 1605 Denver, CO 80237
39.6291399
-104.8939385
R.O.W. Group, The
Southeast Financial Group, Inc.
2020 21st Avenue South Suite 200 Nashville, TN 37212
36.13198200000001
-86.80101499999999
Madison Group, The
5299 DTC Boulevard Suite 1100 Greenwood Village, CO 80111
39.6205588
-104.8907217
Warner Companies, The
L. Warner Companies, Inc., The
9690 Deereco Road Suite 650 Timonium, MD 21093
39.4541472
-76.6403019
Premier Partners, LLC
1430 South Dixie Highway Suite 321 Coral Gables, FL 33146
25.7096451
-80.28200149999999
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
Coyle Company, The
Coyle Company Insurance Group, LLC, The
160 Gould Street, Suite 203 Needham, MA 02494
42.304834
-71.22847677321631
Kibble & Prentice Holding Company
601 Union Street Suite 1000 Seattle, WA 98101
47.61012729999999
-122.3325754
Brown Company, The
175 Derby Street Suite 14 Hingham, MA 02043
42.1794838
-70.91417009999999
Links Consulting
Links CG, LLC
3333 North Digital Drive Suite 360 Lehi, UT 84043
40.4298079
-111.8872739
DSG Family Legacy Insurance Solutions, Inc.
1340 Valley Vista Drive Suite 200 Diamond Bar, CA 91765
33.9973496
-117.8365333
GARLIKOV & ASSOCIATES, INC.
The Huntington Center 41 South High Street Suite 3400 Columbus, OH 43215
39.9610405
-83.0007547
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Arlen Corporation
117 Metro Center Boulevard Suite 2006 Warwick, RI 02886
41.725456
-71.454494
Pillar International Insurance Advisors, LLC
600 University Street Suite 2800 Seattle, WA 98101
47.610152
-122.332363
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6024487
-75.4701815
RockBridge Group, LLC
1950 Stonegate Drive Suite 230 Birmingham, AL 35242
33.4825885
-86.70141629999999
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
UFC4Wealth
Interamerican Financial Consulting Group, Inc.
4770 Biscayne Boulevard Suite 980 Miami, FL 33158
25.8188484
-80.18856939999999
Carlson Hammond
Private Capital Financial Advisors, Inc.
755 Baywood Drive 2nd Floor Petaluma, CA 94954
38.23115050000001
-122.6133938
AEM Partners, LLC
1800 Glenarm Place Suite 900 Denver, CO 80202
39.7460323
-104.9876691
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Madison & Main Advisors, LLC
266 Main Street Madison, NJ 07940
40.7513632
-74.4025233
Cornerstone Institutional Investors, LLC
74 West Broad Street Suite 340 Bethlehem, PA 18018
40.622708
-75.3814489
1776 Advisor Group
CapFinancial Partners, LLC
13961 South Minuteman Drive Suite 300 Draper, UT 84020
40.4977813
-111.8889672
Jamieson Financial Services, LLC
1 Northfield Plaza Suite 430 Northfield, IL 60093
42.1076176
-87.7737308
Corrigan Company
Protective Financial & Insurance Services, Inc.
32 E Sola Street Santa Barbara, CA 93101
34.4259483
-119.7059336
LoVasco Consulting Group, Inc.
One Woodward Avenue Suite 1500 Detroit, MI 48226
42.3288032
-83.04533239999999
Wellspring Global Insurance Solutions
Wellspring Insurance Network
2635 North First Street Suite 201 San Jose, CA 95134
37.386464
-121.9293676
TPG Consulting, LLC
6520 Airport Center Drive Suite 203 Greensboro, NC 27409
36.108144
-79.9563189
HEIRMARK, LTD
7005 South Edgerton Road Suite 101 Cleveland, OH 44141
41.2922659
-81.6398968
M Advisory Group
Cal-Surance Benefit Plans, Inc.
2377 Crenshaw Boulevard Suite 150 Torrance, CA 90501
33.8233305
-118.3298486
Cypress Strategies
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
Mezrah Financial
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
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
Executive Compensation Group, LLC, The
325 N. Williamson Boulevard Suite 120 Daytona Beach, FL 32114
29.1908677
-81.08180089999999
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
KB Financial Partners, LLC
300 Carnegie Center Suite 240 Princeton, NJ 08540
40.3100835
-74.6557709
Lindberg Ripple
LRI LLC
29 South Main Street Suite 311 West Hartford, CT 06107
41.7599592
-72.7425099
Fieldstone Insurance Group, LLC, The
1 International Blvd, Ste 400 Mahwah, NJ 07495
41.104443
-74.16115373761292
Wealth Benefits Group
Benefits Group, LLC, The
9700 Westland Drive Suite 103 Knoxville, TN 37922
35.8749624
-84.0953462
Eslick Financial Group, Inc.
999 Home Plaza Suite 201 Waterloo, IA 50701
42.4584325
-92.37557749999999
TRC Financial Insurance Services
1 Post Suite 150 Irvine, CA 92618
33.678436
-117.7684522
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Tippett Moorhead & Haden, An Alera Group Agency, LLC
3200 Park Center Drive Suite 550 Costa Mesa, CA 92626
33.6908693
-117.881472
FINANCIAL CONCEPTS
24 Frank Lloyd Wright Drive, Suite 3050 H Ann Arbor, MI 48105
42.3174853
-83.68279249999999
Retirement & Insurance Resources, LLC
1185 Immokalee Road Suite 120 Naples, FL 34110
26.2728009
-81.79629489999999
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
M Benefit Solutions
MCG Northwest, LLC
1125 NW Couch Street Suite 900 Portland, OR 97209
45.5237834
-122.6826144
Vie International Financial Services, Ltd.
118 Piccadilly London, W1J 7NW
51.5046326908112
-0.1479035
Catalyst Solutions Group, Inc.
28 W. Adams Avenue Suite 1600 Detroit, MI 48226
42.336886
-83.051711
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
