Company lists · Data refreshed September 2026

Top 25 Annuity insurance agents based in Dallas, United States

Name: Annuity insurance agents based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 53 companies tracked

RevenueBase identified 53 company matches for annuity insurance agents associated with Dallas, United States as of September 2026 and tracks 1,229 professional contacts across them, including 166 with verified work emails. Across the United States, New York is the largest hub for this category (65 companies); Dallas has 53.

This list covers company matches for annuity insurance agents associated with Dallas, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

53Companies

1,229Contacts tracked

166Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest annuity insurance agents based in Dallas, United States

Ranked by team size

Top 25 of 53 company matches for annuity insurance agents based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	201-500	136 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	ISC Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	53 contacts →
	Exact match “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Lemnis Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	35 contacts →
	Exact match “We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	The Insurance Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	29 contacts →
	Exact match “Our Mission is to develop lasting business relationships, provide a complete portfolio of products with fast and courteous service.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Summit Alliance Companies	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	51-200	19 contacts →
	Exact match “Summit Alliance Companies Summit Alliance Financial is a 50 year old Life Insurance and Annuity brokerage general agency that maintains outstanding relationships with over 20 life…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Provision Brokerage, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Howell Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “Danny Howell with Howell Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Nexannuity	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “We partner with established insurance companies to develop retirement solutions built around the skills and sophistication of NexAnnuity’s robust investment network.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Nexus Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Nexus Advisors connects your life’s work with your family’s future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	TSG Financial Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “At TSG, our goal is for clients to be confident about their finances, no matter what life brings.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Privus Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Johnson Financial Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “At Johnson Financial Strategies, we understand that every client is unique.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Cloud Wealth Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Caleb Loud, with Cloud Wealth, provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Clearfront Advisory	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Maven Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Here at Maven Financial, we are passionate about educating and empowering clients like you to make the best possible decisions with your financial resources.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Duke Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	JBR Associates Financial Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “JBR Associates focuses on increasing guaranteed lifetime income for retirees or those about to retire.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Momentum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Xponify Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Xponify specializes in financial planning and advice for both individual investors and independent business owners looking for long-term investment solutions tailored to meet…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	First Dallas Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Westlake Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Westlake Advisors is an investment and advisory firm with a focus on Insurance, financial services and alternative Investments.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “annuity insurance agents”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 53 annuity insurance agents based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 166 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Annuity insurance agents based in Dallas, United States at a glance

As of Sep 30, 2026

13.5%Verified-email coverage

23.2Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 53 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Dallas, United States whose business descriptions match “annuity insurance agents” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 166 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Annuity insurance agents by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “annuity insurance agents”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many annuity insurance agents are there based in Dallas, United States?

RevenueBase identified 53 company matches for annuity insurance agents associated with Dallas, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Level Four Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most annuity insurance agents?

New York leads the United States with 65 company records, followed by Houston (57) and Dallas (53).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 166 professional contacts with verified work emails tracked across these 53 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 53 annuity insurance agents based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Annuity insurance agents by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.