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 annuity insurance agents headquartered in 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 annuity insurance agents headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

53Companies

1,229Contacts tracked

166Verified emails

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

Ranked by team size

Top 25 of 53 annuity insurance agents based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to annuity insurance agents: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Level Four Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	201-500	136 contacts →
	Indirect evidence “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Source: RevenueBase Database · checked Sep 30, 2026
2	Bluecrest Financial Alliances	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	51-200	81 contacts →
	Indirect evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 30, 2026
3	ISC Group, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	51-200	53 contacts →
	Indirect evidence “At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.” Source: RevenueBase Database · checked Sep 30, 2026
4	Lemnis Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	51-200	35 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
5	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 30, 2026
6	The Insurance Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	11-50	29 contacts →
	Indirect evidence “Our Mission is to develop lasting business relationships, provide a complete portfolio of products with fast and courteous service.” Source: RevenueBase Database · checked Sep 30, 2026
7	Summit Alliance Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	51-200	19 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
8	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Partial evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 30, 2026
9	Provision Brokerage, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
10	Munn Gray & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
11	Howell Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Partial evidence “Danny Howell with Howell Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Source: RevenueBase Database · checked Sep 30, 2026
12	Nexannuity	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Partial evidence “We partner with established insurance companies to develop retirement solutions built around the skills and sophistication of NexAnnuity’s robust investment network.” Source: RevenueBase Database · checked Sep 30, 2026
13	Nexus Advisors LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 30, 2026
14	TSG Financial Strategies, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “At TSG, our goal is for clients to be confident about their finances, no matter what life brings.” Source: RevenueBase Database · checked Sep 30, 2026
15	Privus Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Partial evidence “Privus Financial provides our clients with investment advisory services and a broad range of financial planning services, including retirement planning, risk management, insurance…” Source: RevenueBase Database · checked Sep 30, 2026
16	Johnson Financial Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “At Johnson Financial Strategies, we understand that every client is unique.” Source: RevenueBase Database · checked Sep 30, 2026
17	Cloud Wealth Strategies, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “Caleb Loud, with Cloud Wealth, provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Source: RevenueBase Database · checked Sep 30, 2026
18	Clearfront Advisory	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.” Source: RevenueBase Database · checked Sep 30, 2026
19	Maven Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “Here at Maven Financial, we are passionate about educating and empowering clients like you to make the best possible decisions with your financial resources.” Source: RevenueBase Database · checked Sep 30, 2026
20	Duke Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
21	JBR Associates Financial Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “JBR Associates focuses on increasing guaranteed lifetime income for retirees or those about to retire.” Source: RevenueBase Database · checked Sep 30, 2026
22	Momentum Wealth Strategies	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion.” Source: RevenueBase Database · checked Sep 30, 2026
23	Xponify Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence “Xponify specializes in financial planning and advice for both individual investors and independent business owners looking for long-term investment solutions tailored to meet…” Source: RevenueBase Database · checked Sep 30, 2026
24	First Dallas Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
25	Westlake Advisors LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Partial evidence “Westlake Advisors is an investment and advisory firm with a focus on Insurance, financial services and alternative Investments.” Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: annuity insurance agents. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names annuity insurance agents.
Partial evidence: Its own public description names part of annuity insurance agents, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name annuity insurance agents. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among annuity insurance agents, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Dallas, United States whose own description of what they do matches “annuity insurance agents”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names annuity insurance agents), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among annuity insurance agents, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 166 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Annuity insurance agents by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names annuity insurance agents, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 53 annuity insurance agents headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Level Four Group, headquartered in Dallas, tops this list with the largest team on record.

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

New York leads the United States with 65 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 166 verified decision-maker contacts tracked across these 53 companies.

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.

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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 Smart Search, 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.