Company lists · Data refreshed September 2026
Top 17 Insurance advisers based in Charlotte, United States
RevenueBase identified 42 company matches for insurance advisers associated with Charlotte, United States as of September 2026 and tracks 625 professional contacts across them, including 125 with verified work emails. Across the United States, Houston is the largest hub for this category (100 companies); Charlotte has 42.
This list covers company matches for insurance advisers associated with Charlotte, 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 21, 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.
The 17 largest insurance advisers based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 383 contacts → | ||||
Exact match “TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 26 contacts → | ||||
Exact match “Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 26 contacts → | ||||
Exact match “Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “Lowry Insurance has been an independent insurance agency offering a wide variety of insurance services from the industry's leading carriers since 1994.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Health Plans of North Carolina was started in 2005 as a new consumer tool to help people know their choices and navigate through the decision making process of buying the right…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Assurtrak Insurance Brokers was created on the belief that starting with a great plan is the only way to finish with the best result.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “O’Connor Insurance Associates, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Founded in 1991 by Richard Johnson, Johnson Insurance Management is a family owned Independent Insurance Agency based in North Carolina.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “CoSaint is an Independent Insurance Agency representing many of the leading carriers in the insurance industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Sage Insurance Partners (SIP) is led by "Director of Insurance and Advanced Planning", Kip Kiser.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “At Lily Insurance, we offer a wide range of policies to meet your specific needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “An independent insurance agency specializing in Medicare, Life Insurance, and Wealth Management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Professional insurance expert Brett Morgan works with people seeking the best coverage and value pricing but who struggle to find an agent who is honest and gives them the…” Recorded in the RevenueBase company graph · Sep 21, 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 “insurance advisers”. 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 17 of 42 insurance advisers based in Charlotte, United States
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Insurance advisers based in Charlotte, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 42 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 Charlotte, United States whose business descriptions match “insurance advisers” 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 125 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 21, 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.
Insurance advisers by metro in the United States
- Insurance advisers in Houston100
- Insurance advisers in New York65
- Insurance advisers in Miami64
- Insurance advisers in Tampa60
- Insurance advisers in Dallas59
- Insurance advisers in San Diego59
- Insurance advisers in Atlanta56
- Insurance advisers in Chicago56
- Insurance advisers in Scottsdale52
- Insurance advisers in Denver47
- Insurance advisers in Las Vegas47
- Insurance advisers in San Antonio47
- Insurance advisers in Los Angeles46
- Insurance advisers in Austin39
- Insurance advisers in Phoenix39
- Insurance advisers in Orlando37
- Insurance advisers in Omaha36
- Insurance advisers in Indianapolis33
- Insurance advisers in Pittsburgh31
- Insurance advisers in Columbia30
- Insurance advisers in Greenville28
- Insurance advisers in Grand Rapids27
- Insurance advisers in Knoxville27
- Insurance advisers in Boca Raton26
- Insurance advisers in Overland Park26
- Insurance advisers in Columbus25
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 “insurance advisers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance advisers are there based in Charlotte, United States?
RevenueBase identified 42 company matches for insurance advisers associated with Charlotte, 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?
TIH 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 insurance advisers?
Houston leads the United States with 100 company records, followed by New York (65) and Miami (64). Charlotte has 42.
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 125 professional contacts with verified work emails tracked across these 42 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 42 insurance advisers based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
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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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance advisers based in Belo Horizonte, Brazil
- Insurance advisers based in Campinas, Brazil
- Insurance advisers based in Curitiba, Brazil
- Insurance advisers based in Rio De Janeiro, Brazil
- Insurance advisers based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 17 insurance advisers based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 42 matching company records for insurance advisers based in Charlotte, United States, with 625 tracked contacts and 125 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 insurance advisers based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  TIHtihinsurance.comHQ: Charlotte, NC, United StatesReported employees: 5,001-10,000 | Charlotte, NC, United States | 5,001-10,000 | Exact match | 383 contacts → |
“TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Litaker Insurancelitakerinsurance.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  American Insurance Marketing Solutionsgoaims.netHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lowry Insurancelowryassoc.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 22 contacts → |
“Lowry Insurance has been an independent insurance agency offering a wide variety of insurance services from the industry's leading carriers since 1994.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Highstreet Insurance & Financial Servicesmoultoninsgroup.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 19 contacts → |
“Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Health Plans Of North Carolinahealthplansofnc.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 18 contacts → |
“Health Plans of North Carolina was started in 2005 as a new consumer tool to help people know their choices and navigate through the decision making process of buying the right…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Latorre Insurancelatorreinsurance.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 17 contacts → |
“Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Assurtrak Insurance Brokers, LLCassurtrak.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Assurtrak Insurance Brokers was created on the belief that starting with a great plan is the only way to finish with the best result.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  O'connor Insurance Associates, INCoianc.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“O’Connor Insurance Associates, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Johnson Insurance Management, LLCjohnsoninsurance.orgHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“Founded in 1991 by Richard Johnson, Johnson Insurance Management is a family owned Independent Insurance Agency based in North Carolina.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Pomfret Financial Company, INCpomfretfinancial.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Cosaint Insurancecosaintinsurance.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“CoSaint is an Independent Insurance Agency representing many of the leading carriers in the insurance industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hood Hargett & Associates, INChoodhargett.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 2 contacts → |
“Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sage Insurance Partnerssageinsurancepartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Sage Insurance Partners (SIP) is led by "Director of Insurance and Advanced Planning", Kip Kiser.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lily Insurancelilyinsured.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“At Lily Insurance, we offer a wide range of policies to meet your specific needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Safeguard Benefit Servicessafeguardbenefitservices.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“An independent insurance agency specializing in Medicare, Life Insurance, and Wealth Management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Brett Morgan Insurance Groupcarolinainsuranceguy.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Professional insurance expert Brett Morgan works with people seeking the best coverage and value pricing but who struggle to find an agent who is honest and gives them the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 42 company matches
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Insurance advisers: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
42 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 42 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance advisers by metro in the United States
- Insurance advisers in Houston100
- Insurance advisers in New York65
- Insurance advisers in Miami64
- Insurance advisers in Tampa60
- Insurance advisers in Dallas59
- Insurance advisers in San Diego59
- Insurance advisers in Atlanta56
- Insurance advisers in Chicago56
- Insurance advisers in Scottsdale52
- Insurance advisers in Denver47
- Insurance advisers in Las Vegas47
- Insurance advisers in San Antonio47
- Insurance advisers in Los Angeles46
- Insurance advisers in Austin39
- Insurance advisers in Phoenix39
- Insurance advisers in Orlando37
- Insurance advisers in Omaha36
- Insurance advisers in Indianapolis33
- Insurance advisers in Pittsburgh31
- Insurance advisers in Columbia30
- Insurance advisers in Greenville28
- Insurance advisers in Grand Rapids27
- Insurance advisers in Knoxville27
- Insurance advisers in Boca Raton26
- Insurance advisers in Overland Park26
- Insurance advisers in Columbus25
Questions about this company list
What does Exact match mean for insurance advisers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance advisers did RevenueBase find based in Charlotte, United States?
The saved snapshot records 42 matching company records, 625 tracked contacts and 125 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance advisers by geography
- Insurance advisers based in Belo Horizonte, Brazil
- Insurance advisers based in Campinas, Brazil
- Insurance advisers based in Curitiba, Brazil
- Insurance advisers based in Rio De Janeiro, Brazil
- Insurance advisers based in Sao Paulo, Brazil
- Insurance advisers based in Lyon, France
- Insurance advisers based in Paris, France
- Insurance advisers based in Mumbai, India
- Insurance advisers based in New Delhi, India
- Insurance advisers based in Barcelona, Spain
- Insurance advisers based in Madrid, Spain
- Insurance advisers based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 17 insurance advisers based in Charlotte, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/insurance-advisers/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance advisers based in Belo Horizonte, Brazil
- Insurance advisers based in Campinas, Brazil
- Insurance advisers based in Curitiba, Brazil
- Insurance advisers based in Rio De Janeiro, Brazil
- Insurance advisers based in Sao Paulo, Brazil
- Insurance advisers based in Lyon, France
Company intelligence · public preview
Top 17 insurance advisers based in Charlotte, United States
RevenueBase records 42 matching company records for insurance advisers based in Charlotte, United States, with 625 tracked contacts and 125 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 insurance advisers based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | TIHtihinsurance.com HQ: Charlotte, NC, United StatesReported employees: 5,001-10,000 | Charlotte, NC, United States | 5,001-10,000 | Exact match | 383 contacts → |
“TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Litaker Insurancelitakerinsurance.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | American Insurance Marketing Solutionsgoaims.net HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lowry Insurancelowryassoc.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 22 contacts → |
“Lowry Insurance has been an independent insurance agency offering a wide variety of insurance services from the industry's leading carriers since 1994.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Highstreet Insurance & Financial Servicesmoultoninsgroup.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 19 contacts → |
“Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Health Plans Of North Carolinahealthplansofnc.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 18 contacts → |
“Health Plans of North Carolina was started in 2005 as a new consumer tool to help people know their choices and navigate through the decision making process of buying the right…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Latorre Insurancelatorreinsurance.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 17 contacts → |
“Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Assurtrak Insurance Brokers, LLCassurtrak.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“Assurtrak Insurance Brokers was created on the belief that starting with a great plan is the only way to finish with the best result.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | O'connor Insurance Associates, INCoianc.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“O’Connor Insurance Associates, Inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Johnson Insurance Management, LLCjohnsoninsurance.org HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“Founded in 1991 by Richard Johnson, Johnson Insurance Management is a family owned Independent Insurance Agency based in North Carolina.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Pomfret Financial Company, INCpomfretfinancial.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cosaint Insurancecosaintinsurance.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“CoSaint is an Independent Insurance Agency representing many of the leading carriers in the insurance industry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hood Hargett & Associates, INChoodhargett.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 2 contacts → |
“Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sage Insurance Partnerssageinsurancepartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Sage Insurance Partners (SIP) is led by "Director of Insurance and Advanced Planning", Kip Kiser.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lily Insurancelilyinsured.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“At Lily Insurance, we offer a wide range of policies to meet your specific needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Safeguard Benefit Servicessafeguardbenefitservices.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“An independent insurance agency specializing in Medicare, Life Insurance, and Wealth Management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Brett Morgan Insurance Groupcarolinainsuranceguy.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Professional insurance expert Brett Morgan works with people seeking the best coverage and value pricing but who struggle to find an agent who is honest and gives them the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 42 company matches
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Insurance advisers: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
42 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 42 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance advisers by metro in the United States
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- Insurance advisers in New York65
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- Insurance advisers in Dallas59
- Insurance advisers in San Diego59
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- Insurance advisers in Scottsdale52
- Insurance advisers in Denver47
- Insurance advisers in Las Vegas47
- Insurance advisers in San Antonio47
- Insurance advisers in Los Angeles46
- Insurance advisers in Austin39
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- Insurance advisers in Orlando37
- Insurance advisers in Omaha36
- Insurance advisers in Indianapolis33
- Insurance advisers in Pittsburgh31
- Insurance advisers in Columbia30
- Insurance advisers in Greenville28
- Insurance advisers in Grand Rapids27
- Insurance advisers in Knoxville27
- Insurance advisers in Boca Raton26
- Insurance advisers in Overland Park26
- Insurance advisers in Columbus25
Questions about this company list
What does Exact match mean for insurance advisers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance advisers did RevenueBase find based in Charlotte, United States?
The saved snapshot records 42 matching company records, 625 tracked contacts and 125 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 insurance advisers based in Charlotte, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/insurance-advisers/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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