Company lists · Data refreshed September 2026

Top 17 Insurance advisers based in Charlotte, United States

RevenueBase identified 42 insurance advisers headquartered in Charlotte, United States as of September 2026 and tracks 625 professional contacts across them, including 125 with verified work emails. Houston is the largest hub.

This list covers insurance advisers headquartered in Charlotte, 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 21, 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 21, 2026 86% judged on-target in blind review
42Companies
625Contacts tracked
125Verified emails
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The 17 largest insurance advisers based in Charlotte, United States

Ranked by team size
Top 17 of 42 insurance advisers based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to insurance advisers: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20265,001-10,000383 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
2Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5026 contacts →

Partial evidence

“Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5026 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5022 contacts →

Partial evidence

“Lowry Insurance has been an independent insurance agency offering a wide variety of insurance services from the industry's leading carriers since 1994.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-20019 contacts →

Partial evidence

“Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5018 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5017 contacts →

Partial evidence

“Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5012 contacts →

Partial evidence

“Assurtrak Insurance Brokers was created on the belief that starting with a great plan is the only way to finish with the best result.”

Source: RevenueBase Database · checked Sep 21, 2026
9Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-108 contacts →

Partial evidence

“O’Connor Insurance Associates, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-507 contacts →

Partial evidence

“Founded in 1991 by Richard Johnson, Johnson Insurance Management is a family owned Independent Insurance Agency based in North Carolina.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.”

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“CoSaint is an Independent Insurance Agency representing many of the leading carriers in the insurance industry.”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-502 contacts →

Partial evidence

“Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Sage Insurance Partners (SIP) is led by "Director of Insurance and Advanced Planning", Kip Kiser.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“At Lily Insurance, we offer a wide range of policies to meet your specific needs.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“An independent insurance agency specializing in Medicare, Life Insurance, and Wealth Management.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026

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, 2026
20.0%Verified-email coverage
14.9Average contacts per company
1-10Median size (employees)
238.1%Largest-city concentration · Houston
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
11
51-200
1
201-500
1
5,001-10,000
1

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance advisers, 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 Charlotte, United States whose own description of what they do matches “insurance advisers”. 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 insurance advisers), 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 insurance advisers, and records with no verified work email. Companies headquartered outside Charlotte 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, 125 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 21, 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.

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 insurance advisers, 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 insurance advisers are there based in Charlotte, United States?

RevenueBase identified 42 insurance advisers headquartered in Charlotte, 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?

TIH, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most insurance advisers?

Houston leads with 100 headquartered companies, followed by New York (65) and Miami (64).

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 125 verified decision-maker contacts tracked across these 42 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 21, 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.