Company lists · Data refreshed October 2026
Top 25 Insurance advisors for high net worth based in the United States
RevenueBase identified 1,210 company matches for insurance advisors for high net worth associated with the United States as of October 2026 and tracks 17,630 professional contacts across them, including 9,346 with verified work emails. New York is the largest hub.
This list covers company matches for insurance advisors for high net worth associated with the 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 October 16, 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 25 largest insurance advisors for high net worth based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,255 contacts → | ||||
Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 2 | 1,714 contacts → | ||||
Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 3 | 1,233 contacts → | ||||
Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 4 | 587 contacts → | ||||
Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 5 | 351 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 6 | 338 contacts → | ||||
Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 7 | 327 contacts → | ||||
Exact match “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 8 | 276 contacts → | ||||
Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 9 | 177 contacts → | ||||
Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 10 | 153 contacts → | ||||
Exact match “Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 11 | 150 contacts → | ||||
Exact match “Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 12 | 120 contacts → | ||||
Exact match “Eagle Strategies is a financial services company based out of 4017 10th St, Riverside, California, United States.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 13 | 114 contacts → | ||||
Exact match “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 14 | 110 contacts → | ||||
Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 15 | 106 contacts → | ||||
Exact match “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 16 | 98 contacts → | ||||
Exact match “Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 17 | 98 contacts → | ||||
Exact match “Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 18 | 85 contacts → | ||||
Exact match “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 19 | 83 contacts → | ||||
Exact match “Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 20 | 77 contacts → | ||||
Exact match “Please be aware of hiring scams.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 21 | 77 contacts → | ||||
Exact match “A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 22 | 72 contacts → | ||||
Exact match “Founded in 1982, Mason Investment Advisory Services is an independent registered investment advisor managing $17.3 billion** in assets for high-net-worth individuals, families…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 23 | 68 contacts → | ||||
Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 24 | 60 contacts → | ||||
Exact match “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 25 | 57 contacts → | ||||
Exact match “As you search for caretakers of your wealth, you need someone who devotes the time to understanding your most closely held goals, values, and relationships.” Recorded in the RevenueBase company graph · Oct 16, 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 advisors for high net worth”. 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 1,210 insurance advisors for high net worth based in the United States
See the full list, filter by size, metro and specialty, and access 9,346 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance advisors for high net worth based in the United States at a glance
As of Oct 16, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,210 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 the United States whose business descriptions match “insurance advisors for high net worth” 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 9,346 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 October 16, 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 advisors for high net worth by metro
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 advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance advisors for high net worth are there based in the United States?
RevenueBase identified 1,210 company matches for insurance advisors for high net worth associated with the United States as of October 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?
Creative Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance advisors for high net worth?
New York leads with 43 company records, followed by Houston (23) and Atlanta (21).
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 9,346 professional contacts with verified work emails tracked across these 1,210 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 October 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,210 insurance advisors for high net worth based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
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 advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
Company intelligence · public preview
Top 25 insurance advisors for high net worth based in the 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 1,210 matching company records for insurance advisors for high net worth based in the United States, with 17,630 tracked contacts and 9,346 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 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 25 insurance advisors for high net worth based in the 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 |  Creative Planningcreativeplanning.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,255 contacts → |
“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,714 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BNY Wealthbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,233 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lido Advisorslidoadvisors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 587 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 351 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Waverly Advisors, LLCwaverly-advisors.comHQ: Birmingham, AL, United StatesReported employees: 51-200 | Birmingham, AL, United States | 51-200 | Exact match | 327 contacts → |
“Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Northrock Partnersnorthrockpartners.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 276 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Larson Financiallarson.comHQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 177 contacts → |
“Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Freestone Capital Managementfreestonecapital.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 153 contacts → |
“Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RANGErange.comHQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 150 contacts → |
“Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Eagle Strategieseaglestrategies.com HQ: Riverside, CA, United StatesReported employees: 10001+ | Riverside, CA, United States | 10001+ | Exact match | 120 contacts → |
“Eagle Strategies is a financial services company based out of 4017 10th St, Riverside, California, United States.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  BEL AIR Investment Advisorsbelair-llc.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 114 contacts → |
“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  BIP Wealthbipwealth.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 110 contacts → |
“At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Planning Allianceplanningalliance.com HQ: Woodcliff Lake, NJ, United StatesReported employees: 51-200 | Woodcliff Lake, NJ, United States | 51-200 | Exact match | 106 contacts → |
“We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Keel Pointkeelpoint.comHQ: Huntsville, AL, United StatesReported employees: 51-200 | Huntsville, AL, United States | 51-200 | Exact match | 98 contacts → |
“Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Connecticut Wealth Management, LLCctwealthmgmt.comHQ: Farmington, CT, United StatesReported employees: 51-200 | Farmington, CT, United States | 51-200 | Exact match | 98 contacts → |
“Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Americana Partnersamericanapartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 85 contacts → |
“Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Talley LLPtalleyllp.comHQ: Orange, CA, United StatesReported employees: 51-200 | Orange, CA, United States | 51-200 | Exact match | 83 contacts → |
“Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Greenspring Advisorsgreenspringadvisors.comHQ: Towson, MD, United StatesReported employees: 51-200 | Towson, MD, United States | 51-200 | Exact match | 77 contacts → |
“Please be aware of hiring scams.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Axcelus Financialaxcelus.comHQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 77 contacts → |
“A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Mason Investment Advisory Services, INCmasoncompanies.comHQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 72 contacts → |
“Founded in 1982, Mason Investment Advisory Services is an independent registered investment advisor managing $17.3 billion** in assets for high-net-worth individuals, families…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Chicago Partners Wealth Advisorschicagopartnersllc.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 68 contacts → |
“Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Peak Retirement Planning, INCpeakretirementplanning.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 60 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rockwood Wealth Managementrockwoodwealth.com HQ: New Hope, PA, United StatesReported employees: 11-50 | New Hope, PA, United States | 11-50 | Exact match | 57 contacts → |
“As you search for caretakers of your wealth, you need someone who devotes the time to understanding your most closely held goals, values, and relationships.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,210 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
1,210 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,210 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: October 16, 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 advisors for high net worth by metro
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
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 advisors for high net worth did RevenueBase find based in the United States?
The saved snapshot records 1,210 matching company records, 17,630 tracked contacts and 9,346 verified emails. The public preview displays 25 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: October 16, 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 advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 insurance advisors for high net worth based in the United States. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/united-states.
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 advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
Company intelligence · public preview
Top 25 insurance advisors for high net worth based in the United States
RevenueBase records 1,210 matching company records for insurance advisors for high net worth based in the United States, with 17,630 tracked contacts and 9,346 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 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 25 insurance advisors for high net worth based in the 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 | Creative Planningcreativeplanning.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,255 contacts → |
“Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,714 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BNY Wealthbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,233 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lido Advisorslidoadvisors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 587 contacts → |
“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Prime Capital Financialprimefinancial.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 351 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Waverly Advisors, LLCwaverly-advisors.com HQ: Birmingham, AL, United StatesReported employees: 51-200 | Birmingham, AL, United States | 51-200 | Exact match | 327 contacts → |
“Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Northrock Partnersnorthrockpartners.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 276 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Larson Financiallarson.com HQ: St. Louis, MO, United StatesReported employees: 201-500 | St. Louis, MO, United States | 201-500 | Exact match | 177 contacts → |
“Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Freestone Capital Managementfreestonecapital.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 153 contacts → |
“Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RANGErange.com HQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 150 contacts → |
“Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Eagle Strategieseaglestrategies.com HQ: Riverside, CA, United StatesReported employees: 10001+ | Riverside, CA, United States | 10001+ | Exact match | 120 contacts → |
“Eagle Strategies is a financial services company based out of 4017 10th St, Riverside, California, United States.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | BEL AIR Investment Advisorsbelair-llc.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 114 contacts → |
“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | BIP Wealthbipwealth.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 110 contacts → |
“At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Planning Allianceplanningalliance.com HQ: Woodcliff Lake, NJ, United StatesReported employees: 51-200 | Woodcliff Lake, NJ, United States | 51-200 | Exact match | 106 contacts → |
“We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Keel Pointkeelpoint.com HQ: Huntsville, AL, United StatesReported employees: 51-200 | Huntsville, AL, United States | 51-200 | Exact match | 98 contacts → |
“Important Disclosures: Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Connecticut Wealth Management, LLCctwealthmgmt.com HQ: Farmington, CT, United StatesReported employees: 51-200 | Farmington, CT, United States | 51-200 | Exact match | 98 contacts → |
“Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Americana Partnersamericanapartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 85 contacts → |
“Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Talley LLPtalleyllp.com HQ: Orange, CA, United StatesReported employees: 51-200 | Orange, CA, United States | 51-200 | Exact match | 83 contacts → |
“Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Greenspring Advisorsgreenspringadvisors.com HQ: Towson, MD, United StatesReported employees: 51-200 | Towson, MD, United States | 51-200 | Exact match | 77 contacts → |
“Please be aware of hiring scams.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Axcelus Financialaxcelus.com HQ: Philadelphia, PA, United StatesReported employees: 51-200 | Philadelphia, PA, United States | 51-200 | Exact match | 77 contacts → |
“A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mason Investment Advisory Services, INCmasoncompanies.com HQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 72 contacts → |
“Founded in 1982, Mason Investment Advisory Services is an independent registered investment advisor managing $17.3 billion** in assets for high-net-worth individuals, families…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Chicago Partners Wealth Advisorschicagopartnersllc.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 68 contacts → |
“Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Peak Retirement Planning, INCpeakretirementplanning.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 60 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rockwood Wealth Managementrockwoodwealth.com HQ: New Hope, PA, United StatesReported employees: 11-50 | New Hope, PA, United States | 11-50 | Exact match | 57 contacts → |
“As you search for caretakers of your wealth, you need someone who devotes the time to understanding your most closely held goals, values, and relationships.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,210 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
1,210 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,210 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: October 16, 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 advisors for high net worth by metro
Questions about this company list
What does Exact match mean for insurance advisors for high net worth?
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 advisors for high net worth did RevenueBase find based in the United States?
The saved snapshot records 1,210 matching company records, 17,630 tracked contacts and 9,346 verified emails. The public preview displays 25 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: October 16, 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 advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 insurance advisors for high net worth based in the United States. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Insurance advisors for high net worth based in London, United Kingdom
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- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in Canada
- Insurance advisors for high net worth based in France