Company lists · Data refreshed October 2026

Top 25 Insurance advisors based in New York, United States

Name: Insurance advisors based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 16, 2026 177 companies tracked

RevenueBase identified 177 company matches for insurance advisors associated with New York, United States as of October 2026 and tracks 5,557 professional contacts across them, including 2,884 with verified work emails. Across the United States, Houston is the largest hub for this category (192 companies); New York follows with 177.

This list covers company matches for insurance advisors associated with New York, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 16, 2026 How this list was built

177Companies

5,557Contacts tracked

2,884Verified emails

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The 25 largest insurance advisors based in New York, United States

Ranked by team size

Top 25 of 177 company matches for insurance advisors based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Equitable	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	5,001-10,000	3,099 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
2	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	201-500	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
3	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	201-500	261 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
4	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	201-500	253 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
5	TITAN	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	n/a	242 contacts →
	Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
6	Evertree Insurance	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	201-500	168 contacts →
	Exact match “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
7	Winged Keel Group	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	51-200	155 contacts →
	Exact match “Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
8	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	51-200	73 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
9	LA Playa USA	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	n/a	56 contacts →
	Exact match “La Playa: Insurance with Intelligence An award-winning independent insurance broker with an engaging, intelligent and "joined-up approach".” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
10	American Business	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	51-200	45 contacts →
	Exact match “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
11	Northern Edge Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	39 contacts →
	Exact match “Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
12	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	30 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
13	Cambridge Insurance Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	24 contacts →
	Exact match “We help clients financially protect what is most important in their lives; their family and their business.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
14	Stonybrook Capital	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	1-10	23 contacts →
	Exact match “Stonybrook Capital is a specialist strategic advisory and investment banking firm focused exclusively on the insurance industry.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
15	The Mogil Organization	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	23 contacts →
	Exact match “Since 1957, The Mogil Organization has offered a complete range of both corporate and personal insurance products to a wide range of businesses and families.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
16	Sovereign Financial Group, INC	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	22 contacts →
	Exact match “A word about Sovereign Financial Group, Inc.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
17	Dowling Hales	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	20 contacts →
	Exact match “Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated to the insurance sector.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
18	Optifino	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	20 contacts →
	Exact match “Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
19	Sica Fletcher LLC	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	19 contacts →
	Exact match “Sica \| Fletcher LLC was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $19 billion in insurance agency and…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
20	Honig Conte Porrino Insurance Agency, INC	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	18 contacts →
	Exact match “New York Insurance Brokerage \| Bring insurance into your trusted inner circle of advisors Our expert advisors help you navigate the nuances of insurance so you can make more…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
21	Marketcounsel Consulting	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	18 contacts →
	Exact match “MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
22	Power Forward Group	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	1-10	15 contacts →
	Exact match “You deserve to be part of a collaborative team.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
23	J.W. Allen Co., Inc.	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	14 contacts →
	Exact match “Protecting Private Wealth Since 1928 Boutique private client insurance brokerage specializing in successful individuals and family offices.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
24	Merger & Acquisition Services, INC	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
25	Alpha Direct Agency LLC	Exact match	New York, NY, United StatesHQ recorded Oct 16, 2026	1-10	11 contacts →
	Exact match “Meet the Licensed Professionals at the Alpha Direct Agency LLC.” 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”. 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 177 insurance advisors based in New York, United States

See the full list, filter by size, metro and specialty, and access 2,884 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance advisors based in New York, United States at a glance

As of Oct 16, 2026

51.9%Verified-email coverage

31.4Average contacts per company

1-10Median size (employees)

Oct 16, 2026Page data refreshed

Companies by employee count

1-10

107

11-50

51-200

201-500

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 177 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 New York, United States whose business descriptions match “insurance advisors” 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 2,884 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 by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

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

How many insurance advisors are there based in New York, United States?

RevenueBase identified 177 company matches for insurance advisors associated with New York, 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?

Equitable 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 advisors?

Houston leads the United States with 192 company records, followed by New York (177) and Atlanta (140).

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 2,884 professional contacts with verified work emails tracked across these 177 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.

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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.