Company lists · Data refreshed October 2026

Top 25 Insurance advisory services based in Charlotte, United States

Name: Insurance advisory services based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 16, 2026 74 companies tracked

RevenueBase identified 74 company matches for insurance advisory services associated with Charlotte, United States as of October 2026 and tracks 6,962 professional contacts across them, including 4,127 with verified work emails. Across the United States, New York is the largest hub for this category (234 companies); Charlotte has 74.

This list covers company matches for insurance advisory services 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 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

74Companies

6,962Contacts tracked

4,127Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance advisory services based in Charlotte, United States

Ranked by team size

Top 25 of 74 company matches for insurance advisory services based in Charlotte, 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	CRC Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	5,001-10,000	3,207 contacts →
	Exact match “CRC Group is all about progress.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
2	Mcgriff	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1,001-5,000	2,827 contacts →
	Exact match “When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
3	TIH	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	5,001-10,000	374 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 · Oct 16, 2026 · View company records in RevenueBase
4	Windermere Insurance Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	51-200	67 contacts →
	Exact match “Welcome to Windermere Insurance Group.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
5	Movement Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	48 contacts →
	Exact match “Movement Insurance is an independent insurance agency representing several top-rated insurance companies; but we work for you!” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
6	American Insurance Marketing Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	29 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 · Oct 16, 2026 · View company records in RevenueBase
7	Lowry Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	27 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 · Oct 16, 2026 · View company records in RevenueBase
8	Litaker Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	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 · Oct 16, 2026 · View company records in RevenueBase
9	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	24 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
10	Bridgemark Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	20 contacts →
	Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
11	Noble Insurance Advisors & Noble Benefits Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	17 contacts →
	Exact match “Headquartered in Charlotte, NC, Noble Insurance Advisors & Noble Benefits Advisors is a premier commercial insurance agency.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
12	Highstreet Insurance & Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	51-200	17 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 · Oct 16, 2026 · View company records in RevenueBase
13	Latorre Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	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 · Oct 16, 2026 · View company records in RevenueBase
14	Barry, Evans, Josephs, And Snipes Bejs	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	15 contacts →
	Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
15	Assurtrak Insurance Brokers, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	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 · Oct 16, 2026 · View company records in RevenueBase
16	ECM Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	51-200	8 contacts →
	Exact match “ECM utilizes a collaborative risk assessment approach to identify, assess and address risks to business growth.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
17	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
18	Johnson Insurance Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	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 · Oct 16, 2026 · View company records in RevenueBase
19	Hutch HAM Agency INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	6 contacts →
	Exact match “Insurance since 1949” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
20	WES Connor Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	5 contacts →
	Exact match “Independent insurance agency located in Charlotte, NC.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
21	Saltzman Insights	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	4 contacts →
	Exact match “Saltzman Insights provides data-driven services designed by industry experts, enabling companies to holistically manage their annuity and life insurance programs.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
22	The Pomfret Financial Company, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	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 · Oct 16, 2026 · View company records in RevenueBase
23	Diamond Legacy Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	4 contacts →
	Exact match “Diamond Legacy’s purpose is to provide risk management and security in a fast-paced world.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
24	Hood Hargett & Associates, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	11-50	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 · Oct 16, 2026 · View company records in RevenueBase
25	Partners Risk Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 16, 2026	1-10	2 contacts →
	Exact match “Partners Risk Strategies is a unique risk management consulting and insurance brokerage firm that leads with a "risk management first" approach.” 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 advisory services”. 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 74 insurance advisory services based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 4,127 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Insurance advisory services based in Charlotte, United States at a glance

As of Oct 16, 2026

59.3%Verified-email coverage

94.1Average contacts per company

1-10Median size (employees)

Oct 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 74 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 advisory services” 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 4,127 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 advisory services 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 advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance advisory services are there based in Charlotte, United States?

RevenueBase identified 74 company matches for insurance advisory services associated with Charlotte, 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?

CRC Group 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 advisory services?

New York leads the United States with 234 company records, followed by Houston (180) and Rolling Meadows (176). Charlotte has 74.

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 4,127 professional contacts with verified work emails tracked across these 74 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 74 insurance advisory services based in Charlotte, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance advisory services by geography

Browse the directory

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.