Company lists · Data refreshed October 2026

Top 22 Insurance advisory services based in Raleigh, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 16, 2026 37 companies tracked

RevenueBase identified 37 company matches for insurance advisory services associated with Raleigh, United States as of October 2026 and tracks 2,280 professional contacts across them, including 1,506 with verified work emails. Across the United States, New York is the largest hub for this category (234 companies); Raleigh has 37.

This list covers company matches for insurance advisory services associated with Raleigh, 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

37Companies

2,280Contacts tracked

1,506Verified emails

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The 22 largest insurance advisory services based in Raleigh, United States

Ranked by team size

Top 22 of 37 company matches for insurance advisory services based in Raleigh, 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	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1,001-5,000	1,865 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
2	Sentinel	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	51-200	108 contacts →
	Exact match “Comprised of Sentinel Risk Advisors, Sentinel Benefits Consulting, and Sentinel Risk Performance Group, we offer a broad scope of property and casualty, risk management, and…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
3	GP Agency Brokerage	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	98 contacts →
	Exact match “Founded in 1967, GPA has evolved from a regional agency into a national brokerage that has supported employers and individuals through decades of change in workforce…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
4	Capitol Financial Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	51-200	76 contacts →
	Exact match “Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
5	Trisure Corporation, An Alera Group Company	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	22 contacts →
	Exact match “An Experienced Team of Industry Experts: As one of the largest, independently owned insurance firms in the region, TriSure helps the area’s leading businesses successfully manage…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
6	Energia Consulting Partners, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	14 contacts →
	Exact match “Energia Consulting Partners, LLC is an experienced, independent consulting practice that specializes in all aspects of the sale of an insurance agency with emphasis on the…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
7	Lifeplan Group	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	10 contacts →
	Exact match “We are financial advisors helping our clients make wise financial decisions.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
8	Surevest Insurance Group LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	8 contacts →
	Exact match “Founded in 2003, SureVest Insurance Group has always been deeply committed to our community.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
9	Oakbridge Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	8 contacts →
	Exact match “Oakbridge Financial Group, LLC.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
10	Asset Insure, INC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	5 contacts →
	Exact match “At Asset Insure, Inc.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
11	Generations Wealth Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	5 contacts →
	Exact match “Jim Yent, Teresa Yent, and Jake Towles are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
12	Alpha Omega Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	4 contacts →
	Exact match “Retirement and Income Planning Investment Management Insurance Solutions Tax Reduction Strategies Estate Planning Strategies Retirement and Income Planning Investment Management…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
13	Patriot Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	3 contacts →
	Exact match “Let’s create the retirement you dream about, together.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
14	Anders, Ireland & Marshall, INC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	3 contacts →
	Exact match “We are concerned with providing reliable service and dependable insurance products.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
15	Middle Creek Insurance Agency	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	3 contacts →
	Exact match “Concierge-style insurance services offering Business, Life, Home & Auto Insurance.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
16	Tate Consultants	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	11-50	3 contacts →
	Exact match “Strategies and Solutions – Core Services Our Advisory, Procurement and Enterprise Growth expertise is specialized for health and life insurance, security benefits and overall…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
17	North Star Insurance LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	3 contacts →
	Exact match “At North Star Insurance, we are dedicated insurance consultants committed to helping you manage the everyday risks of life and business.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
18	Bradsher & Bunn Insurance Agency	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	2 contacts →
	Exact match “Bradsher & Bunn Insurance Agency is a company based out of RALEIGH, NORTH CAROLINA, United States.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
19	Professional Insurance Solutions, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “Professional Insurance Solutions, LLC works with employers and individuals to provide quality service, competitive and custom insurance benefit solutions.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
20	United Risk Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “At United Risk Advisors, we believe in simplifying complex risk scenarios for our clients, providing clear-cut solutions for each unique challenge.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
21	Carolina Wright Insurance Group LLC	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “Carolina Wright Insurance Group is your dedicated insurance partner, offering expert guidance and a wide range of insurance solutions.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase
22	WBC Risk Partners	Exact match	Raleigh, NC, United StatesHQ recorded Oct 16, 2026	1-10	1 contacts →
	Exact match “WBC Risk Partners is a Client-First-Agency that strives to understand our members exposure and meet their risk management needs with best-in-class solutions.” 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 22 of 37 insurance advisory services based in Raleigh, United States

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

As of Oct 16, 2026

66.1%Verified-email coverage

61.6Average 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

Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 37 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 Raleigh, 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 1,506 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 Raleigh, United States?

RevenueBase identified 37 company matches for insurance advisory services associated with Raleigh, 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?

Captrust 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). Raleigh has 37.

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 1,506 professional contacts with verified work emails tracked across these 37 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.