Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in the United States

Name: Insurance brokers for wealth planning based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 11,402 companies tracked

RevenueBase identified 11,402 insurance brokers for wealth planning headquartered in the United States as of September 2026 and tracks 276,286 professional contacts across them, including 128,883 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

11,402Companies

276,286Contacts tracked

128,883Verified emails

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The 25 largest insurance brokers for wealth planning based in the United States

Ranked by team size

Top 25 of 11,402 insurance brokers for wealth planning based in the United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Northwestern Mutual	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 17, 2026	n/a	38,382 contacts →
	Indirect evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 17, 2026
2	HUB International	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	10001+	14,217 contacts →
	Indirect evidence “Hi, we’re HUB.” Source: RevenueBase Database · checked Sep 17, 2026
3	Lockton	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	10001+	13,482 contacts →
	Indirect evidence “What makes Lockton stand apart is also what makes us better: independence.” Source: RevenueBase Database · checked Sep 17, 2026
4	USI Insurance Services	Strong evidence	Valhalla, NY, United StatesHQ checked Sep 17, 2026	10001+	10,303 contacts →
	Strong evidence “USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement…” Source: RevenueBase Database · checked Sep 17, 2026
5	Marsh Mclennan Agency	Strong evidence	White Plains, NY, United StatesHQ checked Sep 17, 2026	10001+	9,086 contacts →
	Strong evidence “Marsh McLennan Agency, a business of Marsh (NYSE: MRSH), is a leading provider of business insurance, employee health & benefits, retirement & wealth, and private client insurance…” Source: RevenueBase Database · checked Sep 17, 2026
6	Alliant Insurance Services	Strong evidence	Irvine, CA, United StatesHQ checked Sep 17, 2026	10001+	6,091 contacts →
	Strong evidence “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Source: RevenueBase Database · checked Sep 17, 2026
7	Kemper	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	5,001-10,000	5,419 contacts →
	Indirect evidence “The Kemper family of companies is one of the nation’s leading specialized insurers.” Source: RevenueBase Database · checked Sep 17, 2026
8	Nfp, An AON Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	5,001-10,000	4,119 contacts →
	Indirect evidence “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Source: RevenueBase Database · checked Sep 17, 2026
9	Nylife Securities LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	3,292 contacts →
	Strong evidence “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Source: RevenueBase Database · checked Sep 17, 2026
10	Markel	Partial evidence	Glen Allen, VA, United StatesHQ checked Sep 17, 2026	1,001-5,000	3,151 contacts →
	Partial evidence “As the insurance operations within the Markel Group Inc.(NYSE: MKL), we leverage a broad array of capabilities and expertise to create intelligent solutions for the most complex…” Source: RevenueBase Database · checked Sep 17, 2026
11	Mcgriff	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	3,021 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
12	CRC Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	5,001-10,000	2,959 contacts →
	Indirect evidence “CRC Group is all about progress.” Source: RevenueBase Database · checked Sep 17, 2026
13	Selective Insurance	Partial evidence	Branchville, NJ, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,931 contacts →
	Partial evidence “At Selective, we maintain a commitment to provide unique insurance solutions that help keep the families and businesses of our communities protected.” Source: RevenueBase Database · checked Sep 17, 2026
14	Western & Southern Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,725 contacts →
	Partial evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
15	IMA Financial Group, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,484 contacts →
	Strong evidence “With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and…” Source: RevenueBase Database · checked Sep 17, 2026
16	The Baldwin Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,376 contacts →
	Strong evidence “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Source: RevenueBase Database · checked Sep 17, 2026
17	Higginbotham	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,374 contacts →
	Partial evidence “Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits.” Source: RevenueBase Database · checked Sep 17, 2026
18	Risk Strategies Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	5,001-10,000	2,206 contacts →
	Indirect evidence “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Source: RevenueBase Database · checked Sep 17, 2026
19	Creative Planning	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,885 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
20	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 17, 2026
21	Truist Wealth	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,661 contacts →
	Partial evidence “Building wealth.” Source: RevenueBase Database · checked Sep 17, 2026
22	Insurance Office Of America	Strong evidence	Longwood, FL, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,431 contacts →
	Strong evidence “Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States.” Source: RevenueBase Database · checked Sep 17, 2026
23	Hylant	Strong evidence	Toledo, OH, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,258 contacts →
	Strong evidence “A multi-year winner of Best Places to Work in Insurance (2009-2025), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan…” Source: RevenueBase Database · checked Sep 17, 2026
24	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 17, 2026
25	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 11,402 insurance brokers for wealth planning based in the United States

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Insurance brokers for wealth planning based in the United States at a glance

As of Sep 17, 2026

46.6%Verified-email coverage

24.2Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

7,407

11-50

2,970

51-200

654

201-500

139

501-1,000

1,001-5,000

5,001-10,000

10001+

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 11,402 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance brokers for wealth planning, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “insurance brokers for wealth planning”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance brokers for wealth planning), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 128,883 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance brokers for wealth planning by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance brokers for wealth planning, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance brokers for wealth planning are there based in the United States?

RevenueBase identified 11,402 insurance brokers for wealth planning headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Northwestern Mutual, headquartered in Milwaukee, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

New York leads with 246 headquartered companies, followed by Houston (160) and Dallas (136).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 128,883 verified decision-maker contacts tracked across these 11,402 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.