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 company matches for insurance brokers for wealth planning associated with 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 company matches for insurance brokers for wealth planning 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 September 17, 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 Sep 17, 2026 How this list was built

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 company matches for insurance brokers for wealth planning based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 17, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	HUB International	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	10001+	14,217 contacts →
	Exact match “Hi, we’re HUB.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Lockton	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	10001+	13,482 contacts →
	Exact match “What makes Lockton stand apart is also what makes us better: independence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	USI Insurance Services	Exact match	Valhalla, NY, United StatesHQ recorded Sep 17, 2026	10001+	10,303 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Marsh Mclennan Agency	Exact match	White Plains, NY, United StatesHQ recorded Sep 17, 2026	10001+	9,086 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Alliant Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 17, 2026	10001+	6,091 contacts →
	Exact match “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Kemper	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	5,001-10,000	5,419 contacts →
	Exact match “The Kemper family of companies is one of the nation’s leading specialized insurers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Nfp, An AON Company	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	5,001-10,000	4,119 contacts →
	Exact match “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	3,292 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Markel	Exact match	Glen Allen, VA, United StatesHQ recorded Sep 17, 2026	1,001-5,000	3,151 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Mcgriff	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1,001-5,000	3,021 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 · Sep 17, 2026 · View company records in RevenueBase
12	CRC Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	5,001-10,000	2,959 contacts →
	Exact match “CRC Group is all about progress.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Selective Insurance	Exact match	Branchville, NJ, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,931 contacts →
	Exact match “At Selective, we maintain a commitment to provide unique insurance solutions that help keep the families and businesses of our communities protected.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,725 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	IMA Financial Group, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,484 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	The Baldwin Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,376 contacts →
	Exact match “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Higginbotham	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,374 contacts →
	Exact match “Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Risk Strategies Company	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	5,001-10,000	2,206 contacts →
	Exact match “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,885 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 · Sep 17, 2026 · View company records in RevenueBase
20	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Insurance Office Of America	Exact match	Longwood, FL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,431 contacts →
	Exact match “Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Hylant	Exact match	Toledo, OH, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,258 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	1,217 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 · Sep 17, 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 brokers for wealth planning”. 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 11,402 insurance brokers for wealth planning based in the United States

See the full list, filter by size, metro and specialty, and access 128,883 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 brokers for wealth planning” 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 128,883 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 September 17, 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 brokers for wealth planning 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 brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 11,402 company matches for insurance brokers for wealth planning associated with the United States as of September 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?

Northwestern Mutual tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance brokers for wealth planning?

New York leads with 250 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 128,883 professional contacts with verified work emails tracked across these 11,402 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 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 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.