Company lists · Data refreshed September 2026

Top 19 Insurance brokers for wealth planning based in Birmingham, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 34 companies tracked

RevenueBase identified 34 company matches for insurance brokers for wealth planning associated with Birmingham, United States as of September 2026 and tracks 896 professional contacts across them, including 312 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Birmingham has 34.

This list covers company matches for insurance brokers for wealth planning associated with Birmingham, 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

34Companies

896Contacts tracked

312Verified emails

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The 19 largest insurance brokers for wealth planning based in Birmingham, United States

Ranked by team size

Top 19 of 34 company matches for insurance brokers for wealth planning based in Birmingham, 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	CAC Agency	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	501-1,000	212 contacts →
	Exact match “CAC Agency is a leading broker and advisor in property & casualty, personal lines, and employee benefits.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Concourse Distributors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	51-200	71 contacts →
	Exact match “Our mission is to be essential to the success of our financial professionals by providing a single destination for holistic insurance and financial planning support and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Schechter	Exact match	Birmingham, MI, United StatesHQ recorded Sep 17, 2026	51-200	53 contacts →
	Exact match “Schechter is a third-generation financial services firm based in Birmingham, MI.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Petra RMS	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	51-200	44 contacts →
	Exact match “Petra Risk Management Services (Petra RMS) is a full-service risk management and insurance firm focused on advising individuals and businesses on how to protect what matters most…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Dixon Wells	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “Dixon Wells partners with financial advisors to help them grow their business by offering solutions for their clients to protect and transfer wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Capital Strategies Group, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Lakeview Risk Partners, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Lakeview Risk Partners is an insurance and surety brokerage firm specializing in risk management solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Berkeley & Company	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “Berkeley & Company, LLC, a Birmingham, Alabama based boutique insurance brokerage established to deliver long-term proactive service and sound advice to clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Garrett, Perkins & Horton Advisory Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “We are an independent advisory firm committed to delivering tailored planning and comprehensive services to help clients navigate a complex marketplace and protect wealth for…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Cobbs Allen	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	501-1,000	9 contacts →
	Exact match “Cobbs Allen is a risk management and insurance brokerage firm providing-market leading service in traditional commercial insurance, employee benefits, alternative risk financing…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Intelus Wealth Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “INTELUS Wealth Management is a financial planning firm founded by a financial professional with over 19 years of financial planning experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Vision Financial Group, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Iron Legacy Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Providence Insurance Partners, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Bates Roberts Fowlkes And Jackson	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Full-service insurance agency offering commercial, personal, bond, life, and employee benefits insurance protection.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Conour Insurance, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Kampakis Insurance Services	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “At Kampakis Insurance Services, we are committed to providing our clients with the best insurance solutions to meet their needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Mainstream Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “At Mainstream Financial Group, we provide financial, estate, retirement and tax planning services in a comprehensive approach geared toward meeting clientsâ wealth and legacy…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Booth Financial Planning	Exact match	Birmingham, AL, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Comprehensive wealth management accomplished through a financial planning process.” 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 19 of 34 insurance brokers for wealth planning based in Birmingham, United States

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

As of Sep 17, 2026

34.8%Verified-email coverage

26.4Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 34 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 Birmingham, 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 312 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 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 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 Birmingham, United States?

RevenueBase identified 34 company matches for insurance brokers for wealth planning associated with Birmingham, 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?

CAC Agency 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 brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Birmingham has 34.

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 312 professional contacts with verified work emails tracked across these 34 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.