Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 50 companies tracked

RevenueBase identified 50 insurance brokers for wealth planning headquartered in Boston, United States as of September 2026 and tracks 3,138 professional contacts across them, including 2,128 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Boston, 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

50Companies

3,138Contacts tracked

2,128Verified emails

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

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

Ranked by team size

Top 25 of 50 insurance brokers for wealth planning based in Boston, 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	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
2	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 17, 2026
3	Spring Consulting Group, An Alera Group Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	46 contacts →
	Indirect evidence “Spring Consulting Group, an Alera Group Company, LLC, is headquartered in Boston, Massachusetts, is a leading professional service firm whose core focus is developing integrated…” Source: RevenueBase Database · checked Sep 17, 2026
4	Financial Architects Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	38 contacts →
	Strong evidence “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Source: RevenueBase Database · checked Sep 17, 2026
5	Keenan Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	36 contacts →
	Partial evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 17, 2026
6	Choate Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	31 contacts →
	Partial evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 17, 2026
7	Civic Financial	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Strong evidence “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Source: RevenueBase Database · checked Sep 17, 2026
8	Intercontinental Insurance Brokers	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Strong evidence “InterContinental Insurance Brokers, LLC (IIB) is a Boston-based commercial and personal insurance brokerage founded in 1995 with the understanding that anything less than…” Source: RevenueBase Database · checked Sep 17, 2026
9	Dwight Rudd Insurance	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	16 contacts →
	Strong evidence “We are a Boston based, privately held, boutique insurance brokerage that has been developing customized insurance programs for individuals, families and businesses since 1949.” Source: RevenueBase Database · checked Sep 17, 2026
10	The Colony Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	201-500	14 contacts →
	Partial evidence “The Colony Group is the smart choice for building, managing and preserving your wealth.” Source: RevenueBase Database · checked Sep 17, 2026
11	Moody, Lynn, Lieberson & Walker, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 17, 2026
12	Hoopoe Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Source: RevenueBase Database · checked Sep 17, 2026
13	Catalyst Financial Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Indirect evidence “Sage advice.” Source: RevenueBase Database · checked Sep 17, 2026
14	The Smith Companies, Ltd., A Capitas Financial Partner	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Source: RevenueBase Database · checked Sep 17, 2026
15	Sentry Hill Financial Advisors, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “At Sentry Hill, people are our primary focus.” Source: RevenueBase Database · checked Sep 17, 2026
16	Legacy Financial Group Northwestern Mutual	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 17, 2026
17	Boston Benefit Partners, An Alera Group Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Boston Benefit Partners, an Alera Group Company (BBP) is a client-focused, data driven health and welfare benefits consulting/brokerage firm.” Source: RevenueBase Database · checked Sep 17, 2026
18	Thomas Brady & Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Source: RevenueBase Database · checked Sep 17, 2026
19	Ropes Wealth Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
20	Riverview Capital Advisers, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “In 2006, Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business…” Source: RevenueBase Database · checked Sep 17, 2026
21	Raskin Planning Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Wealth is in the details.” Source: RevenueBase Database · checked Sep 17, 2026
22	Generation Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Source: RevenueBase Database · checked Sep 17, 2026
23	T. A. Holland & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “T.” Source: RevenueBase Database · checked Sep 17, 2026
24	Bender Hatch Insurance	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “Delano Insurance Services is now Bender Hatch Insurance.” Source: RevenueBase Database · checked Sep 17, 2026
25	Troy Benefits Consulting	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “Troy Benefits Consulting is an independent insurance brokerage and employee benefits consulting agency.” 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 50 insurance brokers for wealth planning based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,128 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 17, 2026

67.8%Verified-email coverage

62.8Average contacts per company

1-10Median size (employees)

492.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 50 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 Boston, 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 Boston 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, 2,128 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 in the United States

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 Boston, United States?

RevenueBase identified 50 insurance brokers for wealth planning headquartered in Boston, 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?

Risk Strategies Company, headquartered in Boston, 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 2,128 verified decision-maker contacts tracked across these 50 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.

Ready to reach these companies? Verified emails and direct dials for all 50 insurance brokers for wealth planning based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance brokers for wealth planning by geography

Browse the directory

Browse: Companies home · Insurance brokers for wealth planning in United States · All United States lists · All Insurance brokers for wealth planning lists · New lists

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.