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 company matches for insurance brokers for wealth planning associated with Boston, United States as of September 2026 and tracks 3,138 professional contacts across them, including 2,128 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Boston has 50.

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

50Companies

3,138Contacts tracked

2,128Verified emails

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

Ranked by team size

Top 25 of 50 company matches for insurance brokers for wealth planning based in Boston, 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	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
2	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	51-200	209 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Spring Consulting Group, An Alera Group Company	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	46 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Financial Architects Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	38 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	31 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Intercontinental Insurance Brokers	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “InterContinental Insurance Brokers, LLC (IIB) is a Boston-based commercial and personal insurance brokerage founded in 1995 with the understanding that anything less than…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Dwight Rudd Insurance	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “We are a Boston based, privately held, boutique insurance brokerage that has been developing customized insurance programs for individuals, families and businesses since 1949.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	201-500	14 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Moody, Lynn, Lieberson & Walker, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Hoopoe Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Catalyst Financial Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Sage advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	The Smith Companies, Ltd., A Capitas Financial Partner	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Boston Benefit Partners, An Alera Group Company	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Boston Benefit Partners, an Alera Group Company (BBP) is a client-focused, data driven health and welfare benefits consulting/brokerage firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Thomas Brady & Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Ropes Wealth Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Riverview Capital Advisers, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Raskin Planning Group	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Generation Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	T. A. Holland & CO	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Bender Hatch Insurance	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Delano Insurance Services is now Bender Hatch Insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Troy Benefits Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Troy Benefits Consulting is an independent insurance brokerage and employee benefits consulting agency.” 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 50 insurance brokers for wealth planning based in Boston, United States

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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)

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

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 Boston, 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 2,128 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 Boston, United States?

RevenueBase identified 50 company matches for insurance brokers for wealth planning associated with Boston, 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?

Risk Strategies Company 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). Boston has 50.

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 2,128 professional contacts with verified work emails tracked across these 50 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.