Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 49 companies tracked

RevenueBase identified 49 insurance brokers for wealth planning headquartered in Columbia, United States as of September 2026 and tracks 365 professional contacts across them, including 172 with verified work emails. New York is the largest hub.

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

49Companies

365Contacts tracked

172Verified emails

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

Ranked by team size

Top 25 of 49 insurance brokers for wealth planning based in Columbia, 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	Baltimore-Washington Financial Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	11-50	58 contacts →
	Partial evidence “BWFA is one of the area’s leading comprehensive wealth management firms.” Source: RevenueBase Database · checked Sep 17, 2026
2	TIG Advisors	Partial evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	51-200	51 contacts →
	Partial evidence “Founded in Columbia, Missouri in 1898, TIG Advisors is an independent insurance agency interested in offering a unique one-on-one partnership to help our clients achieve financial…” Source: RevenueBase Database · checked Sep 17, 2026
3	The Jacobs Company, INC	Strong evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	11-50	19 contacts →
	Strong evidence “As an independent, commercial insurance brokerage firm, The Jacobs Company has earned a reputation that is unparalleled in the industry.” Source: RevenueBase Database · checked Sep 17, 2026
4	Miller, Bales & Company, P.C	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “The professional team at Miller, Bales & Company, P.C.” Source: RevenueBase Database · checked Sep 17, 2026
5	Fulcrum Risk Solutions	Strong evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “Fulcrum Risk Solutions is an independent, full-service brokerage firm dedicated to providing holistic risk management and insurance strategies to our clients.” Source: RevenueBase Database · checked Sep 17, 2026
6	Belman Klein Associates, LTD	Partial evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Partial evidence “Belman Klein Associates recognizes that the insurance world is continuously challenged by shrinking margins, skeptical consumers and new regulatory landscapes.” Source: RevenueBase Database · checked Sep 17, 2026
7	JK Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa.” Source: RevenueBase Database · checked Sep 17, 2026
8	Phoenix Private Wealth	Strong evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Strong evidence “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Source: RevenueBase Database · checked Sep 17, 2026
9	Palmetto Insurance Group, LLC	Partial evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Palmetto Insurance Group, LLC is a full service insurance agency and employee benefits advisory firm.” Source: RevenueBase Database · checked Sep 17, 2026
10	Barron Financial Group	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Source: RevenueBase Database · checked Sep 17, 2026
11	Brokers Holding Group, LLC	Partial evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “With over 80-years combined experience and multiple carrier production awards, Brokers Holding Group provides comprehensive service for our broker partners and their clients.” Source: RevenueBase Database · checked Sep 17, 2026
12	WR Wealth Planners	Partial evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Source: RevenueBase Database · checked Sep 17, 2026
13	Triada Advisors	Partial evidence	Columbia, IL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Source: RevenueBase Database · checked Sep 17, 2026
14	Reveal Wealth	Strong evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 17, 2026
15	Southeast Insurance Group	Strong evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Strong evidence “Southeast Insurance Group is a health insurance and benefits brokerage firm, specializing in innovative solutions for brokers, employers, and individuals.” Source: RevenueBase Database · checked Sep 17, 2026
16	Eagle Bluffs Wealth Management	Strong evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Strong evidence “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Source: RevenueBase Database · checked Sep 17, 2026
17	Wagener-Lee, Wealth Advisors LLC	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Source: RevenueBase Database · checked Sep 17, 2026
18	Clearview Wealth Advisors	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Our goal is to provide families and business owners with assistance in building their financial freedom.” Source: RevenueBase Database · checked Sep 17, 2026
19	Truman Wealth Advisors	Partial evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.” Source: RevenueBase Database · checked Sep 17, 2026
20	Forum Advisory Services	Strong evidence	Columbia, MO, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Source: RevenueBase Database · checked Sep 17, 2026
21	Strategic Wealth Assurance	Strong evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Strong evidence “Strategic Wealth Assurance is an independent insurance and financial planning firm.” Source: RevenueBase Database · checked Sep 17, 2026
22	Premier Financial	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “We are trustworthy.” Source: RevenueBase Database · checked Sep 17, 2026
23	Efinancial Advisors	Partial evidence	Columbia, SC, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Source: RevenueBase Database · checked Sep 17, 2026
24	Theus Wealth Advisors	Strong evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong evidence “We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…” Source: RevenueBase Database · checked Sep 17, 2026
25	Monarch Insurance Associates	Partial evidence	Columbia, MD, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “At Monarch Insurance Associates, our mission is to provide exceptional insurance solutions and personalized service to our clients.” 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 49 insurance brokers for wealth planning based in Columbia, United States

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

As of Sep 17, 2026

47.1%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

502.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 49 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 Columbia, 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 Columbia 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, 172 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 Columbia, United States?

RevenueBase identified 49 insurance brokers for wealth planning headquartered in Columbia, 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?

Baltimore-Washington Financial Advisors, headquartered in Columbia, 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 172 verified decision-maker contacts tracked across these 49 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.