Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 136 companies tracked

RevenueBase identified 136 company matches for insurance brokers for wealth planning associated with Dallas, United States as of September 2026 and tracks 15,925 professional contacts across them, including 11,078 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Dallas has 136.

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

136Companies

15,925Contacts tracked

11,078Verified emails

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

Ranked by team size

Top 25 of 136 company matches for insurance brokers for wealth planning based in Dallas, 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	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
2	Brown & Riding	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	201-500	469 contacts →
	Exact match “Brown & Riding was founded in 1980 and is one of the largest wholesale insurance brokerage firms in the United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	M Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	201-500	285 contacts →
	Exact match “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	201-500	206 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Swingle Collins & Associates	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	166 contacts →
	Exact match “In 1982, Swingle Collins & Associates was formed with the goal of serving this vital, thriving middle-market of entrepreneurial and family-owned businesses.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Summit Financial Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	144 contacts →
	Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	5,001-10,000	130 contacts →
	Exact match “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Insurance ONE Agency L.C	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	103 contacts →
	Exact match “Insurance One is a full service brokerage offering Home, Auto, Business, Life, and Health Insurance Coverage.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Rhsb Insurance	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	84 contacts →
	Exact match “RHSB is an insurance brokerage firm with a rich history spanning 80 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Texcap Insurance	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	53 contacts →
	Exact match “TexCap is an insurance experience on a whole new level.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Wealth Partners Alliance	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Lemnis Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	35 contacts →
	Exact match “We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Champion Commercial Insurance Agency, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	33 contacts →
	Exact match “Champion Commercial Insurance was founded in 1997 by Bruce Sams to provide comprehensive risk analysis and tailored insurance solutions to the business community.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Ragland, Strother & Lafitte Insurance Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “Ragland Strother & Lafitte is an independent insurance brokerage, specializing in personal and commercial insurance and risk management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Summit Alliance Companies	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	19 contacts →
	Exact match “Summit Alliance Companies Summit Alliance Financial is a 50 year old Life Insurance and Annuity brokerage general agency that maintains outstanding relationships with over 20 life…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	CD Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	14 contacts →
	Exact match “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	13 contacts →
	Exact match “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Fairway Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	13 contacts →
	Exact match “In business for over 20 years, Fairway Partners is a leading boutique Insurance and Employee Benefits Broker and Advisor.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Southern Plains Insurance Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	13 contacts →
	Exact match “Southern Plains Insurance Group is an insurance broker for group health insurance, individual and family plans, and Medicare plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	The Lipscomb Insurance Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Lipscomb Insurance Group is an independent insurance brokerage agency based in Dallas, Texas and is home to 33 insurance professionals offering a full range of Property &…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Southwestern Benefit Designers	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Empowering individuals and businesses with personalized health and life insurance solutions.” 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 136 insurance brokers for wealth planning based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 11,078 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

69.6%Verified-email coverage

117.1Average 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

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 136 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 Dallas, 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 11,078 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 Dallas, United States?

RevenueBase identified 136 company matches for insurance brokers for wealth planning associated with Dallas, 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?

Lockton 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).

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 11,078 professional contacts with verified work emails tracked across these 136 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.