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 insurance brokers for wealth planning headquartered in Dallas, United States as of September 2026 and tracks 15,925 professional contacts across them, including 11,078 with verified work emails. New York is the largest hub.

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

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 insurance brokers for wealth planning based in Dallas, 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	Lockton	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	10001+	13,482 contacts →
	Indirect evidence “What makes Lockton stand apart is also what makes us better: independence.” Source: RevenueBase Database · checked Sep 17, 2026
2	Brown & Riding	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	201-500	469 contacts →
	Strong evidence “Brown & Riding was founded in 1980 and is one of the largest wholesale insurance brokerage firms in the United States.” Source: RevenueBase Database · checked Sep 17, 2026
3	M Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	201-500	285 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
4	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 17, 2026
5	Swingle Collins & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	166 contacts →
	Indirect evidence “In 1982, Swingle Collins & Associates was formed with the goal of serving this vital, thriving middle-market of entrepreneurial and family-owned businesses.” Source: RevenueBase Database · checked Sep 17, 2026
6	Summit Financial Group, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	144 contacts →
	Strong evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 17, 2026
7	Comerica Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	5,001-10,000	130 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
8	Insurance ONE Agency L.C	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	103 contacts →
	Strong evidence “Insurance One is a full service brokerage offering Home, Auto, Business, Life, and Health Insurance Coverage.” Source: RevenueBase Database · checked Sep 17, 2026
9	Rhsb Insurance	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	84 contacts →
	Strong evidence “RHSB is an insurance brokerage firm with a rich history spanning 80 years.” Source: RevenueBase Database · checked Sep 17, 2026
10	Texcap Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	53 contacts →
	Partial evidence “TexCap is an insurance experience on a whole new level.” Source: RevenueBase Database · checked Sep 17, 2026
11	LEE Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	44 contacts →
	Partial evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
12	Wealth Partners Alliance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	37 contacts →
	Partial evidence “Wealth Partners Alliance (WPA) is an independent, fiduciary wealth management firm with offices in Dallas, Houston, and Austin, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
13	Lemnis Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	35 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
14	Champion Commercial Insurance Agency, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	33 contacts →
	Partial evidence “Champion Commercial Insurance was founded in 1997 by Bruce Sams to provide comprehensive risk analysis and tailored insurance solutions to the business community.” Source: RevenueBase Database · checked Sep 17, 2026
15	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
16	HFS Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Partial evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 17, 2026
17	Ragland, Strother & Lafitte Insurance Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	21 contacts →
	Strong evidence “Ragland Strother & Lafitte is an independent insurance brokerage, specializing in personal and commercial insurance and risk management.” Source: RevenueBase Database · checked Sep 17, 2026
18	Summit Alliance Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	19 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
19	Turtle Creek Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Source: RevenueBase Database · checked Sep 17, 2026
20	CD Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	14 contacts →
	Partial evidence “CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…” Source: RevenueBase Database · checked Sep 17, 2026
21	Frontier Investment Management Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	13 contacts →
	Partial evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 17, 2026
22	Fairway Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Strong evidence “In business for over 20 years, Fairway Partners is a leading boutique Insurance and Employee Benefits Broker and Advisor.” Source: RevenueBase Database · checked Sep 17, 2026
23	Southern Plains Insurance Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Strong evidence “Southern Plains Insurance Group is an insurance broker for group health insurance, individual and family plans, and Medicare plans.” Source: RevenueBase Database · checked Sep 17, 2026
24	The Lipscomb Insurance Group, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Strong evidence “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 &…” Source: RevenueBase Database · checked Sep 17, 2026
25	Southwestern Benefit Designers	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “Empowering individuals and businesses with personalized health and life insurance solutions.” 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 136 insurance brokers for wealth planning based in Dallas, United States

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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)

180.9%Largest-city concentration · New York

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

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 Dallas, 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 Dallas 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, 11,078 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 Dallas, United States?

RevenueBase identified 136 insurance brokers for wealth planning headquartered in Dallas, 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?

Lockton, headquartered in Dallas, 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 11,078 verified decision-maker contacts tracked across these 136 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.