Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 160 companies tracked

RevenueBase identified 160 insurance brokers for wealth planning headquartered in Houston, United States as of September 2026 and tracks 1,645 professional contacts across them, including 646 with verified work emails. New York is the largest hub.

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

160Companies

1,645Contacts tracked

646Verified emails

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

Ranked by team size

Top 25 of 160 insurance brokers for wealth planning based in Houston, 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	Banorte Wealth Management	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	n/a	205 contacts →
	Partial evidence “Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Source: RevenueBase Database · checked Sep 17, 2026
2	Insgroup, LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	51-200	116 contacts →
	Indirect evidence “Insgroup and our partner firms have unified as one brand, The Baldwin Group!” Source: RevenueBase Database · checked Sep 17, 2026
3	IMG Financial Group, INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	90 contacts →
	Partial evidence “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 17, 2026
4	LKJ Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	n/a	86 contacts →
	Partial evidence “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Source: RevenueBase Database · checked Sep 17, 2026
5	Brady, Chapman, Holland & Associates	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	51-200	81 contacts →
	Partial evidence “Brady, Chapman, Holland & Associates (BCH) has proudly put our expertise to work in the areas of risk management, business insurance and employee benefits since 1983.” Source: RevenueBase Database · checked Sep 17, 2026
6	Americana Partners	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	74 contacts →
	Partial evidence “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Source: RevenueBase Database · checked Sep 17, 2026
7	Securance Corporation Agency	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	60 contacts →
	Partial evidence “Securance is a 50 year old independent insurance agency that is focused on delivering client specific solutions in property & casualty, employee benefits, bonds and personal lines…” Source: RevenueBase Database · checked Sep 17, 2026
8	Linscomb Wealth	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	51-200	53 contacts →
	Strong evidence “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Source: RevenueBase Database · checked Sep 17, 2026
9	Texan Insurance	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	51-200	51 contacts →
	Partial evidence “Texan Insurance serves as a single source for insurance and risk management services by providing access to commercial and personal property/casualty coverage, employee benefits…” Source: RevenueBase Database · checked Sep 17, 2026
10	Iscential	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	51-200	50 contacts →
	Partial evidence “Iscential was founded in 1993, and in 29 years the agency has grown to more than 150 associates and represents over 140 insurance companies in market locations across the US.” Source: RevenueBase Database · checked Sep 17, 2026
11	Carroll Insurance Agency	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	44 contacts →
	Partial evidence “Carroll Insurance Agency assists businesses and individuals in managing and protecting their assets.” Source: RevenueBase Database · checked Sep 17, 2026
12	FCA Corp	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	39 contacts →
	Partial evidence “FCA Corp serves individuals in or nearing retirement, small business owners, business executives, and financially independent women with comprehensive wealth management, fee-only…” Source: RevenueBase Database · checked Sep 17, 2026
13	ABM Insurance & Benefit Services INC	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	29 contacts →
	Partial evidence “Let ABM Insurance & Benefit Services, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
14	Granite Harbor Advisors	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	24 contacts →
	Indirect evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 17, 2026
15	Benchmark Insurance Group Of Texas	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Strong evidence “Benchmark Insurance Group of Texas is a full service commercial insurance brokerage operating as both a retail broker and MGA.” Source: RevenueBase Database · checked Sep 17, 2026
16	Pasadena Insurance Agency Piai	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “Pasadena Insurance Agency, Inc.(PIAI) is a third-generation, family-owned, boutique independent insurance agency serving the Houston area for over 83 years.” Source: RevenueBase Database · checked Sep 17, 2026
17	Mid-Continent Companies, LTD	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “While our capabilities are far-reaching, at our heart, we remain a boutique consultancy, focused on the benefits of meaningful, authentic and lasting relationships.” Source: RevenueBase Database · checked Sep 17, 2026
18	Focus Insurance, A Marsh Mclennan Company	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1,001-5,000	14 contacts →
	Strong evidence “Focus Insurance, established in 2001, is a leading North American insurance brokerage firm specializing in customized personal insurance programs throughout the United States.” Source: RevenueBase Database · checked Sep 17, 2026
19	Prota Financial	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Source: RevenueBase Database · checked Sep 17, 2026
20	Amco Auto Insurance	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Amco's value proposition is to provide respectful customer service and fair pricing, which not only keeps customers returning but also encourages them to refer family and friends…” Source: RevenueBase Database · checked Sep 17, 2026
21	Skyward Financial, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
22	J. Archer Insurance Group Archer Commercial Insurance Group	Indirect evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 17, 2026
23	IMS London American	Partial evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Partial evidence “IMS \| London American is a company of dedicated insurance professionals whose focus is on the needs of our independent agency clients.” Source: RevenueBase Database · checked Sep 17, 2026
24	Rafail Insurance Agency	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Strong evidence “The Rafail Insurance Agency is an award winning full service insurance agency & insurance brokerage that specializes in virtually all insurance products.” Source: RevenueBase Database · checked Sep 17, 2026
25	Simple Choice Insurance Brokerage Pllc	Strong evidence	Houston, TX, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Strong evidence “Overview: Simple Choice Insurance Brokerage (SCIB) is a service-oriented company based in Houston, Texas that focuses on meeting the most common health and life insurance needs of…” 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 160 insurance brokers for wealth planning based in Houston, United States

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

As of Sep 17, 2026

39.3%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

153.8%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

108

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 160 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 Houston, 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 Houston 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, 646 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 Houston, United States?

RevenueBase identified 160 insurance brokers for wealth planning headquartered in Houston, 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?

Banorte Wealth Management, headquartered in Houston, 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 646 verified decision-maker contacts tracked across these 160 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.