Company lists · Data refreshed September 2026

Top 22 Insurance brokers for wealth planning based in Indianapolis, United States

Name: Insurance brokers for wealth planning based in Indianapolis, 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 Indianapolis, United States as of September 2026 and tracks 813 professional contacts across them, including 174 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Indianapolis has 50.

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

813Contacts tracked

174Verified emails

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The 22 largest insurance brokers for wealth planning based in Indianapolis, United States

Ranked by team size

Top 22 of 50 company matches for insurance brokers for wealth planning based in Indianapolis, 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	Westpoint Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	201-500	390 contacts →
	Exact match “Our mission at WestPoint Financial Group is simple.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Epic Insurance Midwest	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1,001-5,000	158 contacts →
	Exact match “EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Conner Insurance	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	51-200	68 contacts →
	Exact match “Located in Indiana, Conner Insurance has provided comprehensive commercial, personal, and benefits insurance solutions coverage to all 50 U.S.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Delta Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “What’s the Key to Finding Your Financial Clarity?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Mcfie Insurance	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	19 contacts →
	Exact match “We Help people with Infinite Banking.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	SBC Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Legacy Wealth Partners Of Raymond James	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Central Insurance Associates, INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	The Veritas Group, INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “At The Veritas Group, we are passionate about helping people obtain peace of mind through Financial Illumination.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	M&k Legacy Wealth	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “We are an independent wealth management rm committed to helping you simplify, grow and protect your wealth so you can enjoy life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Cerulean Private Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Barth Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Ricebarrett Family Wealth	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Daviman Financial, LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	The Wright Insurance Company	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “The Wright Insurance Company seeks to become an industry leading provider for insurance products & services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Holistic Financial Partners	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We specialize in wealth management and financial planning, but we also provide financial guidance to individuals navigating the complexities of divorce.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	BC Brokerage	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We make insurance simple for Fee-Only Financial Planners (RIAs)\| 100% Independent \| Life \| Disability \| LTC \| Annuity” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	MG Myers Insurance	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “MG Myers Insurance LLC in Westfield is your insurance broker with a broad range of offers for personal insurances, property insurances and commercial line insurances.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Weiss Financial John Weiss	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Weiss Financial is a Carmel-based company that began 34 years ago.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Wendt Insurance Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At Wendt Insurance Group, we want to help you protect the most important things in your life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	C.H. Douglas & Gray Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “C.H.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Indario Advisory Services	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Indario Advisory Services is a leading consulting firm in Indianapolis, IN, providing comprehensive financial and professional solutions for individuals and businesses.” 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 22 of 50 insurance brokers for wealth planning based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and access 174 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

21.4%Verified-email coverage

16.3Average 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

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, 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 Indianapolis, 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 174 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 Indianapolis, United States?

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

Westpoint Financial Group 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). Indianapolis 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 174 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.