Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 83 companies tracked

RevenueBase identified 83 insurance brokers for wealth planning headquartered in Los Angeles, United States as of September 2026 and tracks 900 professional contacts across them, including 393 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Los Angeles, 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

83Companies

900Contacts tracked

393Verified emails

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

Ranked by team size

Top 25 of 83 insurance brokers for wealth planning based in Los Angeles, 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	Aspiriant	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	201-500	227 contacts →
	Partial evidence “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Source: RevenueBase Database · checked Sep 17, 2026
2	Churchill Management Group At Focus Partners Wealth	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1,001-5,000	87 contacts →
	Partial evidence “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Source: RevenueBase Database · checked Sep 17, 2026
3	Adviceperiod	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	51-200	59 contacts →
	Partial evidence “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
4	Westmount Partners	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	42 contacts →
	Partial evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 17, 2026
5	Simpler Horizons Insurance Solutions	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	27 contacts →
	Strong evidence “Simpler Horizons Insurance Solutions is an insurance brokerage that specializes in Medicare, individual and group health insurance needs.” Source: RevenueBase Database · checked Sep 17, 2026
6	HCR Wealth Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Source: RevenueBase Database · checked Sep 17, 2026
7	Germani Insurance Services, INC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Strong evidence “Germani Insurance is one of the most progressive commercial insurance brokers in California with over 20 years of experience in Property Casualty Insurance, Group Benefits…” Source: RevenueBase Database · checked Sep 17, 2026
8	Toropoint Financial	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Partial evidence “We provide advisors, agents, broker-dealers and financial institutions with customized income and protection solutions that safeguard assets, reduce risks and offer peace of mind…” Source: RevenueBase Database · checked Sep 17, 2026
9	Foundry Financial Advisor In LOS Angeles	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	10 contacts →
	Partial evidence “At Foundry Financial we make financial planning and impact investing practical.” Source: RevenueBase Database · checked Sep 17, 2026
10	MFE Insurance	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	10 contacts →
	Partial evidence “MFE Insurance is a full-service agency offering Property & Casualty, Life & Health, and Investments to clients all over the U.S.” Source: RevenueBase Database · checked Sep 17, 2026
11	Dtla Benefits	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “The DTLA Benefits difference.” Source: RevenueBase Database · checked Sep 17, 2026
12	Lieberthal Insurance Services	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Strong evidence “As an experienced insurance broker, I am passionate about helping individuals and businesses find the right coverage to protect their assets and peace of mind.” Source: RevenueBase Database · checked Sep 17, 2026
13	Brystra Benefits & HR Services	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Brystra is an employee benefits brokerage and consultancy serving white-collar employers, law firms, consulting firms, and financial services firms, from mid-market through…” Source: RevenueBase Database · checked Sep 17, 2026
14	The Balaban Group, LLC	Strong evidence	Los Angeles, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Strong evidence “The Balaban Group, LLC, is a leading independent life insurance, benefits, and estate planning firm in Los Angeles, CA, serving the affluent client base since 1986.” Source: RevenueBase Database · checked Sep 17, 2026
15	Blacklines Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “You’re making good money-but still wondering, “Am I doing this right?” We help busy professionals and business owners in fast-paced industries like tech and entertainment turn…” Source: RevenueBase Database · checked Sep 17, 2026
16	Family Financial LLC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Wealth is seeking value….” Source: RevenueBase Database · checked Sep 17, 2026
17	Mainstream Capital Management	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Source: RevenueBase Database · checked Sep 17, 2026
18	Sunset West Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…” Source: RevenueBase Database · checked Sep 17, 2026
19	Bemel, Ross & Avedon, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Indirect evidence “We are dedicated to your success.” Source: RevenueBase Database · checked Sep 17, 2026
20	Discovery PRO Insurance Agency	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Partial evidence “Insurance policies serve as your individual protection.” Source: RevenueBase Database · checked Sep 17, 2026
21	Brighton Advisory Group	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “BRIGHTON ADVISORY GROUP is a Southern California-based diversified financial services organization that provides individuals and corporations with best-in-class wealth…” Source: RevenueBase Database · checked Sep 17, 2026
22	Landau Insurance Brokers, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “At Landau Insurance our philosophy is simple, we treat every client like a friend.” Source: RevenueBase Database · checked Sep 17, 2026
23	Elliot Insurance	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Insurance is a way to mitigate life’s uncertainties.” Source: RevenueBase Database · checked Sep 17, 2026
24	Laura Bella International	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	201-500	2 contacts →
	Indirect evidence “We do more than just provide financial services.” Source: RevenueBase Database · checked Sep 17, 2026
25	Oakhurst Metals	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 17, 2026	11-50	2 contacts →
	Partial evidence “Oakhurst Metals is a privately held company with an expertise in wealth and asset protection, holds an A+ rating by the Better Business Bureau, and has a rating from Business…” 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 83 insurance brokers for wealth planning based in Los Angeles, United States

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

As of Sep 17, 2026

43.7%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

296.4%Largest-city concentration · New York

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 Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 83 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 Los Angeles, 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 Los Angeles 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, 393 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 Los Angeles, United States?

RevenueBase identified 83 insurance brokers for wealth planning headquartered in Los Angeles, 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?

Aspiriant, headquartered in Los Angeles, 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 393 verified decision-maker contacts tracked across these 83 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.