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 company matches for insurance brokers for wealth planning associated with Los Angeles, United States as of September 2026 and tracks 900 professional contacts across them, including 393 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Los Angeles has 83.

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

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 company matches for insurance brokers for wealth planning based in Los Angeles, 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	Aspiriant	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	201-500	227 contacts →
	Exact match “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1,001-5,000	87 contacts →
	Exact match “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	51-200	59 contacts →
	Exact match “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	42 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Simpler Horizons Insurance Solutions	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “Simpler Horizons Insurance Solutions is an insurance brokerage that specializes in Medicare, individual and group health insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Germani Insurance Services, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Toropoint Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Foundry Financial Advisor In LOS Angeles	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “At Foundry Financial we make financial planning and impact investing practical.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	MFE Insurance	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “MFE Insurance is a full-service agency offering Property & Casualty, Life & Health, and Investments to clients all over the U.S.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Dtla Benefits	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “The DTLA Benefits difference.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Lieberthal Insurance Services	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Brystra Benefits & HR Services	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Brystra is an employee benefits brokerage and consultancy serving white-collar employers, law firms, consulting firms, and financial services firms, from mid-market through…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	The Balaban Group, LLC	Exact match	Los Angeles, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Blacklines Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Family Financial LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Wealth is seeking value….” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Sunset West Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Bemel, Ross & Avedon, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “We are dedicated to your success.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Discovery PRO Insurance Agency	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Insurance policies serve as your individual protection.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Brighton Advisory Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “BRIGHTON ADVISORY GROUP is a Southern California-based diversified financial services organization that provides individuals and corporations with best-in-class wealth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Landau Insurance Brokers, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “At Landau Insurance our philosophy is simple, we treat every client like a friend.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Elliot Insurance	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Insurance is a way to mitigate life’s uncertainties.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Laura Bella International	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	201-500	2 contacts →
	Exact match “We do more than just provide financial services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Oakhurst Metals	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “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…” 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 83 insurance brokers for wealth planning based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 393 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 Los Angeles, 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 393 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 Los Angeles, United States?

RevenueBase identified 83 company matches for insurance brokers for wealth planning associated with Los Angeles, 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?

Aspiriant 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). Los Angeles has 83.

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 393 professional contacts with verified work emails tracked across these 83 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.