Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 109 companies tracked

RevenueBase identified 109 insurance brokers for wealth planning headquartered in Miami, United States as of September 2026 and tracks 825 professional contacts across them, including 248 with verified work emails. New York is the largest hub.

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

109Companies

825Contacts tracked

248Verified emails

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

Ranked by team size

Top 25 of 109 insurance brokers for wealth planning based in Miami, 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	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	119 contacts →
	Indirect evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 17, 2026
2	Guerra Wealth Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	67 contacts →
	Indirect evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 17, 2026
3	Perfect Circle INC	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	59 contacts →
	Partial evidence “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Source: RevenueBase Database · checked Sep 17, 2026
4	Trmg The Risk Management Group	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	42 contacts →
	Partial evidence “Welcome to TRMG \| The Risk Management Group At TRMG, we blend innovation with expertise to redefine the landscape of Insurance, Risk Management, and Human Capital Management (HCM).” Source: RevenueBase Database · checked Sep 17, 2026
5	United Financial Consultants	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	34 contacts →
	Strong evidence “United Financial Consultants is a privately held life and health insurance brokerage services company established in 1982.” Source: RevenueBase Database · checked Sep 17, 2026
6	Bruce Gendelman Company, INC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	30 contacts →
	Indirect evidence “In 1983, Bruce Gendelman established his agency with a unique perspective: “The client’s interests are paramount.” The agency has a staff of over 55 professionals, who serve the…” Source: RevenueBase Database · checked Sep 17, 2026
7	Butler Buckley Deets	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	27 contacts →
	Partial evidence “Butler, Buckley & Deets is an independent insurance intermediary that, through its licensed subsidiaries, provides a variety of insurance products and services to corporate…” Source: RevenueBase Database · checked Sep 17, 2026
8	Passerelle Partners	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Source: RevenueBase Database · checked Sep 17, 2026
9	Global Wealth Financial	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Strong evidence “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Source: RevenueBase Database · checked Sep 17, 2026
10	Regis Financial Partners, LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Partial evidence “The mission of Regis Financial Partners, LLC is to serve the diverse needs of life insurance professionals and other advisors operating in across affluent, business, and…” Source: RevenueBase Database · checked Sep 17, 2026
11	VIP Blue	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “Leader in the planning market, present in Brazil, Latin America, USA and Europe for over 25 years, VIP BLUE is an MGA (Master General Agency) and Master Brokerage of insurance and…” Source: RevenueBase Database · checked Sep 17, 2026
12	SIP Insurance	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “SIP Insurance is a full-service, independent commercial insurance agency specializing in working with businesses and organizations in the following industries- Social Services /…” Source: RevenueBase Database · checked Sep 17, 2026
13	PGS Consulting Group	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	9 contacts →
	Indirect evidence “Consultants in protection of the family patrimony, with more than 30 years of experience.” Source: RevenueBase Database · checked Sep 17, 2026
14	Morris & Reynolds Insurance	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	8 contacts →
	Partial evidence “Originally founded in 1950, in business for over six decades, Morris & Reynolds is one of America's largest and oldest privately held independent insurance agencies, based in…” Source: RevenueBase Database · checked Sep 17, 2026
15	Continental Property & Casualty INC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Indirect evidence “OUR MISSION.” Source: RevenueBase Database · checked Sep 17, 2026
16	Sophós Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “We are an independent group integrating specialized life insurance solutions, property and casualty, and captive insurance programs.” Source: RevenueBase Database · checked Sep 17, 2026
17	MAX Value Insurance Group	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Multi-Line, Multi-State Brokers.” Source: RevenueBase Database · checked Sep 17, 2026
18	Brokerage Insurance Consultants, A HUB International Company	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “Brokerage Insurance Consultants was founded in South Florida in 1997.” Source: RevenueBase Database · checked Sep 17, 2026
19	Vérité Group, LLC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “As a national expert serving the Premium Finance needs of the ultra-affluent marketplace, Vérité Group, LLC is dedicated to staying ahead of the curve.” Source: RevenueBase Database · checked Sep 17, 2026
20	Total Protection	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	6 contacts →
	Strong evidence “Total Protection, powered by Kuorum Partners Wealth, is a pioneering organization dedicated to redefining the insurance and financial services landscape.” Source: RevenueBase Database · checked Sep 17, 2026
21	Alliance International Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Indirect evidence “Un equipo de profesionales dispuestos a escuchar y ofrecer la mejor asesoría para proteger patrimonios.” Source: RevenueBase Database · checked Sep 17, 2026
22	Anthem Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Our team has 50 years of combined experience in the Wealth Management Industry.” Source: RevenueBase Database · checked Sep 17, 2026
23	Corpfi	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	4 contacts →
	Indirect evidence “For over three decades, CorpFi has specialized in protecting the income, assets, and legacies of physicians, executives, and high-net-worth individuals, with the precision their…” Source: RevenueBase Database · checked Sep 17, 2026
24	Rovner & Company, LLC	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Strong evidence “Rovner & Company, LLC is a full service Insurance brokerage firm headed by Marc Rovner.” Source: RevenueBase Database · checked Sep 17, 2026
25	Elite International Consultants	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Health Insurance - Life Insurance - Special Risks Insurance Elite International Consultants began with the initiative of Eufracio Gelves, a specialist with more than 27 years 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 109 insurance brokers for wealth planning based in Miami, United States

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

As of Sep 17, 2026

30.1%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

225.7%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

10001+

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 109 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 Miami, 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 Miami 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, 248 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 Miami, United States?

RevenueBase identified 109 insurance brokers for wealth planning headquartered in Miami, 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?

NPC Financial, headquartered in Miami, 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 248 verified decision-maker contacts tracked across these 109 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.