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 company matches for insurance brokers for wealth planning associated with Miami, United States as of September 2026 and tracks 825 professional contacts across them, including 248 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Miami has 109.

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

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 company matches for insurance brokers for wealth planning based in Miami, 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	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	119 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Guerra Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	67 contacts →
	Exact match “Formerly known as Guerra Financial Group.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	59 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Trmg The Risk Management Group	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	42 contacts →
	Exact match “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).” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	United Financial Consultants	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	34 contacts →
	Exact match “United Financial Consultants is a privately held life and health insurance brokerage services company established in 1982.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Bruce Gendelman Company, INC	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	30 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Butler Buckley Deets	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “Butler, Buckley & Deets is an independent insurance intermediary that, through its licensed subsidiaries, provides a variety of insurance products and services to corporate…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Passerelle Partners	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Global Wealth Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Regis Financial Partners, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	VIP Blue	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	SIP Insurance	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “SIP Insurance is a full-service, independent commercial insurance agency specializing in working with businesses and organizations in the following industries- Social Services /…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	PGS Consulting Group	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	9 contacts →
	Exact match “Consultants in protection of the family patrimony, with more than 30 years of experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Morris & Reynolds Insurance	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Continental Property & Casualty INC	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “OUR MISSION.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Sophós Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “We are an independent group integrating specialized life insurance solutions, property and casualty, and captive insurance programs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	MAX Value Insurance Group	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Multi-Line, Multi-State Brokers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Brokerage Insurance Consultants, A HUB International Company	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Brokerage Insurance Consultants was founded in South Florida in 1997.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Vérité Group, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Total Protection	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	6 contacts →
	Exact match “Total Protection, powered by Kuorum Partners Wealth, is a pioneering organization dedicated to redefining the insurance and financial services landscape.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Alliance International Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Un equipo de profesionales dispuestos a escuchar y ofrecer la mejor asesoría para proteger patrimonios.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Anthem Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Corpfi	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	51-200	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Rovner & Company, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Rovner & Company, LLC is a full service Insurance brokerage firm headed by Marc Rovner.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Elite International Consultants	Exact match	Miami, FL, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “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…” 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 109 insurance brokers for wealth planning based in Miami, United States

See the full list, filter by size, metro and specialty, and access 248 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 Miami, 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 248 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 Miami, United States?

RevenueBase identified 109 company matches for insurance brokers for wealth planning associated with Miami, 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?

NPC Financial 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). Miami has 109.

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 248 professional contacts with verified work emails tracked across these 109 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.