Company lists · Data refreshed September 2026

Top 17 Insurance brokers for wealth planning based in Nashville, United States

RevenueBase identified 32 company matches for insurance brokers for wealth planning associated with Nashville, United States as of September 2026 and tracks 385 professional contacts across them, including 207 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Nashville has 32.

This list covers company matches for insurance brokers for wealth planning associated with Nashville, 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
32Companies
385Contacts tracked
207Verified emails
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The 17 largest insurance brokers for wealth planning based in Nashville, United States

Ranked by team size
Top 17 of 32 company matches for insurance brokers for wealth planning based in Nashville, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNashville, TN, United StatesHQ recorded Sep 17, 202651-200183 contacts →

Exact match

“Zander Insurance Group® is an independent insurance brokerage headquartered in Nashville, TN.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2Exact matchNashville, TN, United StatesHQ recorded Sep 17, 202611-5048 contacts →

Exact match

“Founded in 1978, Martin & Zerfoss has grown abundantly and, as a staple in the community, has never waivered on our focus of enriching the client-service experience.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3Exact matchNashville, TN, United StatesHQ recorded Sep 17, 202611-5047 contacts →

Exact match

“Offering both personal and commercial lines, Robins Insurance specializes in finding the best possible insurance coverage for affluent individuals as well as businesses in the…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4Exact matchNashville, TN, United StatesHQ recorded Sep 17, 202611-5013 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5Exact matchNashville, TN, United StatesHQ recorded Sep 17, 202611-5010 contacts →

Exact match

“Since 1951 Spann Insurance has proudly provided insurance and financial solutions to individuals, families and businesses throughout middle Tennessee.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6Exact matchNashville, TN, United StatesHQ recorded Sep 17, 202611-508 contacts →

Exact match

“Fridrich, Pinson & Associates is an Independent Insurance Agency with headquarters in the Green Hills community of Nashville, Tennessee.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-106 contacts →

Exact match

“The mission of Cairn Financial Group is to foster financial confidence in our clients’ lives by facilitating effective, comprehensive wealth management – defined by individualized…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-106 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-106 contacts →

Exact match

“We are here to provide you with someone who will take the time to understand the needs of your family and/or your business Affordable TN insurance by ABC Insurance Groupand match…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-105 contacts →

Exact match

“With offices in Nashville and Knoxville, Third Door Insurance is able to greater serve the needs of its clients.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-104 contacts →

Exact match

“The R.O.W.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-103 contacts →

Exact match

“Decker Wealth Management, LLC draws on the more than 100 years of experience among our professionals to utilize technology and research found at the largest firms on Wall Street…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-103 contacts →

Exact match

“Palmer & Wallace Insurance brokerage LLC is a boutique Insurance Agency focused on small to mid size business who need and appreciate expert risk management advice and technical…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-102 contacts →

Exact match

“Lotus Asset Management is an independent Wealth Management firm dedicated to setting a new standard of financial advice and investment management for select clients across the…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-102 contacts →

Exact match

“InsureTN is a local insurance brokerage, headquartered in Nashville, TN, with over 50 years combined experience.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16Exact matchNashville, IL, United StatesHQ recorded Sep 17, 202611-501 contacts →

Exact match

“We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17Exact matchNashville, TN, United StatesHQ recorded Sep 17, 20261-101 contacts →

Exact match

“We help families protect, generate, & distribute their wealth the right way through effective & efficient Estate Planning”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

Showing 17 of 32 insurance brokers for wealth planning based in Nashville, United States

See the full list, filter by size, metro and specialty, and access 207 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026
53.8%Verified-email coverage
12.0Average contacts per company
1-10Median size (employees)
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
9
51-200
1

Email recency for this list is measured across the whole United States list rather than for Nashville, so it is reported there. Company counts and contact totals on this page are exact for Nashville, over 32 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 Nashville, 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 207 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 Nashville, United States?

RevenueBase identified 32 company matches for insurance brokers for wealth planning associated with Nashville, 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?

Zander Insurance 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). Nashville has 32.

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 207 professional contacts with verified work emails tracked across these 32 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.