Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 246 companies tracked

RevenueBase identified 246 company matches for insurance brokers for wealth planning associated with New York, United States as of September 2026 and tracks 15,060 professional contacts across them, including 5,441 with verified work emails. Across the United States, New York is the largest hub for this category.

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

246Companies

15,060Contacts tracked

5,441Verified emails

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

Ranked by team size

Top 25 of 246 company matches for insurance brokers for wealth planning based in New York, 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	Nfp, An AON Company	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	5,001-10,000	4,119 contacts →
	Exact match “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	3,292 contacts →
	Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	264 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Crystal & Company	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	256 contacts →
	Exact match “Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Vault Insurance	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	205 contacts →
	Exact match “Vault offers high net worth personal insurance and customized solutions for individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	194 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Evertree Insurance	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	165 contacts →
	Exact match “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Epic - NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	103 contacts →
	Exact match “EPIC Insurance Brokers & Consultants (EPIC) is the 10th largest commercial insurance broker in the nation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	95 contacts →
	Exact match “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	93 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	FOA & SON Insurance	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	92 contacts →
	Exact match “Founded in 1861, Foa & Son are international insurance brokers based in New York City.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Sep 17, 2026	201-500	86 contacts →
	Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Ellevest	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	77 contacts →
	Exact match “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Earned	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	72 contacts →
	Exact match “Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	67 contacts →
	Exact match “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	LA Playa USA	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	n/a	52 contacts →
	Exact match “La Playa: Insurance with Intelligence An award-winning independent insurance broker with an engaging, intelligent and "joined-up approach".” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	American Business	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	48 contacts →
	Exact match “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	45 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	45 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Marsh & Mclennan Agency	Exact match	New York, United StatesHQ recorded Sep 17, 2026	501-1,000	40 contacts →
	Exact match Recorded description not available. 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 246 insurance brokers for wealth planning based in New York, United States

See the full list, filter by size, metro and specialty, and access 5,441 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

36.1%Verified-email coverage

61.2Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

138

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 246 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 New York, 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 5,441 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 New York, United States?

RevenueBase identified 246 company matches for insurance brokers for wealth planning associated with New York, 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?

Nfp, An AON Company 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).

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 5,441 professional contacts with verified work emails tracked across these 246 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.