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 insurance brokers for wealth planning headquartered in New York, United States as of September 2026 and tracks 15,060 professional contacts across them, including 5,441 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in New York, 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

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 insurance brokers for wealth planning based in New York, 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	Nfp, An AON Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	5,001-10,000	4,119 contacts →
	Indirect evidence “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Source: RevenueBase Database · checked Sep 17, 2026
2	Nylife Securities LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	3,292 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
3	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
4	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 17, 2026
5	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	323 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
6	Strategies For Wealth	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	264 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
7	Crystal & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	256 contacts →
	Partial evidence “Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results.” Source: RevenueBase Database · checked Sep 17, 2026
8	Vault Insurance	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	205 contacts →
	Partial evidence “Vault offers high net worth personal insurance and customized solutions for individuals and families.” Source: RevenueBase Database · checked Sep 17, 2026
9	Park Avenue Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	194 contacts →
	Strong evidence “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Source: RevenueBase Database · checked Sep 17, 2026
10	Evertree Insurance	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	165 contacts →
	Strong evidence “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Source: RevenueBase Database · checked Sep 17, 2026
11	Wealth Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	106 contacts →
	Partial evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 17, 2026
12	Epic - NEW York	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	103 contacts →
	Strong evidence “EPIC Insurance Brokers & Consultants (EPIC) is the 10th largest commercial insurance broker in the nation.” Source: RevenueBase Database · checked Sep 17, 2026
13	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	95 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
14	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	93 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
15	FOA & SON Insurance	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	92 contacts →
	Strong evidence “Founded in 1861, Foa & Son are international insurance brokers based in New York City.” Source: RevenueBase Database · checked Sep 17, 2026
16	Fifth Avenue Financial	Indirect evidence	New York, United StatesHQ checked Sep 17, 2026	201-500	86 contacts →
	Indirect evidence “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Source: RevenueBase Database · checked Sep 17, 2026
17	Ellevest	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	77 contacts →
	Partial evidence “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Source: RevenueBase Database · checked Sep 17, 2026
18	Earned	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	72 contacts →
	Partial evidence “Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Source: RevenueBase Database · checked Sep 17, 2026
19	Altfest Personal Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	67 contacts →
	Partial evidence “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
20	LA Playa USA	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	n/a	52 contacts →
	Strong evidence “La Playa: Insurance with Intelligence An award-winning independent insurance broker with an engaging, intelligent and "joined-up approach".” Source: RevenueBase Database · checked Sep 17, 2026
21	American Business	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	48 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
22	Park Avenue Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	45 contacts →
	Strong evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 17, 2026
23	Pioneer Financial	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	45 contacts →
	Strong evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 17, 2026
24	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 17, 2026
25	Marsh & Mclennan Agency	Indirect evidence	New York, United StatesHQ checked Sep 17, 2026	501-1,000	40 contacts →
	Indirect evidence 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 246 insurance brokers for wealth planning based in New York, United States

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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)

100.0%Largest-city concentration · New York

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

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 New York, 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 New York 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, 5,441 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 New York, United States?

RevenueBase identified 246 insurance brokers for wealth planning headquartered in New York, 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?

Nfp, An AON Company, headquartered in New York, 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 5,441 verified decision-maker contacts tracked across these 246 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.