Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 70 companies tracked

RevenueBase identified 70 company matches for insurance brokers for wealth planning associated with Phoenix, United States as of September 2026 and tracks 329 professional contacts across them, including 144 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Phoenix has 70.

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

70Companies

329Contacts tracked

144Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 70 company matches for insurance brokers for wealth planning based in Phoenix, 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	Transtar Insurance Brokers, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	51-200	62 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Strategy Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	11-50	31 contacts →
	Exact match “You’ve worked hard your entire life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Cohn Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	n/a	17 contacts →
	Exact match “Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI).” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Trustbank Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	51-200	12 contacts →
	Exact match “TrustBank has over 107 years of expertise in the financial industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Coriano Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Lumenasa Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Lumenasa Insurance Agency is a technology driven, full-service insurance advisory firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Phocus Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Upside Insurance Services	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “UPSIDE Insurance Services is an independent insurance brokerage built on over 20 years of industry expertise.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Mathis Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Reliant Group Holdings, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “THE RELIANT TEAM - Estate Planning Attorneys - Paralegals - Fiduciary Investment Advisors - Insurance Professionals - Client Concierge Service” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Perspective Financial Services	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Building financial freedom and living your best life is within everyone’s reach.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	The Valhalla Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Lifemanaged	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “At LifeManaged, we offer a new era of advice through values based financial planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Tactical TAX & Estate Planning	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Would you like to Divorce the IRS on your terms?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Fern Financial Group, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Fern Financial was created with the fiduciary mindset that our clients come first.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Fusion Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “COMPREHENSIVE WEALTH PLANNING Advanced Planning for Entrepreneurs & Top-Level Executives What We Do: Tax Planning \| Wealth Protection Strategies \| Maximizing Charitable Gifts \|…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	RTS Private Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Bluemount Financial, LLC	Exact match	Phoenix, MD, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Pomeroy Group Insurance Brokers & Consultants	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “The history of the Pomeroy Group begins in 1974, when Tom Pomeroy concurrently became an insurance broker in the Employee Benefits insurance field while continuing dual…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Covercorps Insurance Services	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Business risks are changing and insurance coverage seeks to adapt.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Lion's Share Wealth	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Lion's Share Wealth specializes in helping individuals and businesses grow with custom strategies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Pelcher Insurance	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Group Plans, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Guidepoint Private Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Mindful Millions	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 17, 2026	1-10	1 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 70 insurance brokers for wealth planning based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 144 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 17, 2026

43.8%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 70 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 Phoenix, 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 144 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 Phoenix, United States?

RevenueBase identified 70 company matches for insurance brokers for wealth planning associated with Phoenix, 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?

Transtar Insurance Brokers, INC 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). Phoenix has 70.

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 144 professional contacts with verified work emails tracked across these 70 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.

Ready to reach these companies? Verified emails and direct dials for all 70 insurance brokers for wealth planning based in Phoenix, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance brokers for wealth planning by geography

Browse the directory

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.