Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 43 companies tracked

RevenueBase identified 43 insurance brokers for wealth planning headquartered in Pittsburgh, United States as of September 2026 and tracks 989 professional contacts across them, including 215 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Pittsburgh, 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

43Companies

989Contacts tracked

215Verified emails

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

Ranked by team size

Top 25 of 43 insurance brokers for wealth planning based in Pittsburgh, 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	Lifetime Financial Growth	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	201-500	419 contacts →
	Partial evidence “Lifetime Financial Growth is a privately owned wealth management firm.” Source: RevenueBase Database · checked Sep 17, 2026
2	Henderson Brothers, INC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	51-200	194 contacts →
	Partial evidence “Henderson Brothers is a leading independent insurance, employee benefits, retirement plan consulting and personal money management firm headquartered in Pittsburgh, Pennsylvania.” Source: RevenueBase Database · checked Sep 17, 2026
3	Babb, INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	51-200	93 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
4	Christie And Associates	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Strong evidence “Christie and Associates is a full-service insurance brokerage firm providing tailored insurance programs and personal services to businesses and individuals in the Pittsburgh…” Source: RevenueBase Database · checked Sep 17, 2026
5	Success Financial Solutions	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	23 contacts →
	Strong evidence “The cornerstone of our firm is retirement transition for retirees, wealth planning and financial management services for all ages.” Source: RevenueBase Database · checked Sep 17, 2026
6	Gateway Financial Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “Gateway Financial is a national independent insurance advisory firm founded in 1982.” Source: RevenueBase Database · checked Sep 17, 2026
7	Underwriters Brokerage Service	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	18 contacts →
	Partial evidence “Since 1970, Underwriters Brokerage Service has been dedicated exclusively to assisting financial service professionals-growing over the last 5 decades into a leading independent…” Source: RevenueBase Database · checked Sep 17, 2026
8	Diemert Insurance, INC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	16 contacts →
	Partial evidence “Diemert Insurance: We Make Insurance Simple Diemert Insurance, Inc is a full service insurance agency based in Pittsburgh, PA that provides a range of insurance and financial…” Source: RevenueBase Database · checked Sep 17, 2026
9	Ifft & Palmer	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	15 contacts →
	Partial evidence “At Ifft & Palmer, we do more than provide insurance-we guide you forward in an increasingly complex world.” Source: RevenueBase Database · checked Sep 17, 2026
10	Touchstone Capital	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to improving clients’ quality of life.” Source: RevenueBase Database · checked Sep 17, 2026
11	JKS Financial	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.” Source: RevenueBase Database · checked Sep 17, 2026
12	The Monteverde Group	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth…” Source: RevenueBase Database · checked Sep 17, 2026
13	Axias Wealth Advisors	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “At Axias, our commitment to quick and thorough communication, due diligence, and critical thinking combine to provide clients with a first-class financial planning experience.” Source: RevenueBase Database · checked Sep 17, 2026
14	Bridger Financial Group	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Simplifying and managing your financial journey Since 2016, Bridger Financial Group has been helping individuals and business owners navigate the complex world of finance with a…” Source: RevenueBase Database · checked Sep 17, 2026
15	Union Bridge Capital	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Through Union Bridge Capital, experience your financial evolution with the complete integration of investment management, tax planning, legal coordination, and risk management in…” Source: RevenueBase Database · checked Sep 17, 2026
16	Millermccurry, LLC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “More than just a portfolio manager, our clients are looking for a conductor to synchronize all of the elements of their financial life including the lawyers, accountants…” Source: RevenueBase Database · checked Sep 17, 2026
17	Adair Financial Group	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “In 2004, Brian Adair founded Adair Financial Group, LLC, based on his holistic philosophies of wealth management planning and preservation.” Source: RevenueBase Database · checked Sep 17, 2026
18	Sharp Insurance Agency LLC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Sharp Insurance Agency is a local, independent agency focused on delivering clear guidance, reliable coverage, and a personal touch.” Source: RevenueBase Database · checked Sep 17, 2026
19	Innovative Benefits Consulting, INC	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Innovative Benefits Consulting, Inc.(IBC) is a diversified financial services firm whose professionals specialize in creative life insurance solutions for affluent individuals…” Source: RevenueBase Database · checked Sep 17, 2026
20	National Insurance Markets, INC	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “NIM is an independent insurance brokerage in Pittsburgh, PA.” Source: RevenueBase Database · checked Sep 17, 2026
21	AGS Legacy Solutions	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “AGS Legacy Solutions is an insurance brokerage and financial services firm that specializes in providing tailored solutions to our clients and their families.” Source: RevenueBase Database · checked Sep 17, 2026
22	Frederick Wells Advisors	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Frederick Wells Advisors is a leading private wealth management firm based in Pittsburgh, Pennsylvania serving clients all across the country.” Source: RevenueBase Database · checked Sep 17, 2026
23	Thakar Financial LLC Raymond James	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “Since our inception 30 years ago in Pittsburgh, Pennsylvania, we have been proud to serve many Non-Profit organizations, Physicians, and High-Net-Worth individuals like you.” Source: RevenueBase Database · checked Sep 17, 2026
24	Henry H Armstrong Assoc INC	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
25	Hurst-Weiss Insurance	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “Hurst-Weiss Insurance & Investment Services has been serving the insurance needs of businesses and families since 1915.” 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 43 insurance brokers for wealth planning based in Pittsburgh, United States

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

As of Sep 17, 2026

21.7%Verified-email coverage

23.0Average contacts per company

1-10Median size (employees)

572.1%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Pittsburgh, so it is reported there. Company counts and contact totals on this page are exact for Pittsburgh, over 43 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 Pittsburgh, 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 Pittsburgh 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, 215 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 Pittsburgh, United States?

RevenueBase identified 43 insurance brokers for wealth planning headquartered in Pittsburgh, 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?

Lifetime Financial Growth, headquartered in Pittsburgh, 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 215 verified decision-maker contacts tracked across these 43 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.