Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 38 companies tracked

RevenueBase identified 38 company matches for insurance brokers for wealth planning associated with Plano, United States as of September 2026 and tracks 262 professional contacts across them, including 70 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Plano has 38.

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

38Companies

262Contacts tracked

70Verified emails

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The 17 largest insurance brokers for wealth planning based in Plano, United States

Ranked by team size

Top 17 of 38 company matches for insurance brokers for wealth planning based in Plano, 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	Astra Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Astra Wealth Management is an independent firm of experienced, engaged financial professionals on a mission to help clients find financial success.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	SMD Consulting & Accounting LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “TAX \| LAW \| WEALTH MANAGEMENT \| INSURANCE Comprehensive… Proactive… Sophisticated… Personalized… Unique strategies for self-employed physicians, software developers, real estate…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Legacy Consulting Group	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Cambridge Insurance Agency, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “Cambridge Insurance Agency is a personal insurance agency located in Plano, Tx.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	TFR Wealth Management, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “TFR Wealth Management provides complete wealth management and investment advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Wealthstar Advisors, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Provident Financial Planning	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Our investment, tax, and estate planning advisors help successful families align their financial strategies to grow wealth, minimize taxes, and steward a lasting legacy across…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Doyle Assurance Group	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Welcome to Doyle Assurance Group, a renowned leader in the insurance industry, dedicated to safeguarding your financial future with expertise and integrity.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Katapult Wealth Partners LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Katapult Wealth Partners is a boutique wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Willow Bend Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Our goal is to help you take a proactive approach to your personal financial situation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Retirement Lifestyle Consultants, Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At Retirement Lifestyle Consultants (RLC) Wealth Management, we entirely believe in the power of individual choice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Strategic Wealth Partners	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Strategic Wealth Partners is a team of professionals with a thorough understanding of new opportunities and changing financial conditions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Proper Benefits Brokerage	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are leaders in Employee Benefits focused on delivering robust benefits packages to companies of all sizes.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Tyme Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are a value oriented boutique wealth advisory and consulting firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Smarter Financial	Exact match	Plano, TX, 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
16	Mosaic Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “We provide simple solutions for complex finances.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Russon Benefits	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “An independent insurance agency specializing in Small Business Employee Benefits as well as individual insurance.” 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 17 of 38 insurance brokers for wealth planning based in Plano, United States

See the full list, filter by size, metro and specialty, and access 70 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

26.7%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Plano, so it is reported there. Company counts and contact totals on this page are exact for Plano, over 38 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 Plano, 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 70 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 Plano, United States?

RevenueBase identified 38 company matches for insurance brokers for wealth planning associated with Plano, 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?

Astra Wealth Management 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). Plano has 38.

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 70 professional contacts with verified work emails tracked across these 38 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.