Company lists · Data refreshed September 2026

Top 11 Insurance brokers for wealth planning based in Roseville, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 31 companies tracked

RevenueBase identified 31 company matches for insurance brokers for wealth planning associated with Roseville, United States as of September 2026 and tracks 187 professional contacts across them, including 94 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Roseville has 31.

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

31Companies

187Contacts tracked

94Verified emails

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The 11 largest insurance brokers for wealth planning based in Roseville, United States

Ranked by team size

Top 11 of 31 company matches for insurance brokers for wealth planning based in Roseville, 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	Bender Insurance Solutions	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “Bender Insurance Solutions is one of the largest independently owned insurance brokerages in the Sacramento area and we are proud to provide innovative solutions to our clients in…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Maguire Agency	Exact match	Roseville, MN, United StatesHQ recorded Sep 17, 2026	51-200	45 contacts →
	Exact match “Established in 1928 by Joseph Maguire, Maguire Agency has evolved into a trusted insurance partner, safeguarding the interests of individuals, families, corporations, and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	SKY Insurance Brokers	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Sky Insurance Brokers is a company as unique as you are.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Fc360, INC	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “As a full service advisory firm, FC360 takes a 360° approach to fiscal management by helping our clients with their total financial needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Tevis Insurance Solutions, A HUB International Company	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “Tevis Insurance Solutions is an Insurance Brokerage specializing in Employee Benefits for Large and Small Business, offering a complete range of Products and Services from Fully…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Sullivan Wealth Management Group	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “We are a fiduciary wealth advisor who helps affluent individuals, high-net-worth families, and trustees organize, plan, and manage their financial lives through a highly…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Definitive Financial & Insurance Services	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Rooted in an intimate understanding of your financial objectives, our strategic process offers an organized, cost-effective, clearly-prioritized protection plan so you can achieve…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Natoli Wealth Management	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are a boutique independent wealth management firm providing financial planning and asset management services to individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Saxe Capital	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “Saxe Capital is a strategic wealth advisory firm for high-performing entrepreneurs who have outgrown conventional financial advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Rival Insurance Sales, INC	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Rival Insurance is a boutique brokerage dedicated solely to serving the commercial construction market.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Ridgemark Insurance Services	Exact match	Roseville, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Your insurance coverage is just as important to you as it is to a Fortune 500 company, so why should your expectations from your broker be any less?” 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 11 of 31 insurance brokers for wealth planning based in Roseville, United States

See the full list, filter by size, metro and specialty, and access 94 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

50.3%Verified-email coverage

6.0Average 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 Roseville, so it is reported there. Company counts and contact totals on this page are exact for Roseville, over 31 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 Roseville, 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 94 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 Roseville, United States?

RevenueBase identified 31 company matches for insurance brokers for wealth planning associated with Roseville, 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?

Bender Insurance Solutions 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). Roseville has 31.

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 94 professional contacts with verified work emails tracked across these 31 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.