Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 62 companies tracked

RevenueBase identified 62 insurance brokers for wealth planning headquartered in San Francisco, United States as of September 2026 and tracks 1,339 professional contacts across them, including 606 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in San Francisco, 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

62Companies

1,339Contacts tracked

606Verified emails

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

Ranked by team size

Top 25 of 62 insurance brokers for wealth planning based in San Francisco, 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	Wells Fargo Private Bank	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	10001+	676 contacts →
	Partial evidence “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Source: RevenueBase Database · checked Sep 17, 2026
2	Parallel Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	129 contacts →
	Partial evidence “Parallel Advisors is a registered, independent wealth management firm.” Source: RevenueBase Database · checked Sep 17, 2026
3	Bakeravenue Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	51 contacts →
	Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 17, 2026
4	MOC Insurance Services	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	33 contacts →
	Partial evidence “MOC prides itself in our commitment to clients and in delivering the highest quality in consultative and insurance services.” Source: RevenueBase Database · checked Sep 17, 2026
5	Sweet And Baker Insurance Brokers	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	29 contacts →
	Strong evidence “Sweet & Baker is a full service San Francisco based insurance broker offering the sale and service of personal and commercial insurance products and group health & life benefits…” Source: RevenueBase Database · checked Sep 17, 2026
6	Pennbrook Insurance Services, INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	27 contacts →
	Strong evidence “Pennbrook/CAIB Insurance Services is a full service insurance brokerage located in downtown San Francisco who caters to business and personal clients.” Source: RevenueBase Database · checked Sep 17, 2026
7	ISU Insurance Services Of SAN Francisco	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	26 contacts →
	Strong evidence “ISU Insurance Services is an insurance brokerage firm focused on creating remarkable customer experiences for its preferred clients.” Source: RevenueBase Database · checked Sep 17, 2026
8	Syon Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	21 contacts →
	Partial evidence “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Source: RevenueBase Database · checked Sep 17, 2026
9	Twin Peaks Wealth Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	16 contacts →
	Indirect evidence “We believe everyone can reach his or her goals through repeatable, intentional actions.” Source: RevenueBase Database · checked Sep 17, 2026
10	Walsh Carter & Associates Insurance Services, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “Based in beautiful downtown San Francisco, Walsh Carter & Associates offers comprehensive and innovative insurance solutions for commercial and individual clients.” Source: RevenueBase Database · checked Sep 17, 2026
11	Wang Insurance Agency	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “Wang Insurance: Protecting Your Success Since 1979 We're not just another insurance agency – we're your strategic partner in risk management.” Source: RevenueBase Database · checked Sep 17, 2026
12	Intellectus Partners, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Partial evidence “Your business fuels your wealth.” Source: RevenueBase Database · checked Sep 17, 2026
13	Open Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Source: RevenueBase Database · checked Sep 17, 2026
14	Wetherby Asset Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	8 contacts →
	Indirect evidence “We’re now LNW!” Source: RevenueBase Database · checked Sep 17, 2026
15	Heffernan Barbary Insurance Services	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “Barbary Insurance Brokerage specializes in meeting the small to midsized companies insurance needs.” Source: RevenueBase Database · checked Sep 17, 2026
16	Onmarket Insurance Associates	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Partial evidence “After many years devoted to protecting our clients at home, work & play, our team at OnMarket Insurance Associates knows how to deal with life’s risks.” Source: RevenueBase Database · checked Sep 17, 2026
17	RHS Financial	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Source: RevenueBase Database · checked Sep 17, 2026
18	O'kane And Tegay Insurance Brokers	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “Our family-owned and operated insurance agency, O’Kane & Tegay, has been there for the times in life when you need to be covered, but rarely are.” Source: RevenueBase Database · checked Sep 17, 2026
19	Provada Insurance Services	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Strong evidence “Provada is a marketing and life insurance brokerage company that works with leading advisors, agencies, and financial institutions across the United States.” Source: RevenueBase Database · checked Sep 17, 2026
20	Jessica LIU Insurance Services	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “Established in 1996, Jessica Liu Insurance Services, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
21	Connor, Alexander And Sullivan Insurance Services	Partial evidence	San Francisco, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Everyone has an insurance horror story.” Source: RevenueBase Database · checked Sep 17, 2026
22	Peninsula Wealth, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Source: RevenueBase Database · checked Sep 17, 2026
23	Moirai Wealth Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families.” Source: RevenueBase Database · checked Sep 17, 2026
24	Newfront Insurance	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	201-500	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
25	Landscape Wealth Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “True wealth is about more than a balance sheet, it's about achieving the life and legacy you desire.” 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 62 insurance brokers for wealth planning based in San Francisco, United States

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

As of Sep 17, 2026

45.3%Verified-email coverage

21.6Average contacts per company

1-10Median size (employees)

396.8%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 62 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 San Francisco, 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 San Francisco 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, 606 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 San Francisco, United States?

RevenueBase identified 62 insurance brokers for wealth planning headquartered in San Francisco, 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?

Wells Fargo Private Bank, headquartered in San Francisco, 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 606 verified decision-maker contacts tracked across these 62 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.