Company lists · Data refreshed September 2026

Top 18 Insurance brokers for wealth planning based in Springfield, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 36 companies tracked

RevenueBase identified 36 company matches for insurance brokers for wealth planning associated with Springfield, United States as of September 2026 and tracks 311 professional contacts across them, including 90 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Springfield has 36.

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

36Companies

311Contacts tracked

90Verified emails

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The 18 largest insurance brokers for wealth planning based in Springfield, United States

Ranked by team size

Top 18 of 36 company matches for insurance brokers for wealth planning based in Springfield, 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	IMA Oregon	Exact match	Springfield, OR, United StatesHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Connell Insurance	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	51-200	22 contacts →
	Exact match “Connell Insurance is a property/casualty insurance and employee benefits brokerage firm that provides solutions that help companies and individuals manage risk.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	GLS Insurance	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “A local, regional, and national agency with over 50 years of experience specializing in commercial insurance and employee benefits.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Risk Strategies KRA Insurance	Exact match	Springfield, NJ, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “At Risk Strategies, we help our clients protect those things that matter most to them.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	The Resource Center	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Auto, Home, Boat, Motorcycle Insurance and Financial Planning Services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Roark & Sutton, LLC	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “Roark & Sutton is a locally owned and operated, independent insurance agency headquartered in Springfield, MO.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Broadway Graham Wealth Partners	Exact match	Springfield, IL, United StatesHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	P&i Insurance Services	Exact match	Springfield, PA, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “P&I Insurance Services is an independent insurance brokerage dedicated to providing comprehensive insurance solutions to individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Advisor INK Financial	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “We are not your traditional financial services firm: Advisor, Ink offers: · Maximum tax deductions · Protection of assets from liability · Preserving wealth for retirement ·…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Wealthcare Corporation	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Absolute Wealth Management, LLC	Exact match	Springfield, PA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Our goal is to provide customized solutions for businesses and individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Oakstar Investment Services	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “OakStar Investment Services focuses on you and the unique set of financial circumstances you and your family face.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Advantage Retirement Services INC	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We implement wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care and life insurance strategies into your retirement plan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Strategic Wealth Solutions	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Our mission is to help clients plan for tomorrow and live for today through comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	T. Mann Financial	Exact match	Springfield, OR, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Kempten Risk Solutions	Exact match	Springfield, IL, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Wholesale Insurance Agency” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	LMZ Wealth Management Of Wells Fargo Advisors Financial Network	Exact match	Springfield, IL, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “LMZ Wealth Management of Wells Fargo Financial Network is a full-service Wealth Management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Capital360financial	Exact match	Springfield, MO, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” 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 18 of 36 insurance brokers for wealth planning based in Springfield, United States

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

As of Sep 17, 2026

28.9%Verified-email coverage

8.6Average 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 Springfield, so it is reported there. Company counts and contact totals on this page are exact for Springfield, over 36 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 Springfield, 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 90 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 Springfield, United States?

RevenueBase identified 36 company matches for insurance brokers for wealth planning associated with Springfield, 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?

IMA Oregon 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). Springfield has 36.

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 90 professional contacts with verified work emails tracked across these 36 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.