Company lists · Data refreshed September 2026

Top 21 Insurance brokers for wealth planning based in Westlake Village, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 30 companies tracked

RevenueBase identified 30 company matches for insurance brokers for wealth planning associated with Westlake Village, United States as of September 2026 and tracks 208 professional contacts across them, including 111 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Westlake Village has 30.

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

30Companies

208Contacts tracked

111Verified emails

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The 21 largest insurance brokers for wealth planning based in Westlake Village, United States

Ranked by team size

Top 21 of 30 company matches for insurance brokers for wealth planning based in Westlake Village, 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	Cavalier Associates	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	32 contacts →
	Exact match “Since its inception, Cavalier Associates has catered to the upscale insurance professional, and strives to be an exceptional resource to those in the insurance brokerage community…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Backnine Insurance And Financial Services, INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Life Insurance, Long Term Care, Disability Insurance, and Annuities.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Manchester Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	19 contacts →
	Exact match “Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Chivaroli & Associates Insurance Services	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Chivaroli & Associates Insurance Services is a full-service brokerage and consulting firm that specializes in the custom design and placement of property and casualty insurance…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Westlake Private Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Westlake Private Wealth Management is a boutique, independent wealth advisory practice founded in 2012, with offices in Westlake Village, Santa Barbara, Woodland Hills, Pasadena…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Westlake Risk & Insurance Services, INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Full Service Insurance Brokerage specializing in insurance for the following industries-Contractors -Auto Dealers -Wholesale/Retail -Hospitality -Life Insurance -Building Material…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Solomon Insurance Group	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “Solomon Insurance Group is an insurance company based out of Westlake Village, California, United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Lindsey & Lindsey Wealth Management	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Cohen & Company Insurance Services, INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Cohen & Company Insurance Services is an independent personal lines insurance brokerage that advises highly successful individuals and families on their risk management and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Alteri Wealth	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Alteri Wealth is an SEC Registered Investment Advisor (RIA) based in Westlake Village, California, serving clients in the Southland, Ventura County, and Greater Los Angeles area…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Peo-Options Insurance Jvrc Insurance	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “Welcome to the PEO-Options Insurance & JVRC Insurance Family of Companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Heritage Capital Strategies, INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Premier Private Client Insurance Services By Chivaroli	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Premier Private Client Insurance Services by Chivaroli is an independent, full-service insurance brokerage and consulting firm specializing in custom-tailored insurance programs…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Financial North Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We offer independent, comprehensive financial planning and tailor-made investment services crafted to suit your individual needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Bruno Financial	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Nexus Wealth Partners	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Bringing Clarity to Complex Financial Decisions \| Managing wealth shouldn't feel fragmented.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	CRK Insurance Group, INC	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match “With over 30 of experience in commercial and personal lines, CRK Clausen Insurance Services finds innovative solutions for our client’s every need.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Triguard Insurance Services	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “As independent insurance brokers we represent you, the insured.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Amodio Wealth Advisors	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Amodio Wealth Advisors was founded with the vision for a boutique wealth management firm that provides truly personalized, comprehensive advisory services to its clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Bruco Investment Group	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “We use a comprehensive process to help our clients address each of their top concerns: making decisions about their money, mitigating taxes, taking care of their heirs and making…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Foxx Insurance Solutions	Exact match	Westlake Village, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Our mission at FOXX Insurance Solutions is to bring financial and emotional peace of mind to individuals and businesses by taking the confusion out of long term care, succession…” 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 21 of 30 insurance brokers for wealth planning based in Westlake Village, United States

See the full list, filter by size, metro and specialty, and access 111 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

53.4%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

Email recency for this list is measured across the whole United States list rather than for Westlake Village, so it is reported there. Company counts and contact totals on this page are exact for Westlake Village, over 30 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 Westlake Village, 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 111 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 Westlake Village, United States?

RevenueBase identified 30 company matches for insurance brokers for wealth planning associated with Westlake Village, 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?

Cavalier Associates 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). Westlake Village has 30.

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 111 professional contacts with verified work emails tracked across these 30 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.