Company lists · Data refreshed October 2026
Top 25 Insurance capital advisors based in the United States
RevenueBase identified 1,257 company matches for insurance capital advisors associated with the United States as of October 2026 and tracks 23,110 professional contacts across them, including 10,497 with verified work emails. New York is the largest hub.
This list covers company matches for insurance capital advisors associated with the 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 October 16, 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.
The 25 largest insurance capital advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,658 contacts → | ||||
Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 2 | 1,910 contacts → | ||||
Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 3 | 1,882 contacts → | ||||
Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 4 | 824 contacts → | ||||
Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 5 | 421 contacts → | ||||
Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 6 | 417 contacts → | ||||
Exact match “TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 7 | 351 contacts → | ||||
Exact match “RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 8 | 338 contacts → | ||||
Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 9 | 296 contacts → | ||||
Exact match “Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 10 | 285 contacts → | ||||
Exact match “At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 11 | 273 contacts → | ||||
Exact match “CAC Specialty is an industry-leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 12 | 261 contacts → | ||||
Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 13 | 243 contacts → | ||||
Exact match “MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 14 | 223 contacts → | ||||
Exact match “Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 15 | 214 contacts → | ||||
Exact match “Gibson is a firm of advisors and consultants that help clients get to the proactive side of insurance.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 16 | 188 contacts → | ||||
Exact match “Maximizing Value.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 17 | 175 contacts → | ||||
Exact match “The Plexus Groupe is a Top 100 independent insurance advisory firm backed by our knowledgeable team, innovative resources, and an extensive international network.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 18 | 137 contacts → | ||||
Exact match “Vanbridge is a diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 19 | 105 contacts → | ||||
Exact match “Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 20 | 98 contacts → | ||||
Exact match “Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 21 | 92 contacts → | ||||
Exact match “GPW and Associates, Inc.(GPW) has provided actuarial, reinsurance, and captive services since 1998.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 22 | 92 contacts → | ||||
Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 23 | 84 contacts → | ||||
Exact match “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 24 | 74 contacts → | ||||
Exact match “Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 25 | 72 contacts → | ||||
Exact match “B.O.S.S.” Recorded in the RevenueBase company graph · Oct 16, 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 capital advisors”. 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 25 of 1,257 insurance capital advisors based in the United States
See the full list, filter by size, metro and specialty, and access 10,497 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance capital advisors based in the United States at a glance
As of Oct 16, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,257 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 the United States whose business descriptions match “insurance capital advisors” 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 10,497 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 October 16, 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 capital advisors by metro
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 capital advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance capital advisors are there based in the United States?
RevenueBase identified 1,257 company matches for insurance capital advisors associated with the United States as of October 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?
KROLL tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance capital advisors?
New York leads with 64 company records, followed by Miami (26) and Dallas (16).
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 10,497 professional contacts with verified work emails tracked across these 1,257 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 October 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,257 insurance capital advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Insurance capital advisors by geography
- Insurance capital advisors based in Sydney, Australia
- Insurance capital advisors based in Sao Paulo, Brazil
- Insurance capital advisors based in Paris, France
- Insurance capital advisors based in Mumbai, India
- Insurance capital advisors based in Johannesburg, South Africa
- Insurance capital advisors based in London, United Kingdom
- Insurance capital advisors based in Miami, United States
- Insurance capital advisors based in New York, United States
- Insurance capital advisors based in Argentina
- Insurance capital advisors based in Australia
- Insurance capital advisors based in Austria
- Insurance capital advisors based in Belgium
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance capital advisors based in Sydney, Australia
- Insurance capital advisors based in Sao Paulo, Brazil
- Insurance capital advisors based in Paris, France
- Insurance capital advisors based in Mumbai, India
- Insurance capital advisors based in Johannesburg, South Africa
- Insurance capital advisors based in London, United Kingdom
Company intelligence · public preview
Top 25 insurance capital advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,257 matching company records for insurance capital advisors based in the United States, with 23,110 tracked contacts and 10,497 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance capital advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  KROLLkroll.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,658 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Alera Group, INCaleragroup.comHQ: Deerfield, IL, United StatesReported employees: 1,001-5,000 | Deerfield, IL, United States | 1,001-5,000 | Exact match | 1,910 contacts → |
“Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nassau Street Partnersnassaustreetpartners.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,882 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Hilltop Securities INChilltopsecurities.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 824 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Westpac Wealth Partnerswestpacwealthpartners.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 421 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Truenorth Companies, L.Ctruenorthcompanies.comHQ: Cedar Rapids, IA, United StatesReported employees: 201-500 | Cedar Rapids, IA, United States | 201-500 | Exact match | 417 contacts → |
“TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Rcm&drcmd.comHQ: Hunt Valley, MD, United StatesReported employees: 201-500 | Hunt Valley, MD, United States | 201-500 | Exact match | 351 contacts → |
“RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CURIcuri.comHQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 296 contacts → |
“Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Partners Groupthepartnersgroup.comHQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 285 contacts → |
“At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  CAC Specialtycacgroup.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 273 contacts → |
“CAC Specialty is an industry-leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Pacific Advisorspacificadvisors.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 261 contacts → |
“A firm built for advisors, by advisors.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Marshberrymarshberry.comHQ: Woodmere, OH, United StatesReported employees: 201-500 | Woodmere, OH, United States | 201-500 | Exact match | 243 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Valmark Financial Groupvalmarkfg.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 223 contacts → |
“Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gibsonthegibsonedge.com HQ: South Bend, IN, United StatesReported employees: 51-200 | South Bend, IN, United States | 51-200 | Exact match | 214 contacts → |
“Gibson is a firm of advisors and consultants that help clients get to the proactive side of insurance.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  LCG Advisorslcgadvisors.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 188 contacts → |
“Maximizing Value.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  The Plexus Groupeplexusgroupe.comHQ: Deer Park, IL, United StatesReported employees: 51-200 | Deer Park, IL, United States | 51-200 | Exact match | 175 contacts → |
“The Plexus Groupe is a Top 100 independent insurance advisory firm backed by our knowledgeable team, innovative resources, and an extensive international network.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Vanbridge, An Epic Companyvanbridge.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 137 contacts → |
“Vanbridge is a diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cassaday & Company, INCcassaday.comHQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 105 contacts → |
“Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Diamond State Financial Groupdsfg.comHQ: Newark, DE, United StatesReported employees: 51-200 | Newark, DE, United States | 51-200 | Exact match | 98 contacts → |
“Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  GPW And Associates, INCgpwa.comHQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 92 contacts → |
“GPW and Associates, Inc.(GPW) has provided actuarial, reinsurance, and captive services since 1998.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fifth Avenue Financialfifthavenuefinancial.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 92 contacts → |
“Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Elite Consulting Partnerseliteconsultingpartners.comHQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 84 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Socium Advisorssa.nm.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 74 contacts → |
“Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  B.O.S.S. Retirement Solutionsbossretirement.comHQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 72 contacts → |
“B.O.S.S.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,257 company matches
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Insurance capital advisors: dataset insights
October 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,256 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,257 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance capital advisors by metro
Questions about this company list
What does Exact match mean for insurance capital advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance capital advisors did RevenueBase find based in the United States?
The saved snapshot records 1,257 matching company records, 23,110 tracked contacts and 10,497 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance capital advisors by geography
- Insurance capital advisors based in Sydney, Australia
- Insurance capital advisors based in Sao Paulo, Brazil
- Insurance capital advisors based in Paris, France
- Insurance capital advisors based in Mumbai, India
- Insurance capital advisors based in Johannesburg, South Africa
- Insurance capital advisors based in London, United Kingdom
- Insurance capital advisors based in Miami, United States
- Insurance capital advisors based in New York, United States
- Insurance capital advisors based in Argentina
- Insurance capital advisors based in Australia
- Insurance capital advisors based in Austria
- Insurance capital advisors based in Belgium
Cite this list
RevenueBase Data Team. Top 25 insurance capital advisors based in the United States. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-capital-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance capital advisors based in Sydney, Australia
- Insurance capital advisors based in Sao Paulo, Brazil
- Insurance capital advisors based in Paris, France
- Insurance capital advisors based in Mumbai, India
- Insurance capital advisors based in Johannesburg, South Africa
- Insurance capital advisors based in London, United Kingdom
Company intelligence · public preview
Top 25 insurance capital advisors based in the United States
RevenueBase records 1,257 matching company records for insurance capital advisors based in the United States, with 23,110 tracked contacts and 10,497 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance capital advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | KROLLkroll.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,658 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Alera Group, INCaleragroup.com HQ: Deerfield, IL, United StatesReported employees: 1,001-5,000 | Deerfield, IL, United States | 1,001-5,000 | Exact match | 1,910 contacts → |
“Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nassau Street Partnersnassaustreetpartners.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,882 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Hilltop Securities INChilltopsecurities.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 824 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Westpac Wealth Partnerswestpacwealthpartners.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 421 contacts → |
“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Truenorth Companies, L.Ctruenorthcompanies.com HQ: Cedar Rapids, IA, United StatesReported employees: 201-500 | Cedar Rapids, IA, United States | 201-500 | Exact match | 417 contacts → |
“TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Rcm&drcmd.com HQ: Hunt Valley, MD, United StatesReported employees: 201-500 | Hunt Valley, MD, United States | 201-500 | Exact match | 351 contacts → |
“RCM & D is ranked among the top independent insurance advisory firms in the United States.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CURIcuri.com HQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 296 contacts → |
“Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Partners Groupthepartnersgroup.com HQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 285 contacts → |
“At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | CAC Specialtycacgroup.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 273 contacts → |
“CAC Specialty is an industry-leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pacific Advisorspacificadvisors.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 261 contacts → |
“A firm built for advisors, by advisors.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Marshberrymarshberry.com HQ: Woodmere, OH, United StatesReported employees: 201-500 | Woodmere, OH, United States | 201-500 | Exact match | 243 contacts → |
“MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Valmark Financial Groupvalmarkfg.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 223 contacts → |
“Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gibsonthegibsonedge.com HQ: South Bend, IN, United StatesReported employees: 51-200 | South Bend, IN, United States | 51-200 | Exact match | 214 contacts → |
“Gibson is a firm of advisors and consultants that help clients get to the proactive side of insurance.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | LCG Advisorslcgadvisors.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 188 contacts → |
“Maximizing Value.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | The Plexus Groupeplexusgroupe.com HQ: Deer Park, IL, United StatesReported employees: 51-200 | Deer Park, IL, United States | 51-200 | Exact match | 175 contacts → |
“The Plexus Groupe is a Top 100 independent insurance advisory firm backed by our knowledgeable team, innovative resources, and an extensive international network.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vanbridge, An Epic Companyvanbridge.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 137 contacts → |
“Vanbridge is a diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cassaday & Company, INCcassaday.com HQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 105 contacts → |
“Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Diamond State Financial Groupdsfg.com HQ: Newark, DE, United StatesReported employees: 51-200 | Newark, DE, United States | 51-200 | Exact match | 98 contacts → |
“Diamond State Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | GPW And Associates, INCgpwa.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 92 contacts → |
“GPW and Associates, Inc.(GPW) has provided actuarial, reinsurance, and captive services since 1998.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fifth Avenue Financialfifthavenuefinancial.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 92 contacts → |
“Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Elite Consulting Partnerseliteconsultingpartners.com HQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 84 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Socium Advisorssa.nm.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 74 contacts → |
“Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | B.O.S.S. Retirement Solutionsbossretirement.com HQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 72 contacts → |
“B.O.S.S.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,257 company matches
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Insurance capital advisors: dataset insights
October 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,256 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,257 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance capital advisors by metro
Questions about this company list
What does Exact match mean for insurance capital advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance capital advisors did RevenueBase find based in the United States?
The saved snapshot records 1,257 matching company records, 23,110 tracked contacts and 10,497 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance capital advisors by geography
- Insurance capital advisors based in Sydney, Australia
- Insurance capital advisors based in Sao Paulo, Brazil
- Insurance capital advisors based in Paris, France
- Insurance capital advisors based in Mumbai, India
- Insurance capital advisors based in Johannesburg, South Africa
- Insurance capital advisors based in London, United Kingdom
- Insurance capital advisors based in Miami, United States
- Insurance capital advisors based in New York, United States
- Insurance capital advisors based in Argentina
- Insurance capital advisors based in Australia
- Insurance capital advisors based in Austria
- Insurance capital advisors based in Belgium
Cite this list
RevenueBase Data Team. Top 25 insurance capital advisors based in the United States. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-capital-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Insurance capital advisors based in Sydney, Australia
- Insurance capital advisors based in Sao Paulo, Brazil
- Insurance capital advisors based in Paris, France
- Insurance capital advisors based in Mumbai, India
- Insurance capital advisors based in Johannesburg, South Africa
- Insurance capital advisors based in London, United Kingdom