Company lists · Data refreshed October 2026

Top 25 Insurance consultants based in Charlotte, United States

Name: Insurance consultants based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 67 companies tracked

RevenueBase identified 67 company matches for insurance consultants associated with Charlotte, United States as of October 2026 and tracks 3,890 professional contacts across them, including 2,167 with verified work emails. Across the United States, New York is the largest hub for this category (179 companies); Charlotte has 67.

This list covers company matches for insurance consultants associated with Charlotte, 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 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 Oct 17, 2026 How this list was built

67Companies

3,890Contacts tracked

2,167Verified emails

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The 25 largest insurance consultants based in Charlotte, United States

Ranked by team size

Top 25 of 67 company matches for insurance consultants based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 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	Mcgriff	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,827 contacts →
	Exact match “When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	TIH	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	5,001-10,000	374 contacts →
	Exact match “TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Mark III Employee Benefits	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	96 contacts →
	Exact match “Mark Employee Benefits is a family owned and operated licensed Brokerage & Consulting firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Main Street Insurance Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	44 contacts →
	Exact match “At Main Street Insurance Group, we strive to provide a true, concierge client experience which is unique in the insurance industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	American Insurance Marketing Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Lowry Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	27 contacts →
	Exact match “Lowry Insurance has been an independent insurance agency offering a wide variety of insurance services from the industry's leading carriers since 1994.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Litaker Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	26 contacts →
	Exact match “Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Bridgemark Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	20 contacts →
	Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Health Plans Of North Carolina	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	19 contacts →
	Exact match “Health Plans of North Carolina was started in 2005 as a new consumer tool to help people know their choices and navigate through the decision making process of buying the right…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Highstreet Insurance & Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	17 contacts →
	Exact match “Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Latorre Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	17 contacts →
	Exact match “Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Barry, Evans, Josephs, And Snipes Bejs	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Assurtrak Insurance Brokers, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “Assurtrak Insurance Brokers was created on the belief that starting with a great plan is the only way to finish with the best result.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	WES Connor Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Independent insurance agency located in Charlotte, NC.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	System Search	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “System Search is an insurance recruiting agency with over 60 combined years of experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Saltzman Insights	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Saltzman Insights provides data-driven services designed by industry experts, enabling companies to holistically manage their annuity and life insurance programs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	The Pomfret Financial Company, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	The Grigg Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “We are a full service insurance brokerage firm for individuals and groups specializing in all voluntary and/or employer paid benefits for any size company.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Stks Partners	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “At STKS Partners, we specialize in helping businesses strengthen their foundation through insurance and employee benefits solutions that drive retention, reduce costs, and improve…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Hood Hargett & Associates, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Carolina Claims Consulting LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Carolina Claims Consulting, LLC is a trusted public adjusting firm headquartered in Charlotte, North Carolina.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Partners Risk Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Partners Risk Strategies is a unique risk management consulting and insurance brokerage firm that leads with a "risk management first" approach.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Lily Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “At Lily Insurance, we offer a wide range of policies to meet your specific needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Executive Benefits Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Springdale Benefits Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Our firm works with businesses and individuals to do one simple thing: Provide financial peace of mind to the people that we touch.” Recorded in the RevenueBase company graph · Oct 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 consultants”. 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 67 insurance consultants based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 2,167 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance consultants based in Charlotte, United States at a glance

As of Oct 17, 2026

55.7%Verified-email coverage

58.1Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 67 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 Charlotte, United States whose business descriptions match “insurance consultants” 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 2,167 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 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance consultants are there based in Charlotte, United States?

RevenueBase identified 67 company matches for insurance consultants associated with Charlotte, 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?

Mcgriff 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 consultants?

New York leads the United States with 179 company records, followed by Rolling Meadows (162) and Houston (160). Charlotte has 67.

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 2,167 professional contacts with verified work emails tracked across these 67 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 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.