Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in the United States

Name: Insurance planning advisors based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 14,414 companies tracked

RevenueBase identified 14,414 insurance planning advisors headquartered in the United States as of September 2026 and tracks 338,215 professional contacts across them, including 92,300 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

14,414Companies

338,215Contacts tracked

92,300Verified emails

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The 25 largest insurance planning advisors based in the United States

Ranked by team size

Top 25 of 14,414 insurance planning advisors based in the United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	State Farm	Indirect evidence	Bloomington, IL, United StatesHQ checked Sep 17, 2026	10001+	83,403 contacts →
	Indirect evidence “At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.” Source: RevenueBase Database · checked Sep 17, 2026
2	Northwestern Mutual	Partial evidence	Milwaukee, WI, United StatesHQ checked Sep 17, 2026	n/a	38,382 contacts →
	Partial evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 17, 2026
3	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	5,001-10,000	24,283 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 17, 2026
4	Principal Financial Group	Indirect evidence	Des Moines, IA, United StatesHQ checked Sep 17, 2026	10001+	17,118 contacts →
	Indirect evidence “Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Source: RevenueBase Database · checked Sep 17, 2026
5	Transamerica	Indirect evidence	Baltimore, IL, United StatesHQ checked Sep 17, 2026	5,001-10,000	11,582 contacts →
	Indirect evidence “Longer lifespans are changing the way we exist.” Source: RevenueBase Database · checked Sep 17, 2026
6	Family First Life	Indirect evidence	Uncasville, CT, United StatesHQ checked Sep 17, 2026	1,001-5,000	5,455 contacts →
	Indirect evidence “Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority.” Source: RevenueBase Database · checked Sep 17, 2026
7	Onedigital	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 17, 2026	5,001-10,000	3,478 contacts →
	Indirect evidence “OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security.” Source: RevenueBase Database · checked Sep 17, 2026
8	Equitable	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	5,001-10,000	3,090 contacts →
	Indirect evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 17, 2026
9	Mcgriff	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	3,021 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
10	National Life Group	Indirect evidence	Montpelier, VT, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,925 contacts →
	Indirect evidence “At National Life, our story is simple: for over 176 years we’ve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of…” Source: RevenueBase Database · checked Sep 17, 2026
11	Western & Southern Financial Group	Partial evidence	Cincinnati, OH, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,725 contacts →
	Partial evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
12	Symetra	Partial evidence	Bellevue, WA, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,501 contacts →
	Partial evidence “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Source: RevenueBase Database · checked Sep 17, 2026
13	The Baldwin Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,376 contacts →
	Strong evidence “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Source: RevenueBase Database · checked Sep 17, 2026
14	CNO Financial Group	Indirect evidence	Carmel, IN, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,298 contacts →
	Indirect evidence “CNO Financial Group, Inc.(NYSE: CNO) secures the future of middle-income America.” Source: RevenueBase Database · checked Sep 17, 2026
15	Oneamerica Financial	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,994 contacts →
	Indirect evidence “OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.” Source: RevenueBase Database · checked Sep 17, 2026
16	Ehealth, INC	Indirect evidence	Indianapolis, CA, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,977 contacts →
	Indirect evidence “For nearly 30 years, eHealth has helped millions of Americans find the healthcare coverage that fits their needs at a price they can afford, using data, artificial intelligence…” Source: RevenueBase Database · checked Sep 17, 2026
17	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 17, 2026
18	Ameritas	Partial evidence	Lincoln, NE, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,719 contacts →
	Partial evidence “You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.” Source: RevenueBase Database · checked Sep 17, 2026
19	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 17, 2026
20	Alera Group, INC	Partial evidence	Deerfield, IL, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,643 contacts →
	Partial evidence “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Source: RevenueBase Database · checked Sep 17, 2026
21	Integrity	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	5,001-10,000	1,488 contacts →
	Partial evidence “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Source: RevenueBase Database · checked Sep 17, 2026
22	Goldman Sachs Ayco	Partial evidence	Cohoes, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,452 contacts →
	Partial evidence “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Source: RevenueBase Database · checked Sep 17, 2026
23	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 17, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 17, 2026
24	World Insurance Associates LLC	Indirect evidence	Iselin, NJ, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,181 contacts →
	Indirect evidence “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Source: RevenueBase Database · checked Sep 17, 2026
25	Holmes Murphy	Indirect evidence	Waukee, IA, United StatesHQ checked Sep 17, 2026	501-1,000	1,171 contacts →
	Indirect evidence “Independence isn’t just our structure, it’s our mindset.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 14,414 insurance planning advisors based in the United States

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Insurance planning advisors based in the United States at a glance

As of Sep 17, 2026

27.3%Verified-email coverage

23.5Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

10,316

11-50

3,071

51-200

711

201-500

141

501-1,000

1,001-5,000

5,001-10,000

10001+

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 14,414 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance planning advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “insurance planning advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance planning advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance planning advisors, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 92,300 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance planning advisors by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance planning advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance planning advisors are there based in the United States?

RevenueBase identified 14,414 insurance planning advisors headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

State Farm, headquartered in Bloomington, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 92,300 verified decision-maker contacts tracked across these 14,414 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.