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 company matches for insurance planning advisors associated with 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 company matches for insurance planning 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 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

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 company matches for insurance planning advisors based in the 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	State Farm	Exact match	Bloomington, IL, United StatesHQ recorded Sep 17, 2026	10001+	83,403 contacts →
	Exact match “At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 17, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Principal Financial Group	Exact match	Des Moines, IA, United StatesHQ recorded Sep 17, 2026	10001+	17,118 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 17, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Family First Life	Exact match	Uncasville, CT, United StatesHQ recorded Sep 17, 2026	1,001-5,000	5,455 contacts →
	Exact match “Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Onedigital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 17, 2026	5,001-10,000	3,478 contacts →
	Exact match “OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Mcgriff	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1,001-5,000	3,021 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 · Sep 17, 2026 · View company records in RevenueBase
10	National Life Group	Exact match	Montpelier, VT, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,925 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,725 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Symetra	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,501 contacts →
	Exact match “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	The Baldwin Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,376 contacts →
	Exact match “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	CNO Financial Group	Exact match	Carmel, IN, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,298 contacts →
	Exact match “CNO Financial Group, Inc.(NYSE: CNO) secures the future of middle-income America.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Oneamerica Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,994 contacts →
	Exact match “OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Ehealth, INC	Exact match	Indianapolis, CA, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,977 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Ameritas	Exact match	Lincoln, NE, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,719 contacts →
	Exact match “You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Alera Group, INC	Exact match	Deerfield, IL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,643 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 · Sep 17, 2026 · View company records in RevenueBase
21	Integrity	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	5,001-10,000	1,488 contacts →
	Exact match “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,452 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 17, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	World Insurance Associates LLC	Exact match	Iselin, NJ, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,181 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Holmes Murphy	Exact match	Waukee, IA, United StatesHQ recorded Sep 17, 2026	501-1,000	1,171 contacts →
	Exact match “Independence isn’t just our structure, it’s our mindset.” 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 planning 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 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

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 planning 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 92,300 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 planning 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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 14,414 company matches for insurance planning advisors associated with the 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?

State Farm tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance planning advisors?

New York leads with 193 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 92,300 professional contacts with verified work emails tracked across these 14,414 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.