Company lists · Data refreshed September 2026

Top 24 Insurance planning advisors based in Boca Raton, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 62 companies tracked

RevenueBase identified 62 company matches for insurance planning advisors associated with Boca Raton, United States as of September 2026 and tracks 289 professional contacts across them, including 88 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Boca Raton has 62.

This list covers company matches for insurance planning advisors associated with Boca Raton, 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

62Companies

289Contacts tracked

88Verified emails

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The 24 largest insurance planning advisors based in Boca Raton, United States

Ranked by team size

Top 24 of 62 company matches for insurance planning advisors based in Boca Raton, 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	Apple Insurance & Financial Services	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	51-200	56 contacts →
	Exact match “Apple Insurance & Financial Services is a full service insurance agency that has helped individuals and companies make informed decisions that create value and manage risk.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Levi & Associates Insurance	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “As an established insurance brokerage company dating back to 1993, Levi & Associates offers the comprehensive, large scale coverage that businesses expect, while still providing a…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Archer Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	AMG & Associates	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “At AMG & Associates, we're not mere advisors; we are architects of affluence and strategists of your financial empire.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Jacobs Family Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “The Bridge Group is a firm of experienced employee and personal financial professionals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Fortuna Wealth	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Howard Kaye Insurance Agency, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	The Spectrum Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	United Insurance Experts	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “UIE's Insurance professionals have over 25 years of experience in the insurance industry and our team of experts are ready to handle all your insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Kirstein Insurance Agency	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Kirstein Insurance Services 4722 NW 2nd Ave C104 Boca Raton FL 33431” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Amid an ever-changing investment landscape, we believe investors will want to work with and confide in a firm that will consistently guide them through the intricacies of…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Secure Wealth Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	The Life Insurance Professionals	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “As a Kingdom-Driven Life Insurance & Financial Strategist My view on life is simple: “Everyone matters, or no one matters.” My passion is FAMILY PROTECTION, because your life…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Swan Wealth Management Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Miller Wealth Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Miller Wealth Advisors LLC is an independent, full-service financial planning firm based in Boca Raton, Florida.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Atlantic Coast Brokerage Services, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match “ACBS Insurance Services is a nationally recognized independent insurance agency specializing in Retirement Planning, Medicare, and other insurance services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Crest Risk Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match “Commercial & Personal Risk Transfer” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	The Life Insurance DR	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “The Life Insurance Dr, David Kottler, helps Americans leverage and maintain their life insurance policies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Financial Connection, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Cove Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At Cove Financial, we believe in the value of relationships.” 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 24 of 62 insurance planning advisors based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 88 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning advisors based in Boca Raton, United States at a glance

As of Sep 17, 2026

30.4%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 62 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 Boca Raton, 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 88 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 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 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 Boca Raton, United States?

RevenueBase identified 62 company matches for insurance planning advisors associated with Boca Raton, 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?

Apple Insurance & Financial Services 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 planning advisors?

New York leads the United States with 193 company records, followed by Houston (175) and Atlanta (139). Boca Raton has 62.

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 88 professional contacts with verified work emails tracked across these 62 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.