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 insurance planning advisors headquartered in Boca Raton, United States as of September 2026 and tracks 289 professional contacts across them, including 88 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Boca Raton, 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

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 insurance planning advisors based in Boca Raton, 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	Apple Insurance & Financial Services	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	51-200	56 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
2	Benchmark Financial Wealth Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	11 contacts →
	Strong evidence “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Source: RevenueBase Database · checked Sep 17, 2026
3	Wealthcare Financial	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Source: RevenueBase Database · checked Sep 17, 2026
4	Levi & Associates Insurance	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
5	Archer Financial	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Source: RevenueBase Database · checked Sep 17, 2026
6	AMG & Associates	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Partial evidence “At AMG & Associates, we're not mere advisors; we are architects of affluence and strategists of your financial empire.” Source: RevenueBase Database · checked Sep 17, 2026
7	Jacobs Family Advisors LLC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Source: RevenueBase Database · checked Sep 17, 2026
8	Generations Wealth Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 17, 2026
9	The Bridge Group INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence “The Bridge Group is a firm of experienced employee and personal financial professionals.” Source: RevenueBase Database · checked Sep 17, 2026
10	Fortuna Wealth	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Indirect evidence “At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.” Source: RevenueBase Database · checked Sep 17, 2026
11	Howard Kaye Insurance Agency, LLC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Partial evidence “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Source: RevenueBase Database · checked Sep 17, 2026
12	The Spectrum Planning Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Strong evidence “The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Source: RevenueBase Database · checked Sep 17, 2026
13	United Insurance Experts	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
14	Kirstein Insurance Agency	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Kirstein Insurance Services 4722 NW 2nd Ave C104 Boca Raton FL 33431” Source: RevenueBase Database · checked Sep 17, 2026
15	The A.I.D. Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
16	Secure Wealth Planning Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Source: RevenueBase Database · checked Sep 17, 2026
17	The Life Insurance Professionals	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
18	Swan Wealth Management Group, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
19	Miller Wealth Advisors, LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong evidence “Miller Wealth Advisors LLC is an independent, full-service financial planning firm based in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 17, 2026
20	Atlantic Coast Brokerage Services, LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	1 contacts →
	Strong evidence “ACBS Insurance Services is a nationally recognized independent insurance agency specializing in Retirement Planning, Medicare, and other insurance services.” Source: RevenueBase Database · checked Sep 17, 2026
21	Crest Risk Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	11-50	1 contacts →
	Indirect evidence “Commercial & Personal Risk Transfer” Source: RevenueBase Database · checked Sep 17, 2026
22	The Life Insurance DR	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “The Life Insurance Dr, David Kottler, helps Americans leverage and maintain their life insurance policies.” Source: RevenueBase Database · checked Sep 17, 2026
23	Financial Connection, INC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Source: RevenueBase Database · checked Sep 17, 2026
24	Cove Financial	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “At Cove Financial, we believe in the value of relationships.” 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 24 of 62 insurance planning advisors based in Boca Raton, United States

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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)

311.3%Largest-city concentration · New York

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

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 Boca Raton, 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 Boca Raton 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, 88 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 in the United States

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 Boca Raton, United States?

RevenueBase identified 62 insurance planning advisors headquartered in Boca Raton, 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?

Apple Insurance & Financial Services, headquartered in Boca Raton, 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 88 verified decision-maker contacts tracked across these 62 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.