Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 46 companies tracked

RevenueBase identified 46 company matches for insurance planning advisors associated with Boston, United States as of September 2026 and tracks 1,490 professional contacts across them, including 565 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Boston has 46.

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

46Companies

1,490Contacts tracked

565Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance planning advisors based in Boston, United States

Ranked by team size

Top 25 of 46 company matches for insurance planning advisors based in Boston, 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	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	501-1,000	506 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	51-200	209 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Northwestern Mutual Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	51-200	43 contacts →
	Exact match “For years, we've helped families and businesses across Boston reach their financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Financial Architects Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	38 contacts →
	Exact match “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Cleary Insurance, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “Cleary Insurance is a full service insurance agency offering a complete spectrum of products.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Dwight Rudd Insurance	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “We are a Boston based, privately held, boutique insurance brokerage that has been developing customized insurance programs for individuals, families and businesses since 1949.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Blueprint Income	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Blueprint Income is building a better way to save and plan for retirement, we are your one stop shop for all good things annuity.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Cross Coastal Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Wealth Effects	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	The Smith Companies, Ltd., A Capitas Financial Partner	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Monument Financial Group Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Helping Create Your Financial Plan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Thomas Brady & Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Timbuktu Capital Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Sconset Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “We provide innovative solutions using world-class insurance services and internationally recognized investment products.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Raskin Planning Group	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Power 10 Advisory Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “MAKE EVERY STROKE COUNT.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	T. A. Holland & CO	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Bender Hatch Insurance	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Delano Insurance Services is now Bender Hatch Insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Bush & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Nicholas A. Papakyrikos CPA PC	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “We are the GPS to your Business Success!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Brock Hill Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Brock Hill Wealth Management is a boutique financial planning practice providing objective strategic advice.” 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 46 insurance planning advisors based in Boston, United States

See the full list, filter by size, metro and specialty, and access 565 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Insurance planning advisors based in Boston, United States at a glance

As of Sep 17, 2026

37.9%Verified-email coverage

32.4Average contacts per company

11-50Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 46 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 Boston, 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 565 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 Boston, United States?

RevenueBase identified 46 company matches for insurance planning advisors associated with Boston, 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?

Baystate Financial 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). Boston has 46.

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 565 professional contacts with verified work emails tracked across these 46 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.

Ready to reach these companies? Verified emails and direct dials for all 46 insurance planning advisors based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance planning advisors by geography

Browse the directory

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.