Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 105 companies tracked

RevenueBase identified 105 company matches for insurance planning advisors associated with Charlotte, United States as of September 2026 and tracks 5,950 professional contacts across them, including 3,445 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Charlotte has 105.

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

105Companies

5,950Contacts tracked

3,445Verified emails

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

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

Ranked by team size

Top 25 of 105 company matches for insurance planning advisors based in Charlotte, 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	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
2	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
3	TIH	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	5,001-10,000	383 contacts →
	Exact match “TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Consolidated Planning, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	201-500	232 contacts →
	Exact match “Most financial planning firms will tell you where to sit, what to sell, and who to call.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	51-200	162 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	51-200	30 contacts →
	Exact match “At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	American Insurance Marketing Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Barry, Evans, Josephs, And Snipes Bejs	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	NFP Corporate Services, SE INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	51-200	13 contacts →
	Exact match “Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Emerald Financial Group Charlotte	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	MBL Advisors INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “At YellowWood, we understand that life is dynamic and your financial needs will change.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Scott Jones Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Scott Jones Financial is an independent financial planning firm specializing in custom solutions designed to help business owners grow, protect and preserve their most important…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Morehead Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	The Pomfret Financial Company, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Robbins Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “We are a results-oriented firm, and we will deliver creative and effective solutions for our clients in the areas of business, estate, succession, and tax planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Know MY Plan	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Our goal is to work with you to build a financial plan that you understand and that you are confident in.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Wealth And Retirement Advisors LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Elevated Financial & TAX	Exact match	Charlotte, NC, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Our team of professionals can help you create a well-thought-out strategy, using a variety of tax planning strategies and investments and insurance products and services, to help…” 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 105 insurance planning advisors based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 3,445 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 Charlotte, United States at a glance

As of Sep 17, 2026

57.9%Verified-email coverage

56.7Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 105 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 Charlotte, 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 3,445 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 Charlotte, United States?

RevenueBase identified 105 company matches for insurance planning advisors associated with Charlotte, 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?

Mcgriff 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). Charlotte has 105.

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 3,445 professional contacts with verified work emails tracked across these 105 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 105 insurance planning advisors based in Charlotte, 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.