Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Columbus, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 66 companies tracked

RevenueBase identified 66 insurance planning advisors headquartered in Columbus, United States as of September 2026 and tracks 703 professional contacts across them, including 344 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Columbus, 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

66Companies

703Contacts tracked

344Verified emails

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

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

Ranked by team size

Top 25 of 66 insurance planning advisors based in Columbus, 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	Huntington Financial Advisors	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1,001-5,000	357 contacts →
	Partial evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 17, 2026
2	Summit Financial Strategies, INC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	11-50	52 contacts →
	Partial evidence “Summit Financial Strategies isn’t your typical financial planning firm.” Source: RevenueBase Database · checked Sep 17, 2026
3	Overmyer Hall Associates	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	11-50	24 contacts →
	Partial evidence “At Overmyer Hall Associates, our mission is to work closely with our clients to learn their business and personal needs, not just insurance needs.” Source: RevenueBase Database · checked Sep 17, 2026
4	Signature Financial Group, LLC	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	201-500	16 contacts →
	Indirect evidence “Signature Financial Group, LLC, is a full-service wealth management firm with its history dating back to 1870 in Columbus, Ohio.” Source: RevenueBase Database · checked Sep 17, 2026
5	Financial Concepts - Mississippi	Partial evidence	Columbus, MS, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Most people think of financial planning or investments as a numbers business.” Source: RevenueBase Database · checked Sep 17, 2026
6	GGM Financial, LLC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “GGM Financial, LLC is an independent wealth planning and investment management firm to which successful individuals, families, pre-retirees, and retirees turn to for help in…” Source: RevenueBase Database · checked Sep 17, 2026
7	Zeller Insurance	Partial evidence	Columbus, IN, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Partial evidence “Zeller Insurance is committed to the highest standard of excellence.” Source: RevenueBase Database · checked Sep 17, 2026
8	Thomas-Fenner-Woods Agency, INC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Partial evidence “The Thomas-Fenner-Woods Agency has been serving the insurance and risk management needs of clients since 1932.” Source: RevenueBase Database · checked Sep 17, 2026
9	Waller Financial Planning Group, INC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy.” Source: RevenueBase Database · checked Sep 17, 2026
10	Kensington Wealth Partners, LTD	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Life moves fast.” Source: RevenueBase Database · checked Sep 17, 2026
11	Cardinal Financial Advisers, LLC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Steven D Meier and Juli Damopoulos with Cardinal Financial Advisers, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits…” Source: RevenueBase Database · checked Sep 17, 2026
12	Stonebridge Wealth Strategies, LLP	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
13	Sokol Eisenberg Insurance	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Sokol Eisenberg Insurance has been a pillar of trust in Central Ohio since 1925.” Source: RevenueBase Database · checked Sep 17, 2026
14	Empowerment Wealth Strategies	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Empowerment Wealth Strategies believes in forging lifelong relationships by providing comprehensive and intuitive financial guidance.” Source: RevenueBase Database · checked Sep 17, 2026
15	Soller Insurance Agency, INC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Soller Insurance is a third generation family-owned independent insurance agency providing complete insurance services to individuals, businesses, and non-profit organizations.” Source: RevenueBase Database · checked Sep 17, 2026
16	Frazier Financial Advisors, LLC	Strong evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Strong evidence “We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency.” Source: RevenueBase Database · checked Sep 17, 2026
17	Brookstone Wealth Management, LLC	Indirect evidence	Columbus, GA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “We built our firm around a vision: to guide our clients to financial success and, in the process, build a new generation of smart, savvy investors.” Source: RevenueBase Database · checked Sep 17, 2026
18	Ross Wealth Advisors, LLC	Partial evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Since 1987, Ross Wealth Advisors has been assisting families plan for and enjoy retirement with confidence.” Source: RevenueBase Database · checked Sep 17, 2026
19	Hyre Personal Wealth Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “hpwealth.com / 614-225-9400 / 877-228-9515 "Aligning Life and Wealth for You and Your Family" We believe life transitions are inevitable, so it is our mission to help you make…” Source: RevenueBase Database · checked Sep 17, 2026
20	Hudson Pendleton Financial Group	Partial evidence	Columbus, GA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “To help educate individuals on the importance of life insurance and financial strategies and help them accomplish their goals with suitable appropriate financial solutions.” Source: RevenueBase Database · checked Sep 17, 2026
21	PG Financial Partners	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.” Source: RevenueBase Database · checked Sep 17, 2026
22	Reignmakers Wealth Advisors	Strong evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	11-50	2 contacts →
	Strong evidence “Reignmakers offers Wealth Advisory, Investment Management, Retirement Planning, Life Insurance, Home and Auto Insurance, Group Benefits, as well as 401k and IRA Rollover services.” Source: RevenueBase Database · checked Sep 17, 2026
23	Retirement Wealth Strategies, LLC	Strong evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong evidence “Retirement Wealth Strategies in Columbus, Ohio is a firm of financial advisors who specialize in working with retirees and people planning for their retirement.” Source: RevenueBase Database · checked Sep 17, 2026
24	Franchise Insurance Agency, INC	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 17, 2026	51-200	2 contacts →
	Indirect evidence “Leavitt Group Midwest-Smith, Molino & Sichko.” Source: RevenueBase Database · checked Sep 17, 2026
25	A. Gile & CO	Partial evidence	Columbus, WI, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Financial planning and portfolio management” 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 25 of 66 insurance planning advisors based in Columbus, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 344 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 17, 2026

48.9%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

292.4%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Columbus, so it is reported there. Company counts and contact totals on this page are exact for Columbus, over 66 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 Columbus, 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 Columbus 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, 344 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 Columbus, United States?

RevenueBase identified 66 insurance planning advisors headquartered in Columbus, 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?

Huntington Financial Advisors, headquartered in Columbus, 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 344 verified decision-maker contacts tracked across these 66 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.

Ready to reach these companies? Verified emails and direct dials for all 66 insurance planning advisors based in Columbus, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance planning advisors by geography

Browse the directory

Browse: Companies home · Insurance planning advisors in United States · All United States lists · All Insurance planning advisors lists · New lists

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.