Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 131 companies tracked

RevenueBase identified 131 insurance planning advisors headquartered in Dallas, United States as of September 2026 and tracks 4,387 professional contacts across them, including 1,368 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Dallas, 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

131Companies

4,387Contacts tracked

1,368Verified emails

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

Ranked by team size

Top 25 of 131 insurance planning advisors based in Dallas, 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	Integrity	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	5,001-10,000	1,488 contacts →
	Partial evidence “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Source: RevenueBase Database · checked Sep 17, 2026
2	Hilltop Securities INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	501-1,000	785 contacts →
	Indirect evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 17, 2026
3	Summit Financial Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	144 contacts →
	Partial evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 17, 2026
4	Spectrum Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	135 contacts →
	Indirect evidence “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 17, 2026
5	Rhsb Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	84 contacts →
	Partial evidence “RHSB is an insurance brokerage firm with a rich history spanning 80 years.” Source: RevenueBase Database · checked Sep 17, 2026
6	Bluecrest Financial Alliances	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	81 contacts →
	Indirect evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 17, 2026
7	Texcap Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	53 contacts →
	Partial evidence “TexCap is an insurance experience on a whole new level.” Source: RevenueBase Database · checked Sep 17, 2026
8	C1 Insurance Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	36 contacts →
	Indirect evidence “C1 stands for “Clients First” which is the primary focus of our business.” Source: RevenueBase Database · checked Sep 17, 2026
9	Smith Anglin Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	33 contacts →
	Partial evidence “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Source: RevenueBase Database · checked Sep 17, 2026
10	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
11	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 17, 2026
12	Sleeper Sewell Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	25 contacts →
	Partial evidence “Sleeper Sewell Insurance provides financial and risk management services with consistent goals of protecting our client's balance sheet, earning ability, public image, employee…” Source: RevenueBase Database · checked Sep 17, 2026
13	Turtle Creek Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Source: RevenueBase Database · checked Sep 17, 2026
14	RTB Advisors	Partial evidence	Dallas, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 17, 2026
15	Spectrum Wealth Strategies	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Partial evidence “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Source: RevenueBase Database · checked Sep 17, 2026
16	Arkapital Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	11 contacts →
	Indirect evidence “We are a financial services firm specializing in serving high achieving professionals.” Source: RevenueBase Database · checked Sep 17, 2026
17	Olunna	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	201-500	11 contacts →
	Partial evidence “Olunna is a Dallas based life and health insurance agency.” Source: RevenueBase Database · checked Sep 17, 2026
18	Southwestern Benefit Designers	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “Empowering individuals and businesses with personalized health and life insurance solutions.” Source: RevenueBase Database · checked Sep 17, 2026
19	Fontana Financial Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	10 contacts →
	Partial evidence “Fontana Financial Planning - Simplifying Your Financial Success.” Source: RevenueBase Database · checked Sep 17, 2026
20	Apexium Financial LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Strong evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 17, 2026
21	Stonewater Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Source: RevenueBase Database · checked Sep 17, 2026
22	IVY Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 17, 2026
23	Strategic Wealth Planning	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization.” Source: RevenueBase Database · checked Sep 17, 2026
24	Munn Gray & Associates	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Source: RevenueBase Database · checked Sep 17, 2026
25	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” 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 131 insurance planning advisors based in Dallas, United States

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

As of Sep 17, 2026

31.2%Verified-email coverage

33.5Average contacts per company

1-10Median size (employees)

147.3%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

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 131 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 Dallas, 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 Dallas 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, 1,368 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 Dallas, United States?

RevenueBase identified 131 insurance planning advisors headquartered in Dallas, 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?

Integrity, headquartered in Dallas, 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 1,368 verified decision-maker contacts tracked across these 131 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.