Company lists · Data refreshed September 2026

Top 15 Insurance planning advisors based in Fort Wayne, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 25 companies tracked

RevenueBase identified 25 company matches for insurance planning advisors associated with Fort Wayne, United States as of September 2026 and tracks 265 professional contacts across them, including 116 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Fort Wayne has 25.

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

25Companies

265Contacts tracked

116Verified emails

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The 15 largest insurance planning advisors based in Fort Wayne, United States

Ranked by team size

Top 15 of 25 company matches for insurance planning advisors based in Fort Wayne, 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	Howard Bailey Financial, INC	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	11-50	41 contacts →
	Exact match “Howard Bailey’s mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Advocate Financial Life & Health Brokerage	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	11-50	40 contacts →
	Exact match “Advocate Financial Life & Health Brokerage is an agent's #1 Advocate.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Summit Financial Group	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	11-50	39 contacts →
	Exact match “Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	The Dehayes Group	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	51-200	33 contacts →
	Exact match “Our mission is "Exceeding Expectations….” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Reynolds Wealth Management	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Working with any of our advisors means you are working with our entire team.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Health Insurance Shop, INC	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “We handle all types of individual and business life/health insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Troyer Retirement	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Everything Changes In Retirement!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Palladium Group	Exact match	Fort Wayne, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Your clients have trusted you with their financial plan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Summit Consultants, INC	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Encompassing the many facets of sound, comprehensive financial planning, our knowledgeable and experienced team of advisors strives to create a relationship with our clients that…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	D.R. Financial Group INC	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Have you asked one question and received three different answers from your Financial Advisor, Accountant, and Attorney?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Scherer Capital Management	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Zachary T.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Evertrue Financial Services	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Helping educators and healthcare professionals save, invest, and plan so they can achieve their retirement dreams.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Luminary Wealth	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Luminary Wealth provides you with a pathway to financial security while navigating all of life's transitions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Yoder Insurance Solutions	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Yoder Insurance Solutions offers clients the best possible protection for their health and life insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Gilbert Wealth	Exact match	Fort Wayne, IN, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Gilbert Wealth serves individuals and small business owners through comprehensive financial planning and investment management services.” 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 15 of 25 insurance planning advisors based in Fort Wayne, United States

See the full list, filter by size, metro and specialty, and access 116 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning advisors based in Fort Wayne, United States at a glance

As of Sep 17, 2026

43.8%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Fort Wayne, so it is reported there. Company counts and contact totals on this page are exact for Fort Wayne, over 25 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 Fort Wayne, 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 116 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 Fort Wayne, United States?

RevenueBase identified 25 company matches for insurance planning advisors associated with Fort Wayne, 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?

Howard Bailey Financial, INC 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). Fort Wayne has 25.

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 116 professional contacts with verified work emails tracked across these 25 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.

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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 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.