Company lists · Data refreshed September 2026
Top 19 Insurance planning advisors based in Lafayette, United States
RevenueBase identified 32 insurance planning advisors headquartered in Lafayette, United States as of September 2026 and tracks 243 professional contacts across them, including 55 with verified work emails. New York is the largest hub.
This list covers insurance planning advisors headquartered in Lafayette, 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.
The 19 largest insurance planning advisors based in Lafayette, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 25 contacts → | ||||
Strong evidence “Founded in 1965, Sitzmann Morris & Lavis Insurancy Agency (SML) is an advisory company wholly owned by Brown & Brown Insurance, the nation's 7th largest brokerage firm.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 contacts → | ||||
Partial evidence “When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 8 contacts → | ||||
Indirect evidence “As full service financial planners, working with us means digging in deep to discover what your unique set of needs are.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 5 contacts → | ||||
Strong evidence “Gettings Reed Financial is a comprehensive Financial Planning firm providing investment management services to individuals and families including retirement, estate, and insurance…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 contacts → | ||||
Indirect evidence “Mt.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Strong evidence “At BCM, we work with financial planning and advisory clients who have or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “Let our experienced professionals find the right coverage for you and your family or your business needs.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Traditional methods of creating retirement wealth are used by the majority of brokers, but there are much better ways to manage money today.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “For many, our largest investment asset is our 401(k) or other workplace account, but finding good personal and local advice or help managing it can be challenging.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “OUR MISSION: We are in this business to advise and educate you through personalized financial strategies and investments.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Today's investment climate offers unprecedented opportunities, but at the same time, can seem dauntingly complex.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Carrier Wealth Management is a firm founded by M.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Comprehensive Financial Planning” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “At Heritage Wealth Management, we customize financial plans that are based on you and what you hope to accomplish.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “Our Mission at Q4 Advisors is to help individuals and business owners Win the Financial Game of Life.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Providing comprehensive financial planning, organization and implementation to individuals and families, with a speciality in public and private company executive compensation…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “BlueSafe Financial was founded by Jeff Gasaway, MBA.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Twenty Oak Financial Partners is an independent financial services firm founded in 2020 by longtime friends and business partners Cody Delcambre, Karl Hector, and Michael…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
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 19 of 32 insurance planning advisors based in Lafayette, United States
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Insurance planning advisors based in Lafayette, United States at a glance
As of Sep 17, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Lafayette, so it is reported there. Company counts and contact totals on this page are exact for Lafayette, over 32 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 Lafayette, 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 Lafayette 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, 55 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
- Insurance planning advisors in New York193
- Insurance planning advisors in Houston175
- Insurance planning advisors in Atlanta139
- Insurance planning advisors in Dallas131
- Insurance planning advisors in Scottsdale116
- Insurance planning advisors in San Diego108
- Insurance planning advisors in Charlotte105
- Insurance planning advisors in Chicago100
- Insurance planning advisors in Miami97
- Insurance planning advisors in Tampa92
- Insurance planning advisors in Austin90
- Insurance planning advisors in San Antonio88
- Insurance planning advisors in Denver81
- Insurance planning advisors in Phoenix78
- Insurance planning advisors in Los Angeles73
- Insurance planning advisors in Las Vegas70
- Insurance planning advisors in Indianapolis68
- Insurance planning advisors in Columbus66
- Insurance planning advisors in Irvine66
- Insurance planning advisors in Raleigh64
- Insurance planning advisors in Boca Raton62
- Insurance planning advisors in Cincinnati60
- Insurance planning advisors in Omaha60
- Insurance planning advisors in Columbia59
- Insurance planning advisors in Jacksonville58
- Insurance planning advisors in Orlando58
- Insurance planning advisors in Portland56
- Insurance planning advisors in Fort Lauderdale55
- Insurance planning advisors in Overland Park55
- Insurance planning advisors in Fort Worth51
- Insurance planning advisors in Rochester51
- Insurance planning advisors in Greenville50
- Insurance planning advisors in Newport Beach50
- Insurance planning advisors in Pittsburgh50
- Insurance planning advisors in Springfield49
- Insurance planning advisors in Tulsa49
- Insurance planning advisors in Grand Rapids48
- Insurance planning advisors in Boston46
- Insurance planning advisors in Plano46
- Insurance planning advisors in Troy46
- Insurance planning advisors in Louisville45
- Insurance planning advisors in San Francisco45
- Insurance planning advisors in Minneapolis44
- Insurance planning advisors in Richmond43
- Insurance planning advisors in Birmingham42
- Insurance planning advisors in Knoxville41
- Insurance planning advisors in Seattle41
- Insurance planning advisors in Lincoln40
- Insurance planning advisors in Nashville39
- Insurance planning advisors in Colorado Springs38
- Insurance planning advisors in Madison38
- Insurance planning advisors in Melville38
- Insurance planning advisors in Wilmington38
- Insurance planning advisors in Salt Lake City36
- Insurance planning advisors in Charleston35
- Insurance planning advisors in Lexington35
- Insurance planning advisors in Naples35
- Insurance planning advisors in Tucson35
- Insurance planning advisors in Sarasota34
- Insurance planning advisors in Pasadena33
- Insurance planning advisors in Rockville33
- Insurance planning advisors in San Jose33
- Insurance planning advisors in Virginia Beach33
- Insurance planning advisors in Brentwood32
- Insurance planning advisors in Greensboro32
- Insurance planning advisors in Lafayette32
- Insurance planning advisors in Albuquerque31
- Insurance planning advisors in Bellevue31
- Insurance planning advisors in Cleveland31
- Insurance planning advisors in Frisco30
- Insurance planning advisors in Oklahoma City29
- Insurance planning advisors in Roseville29
- Insurance planning advisors in Sacramento29
- Insurance planning advisors in Buffalo28
- Insurance planning advisors in Englewood28
- Insurance planning advisors in Franklin28
- Insurance planning advisors in Philadelphia28
- Insurance planning advisors in Alpharetta27
- Insurance planning advisors in Greenwood Village27
- Insurance planning advisors in Marietta27
- Insurance planning advisors in Southfield27
- Insurance planning advisors in St. Louis27
- Insurance planning advisors in Baton Rouge26
- Insurance planning advisors in Bethesda26
- Insurance planning advisors in Jackson26
- Insurance planning advisors in Reno26
- Insurance planning advisors in Worcester26
- Insurance planning advisors in Fort Collins25
- Insurance planning advisors in Fort Wayne25
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 Lafayette, United States?
RevenueBase identified 32 insurance planning advisors headquartered in Lafayette, 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?
Sitzmann Morris & Lavis Insurance Agency, headquartered in Lafayette, 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 55 verified decision-maker contacts tracked across these 32 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.
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