Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Louisville, United States

RevenueBase identified 45 insurance planning advisors headquartered in Louisville, United States as of September 2026 and tracks 319 professional contacts across them, including 158 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Louisville, 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
45Companies
319Contacts tracked
158Verified emails
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The 25 largest insurance planning advisors based in Louisville, United States

Ranked by team size
Top 25 of 45 insurance planning advisors based in Louisville, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-5047 contacts →

Partial evidence

“Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-5031 contacts →

Partial evidence

“At BIG, we provide customized insurance and financial services that fit your personal or company's needs.”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-5026 contacts →

Indirect evidence

“We build relationships and deliver solutions.”

Source: RevenueBase Database · checked Sep 17, 2026
4Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-5015 contacts →

Partial evidence

“Commonwealth Insurance Partners, based in downtown Louisville, Kentucky, was founded with the goal of serving you, your family and your company’s needs with customized insurance…”

Source: RevenueBase Database · checked Sep 17, 2026
5Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-509 contacts →

Partial evidence

“Through careful planning, we help you set financial goals, anticipate obstacles, overcome challenges, pursue dreams, and prepare for valuable opportunities.”

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-109 contacts →

Indirect evidence

“CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals?”

Source: RevenueBase Database · checked Sep 17, 2026
7Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-109 contacts →

Indirect evidence

“Equipping people to lead better financial lives.”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-109 contacts →

Indirect evidence

“Everyone has their own idea of what financial freedom means.”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-108 contacts →

Indirect evidence

“Life doesn’t move in straight lines, and your financial plan shouldn’t either.”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-508 contacts →

Indirect evidence

“We are RISE Partners.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-107 contacts →

Partial evidence

“WE ARE FAMILY WEALTH STRATEGIES As an independent financial services firm, we help individuals design customized retirement strategies using a blend of investment and insurance…”

Source: RevenueBase Database · checked Sep 17, 2026
12Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-107 contacts →

Partial evidence

“Phil Brown Insurance Agency provides insurance and employee benefits brokerage services to employers and individuals.”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-106 contacts →

Partial evidence

“Financial planning, asset protection for seniors.”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“Your financial goals are our priority.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-505 contacts →

Indirect evidence

“We are passionate about knowing you better, so you can spend your life in the areas you enjoy.”

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals.”

Source: RevenueBase Database · checked Sep 17, 2026
17Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-505 contacts →

Indirect evidence

“We specialize in making complex financial decisions simpler and easier for you.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-504 contacts →

Indirect evidence

“Our well-established team of financial professionals represents many areas of expertise and a wide range of industry experience, we share a common commitment to the highest of…”

Source: RevenueBase Database · checked Sep 17, 2026
19Strong evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-104 contacts →

Strong evidence

“Financial Advisors Retirement Plans Investments Insurance

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“Lightpath Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom…”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-103 contacts →

Partial evidence

“We know insurance can be stressful and sometimes overwhelming.”

Source: RevenueBase Database · checked Sep 17, 2026
22Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-103 contacts →

Partial evidence

“We collaborate with individuals and families to create a financial plan that will affirm their investments and insurance coverages (including life, disability income and long-term…”

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-102 contacts →

Partial evidence

Planning for retirement can be unsettling.”

Source: RevenueBase Database · checked Sep 17, 2026
24Partial evidenceLouisville, KY, United StatesHQ checked Sep 17, 202611-502 contacts →

Partial evidence

“Wanda Bastert with Finish Line Financial LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and…”

Source: RevenueBase Database · checked Sep 17, 2026
25Indirect evidenceLouisville, KY, United StatesHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 45 insurance planning advisors based in Louisville, United States

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

As of Sep 17, 2026
49.5%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
428.9%Largest-city concentration · New York
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
14
51-200
4

Email recency for this list is measured across the whole United States list rather than for Louisville, so it is reported there. Company counts and contact totals on this page are exact for Louisville, over 45 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 Louisville, 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 Louisville 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, 158 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 Louisville, United States?

RevenueBase identified 45 insurance planning advisors headquartered in Louisville, 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?

Insuramax, headquartered in Louisville, 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 158 verified decision-maker contacts tracked across these 45 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.