Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Miami, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 97 companies tracked

RevenueBase identified 97 insurance planning advisors headquartered in Miami, United States as of September 2026 and tracks 723 professional contacts across them, including 192 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Miami, 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

97Companies

723Contacts tracked

192Verified emails

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

Ranked by team size

Top 25 of 97 insurance planning advisors based in Miami, 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	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	119 contacts →
	Indirect evidence “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Source: RevenueBase Database · checked Sep 17, 2026
2	Guerra Wealth Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	67 contacts →
	Indirect evidence “Formerly known as Guerra Financial Group.” Source: RevenueBase Database · checked Sep 17, 2026
3	United Financial Consultants	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	34 contacts →
	Partial evidence “United Financial Consultants is a privately held life and health insurance brokerage services company established in 1982.” Source: RevenueBase Database · checked Sep 17, 2026
4	Bruce Gendelman Company, INC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	30 contacts →
	Indirect evidence “In 1983, Bruce Gendelman established his agency with a unique perspective: “The client’s interests are paramount.” The agency has a staff of over 55 professionals, who serve the…” Source: RevenueBase Database · checked Sep 17, 2026
5	MAX Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 17, 2026
6	Producers Financial Group	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	16 contacts →
	Indirect evidence “At Producers Financial Group, we are dedicated to providing comprehensive solutions for life’s most important milestones.” Source: RevenueBase Database · checked Sep 17, 2026
7	Passerelle Partners	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Strong evidence “Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.” Source: RevenueBase Database · checked Sep 17, 2026
8	Private Client Group, LLC	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…” Source: RevenueBase Database · checked Sep 17, 2026
9	Regis Financial Partners, LLC	Strong evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “The mission of Regis Financial Partners, LLC is to serve the diverse needs of life insurance professionals and other advisors operating in across affluent, business, and…” Source: RevenueBase Database · checked Sep 17, 2026
10	ABC Health Consultants	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	11 contacts →
	Partial evidence “ABC Health Consultants is an Independent Health & Life Insurance agency.” Source: RevenueBase Database · checked Sep 17, 2026
11	PGS Consulting Group	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	9 contacts →
	Indirect evidence “Consultants in protection of the family patrimony, with more than 30 years of experience.” Source: RevenueBase Database · checked Sep 17, 2026
12	Morris & Reynolds Insurance	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	8 contacts →
	Partial evidence “Originally founded in 1950, in business for over six decades, Morris & Reynolds is one of America's largest and oldest privately held independent insurance agencies, based in…” Source: RevenueBase Database · checked Sep 17, 2026
13	Continental Property & Casualty INC	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Indirect evidence “OUR MISSION.” Source: RevenueBase Database · checked Sep 17, 2026
14	Sophós Advisors	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “We are an independent group integrating specialized life insurance solutions, property and casualty, and captive insurance programs.” Source: RevenueBase Database · checked Sep 17, 2026
15	MAX Value Insurance Group	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “Multi-Line, Multi-State Brokers.” Source: RevenueBase Database · checked Sep 17, 2026
16	Brokerage Insurance Consultants, A HUB International Company	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Brokerage Insurance Consultants was founded in South Florida in 1997.” Source: RevenueBase Database · checked Sep 17, 2026
17	Total Protection	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	6 contacts →
	Partial evidence “Total Protection, powered by Kuorum Partners Wealth, is a pioneering organization dedicated to redefining the insurance and financial services landscape.” Source: RevenueBase Database · checked Sep 17, 2026
18	Alliance International Advisors	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Indirect evidence “Un equipo de profesionales dispuestos a escuchar y ofrecer la mejor asesoría para proteger patrimonios.” Source: RevenueBase Database · checked Sep 17, 2026
19	Camerondowning	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Each individual, family, or business owner has a unique set of values, lifestyle choices, and goals.” Source: RevenueBase Database · checked Sep 17, 2026
20	Contador Miami	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	201-500	4 contacts →
	Indirect evidence “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Source: RevenueBase Database · checked Sep 17, 2026
21	Elite International Consultants	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Health Insurance - Life Insurance - Special Risks Insurance Elite International Consultants began with the initiative of Eufracio Gelves, a specialist with more than 27 years of…” Source: RevenueBase Database · checked Sep 17, 2026
22	GIL & Associates Insurance Consultants, INC	Partial evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “At Gil & Associates Insurance Consultants we do not just want to sell you insurance, we are interested in building a long term relationship to ensure mutual personal and business…” Source: RevenueBase Database · checked Sep 17, 2026
23	Life Flex RE	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Indirect evidence “Nuestro compromiso es brindar protección personalizada y asesoramiento especializado, destacándonos en la gestión eficiente de riesgos y la satisfacción del cliente.” Source: RevenueBase Database · checked Sep 17, 2026
24	Silverman Financial HUB	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Silverman Financial is a financial services company based out of 9100 S Dadeland Blvd # 1603, Miami, Florida, United States.” Source: RevenueBase Database · checked Sep 17, 2026
25	ACE Financial Group	Strong evidence	Miami, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “We work with individuals and businesses to find the best solutions for benefits planning as well as life, disability, and long-term care insurance.” 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 97 insurance planning advisors based in Miami, United States

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

As of Sep 17, 2026

26.6%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

199.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 97 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 Miami, 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 Miami 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, 192 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 Miami, United States?

RevenueBase identified 97 insurance planning advisors headquartered in Miami, 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?

NPC Financial, headquartered in Miami, 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 192 verified decision-maker contacts tracked across these 97 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.