Company lists · Data refreshed September 2026

Top 24 Insurance planning advisors based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 193 companies tracked

RevenueBase identified 193 company matches for insurance planning advisors associated with New York, United States as of September 2026 and tracks 6,476 professional contacts across them, including 2,773 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for insurance planning advisors associated with New York, 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

193Companies

6,476Contacts tracked

2,773Verified emails

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The 24 largest insurance planning advisors based in New York, United States

Ranked by team size

Top 24 of 193 company matches for insurance planning advisors based in New York, 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	Equitable	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	5,001-10,000	3,090 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	264 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Chapter	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	166 contacts →
	Exact match “Chapter was founded to ensure that every American preserves their health, wealth, and purpose in retirement.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	95 contacts →
	Exact match “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	93 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Sep 17, 2026	201-500	86 contacts →
	Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	51 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	American Business	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	48 contacts →
	Exact match “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Cambridge Insurance Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “We help clients financially protect what is most important in their lives; their family and their business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	The Mogil Organization	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “Since 1957, The Mogil Organization has offered a complete range of both corporate and personal insurance products to a wide range of businesses and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Sentinel Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Tempus Financial Group, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Our mission is to help provide financial freedom to every client.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Sica Fletcher LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Sica \| Fletcher LLC was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $19 billion in insurance agency and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Honig Conte Porrino Insurance Agency, INC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “New York Insurance Brokerage \| Bring insurance into your trusted inner circle of advisors Our expert advisors help you navigate the nuances of insurance so you can make more…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	J.W. Allen Co., Inc.	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Protecting Private Wealth Since 1928 Boutique private client insurance brokerage specializing in successful individuals and family offices.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Premier Consulting Partners	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Premier Consulting Partners is a benefits consulting and financial services firm that offers a wide spectrum of financial products and services for both individuals and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Kilter Group	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Seasons Of Advice Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Imperity Insurance & Benefits Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “At Imperity, your future is our purpose.” 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 24 of 193 insurance planning advisors based in New York, United States

See the full list, filter by size, metro and specialty, and access 2,773 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning advisors based in New York, United States at a glance

As of Sep 17, 2026

42.8%Verified-email coverage

33.6Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

115

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 193 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 New York, 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 2,773 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 New York, United States?

RevenueBase identified 193 company matches for insurance planning advisors associated with New York, 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?

Equitable 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).

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 2,773 professional contacts with verified work emails tracked across these 193 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.