Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Omaha, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 60 companies tracked

RevenueBase identified 60 company matches for insurance planning advisors associated with Omaha, United States as of September 2026 and tracks 632 professional contacts across them, including 286 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Omaha has 60.

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

60Companies

632Contacts tracked

286Verified emails

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

Ranked by team size

Top 25 of 60 company matches for insurance planning advisors based in Omaha, 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	Senior Market Sales	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	501-1,000	295 contacts →
	Exact match “Senior Market Sales (SMS) in Omaha, Nebraska has marketed health, life, annuities, and other insurance products geared for the nation’s seniors from the same location since 1982.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Heritage Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	51-200	39 contacts →
	Exact match “Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Dodge Partners Insurance	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Dodge Partners Insurance is an independent insurance agency that offers business insurance, personal insurance and benefits plans in Omaha, Nebraska, and surrounding areas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Telos Actuarial, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Telos Actuarial offers custom solutions for all your Senior Market insurance product needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Unified Legacy Advisors	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Moylan Kropp	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Trusted Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Here at Trusted Wealth Partners, our sole focus is on helping our clients reach and maintain financial independence throughout multiple generations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	The ARK Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “The Ark Group is a national brokerage and benefits administration organization providing Life Insurance, Health Insurance, Annuities, employee benefits consulting, and Third Party…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Teckmeyer Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Nelson Murphy Insurance And Investments	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	The Premier Advisory Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “The Premier Advisory Group, LLC will create a comprehensive and personalized financial plan regarding asset allocation & risk, asset maximization, income planning, and retirement…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Trek Insurance Solutions	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Trek Insurance Solutions is one of America’s premier insurance companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Croker Group	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “Croker Group is a wealth management consulting and insurance solutions practice that works with you to dissect your overall portfolio to identify any inefficiencies and gaps.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Consortio Group LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Consortio is a Latin word for Partnership and we strive to be partners with: •Our Clients •Our Colleagues •Our Insurance Carriers To help our clients succeed.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Smart Insurance Solutions	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “The Smart Insurance Solutions® mission is to be an insurance agency that our clients can trust.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Legacy Insurance Group Focus Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “We are an independent insurance and financial planning agency.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Rick Young Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Universal Group LTD	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Formerly known as Loring & Company, Universal Group is an independent insurance agency, brokerage, and consulting company in Omaha, NE, founded in 1982.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Resolve Insurance	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “To Insure with RESOLVE is to take control of your everyday risk.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Owm, INC	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Clients come to us for guidance on changes throughout their lives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Lexus Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Lexus Wealth Advisors craft financial strategies that allow you to meet your objective of protecting and growing your money.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Leverage Planning	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “Most people who come to us are asking some version of the same question:"Do I have a real plan, or just a portfolio?" Leverage Planning is a retirement planning firm built for the…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Wiig-Codr & Associates LLC	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Wiig-Codr & Associates LLC is an insurance brokerage firm serving advisors selling Life, LTC, Med Supp, Disability, Health, Annuity, and Accident and Health Insurance Plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Keiser Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Turner Financial	Exact match	Omaha, NE, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Many clients face challenges when it comes to saving and building their retirement.” 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 25 of 60 insurance planning advisors based in Omaha, United States

See the full list, filter by size, metro and specialty, and access 286 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

45.3%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Omaha, so it is reported there. Company counts and contact totals on this page are exact for Omaha, over 60 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 Omaha, 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 286 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 Omaha, United States?

RevenueBase identified 60 company matches for insurance planning advisors associated with Omaha, 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?

Senior Market Sales 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). Omaha has 60.

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 286 professional contacts with verified work emails tracked across these 60 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.