Company lists · Data refreshed September 2026

Top 23 Insurance planning advisors based in Plano, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 46 companies tracked

RevenueBase identified 46 company matches for insurance planning advisors associated with Plano, United States as of September 2026 and tracks 370 professional contacts across them, including 74 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Plano has 46.

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

46Companies

370Contacts tracked

74Verified emails

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The 23 largest insurance planning advisors based in Plano, United States

Ranked by team size

Top 23 of 46 company matches for insurance planning advisors based in Plano, 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	Legacy Consulting Group	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Cambridge Insurance Agency, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “Cambridge Insurance Agency is a personal insurance agency located in Plano, Tx.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Frazier Wealth Strategies, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Today, the vast majority of people are troubled and confused about the economy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Valorous Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Valorous Advisors is an independent advisory firm focused on designing and managing smart, efficient retirement programs for companies and individuals and their families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Trusted Insurance Partners LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Trusted Insurance Partners LLC provides insurance products to families and businesses to protect them from the worst case scenario.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Interlinc Financial Advisors, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Cain Financial Solutions	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “When you enter Cain Financial Solutions, LLC, judgment is left at the door and a friendly table awaits, ready to work.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	CMG Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Guardian Financial Group	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “We believe ministers who spend their lives serving others deserve a secure retirement.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Integrated Financial Solutions Group	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Harrington Insurance Solutions, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	51-200	4 contacts →
	Exact match “Health, Life, Dental and Vision, Disability, or General Insurance Inquiries?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Provident Financial Planning	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Our investment, tax, and estate planning advisors help successful families align their financial strategies to grow wealth, minimize taxes, and steward a lasting legacy across…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Legacy Wealth Planner, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Legacy Wealth Planner creates customized financial plans for each and every client.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Willow Bend Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Our goal is to help you take a proactive approach to your personal financial situation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	The Wealth Woman	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “Mary Lyons, The Wealth Woman, is a nationwide leader in the financial services industry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Sunny DAY Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Tyme Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are a value oriented boutique wealth advisory and consulting firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Bell & Valente Wealth Services	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Safe Landing Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Safe Landing Financial helps pre-retirees, tech professionals, and Dell employees plan for a work-optional future.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Surely NOW	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At Surely Now, we focus on developing deep and lasting relationships with our customers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Smarter Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Mosaic Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “We provide simple solutions for complex finances.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Russon Benefits	Exact match	Plano, TX, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “An independent insurance agency specializing in Small Business Employee Benefits as well as individual insurance.” 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 23 of 46 insurance planning advisors based in Plano, United States

See the full list, filter by size, metro and specialty, and access 74 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

20.0%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Plano, so it is reported there. Company counts and contact totals on this page are exact for Plano, over 46 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 Plano, 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 74 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 Plano, United States?

RevenueBase identified 46 company matches for insurance planning advisors associated with Plano, 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?

Legacy Consulting Group 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). Plano has 46.

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 74 professional contacts with verified work emails tracked across these 46 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.