Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 116 companies tracked

RevenueBase identified 116 company matches for insurance planning advisors associated with Scottsdale, United States as of September 2026 and tracks 808 professional contacts across them, including 267 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Scottsdale has 116.

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

116Companies

808Contacts tracked

267Verified emails

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

Ranked by team size

Top 25 of 116 company matches for insurance planning advisors based in Scottsdale, 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	Goldbook Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	51-200	81 contacts →
	Exact match “At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Touchstone Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	51-200	62 contacts →
	Exact match “Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Benefit Commerce Group, An Alera Group Company	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	51-200	55 contacts →
	Exact match “Benefit Commerce Group (BCG), an Alera Group Company, is a progressive and results-driven firm, focusing on employee benefits, commercial property & casualty, and retirement plan…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Freestone Insurance Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	35 contacts →
	Exact match “Freestone Insurance Group was founded to provide advisory services to clients managing their personal assets, corporate liability and employee workforce.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	345 Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “345 isn’t just our name, it’s our straightforward process, and the comprehensive plans that help empower our clients to build personalized strategies today, designed to allow them…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	One2one Wealth Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Jackson Roskelley Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “At Jackson/Roskelley Wealth Advisors, an independent and fee-based practice, we believe that asking thoughtful questions like this one can lead to thoughtful financial plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Vinity	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	KEY Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “About Us Key Wealth Management was founded with the vision of women empowering women.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Comprehensive Financial Planning and Wealth Management Services provided by Professionally Certified, Independent Financial Advisors including:* Wealth Management * Investments *…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Bcg's Property & Casualty Division	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “For over 100 years, Schwartz Insurance Agency has provided strategic consulting, risk management and insurance placement for businesses across the United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Raintree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	The Coverage PRO	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “Our promise is to provide exceptional service that exceeds your expectations while guiding you through the confusion of insurance coverage.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Grand Canyon Planning Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Evergreen Consulting And Financial Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Evergreen Consulting and Financial Management is an advisory team based out of Arizona that works with clients coast-to-coast to help them reach both their business and personal…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Evervest Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Blueprints For Tomorrow	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Blueprints For Tomorrow is a nationally recognized financial services company that specializes in business contingency/succession, key employee retention, and retirement planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	True Blue Life Insurance, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “From a customer’s perspective, True Blue Life Insurance is unique because of the agents you deal with and the process of obtaining your insurance policy.” 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 116 insurance planning advisors based in Scottsdale, United States

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

As of Sep 17, 2026

33.0%Verified-email coverage

7.0Average 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 Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 116 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 Scottsdale, 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 267 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 Scottsdale, United States?

RevenueBase identified 116 company matches for insurance planning advisors associated with Scottsdale, 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?

Goldbook Financial 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). Scottsdale has 116.

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 267 professional contacts with verified work emails tracked across these 116 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.