Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Tampa, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 92 companies tracked

RevenueBase identified 92 insurance planning advisors headquartered in Tampa, United States as of September 2026 and tracks 3,662 professional contacts across them, including 2,020 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Tampa, 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

92Companies

3,662Contacts tracked

2,020Verified emails

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

Ranked by team size

Top 25 of 92 insurance planning advisors based in Tampa, 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	The Baldwin Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,376 contacts →
	Strong evidence “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Source: RevenueBase Database · checked Sep 17, 2026
2	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 17, 2026
3	Baldwin Risk Partners	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1,001-5,000	32 contacts →
	Partial evidence “BRP Group, Inc.(NASDAQ: BRP) is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give our clients the peace…” Source: RevenueBase Database · checked Sep 17, 2026
4	Financially Fluent	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	51-200	25 contacts →
	Partial evidence “We are a nationwide insurance brokerage and marketing firm who focuses on providing financial literacy and security to our clients as well as lead generation and consulting…” Source: RevenueBase Database · checked Sep 17, 2026
5	Adcock Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	21 contacts →
	Indirect evidence “For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.” Source: RevenueBase Database · checked Sep 17, 2026
6	Northbridge Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “Northbridge Financial Group is a financial services company that offers comprehensive and customized financial plans with a specialty in Asset Protection.” Source: RevenueBase Database · checked Sep 17, 2026
7	LLIS	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “Insurance is all we do.” Source: RevenueBase Database · checked Sep 17, 2026
8	ALL Seasons Wealth	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.” Source: RevenueBase Database · checked Sep 17, 2026
9	Taylor Financial	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “A full comprehensive financial planning firm” Source: RevenueBase Database · checked Sep 17, 2026
10	Sickle Hunter Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 17, 2026
11	Signature Financial Solutions	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	51-200	8 contacts →
	Strong evidence “We design customized financial strategies to improve your life, including- Financial Planning - Investments - Insurance Our affiliated advisors collectively serve households…” Source: RevenueBase Database · checked Sep 17, 2026
12	ONE Team Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “As a provider for your family, it is natural to feel the responsibility of protecting your family’s financial future.” Source: RevenueBase Database · checked Sep 17, 2026
13	Principal Financial Network Of West Central Florida	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	51-200	7 contacts →
	Indirect evidence “The Principal® Financial Network of West Central Florida is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®.” Source: RevenueBase Database · checked Sep 17, 2026
14	Homefront Insurance	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “Headquartered in Tampa, FL, HomeFront offers insurance solutions that make it easy to buy and manage comprehensive coverage for your lifestyle and financial situation.” Source: RevenueBase Database · checked Sep 17, 2026
15	Cassedy Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence “Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.” Source: RevenueBase Database · checked Sep 17, 2026
16	Mdrn Insurance	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “At MDRN Insurance, not only do we understand insurance, but we have a deep knowledge of how insurance fits into your life and your overall financial picture.” Source: RevenueBase Database · checked Sep 17, 2026
17	Bella Hermida Valiente, PA	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 17, 2026
18	Health IQ Insurance Agency	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “We serve as an insurance brokerage.” Source: RevenueBase Database · checked Sep 17, 2026
19	Illumination Insurance Agency	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “We offer a wide array of insurance products for Personal and Business Lines in Property & Casualty, Life & Health Insurance, Retirement, Tax-smart Savings and College Funding.” Source: RevenueBase Database · checked Sep 17, 2026
20	GCM Insurance & Risk Management Advisors, LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “GCM INSURANCE & RISK MANAGEMENT ADVISORS, LLC Office: 1726 E.” Source: RevenueBase Database · checked Sep 17, 2026
21	Finppass Financial Stewardship	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Behind every financial decision is a story, about security, fear, identity, and what truly matters.” Source: RevenueBase Database · checked Sep 17, 2026
22	Lovett Financial, INC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Lovett Financial is a one-stop shop for all life licensed agents/advisors.” Source: RevenueBase Database · checked Sep 17, 2026
23	Cornerstone Innovative Solutions	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “CornerStone Innovative Solutions is a premier business consult for all your insurance needs.” Source: RevenueBase Database · checked Sep 17, 2026
24	Suncoast Investment Services	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	11-50	2 contacts →
	Indirect evidence “When you’re making important financial decisions you want sound, personalized advice from someone who knows you.” Source: RevenueBase Database · checked Sep 17, 2026
25	Oracle Insurance Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Insurance shouldn't be complicated.” 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 92 insurance planning advisors based in Tampa, United States

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

As of Sep 17, 2026

55.2%Verified-email coverage

39.8Average contacts per company

1-10Median size (employees)

209.8%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 92 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 Tampa, 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 Tampa 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, 2,020 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 Tampa, United States?

RevenueBase identified 92 insurance planning advisors headquartered in Tampa, 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?

The Baldwin Group, headquartered in Tampa, 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 2,020 verified decision-maker contacts tracked across these 92 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.