Company lists · Data refreshed October 2026

Top 25 Insurance planning services based in Boca Raton, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 59 companies tracked

RevenueBase identified 59 company matches for insurance planning services associated with Boca Raton, United States as of October 2026 and tracks 366 professional contacts across them, including 132 with verified work emails. Across the United States, Houston is the largest hub for this category (180 companies); Boca Raton has 59.

This list covers company matches for insurance planning services associated with Boca Raton, 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 October 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 Oct 17, 2026 How this list was built

59Companies

366Contacts tracked

132Verified emails

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The 25 largest insurance planning services based in Boca Raton, United States

Ranked by team size

Top 25 of 59 company matches for insurance planning services based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 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	Apple Insurance & Financial Services	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	51-200	52 contacts →
	Exact match “Apple Insurance & Financial Services is a full service insurance agency that has helped individuals and companies make informed decisions that create value and manage risk.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Seeman Holtz Property & Casualty	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	51-200	35 contacts →
	Exact match “At Seeman Holtz Property and Casualty, we believe in providing each individual with not only the right insurance, but with the right service to meet your needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	The Sena Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “We specialize in helping clients: • Eliminate coverage gaps • Reduce unnecessary premium costs • Protect assets and income • Build long-term risk strategies” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Priority Life	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	501-1,000	18 contacts →
	Exact match “Our mission at Priority Life, is to make the families we protect and the success of our agents our number 1 priority.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Burke, Bogart & Brownell INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Keystone Insurance Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Specializing in Homeowners, Auto and Commercial Insurance Keystone Insurance Group of Boca Raton invites you to discover why we are one of Florida’s top insurance agencies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Park & Associates INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “Our Agency is located in Boca Raton, Florida specializing in Business (Associations, Commercial Property, Preschools, Contractors, etc.), Auto, Home and various other insurance…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Great Harbor Insurance Services	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	201-500	11 contacts →
	Exact match “Great Harbor Insurance Services is a National Independent Insurance Agency with headquarters in Boca Raton, Florida and individual offices across the nation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Levi & Associates Insurance	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “As an established insurance brokerage company dating back to 1993, Levi & Associates offers the comprehensive, large scale coverage that businesses expect, while still providing a…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	AMG & Associates	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	8 contacts →
	Exact match “At AMG & Associates, we're not mere advisors; we are architects of affluence and strategists of your financial empire.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “The Bridge Group is a firm of experienced employee and personal financial professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Legacy Insurance Associates Unlimited, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “We are an Independent Insurance Agency located in Boca Raton, Florida with over 15 years experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Smart Choice Partners- FL	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Smart Choice Partners helps individuals, families, and businesses throughout Florida find insurance coverage that fits their needs, risks, and goals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	AGB Insurance	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “AGB Insurance Professionals has over 25 years industry experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Peck Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Innovators in insurance and risk management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Sirix Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Sirix Group is a full service independent insurance agency specializing in Risk Management Services, Property/Casualty Insurance products as well as Personal Lines Insurance in…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Fiorentino Insurance Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “Proudly located in Boca Raton Florida, Fiorentino Insurance Group is your leading local Florida Insurance Agency; dedicated to serving the diverse coverage needs of area…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Kirstein Insurance Agency	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Kirstein Insurance Services 4722 NW 2nd Ave C104 Boca Raton FL 33431” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	United Insurance Experts	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “UIE's Insurance professionals have over 25 years of experience in the insurance industry and our team of experts are ready to handle all your insurance needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Global Insurance Services INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Global Insurance Services, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Atlantic Coast Brokerage Services, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “ACBS Insurance Services is a nationally recognized independent insurance agency specializing in Retirement Planning, Medicare, and other insurance services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	AJG Health Agency	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “At AJG Health Agency, we are dedicated to ensuring your peace of mind when it comes to your health and well-being.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	The Life Insurance Professionals	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “As a Kingdom-Driven Life Insurance & Financial Strategist My view on life is simple: “Everyone matters, or no one matters.” My passion is FAMILY PROTECTION, because your life…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	The Life Insurance DR	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “The Life Insurance Dr, David Kottler, helps Americans leverage and maintain their life insurance policies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Eternal Insurance Agency	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Eternal Insurance Agency is here to provide you with life insurance, health and annuity policies that can keep your family taken care of for many years.” Recorded in the RevenueBase company graph · Oct 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 services”. 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 59 insurance planning services based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 132 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning services based in Boca Raton, United States at a glance

As of Oct 17, 2026

36.1%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 59 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 Boca Raton, United States whose business descriptions match “insurance planning services” 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 132 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 October 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning services are there based in Boca Raton, United States?

RevenueBase identified 59 company matches for insurance planning services associated with Boca Raton, United States as of October 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?

Apple Insurance & Financial Services 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 services?

Houston leads the United States with 180 company records, followed by New York (145) and Miami (119). Boca Raton has 59.

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 132 professional contacts with verified work emails tracked across these 59 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 October 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.