Company lists · Data refreshed October 2026

Top 25 Insurance planning services based in Columbia, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 52 companies tracked

RevenueBase identified 52 company matches for insurance planning services associated with Columbia, United States as of October 2026 and tracks 365 professional contacts across them, including 150 with verified work emails. Across the United States, Houston is the largest hub for this category (180 companies); Columbia has 52.

This list covers company matches for insurance planning services associated with Columbia, 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

52Companies

365Contacts tracked

150Verified emails

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The 25 largest insurance planning services based in Columbia, United States

Ranked by team size

Top 25 of 52 company matches for insurance planning services based in Columbia, 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	Turbeville Insurance Agency	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	51-200	52 contacts →
	Exact match “Turbeville Insurance Agency (TIA) is your trusted partner; an insurance agency with over 25 years of experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	TIG Advisors	Exact match	Columbia, MO, United StatesHQ recorded Oct 17, 2026	51-200	45 contacts →
	Exact match “Founded in Columbia, Missouri in 1898, TIG Advisors is an independent insurance agency interested in offering a unique one-on-one partnership to help our clients achieve financial…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	The Jacobs Company, INC	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	11-50	18 contacts →
	Exact match “As an independent, commercial insurance brokerage firm, The Jacobs Company has earned a reputation that is unparalleled in the industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Adams Eaddy & Associates	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	11-50	16 contacts →
	Exact match “Since 1980, Adams Eaddy & Associates has been the local, independent insurance agent for businesses in Columbia, S.C.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Metropolitan Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	1-10	15 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Haulers Insurance Company, INC	Exact match	Columbia, TN, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Murdock Insurance Group	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	1-10	11 contacts →
	Exact match “We exist to provide insurance options from real people for real life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Insurance Plus	Exact match	Columbia, MO, United StatesHQ recorded Oct 17, 2026	1-10	11 contacts →
	Exact match “Offering business and individual products and services for insurance and investments, we are ready to support our clients in whatever they may be facing.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Belman Klein Associates, LTD	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Belman Klein Associates recognizes that the insurance world is continuously challenged by shrinking margins, skeptical consumers and new regulatory landscapes.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Fulcrum Risk Solutions	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “Fulcrum Risk Solutions is an independent, full-service brokerage firm dedicated to providing holistic risk management and insurance strategies to our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Triada Advisors	Exact match	Columbia, IL, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Palmetto Insurance Group, LLC	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Palmetto Insurance Group, LLC is a full service insurance agency and employee benefits advisory firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Sauls Insurance Agency INC	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “We're a true family business-everyone here is family-and an Independent Insurance Agent, serving South Carolina's businesses and families since 1966.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Patuxent Insurance Group	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	11-50	6 contacts →
	Exact match “Patuxent Insurance Group is an Insurance company located in 10715 Charter Dr # S130, Columbia, Maryland, United States.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Wagener-Lee, Wealth Advisors LLC	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Offit Advisors	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Mcardle Insurance Agency	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “At The McArdle Agency we pride ourselves in providing you the kind of service that we expect to receive ourselves.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Davenport Insurance Solutions LLC	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Why Choose an Independent Insurance Agent?” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Insurance Company Advisors Group	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “At ICA Group, we want to put homeowners at ease knowing their insurance is providing a safe and secure future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Milestone Wealth Advisors David Grookett & Zach Coggins	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “David and Zach are committed to helping you pursue your long-term financial goals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Insurance Management Group, INC	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “As a full-service insurance agency and one of the largest employee benefits agencies in the Southeast, it’s our job to stay on top of the changing employee benefits landscape.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Capitol Metro Financial Services, INC	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Capitol Metro offers access to top-tier insurance carriers to make sure your clients have access to the best policies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Strategic Wealth Assurance	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Strategic Wealth Assurance is an independent insurance and financial planning firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Monarch Insurance Associates	Exact match	Columbia, MD, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “At Monarch Insurance Associates, our mission is to provide exceptional insurance solutions and personalized service to our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Dewees Insurance Partners	Exact match	Columbia, SC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “DeWees Insurance Partners offers consumers and businesses in South Carolina and Ohio choices when shopping for auto, home, life, health and business insurance.” 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 52 insurance planning services based in Columbia, United States

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Insurance planning services based in Columbia, United States at a glance

As of Oct 17, 2026

41.1%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 52 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 Columbia, 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 150 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 Columbia, United States?

RevenueBase identified 52 company matches for insurance planning services associated with Columbia, 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?

Turbeville Insurance Agency 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). Columbia has 52.

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 150 professional contacts with verified work emails tracked across these 52 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.