Company lists · Data refreshed October 2026

Top 25 Insurance planning services based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 117 companies tracked

RevenueBase identified 117 company matches for insurance planning services associated with Dallas, United States as of October 2026 and tracks 17,507 professional contacts across them, including 10,587 with verified work emails. Across the United States, Houston is the largest hub for this category (180 companies); Dallas has 117.

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

117Companies

17,507Contacts tracked

10,587Verified emails

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

Ranked by team size

Top 25 of 117 company matches for insurance planning services based in Dallas, 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	Lockton	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	10001+	14,330 contacts →
	Exact match “What makes Lockton stand apart is also what makes us better: independence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Integrity	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	5,001-10,000	1,566 contacts →
	Exact match “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Swingle Collins & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	182 contacts →
	Exact match “In 1982, Swingle Collins & Associates was formed with the goal of serving this vital, thriving middle-market of entrepreneurial and family-owned businesses.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Rhsb Insurance	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	90 contacts →
	Exact match “RHSB is an insurance brokerage firm with a rich history spanning 80 years.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Dexter & Company	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	66 contacts →
	Exact match “As Dallas' second oldest company, our 150+ years of experience show more than just credibility - they demonstrate our relationship-driven commitment to excellence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Texcap Insurance	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	51 contacts →
	Exact match “TexCap is an insurance experience on a whole new level.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	C1 Insurance Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	38 contacts →
	Exact match “C1 stands for “Clients First” which is the primary focus of our business.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Champion Commercial Insurance Agency, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	32 contacts →
	Exact match “Champion Commercial Insurance was founded in 1997 by Bruce Sams to provide comprehensive risk analysis and tailored insurance solutions to the business community.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Sleeper Sewell Insurance	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	26 contacts →
	Exact match “Sleeper Sewell Insurance provides financial and risk management services with consistent goals of protecting our client's balance sheet, earning ability, public image, employee…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Ragland, Strother & Lafitte Insurance Advisors	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	25 contacts →
	Exact match “Ragland Strother & Lafitte is an independent insurance brokerage, specializing in personal and commercial insurance and risk management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Sharpe LAW Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	23 contacts →
	Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Artemis Risk Solutions, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	16 contacts →
	Exact match “Why Artemis?” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Southern Plains Insurance Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	14 contacts →
	Exact match “Southern Plains Insurance Group is an insurance broker for group health insurance, individual and family plans, and Medicare plans.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Fairway Partners	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	13 contacts →
	Exact match “In business for over 20 years, Fairway Partners is a leading boutique Insurance and Employee Benefits Broker and Advisor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Rekerdres & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Rekerdres & Associates began in 1986 with an ideal that holds true in every thing we do.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Risk Agency	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Founded in 2016, our vision was simple: Make commercial insurance more accessible, more efficient, and more valuable to both businesses and the professionals who serve them.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Benefitcorp	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “ONE SOURCE.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Southwestern Benefit Designers	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Empowering individuals and businesses with personalized health and life insurance solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Insurance Designers Of Dallas	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “Insurance Designers has relationships with virtually every significant provider of insurance and all the professional organizations in our industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Olunna	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	201-500	10 contacts →
	Exact match “Olunna is a Dallas based life and health insurance agency.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Howell Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “Danny Howell with Howell Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Benefit Resource Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “Benefit Resource Group is a full-service independent insurance brokerage firm dedicated to providing tailored solutions for health, life, property, and business insurance.**We…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	DSM Insurance	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “Commercial Insurance & Risk Management” 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 117 insurance planning services based in Dallas, United States

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

As of Oct 17, 2026

60.5%Verified-email coverage

149.6Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 117 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 Dallas, 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 10,587 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 Dallas, United States?

RevenueBase identified 117 company matches for insurance planning services associated with Dallas, 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?

Lockton 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). Dallas has 117.

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 10,587 professional contacts with verified work emails tracked across these 117 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.