Company lists · Data refreshed October 2026

Top 25 Insurance planning services based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 145 companies tracked

RevenueBase identified 145 company matches for insurance planning services associated with New York, United States as of October 2026 and tracks 8,510 professional contacts across them, including 3,764 with verified work emails. Across the United States, Houston is the largest hub for this category (180 companies); New York follows with 145.

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

145Companies

8,510Contacts tracked

3,764Verified emails

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The 25 largest insurance planning services based in New York, United States

Ranked by team size

Top 25 of 145 company matches for insurance planning services based in New York, 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	Nfp, An AON Company	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	5,001-10,000	4,359 contacts →
	Exact match “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	201-500	338 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Strategies For Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	201-500	261 contacts →
	Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Evertree Insurance	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	201-500	168 contacts →
	Exact match “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Winged Keel Group	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	51-200	155 contacts →
	Exact match “Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Oct 17, 2026	201-500	92 contacts →
	Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Founder Shield	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	51-200	74 contacts →
	Exact match “We’re a risk management partner for rapidly evolving, high-growth companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	American Business	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	51-200	45 contacts →
	Exact match “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Cambridge Insurance Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “We help clients financially protect what is most important in their lives; their family and their business.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	The Mogil Organization	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	23 contacts →
	Exact match “Since 1957, The Mogil Organization has offered a complete range of both corporate and personal insurance products to a wide range of businesses and families.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Honig Conte Porrino Insurance Agency, INC	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	18 contacts →
	Exact match “New York Insurance Brokerage \| Bring insurance into your trusted inner circle of advisors Our expert advisors help you navigate the nuances of insurance so you can make more…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Premier Consulting Partners	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “Premier Consulting Partners is a benefits consulting and financial services firm that offers a wide spectrum of financial products and services for both individuals and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	J.W. Allen Co., Inc.	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “Protecting Private Wealth Since 1928 Boutique private client insurance brokerage specializing in successful individuals and family offices.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Alliance Risk	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Alliance Risk Insurance Services LLC is a technology-driven, full-service independent insurance brokerage that is licensed in all 50 States and the District of Columbia…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Ashley Page Insurance Brokers	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Ashley Page is an award-winning international insurance broker with 50 years’ experience in providing innovative insurance solutions and risk management advice to our valued…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Imperity Insurance & Benefits Consulting	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “At Imperity, your future is our purpose.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Fields Group Insurance Services	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1-10	11 contacts →
	Exact match “Fields Group Insurance Services was founded by Adam Herfield with a clear vision-to provide the highest level of industry and product expertise and thoroughly deliver to each…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Duramerica Brokerage INC	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “DurAmerica Brokerage is an insurance agency and risk management firm with a focus on the needs of small to mid sized businesses.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	MBL Benefits Consulting	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “With over 20 years of experience, MBL Benefits is a consulting firm working with the most innovative companies across all industries, including Spotify, Bustle, Managed by Q…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Fidens Insurance Brokerage	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	51-200	8 contacts →
	Exact match “Our business has been built on exceptional knowledge and unique insight within the insurance industry while proudly maintaining the highest standards of professionalism.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Benefit Quest, INC	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match “Providers of Insurance and Employee Benefit Programs for corporations and professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	PRB Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match “Financial services firm specializing in Wealth Management, Risk Management and Corporate Benefits.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	The Omni Agency	Exact match	New York, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Omni's mission is to provide our customers with the best possible insurance solutions to meet their needs and help them protect what matters most.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	The Cody Group Inc. A Division Of Choice Financial Group	Exact match	New York, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “The Cody Group is a New York-based insurance brokerage.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Clearview Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “ClearView Financial Solutions was founded in 2015 by Paul Mass, a financial planner and industry veteran who has been providing guidance to executives and business owners since…” 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 145 insurance planning services based in New York, United States

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Insurance planning services based in New York, United States at a glance

As of Oct 17, 2026

44.2%Verified-email coverage

58.7Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 145 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 New York, 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 3,764 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 New York, United States?

RevenueBase identified 145 company matches for insurance planning services associated with New York, 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?

Nfp, An AON Company 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).

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 3,764 professional contacts with verified work emails tracked across these 145 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.