Company lists · Data refreshed November 2026

Top 25 Insurance planning services based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 93 companies tracked

RevenueBase identified 93 company matches for insurance planning services associated with Phoenix, United States as of November 2026 and tracks 650 professional contacts across them, including 234 with verified work emails. Across the United States, Houston is the largest hub for this category (208 companies); Phoenix has 93.

This list covers company matches for insurance planning services associated with Phoenix, 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 November 6, 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 Nov 6, 2026 How this list was built

93Companies

650Contacts tracked

234Verified emails

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

Ranked by team size

Top 25 of 93 company matches for insurance planning services based in Phoenix, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Transtar Insurance Brokers, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	51-200	64 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Hill & Usher Insurance & Surety	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “As trusted advisors to thousands of businesses and individuals throughout the nation, Hill & Usher's professional team of agents, account managers, support technicians, and other…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Reseco Group Holdings	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “We provide leading-edge products and exceptional service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Cohn Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	n/a	19 contacts →
	Exact match “Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Horizon Insurance Agency LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Since its founding in 1990, Horizon Insurance Agency has grown to become one of Arizona’s largest independent insurance agencies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Duvall Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Retirement Solutions & Insurance Protection” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Phoenix Insurance Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “Phoenix Insurance Group has over 25 years of experience providing insurance solutions to organizations and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Phoenix Health Insurance	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “Lynn Marble and the team at Phoenix Health Insurance specialize in helping Individuals, Families, Employers, and Medicare clients find the right plan for their needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Phocus Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Upside Insurance Services	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “UPSIDE Insurance Services is an independent insurance brokerage built on over 20 years of industry expertise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Phocus Companies	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	6 contacts →
	Exact match “PEACE OF MIND.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	CDS Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	6 contacts →
	Exact match “CDS Insurance Agency is a one stop shop for all your insurance needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Lumenasa Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Lumenasa Insurance Agency is a technology driven, full-service insurance advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	RP Ryan Insurance	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	5 contacts →
	Exact match “RP Ryan Insurance and Financial Services is an independent insurance agency designed to cater to the needs of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	PRO Financial Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Local Family Owned and Operated Insurance Agency taking a consultative approach to understanding your business or families protection needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Simplicit Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Simplicit Financial provides advanced insurance expertise to financial advisors, attorneys, CPAs and business planning professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Help YOU Insurance	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “Help You Insurance is an insurance company based out of 647 CAMINO DE LOS MARES, San Clemente, California, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Hassett Insurance, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Lucas Retirement Group	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “At Lucas Retirement Group we are dedicated to serving those in need of insurance, especially seniors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	1up Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	51-200	2 contacts →
	Exact match “1UP Financial is a leading financial services firm specializing in Indexed Universal Life, Fixed Indexed Annuities, 401k rollovers, and mortgage protection.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Samuel Insurance Agency	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “one-stop entity for Insurance and financial needs” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Hutchison Risk Management	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Welcome to Hutchison Risk Management, your trusted partner in insurance solutions for both business and personal needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Colorado Bankers Services - CBS	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	1 contacts →
	Exact match “Colorado Bankers Services Insurance (CBS) is one of the nation's most committed providers of critical illness, accident, final expense & a wide variety of other exceptional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	American Premier Insurance	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	11-50	1 contacts →
	Exact match “American Premier Insurance Agency is proud to serve the insurance needs of Mesa and all of AZ.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Vigilant Group, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Vigilant Group is an independent insurance agency with an unbiased approach.” Recorded in the RevenueBase company graph · Nov 6, 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 93 insurance planning services based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 234 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Nov 6, 2026

36.0%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 93 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 Phoenix, 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 234 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 November 6, 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 Phoenix, United States?

RevenueBase identified 93 company matches for insurance planning services associated with Phoenix, United States as of November 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?

Transtar Insurance Brokers, INC 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 208 company records, followed by New York (158) and Miami (146). Phoenix has 93.

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 234 professional contacts with verified work emails tracked across these 93 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 November 6, 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.