Company lists · Data refreshed October 2026

Top 25 Life insurance advisors based in Boston, United States

Name: Life insurance advisors based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 47 companies tracked

RevenueBase identified 47 company matches for life insurance advisors associated with Boston, United States as of October 2026 and tracks 6,366 professional contacts across them, including 560 with verified work emails. Across the United States, Houston is the largest hub for this category (202 companies); Boston has 47.

This list covers company matches for life insurance advisors associated with Boston, 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

47Companies

6,366Contacts tracked

560Verified emails

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The 25 largest life insurance advisors based in Boston, United States

Ranked by team size

Top 25 of 47 company matches for life insurance advisors based in Boston, 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	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	501-1,000	504 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	51-200	217 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Financial Architects Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	40 contacts →
	Exact match “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Ironside Insurance Group	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	37 contacts →
	Exact match “Ironside Insurance Group was founded in 2012 in downtown Boston’s financial district and has grown to become an insurance industry leader.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Cleary Insurance, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	37 contacts →
	Exact match “Cleary Insurance is a full service insurance agency offering a complete spectrum of products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Omni Wealth Management, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	17 contacts →
	Exact match “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Blueprint Income	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “Blueprint Income is building a better way to save and plan for retirement, we are your one stop shop for all good things annuity.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Wealth Effects	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	The Smith Companies, Ltd., A Capitas Financial Partner	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Investara	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “Through our specialized divisions, CreditUnlocked™, Investara Advisory, and Investara Research, we help organizations and communities build the knowledge, strategies, and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Sconset Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “We provide innovative solutions using world-class insurance services and internationally recognized investment products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Thomas Brady & Associates	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	6 contacts →
	Exact match “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Raskin Planning Group	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Patience Noah Insurance	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “At Patience Noah Insurance we work hard to build a trusted relationships with our customers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	T. A. Holland & CO	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Bender Hatch Insurance	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “Delano Insurance Services is now Bender Hatch Insurance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Walter Kwan Insurance Agency, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Auto, Home, Business, Life” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Bolvin Wealth Management Group	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Nicholas A. Papakyrikos CPA PC	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “We are the GPS to your Business Success!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Kastel Capital Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Money is personal.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	The Kaleel Company, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “From the day you are born, life brings a steady stream of changes.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Life Insurance Strategies Group	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “We help our clients navigate the complex world of life insurance for high net worth individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Bush & Company	Exact match	Boston, MA, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about.” 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 “life insurance advisors”. 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 47 life insurance advisors based in Boston, United States

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Life insurance advisors based in Boston, United States at a glance

As of Oct 17, 2026

8.8%Verified-email coverage

135.4Average contacts per company

11-50Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 47 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 Boston, United States whose business descriptions match “life insurance advisors” 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 560 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.

Life insurance advisors 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 “life insurance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance advisors are there based in Boston, United States?

RevenueBase identified 47 company matches for life insurance advisors associated with Boston, 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?

Baystate Financial 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 life insurance advisors?

Houston leads the United States with 202 company records, followed by New York (186) and Dallas (156). Boston has 47.

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 560 professional contacts with verified work emails tracked across these 47 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.