Company lists · Data refreshed October 2026

Top 25 Life insurance advisors based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 99 companies tracked

RevenueBase identified 99 company matches for life insurance advisors associated with Charlotte, United States as of October 2026 and tracks 7,114 professional contacts across them, including 4,033 with verified work emails. Across the United States, Houston is the largest hub for this category (202 companies); Charlotte has 99.

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

99Companies

7,114Contacts tracked

4,033Verified emails

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

Ranked by team size

Top 25 of 99 company matches for life insurance advisors based in Charlotte, 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	Mcgriff	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,827 contacts →
	Exact match “When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Brighthouse Financial	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,391 contacts →
	Exact match “We're Brighthouse Financial.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	TIH	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	5,001-10,000	374 contacts →
	Exact match “TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Consolidated Planning, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	201-500	231 contacts →
	Exact match “Most financial planning firms will tell you where to sit, what to sell, and who to call.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	153 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	American Insurance Marketing Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Highstreet Insurance & Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	17 contacts →
	Exact match “Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Barry, Evans, Josephs, And Snipes Bejs	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	O H Walker Insurance Agency	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “Based in Charlotte, NC, O H Walker Insurance Agency is proud to serve the insurance needs of Charlotte, Matthews, and the surrounding areas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Emerald Financial Group Charlotte	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Focused Wealth, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “At Focused Wealth, LLC, our team is dedicated to helping clients plan for financial security.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	The Pomfret Financial Company, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Stillwater Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Life is full of chaos and turbulence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Elevated Financial & TAX	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Our team of professionals can help you create a well-thought-out strategy, using a variety of tax planning strategies and investments and insurance products and services, to help…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Henley Wealth Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Our company is a private company specializing in retirement planning and seminars.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Hood Hargett & Associates, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Optima Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We provide insurance, investments, and financial planning, for individuals and business owners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Groff Life Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “We work in a vitally important industry.” 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 99 life insurance advisors based in Charlotte, United States

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

As of Oct 17, 2026

56.7%Verified-email coverage

71.9Average 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 Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 99 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 Charlotte, 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 4,033 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 Charlotte, United States?

RevenueBase identified 99 company matches for life insurance advisors associated with Charlotte, 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?

Mcgriff 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). Charlotte has 99.

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 4,033 professional contacts with verified work emails tracked across these 99 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.