Company lists · Data refreshed October 2026

Top 25 Life insurance advisors based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 66 companies tracked

RevenueBase identified 66 company matches for life insurance advisors associated with Irvine, United States as of October 2026 and tracks 1,041 professional contacts across them, including 328 with verified work emails. Across the United States, Houston is the largest hub for this category (202 companies); Irvine has 66.

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

66Companies

1,041Contacts tracked

328Verified emails

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

Ranked by team size

Top 25 of 66 company matches for life insurance advisors based in Irvine, 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	Pacific Advisors	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	51-200	261 contacts →
	Exact match “A firm built for advisors, by advisors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Trilogy Financial	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	51-200	176 contacts →
	Exact match “Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	CPS Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	51-200	68 contacts →
	Exact match “CPS Insurance Services (CPS) is the nation’s leading independent marketer of individual products to successful financial and insurance professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Burnham Benefits Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	201-500	62 contacts →
	Exact match “Burnham and our partner firms have unified as one brand, The Baldwin Group!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	DJM Financial Northwestern Mutual Private Client Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	37 contacts →
	Exact match “Financial independence doesn’t happen by chance, it results from expert strategic planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	35 contacts →
	Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Premier ONE Insurance Services INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	19 contacts →
	Exact match “For all your Insurance Services!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	BML Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Clarke Financial Group, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “empowering financial institutions to help people PLAN the lives they want At Clarke, our mission is straightforward.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Precision Wealth	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “Precision Wealth 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
11	IWM Partners	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	8 contacts →
	Exact match “At IWM Partners, we offer personal service, innovative strategies and unbiased advice to families and professionals in Southern California, as well as nationwide.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Principal Financial Network Of Southern California	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	51-200	6 contacts →
	Exact match “The Principal® Financial Network of Southern California is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Partners Direct Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “Partners Direct Insurance Services is a full service insurance agency; covering the needs of both businesses and individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Kanani Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Kanani Advisory Group started in 1998.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Prime Insurance Services, INC	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “About Us: Prime Insurance Services, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Cornerstone Financial Advisers	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	TRC Financial	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Settlement Masters LLC	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Settlement Masters is a leading player in the life settlement industry and the number one choice among reputable advisors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	ART Of Strength Insurance Solutions	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Insure a Brighter Future With Today's Best Insurance Products!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Spectrum Risk Management & Insurance	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “We are a business insurance expert.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Raymond Wesley Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	NEW Hope Insurance & Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “As your local source for insurance services and solutions, we take pride in offering personalized and responsive support to customers throughout California for in-person or…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Allstate	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	1 contacts →
	Exact match “You have tried the rest, now try the best!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Lionsmark Capital	Exact match	Irvine, CA, United StatesHQ recorded Oct 17, 2026	11-50	1 contacts →
	Exact match “Many agents and advisors are under the grand illusion that the "relationship" is the determining factor in a client moving forward with premium financing.” 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 66 life insurance advisors based in Irvine, United States

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

As of Oct 17, 2026

31.5%Verified-email coverage

15.8Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 66 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 Irvine, 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 328 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 Irvine, United States?

RevenueBase identified 66 company matches for life insurance advisors associated with Irvine, 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?

Pacific Advisors 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). Irvine has 66.

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 328 professional contacts with verified work emails tracked across these 66 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.