Company lists · Data refreshed October 2026

Top 19 Life insurance advisors based in San Jose, United States

Name: Life insurance advisors based in San Jose, 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 San Jose, United States as of October 2026 and tracks 844 professional contacts across them, including 44 with verified work emails. Across the United States, Houston is the largest hub for this category (202 companies); San Jose has 47.

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

844Contacts tracked

44Verified emails

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The 19 largest life insurance advisors based in San Jose, United States

Ranked by team size

Top 19 of 47 company matches for life insurance advisors based in San Jose, 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	Heckman Financial And Insurance Services, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	21 contacts →
	Exact match “The team at Heckman Financial and Insurance Services strives to lead their clients to and through a ® Retirement, by providing objective and comprehensive advice and helping them…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Heffernan Walton Insurance Services	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “Providing insurance products and services designed and tailored for each client.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Illuminate Virtual Team	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	51-200	9 contacts →
	Exact match “Illuminate is a virtual life insurance brokerage that provides comprehensive insurance solutions to individuals and families.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	First Street Wealth Advisors	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “For more than decades the First Street Team has been dedicated to better educating, preparing and enabling individuals, families and businesses to achieve those financial goals…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	KC Independent Insurance Solutions	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Our passion is taking something complicated and funneling it down to a solution that is simple, educational, and transparent.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Sequoia Wealth Advisors	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Silicon Valley Financial Group	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Family Wealth Consulting Group	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Ardent Equity Group	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Life is not always easy.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	MLP TAX & Financial Services, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Willow Insurance	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Innochamp Advisors	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	501-1,000	2 contacts →
	Exact match “We are Innochamp Advisors, your perfect companion in financial planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Lightup Financial	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “At Lightup Tax & Financial Consulting, we are committed to helping our clients achieve their financial goals through expert guidance and personalized service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Destiny Rose Insurance Services	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We are dedicated to guiding and supporting our clients in the Bay Area, California, on their journey to secure the protection they need through customized insurance solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Akkish INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Welcome to Akkish Inc, your trusted destination for comprehensive financial services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Spiritenna Insurance Services, LLC	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Licensed insurance services company specializing in life and health insurance, long term care insurance, retirement planning, and education funding.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Candice Salcedo Insurance Agency	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	11-50	1 contacts →
	Exact match “The Candice Salcedo Insurance Agency is here to protect all your assists and manage risk of every day life with the correct insurance protection.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Crescent Capital Planning	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Crescent Capital Planning is a planning-centric financial planning firm focused on helping clients navigate where money and values intersect.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Eagle Priority Insurance Agency	Exact match	San Jose, CA, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Eagle Priority Insurance Agency is a company based out of San Jose, California, United States.” 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 19 of 47 life insurance advisors based in San Jose, United States

See the full list, filter by size, metro and specialty, and access 44 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance advisors based in San Jose, United States at a glance

As of Oct 17, 2026

5.2%Verified-email coverage

18.0Average contacts per company

1-10Median 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

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, 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 San Jose, 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 44 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 San Jose, United States?

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

Heckman Financial And Insurance Services, 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 life insurance advisors?

Houston leads the United States with 202 company records, followed by New York (186) and Dallas (156). San Jose 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 44 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.