Company lists · Data refreshed September 2026

Top 25 Life insurance consulting firms based in the United States

Name: Life insurance consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 11,230 companies tracked

RevenueBase identified 11,230 life insurance consulting firms headquartered in the United States as of September 2026 and tracks 259,691 professional contacts across them, including 102,249 with verified work emails. New York is the largest hub.

This list covers life insurance consulting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

11,230Companies

259,691Contacts tracked

102,249Verified emails

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The 25 largest life insurance consulting firms based in the United States

Ranked by team size

Top 25 of 11,230 life insurance consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to life insurance consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Northwestern Mutual	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	n/a	38,382 contacts →
	Indirect evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 28, 2026
2	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 28, 2026
3	USI Insurance Services	Strong evidence	Valhalla, NY, United StatesHQ checked Sep 28, 2026	10001+	10,303 contacts →
	Strong evidence “USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement…” Source: RevenueBase Database · checked Sep 28, 2026
4	Marsh Mclennan Agency	Partial evidence	White Plains, NY, United StatesHQ checked Sep 28, 2026	10001+	9,086 contacts →
	Partial evidence “Marsh McLennan Agency, a business of Marsh (NYSE: MRSH), is a leading provider of business insurance, employee health & benefits, retirement & wealth, and private client insurance…” Source: RevenueBase Database · checked Sep 28, 2026
5	Allstate Financial Services, LLC	Indirect evidence	Lincoln, NE, United StatesHQ checked Sep 28, 2026	10001+	7,582 contacts →
	Indirect evidence “Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation.” Source: RevenueBase Database · checked Sep 28, 2026
6	PHP Agency, INC	Indirect evidence	Addison, TX, United StatesHQ checked Sep 28, 2026	n/a	7,381 contacts →
	Indirect evidence “PHP Agency, an Integrity Marketing Group company, is a national financial services marketing company with a compelling two-part vision: change the culture and diversity of the…” Source: RevenueBase Database · checked Sep 28, 2026
7	Alliant Insurance Services	Strong evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	10001+	6,091 contacts →
	Strong evidence “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Source: RevenueBase Database · checked Sep 28, 2026
8	Family First Life	Partial evidence	Uncasville, CT, United StatesHQ checked Sep 28, 2026	1,001-5,000	5,455 contacts →
	Partial evidence “Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority.” Source: RevenueBase Database · checked Sep 28, 2026
9	Milliman	Partial evidence	Seattle, WA, United StatesHQ checked Sep 28, 2026	1,001-5,000	4,350 contacts →
	Partial evidence “Milliman is among the world’s largest independent actuarial and consulting firms.” Source: RevenueBase Database · checked Sep 28, 2026
10	Nfp, An AON Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	4,119 contacts →
	Indirect evidence “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Source: RevenueBase Database · checked Sep 28, 2026
11	Equitable	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,090 contacts →
	Indirect evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 28, 2026
12	National Life Group	Partial evidence	Montpelier, VT, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,925 contacts →
	Partial evidence “At National Life, our story is simple: for over 176 years we’ve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of…” Source: RevenueBase Database · checked Sep 28, 2026
13	Western & Southern Financial Group	Strong evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,725 contacts →
	Strong evidence “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
14	Symetra	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,501 contacts →
	Strong evidence “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Source: RevenueBase Database · checked Sep 28, 2026
15	The Baldwin Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,376 contacts →
	Partial evidence “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Source: RevenueBase Database · checked Sep 28, 2026
16	Higginbotham	Partial evidence	Fort Worth, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,374 contacts →
	Partial evidence “Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits.” Source: RevenueBase Database · checked Sep 28, 2026
17	Selectquote Insurance Services	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,324 contacts →
	Partial evidence “We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.” Source: RevenueBase Database · checked Sep 28, 2026
18	CNO Financial Group	Indirect evidence	Carmel, IN, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,298 contacts →
	Indirect evidence “CNO Financial Group, Inc.(NYSE: CNO) secures the future of middle-income America.” Source: RevenueBase Database · checked Sep 28, 2026
19	Risk Strategies Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	5,001-10,000	2,206 contacts →
	Indirect evidence “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Source: RevenueBase Database · checked Sep 28, 2026
20	Oneamerica Financial	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,994 contacts →
	Indirect evidence “OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.” Source: RevenueBase Database · checked Sep 28, 2026
21	Ehealth, INC	Indirect evidence	Indianapolis, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,977 contacts →
	Indirect evidence “For nearly 30 years, eHealth has helped millions of Americans find the healthcare coverage that fits their needs at a price they can afford, using data, artificial intelligence…” Source: RevenueBase Database · checked Sep 28, 2026
22	Alera Group, INC	Partial evidence	Deerfield, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,643 contacts →
	Partial evidence “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Source: RevenueBase Database · checked Sep 28, 2026
23	F&g	Strong evidence	Des Moines, IA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,352 contacts →
	Strong evidence “Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a…” Source: RevenueBase Database · checked Sep 28, 2026
24	Amerilife	Partial evidence	Clearwater, FL, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,189 contacts →
	Partial evidence “AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives.” Source: RevenueBase Database · checked Sep 28, 2026
25	World Insurance Associates LLC	Indirect evidence	Iselin, NJ, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,181 contacts →
	Indirect evidence “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: life insurance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names life insurance consulting firms.
Partial evidence: Its own public description names part of life insurance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name life insurance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 11,230 life insurance consulting firms based in the United States

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Life insurance consulting firms based in the United States at a glance

As of Sep 28, 2026

39.4%Verified-email coverage

23.1Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

7,341

11-50

2,812

51-200

716

201-500

149

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 11,230 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among life insurance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “life insurance consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names life insurance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among life insurance consulting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 102,249 across the full list. 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 September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Life insurance consulting firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names life insurance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many life insurance consulting firms are there based in the United States?

RevenueBase identified 11,230 life insurance consulting firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Northwestern Mutual, headquartered in Milwaukee, tops this list with the largest team on record.

Which city has the most life insurance consulting firms?

New York leads with 194 headquartered companies, followed by Houston (145) and Dallas (117).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 102,249 verified decision-maker contacts tracked across these 11,230 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.