Company lists · Data refreshed September 2026

Top 25 Life insurance consulting firms based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 114 companies tracked

RevenueBase identified 114 life insurance consulting firms headquartered in Atlanta, United States as of September 2026 and tracks 826 professional contacts across them, including 268 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Atlanta has 114.

This list covers life insurance consulting firms headquartered in Atlanta, 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

114Companies

826Contacts tracked

268Verified emails

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The 25 largest life insurance consulting firms based in Atlanta, United States

Ranked by team size

Top 25 of 114 life insurance consulting firms based in Atlanta, 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	Palmer & CAY	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	55 contacts →
	Strong evidence “Palmer & Cay is a specialty commercial insurance and employee benefits brokerage and consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
2	The Piedmont Group	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	201-500	54 contacts →
	Strong evidence “Founded in 1851, MassMutual is a leading fortune 100 mutual life insurance company that is run for the benefit of its members and participating policyowners.” Source: RevenueBase Database · checked Sep 28, 2026
3	Swerdlin & Company NOW Futureplan By Ascensus	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	44 contacts →
	Partial evidence “Supporting more than clients in 50 states, Swerdlin & Company provides actuarial, consulting, administrative, and recordkeeping services for all types of retirement, health, and…” Source: RevenueBase Database · checked Sep 28, 2026
4	TBM	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	41 contacts →
	Indirect evidence “Tanner, Ballew & Maloof, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
5	Sterling Risk Advisors, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	37 contacts →
	Partial evidence “Since 2003, Sterling Risk Advisors continues to be one of the fastest growing privately held insurance brokerage firms in the Southeast.” Source: RevenueBase Database · checked Sep 28, 2026
6	Reagan Consulting, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “Reagan Consulting is where America's leading agents, brokers and financial institutions turn for advice.” Source: RevenueBase Database · checked Sep 28, 2026
7	Risk & Insurance Consultants, INC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “We're an Independent Insurance Agency with over 30 years of combined experience from our founders on the Insurance Company side and over 275 years of combined agency experience in…” Source: RevenueBase Database · checked Sep 28, 2026
8	IMA Atlanta	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and…” Source: RevenueBase Database · checked Sep 28, 2026
9	Investment Research & Advisory Group, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Source: RevenueBase Database · checked Sep 28, 2026
10	World Insurance Association, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “Check out for all the details on us!” Source: RevenueBase Database · checked Sep 28, 2026
11	Siegel Insurance	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “We help individuals and businesses with their insurance needs.” Source: RevenueBase Database · checked Sep 28, 2026
12	Onedigital Southeast	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1,001-5,000	14 contacts →
	Indirect evidence “OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security.” Source: RevenueBase Database · checked Sep 28, 2026
13	Spartan Advisory Partners	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Indirect evidence “Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options.” Source: RevenueBase Database · checked Sep 28, 2026
14	Global Financial Distributors, INC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “GFD, a non-bank licensed insurance agency subsidiary of Synovus Bank, is the nation’s leading provider of high-touch, customized life insurance premium financing and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Habersham Funding, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Habersham Funding, LLC ("Habersham Funding") is the authority in the life settlement market.” Source: RevenueBase Database · checked Sep 28, 2026
16	HN Insurance Services	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “HN Insurance Services, a member of the Harry Norman, Realtors® Family of Services, is a full service independent insurance agency.” Source: RevenueBase Database · checked Sep 28, 2026
17	Newbridge Group, INC	Partial evidence	Atlanta, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “NewBridge Group is one of the most active funeral home succession planning and financial consulting firms in the industry, having assisted in the sale, purchase, and financing of…” Source: RevenueBase Database · checked Sep 28, 2026
18	ISC Services	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “ISC Services provides life expectancy estimates, life underwriting services, and life settlement reviews for life settlement companies, financial planning firms, and the senior…” Source: RevenueBase Database · checked Sep 28, 2026
19	Axxess Benefit Consultants	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Axxess Benefit Consultants provides Insurance you can trust.” Source: RevenueBase Database · checked Sep 28, 2026
20	Redding Private Client, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “At Redding Private Client, we believe that personal risk management is more than just insurance.” Source: RevenueBase Database · checked Sep 28, 2026
21	Strive Financial	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Strive clients are more than clients; they're an extended part of our family.” Source: RevenueBase Database · checked Sep 28, 2026
22	Dempsey Companies	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “The Dempsey Companies is an independently owned, nationally recognized insurance brokerage company, providing client-focused solutions through successful financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
23	Gutt Financial Management	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Gutt Financial Management (GFM) was founded in 1986 by Michael S.” Source: RevenueBase Database · checked Sep 28, 2026
24	Hamilton Financial PC	Indirect evidence	Atlanta, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Today’s economic environment presents many challenges.” Source: RevenueBase Database · checked Sep 28, 2026
25	Rosen Advisory	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We provide experienced, trusted Growth Strategies and M&A Advisory Services to help business owners explore all the options available to fully realize the value in the business…” 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 114 life insurance consulting firms based in Atlanta, United States

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Life insurance consulting firms based in Atlanta, United States at a glance

As of Sep 28, 2026

32.4%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 114 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 Atlanta, 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 Atlanta 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, 268 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 in the United States

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 Atlanta, United States?

RevenueBase identified 114 life insurance consulting firms headquartered in Atlanta, 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?

Palmer & CAY, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most life insurance consulting firms?

New York leads the United States with 194 headquartered companies, followed by Houston (145) and Dallas (117). Atlanta has 114.

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 268 verified decision-maker contacts tracked across these 114 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.