Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 76 companies tracked

RevenueBase identified 76 life insurance consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 1,161 professional contacts across them, including 259 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Charlotte has 76.

This list covers life insurance consulting firms headquartered in Charlotte, 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

76Companies

1,161Contacts tracked

259Verified emails

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

Ranked by team size

Top 25 of 76 life insurance consulting firms based in Charlotte, 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	TIH	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	5,001-10,000	383 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Massmutual Carolinas	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Indirect evidence “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Source: RevenueBase Database · checked Sep 28, 2026
3	Windermere Insurance Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	56 contacts →
	Partial evidence “Welcome to Windermere Insurance Group.” Source: RevenueBase Database · checked Sep 28, 2026
4	Main Street Insurance Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	42 contacts →
	Partial evidence “At Main Street Insurance Group, we strive to provide a true, concierge client experience which is unique in the insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026
5	Litaker Insurance	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Source: RevenueBase Database · checked Sep 28, 2026
6	American Insurance Marketing Solutions	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
7	Bridgemark Strategies	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	21 contacts →
	Indirect evidence “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Source: RevenueBase Database · checked Sep 28, 2026
8	Hobart Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Source: RevenueBase Database · checked Sep 28, 2026
9	Highstreet Insurance & Financial Services	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	19 contacts →
	Partial evidence “Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Source: RevenueBase Database · checked Sep 28, 2026
10	Latorre Insurance	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.” Source: RevenueBase Database · checked Sep 28, 2026
11	Barry, Evans, Josephs, And Snipes Bejs	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Source: RevenueBase Database · checked Sep 28, 2026
12	NFP Corporate Services, SE INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	13 contacts →
	Indirect evidence “Since 1991, NFP Corporate Services (SE), Inc.(formerly Corporate Benefit Advisors, Inc.) have been working with businesses and organizations to evaluate, design, and implement…” Source: RevenueBase Database · checked Sep 28, 2026
13	MBL Advisors INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ensemble Financial Strategies	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Source: RevenueBase Database · checked Sep 28, 2026
15	O'connor Insurance Associates, INC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “O’Connor Insurance Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
16	Wealthplan Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	8 contacts →
	Indirect evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026
17	Grandview Advisors Of Raymond James	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Source: RevenueBase Database · checked Sep 28, 2026
18	WES Connor Insurance	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Independent insurance agency located in Charlotte, NC.” Source: RevenueBase Database · checked Sep 28, 2026
19	Saltzman Insights	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Saltzman Insights provides data-driven services designed by industry experts, enabling companies to holistically manage their annuity and life insurance programs.” Source: RevenueBase Database · checked Sep 28, 2026
20	WMS Advisors, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
21	Morehead Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 28, 2026
22	The Pomfret Financial Company, INC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Source: RevenueBase Database · checked Sep 28, 2026
23	Executive Benefits Group, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Optima Financial Services	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We provide insurance, investments, and financial planning, for individuals and business owners.” Source: RevenueBase Database · checked Sep 28, 2026
25	Stillwater Financial Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Life is full of chaos and turbulence.” 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 76 life insurance consulting firms based in Charlotte, United States

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

As of Sep 28, 2026

22.3%Verified-email coverage

15.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 76 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 Charlotte, 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 Charlotte 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, 259 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 Charlotte, United States?

RevenueBase identified 76 life insurance consulting firms headquartered in Charlotte, 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?

TIH, headquartered in Charlotte, 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). Charlotte has 76.

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 259 verified decision-maker contacts tracked across these 76 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.