Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 43 companies tracked

RevenueBase identified 43 company matches for life insurance consulting firms associated with Columbia, United States as of September 2026 and tracks 359 professional contacts across them, including 184 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Columbia has 43.

This list covers company matches for life insurance consulting firms associated with Columbia, 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 September 28, 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 Sep 28, 2026 How this list was built

43Companies

359Contacts tracked

184Verified emails

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

Ranked by team size

Top 25 of 43 company matches for life insurance consulting firms based in Columbia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	VW Brown Insurance Service	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	11-50	58 contacts →
	Exact match “VW Brown Insurance Service is an independent agency with locations in Bethesda, MD; Columbia, MD; Frederick, MD; Washington, D.C; and Tyson's Corner, VA and provides Personal…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Turbeville Insurance Agency	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	51-200	54 contacts →
	Exact match “Turbeville Insurance Agency (TIA) is your trusted partner; an insurance agency with over 25 years of experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	TIG Advisors	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	51-200	51 contacts →
	Exact match “Founded in Columbia, Missouri in 1898, TIG Advisors is an independent insurance agency interested in offering a unique one-on-one partnership to help our clients achieve financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Labrunerie Financial	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	16 contacts →
	Exact match “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Convergence Wealth	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Metropolitan Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Murdock Insurance Group	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “We exist to provide insurance options from real people for real life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Insurance Plus	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Offering business and individual products and services for insurance and investments, we are ready to support our clients in whatever they may be facing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Belman Klein Associates, LTD	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Belman Klein Associates recognizes that the insurance world is continuously challenged by shrinking margins, skeptical consumers and new regulatory landscapes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	JK Financial	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Palmetto Insurance Group, LLC	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Palmetto Insurance Group, LLC is a full service insurance agency and employee benefits advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Legacy Advisors	Exact match	Columbia, MO, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Our partners Aaron Everly and Dustin Bly built careers in the health insurance industry and have since set out to create comprehensive consulting strategies for companies in…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Triada Advisors	Exact match	Columbia, IL, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Sauls Insurance Agency INC	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “We're a true family business-everyone here is family-and an Independent Insurance Agent, serving South Carolina's businesses and families since 1966.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Palmetto Consulting Of Columbia, LLC	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Palmetto assists our clients in assembling teams of top-notch insurance management, underwriting, claims, investment management, actuary, audit, and legal experts during the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Williamson & Associates	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “We have been meeting the financial needs of individuals and businesses for over 35 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Wagener-Lee, Wealth Advisors LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Clearview Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Our goal is to provide families and business owners with assistance in building their financial freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Offit Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Strategic Wealth Assurance	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “Strategic Wealth Assurance is an independent insurance and financial planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Dewees Insurance Partners	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “DeWees Insurance Partners offers consumers and businesses in South Carolina and Ohio choices when shopping for auto, home, life, health and business insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Heritage Financial Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Heritage Financial Advisors is an independent fiduciary firm dedicated to putting your best interests first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Milestone Wealth Advisors David Grookett & Zach Coggins	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “David and Zach are committed to helping you pursue your long-term financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Capitol Metro Financial Services, INC	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Capitol Metro offers access to top-tier insurance carriers to make sure your clients have access to the best policies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Theus Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…” Recorded in the RevenueBase company graph · Sep 28, 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 consulting firms”. 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 43 life insurance consulting firms based in Columbia, United States

See the full list, filter by size, metro and specialty, and access 184 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026

51.3%Verified-email coverage

8.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 43 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 Columbia, United States whose business descriptions match “life insurance consulting firms” 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 184 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 September 28, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 43 company matches for life insurance consulting firms associated with Columbia, United States as of September 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?

VW Brown Insurance Service 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 consulting firms?

New York leads the United States with 196 company records, followed by Houston (145) and Dallas (117). Columbia has 43.

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 184 professional contacts with verified work emails tracked across these 43 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 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 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.