Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 117 companies tracked

RevenueBase identified 117 life insurance consulting firms headquartered in Dallas, United States as of September 2026 and tracks 1,906 professional contacts across them, including 545 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Dallas has 117.

This list covers life insurance consulting firms headquartered in Dallas, 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

117Companies

1,906Contacts tracked

545Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 117 life insurance consulting firms based in Dallas, 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	M Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	285 contacts →
	Indirect evidence “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Source: RevenueBase Database · checked Sep 28, 2026
2	Summit Financial Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	144 contacts →
	Partial evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 28, 2026
3	Insurance ONE Agency L.C	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	103 contacts →
	Strong evidence “Insurance One is a full service brokerage offering Home, Auto, Business, Life, and Health Insurance Coverage.” Source: RevenueBase Database · checked Sep 28, 2026
4	Bluecrest Financial Alliances	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Indirect evidence “Register for Bluecrest Financial Forum: &…” Source: RevenueBase Database · checked Sep 28, 2026
5	ITS	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Strong evidence “About Insurance Technology Services ITS is an insurance consulting and services firm with practices for Property & Casualty, Life & Health, Data Services and Training and…” Source: RevenueBase Database · checked Sep 28, 2026
6	Champion Commercial Insurance Agency, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “Champion Commercial Insurance was founded in 1997 by Bruce Sams to provide comprehensive risk analysis and tailored insurance solutions to the business community.” Source: RevenueBase Database · checked Sep 28, 2026
7	Martin Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
8	The Insurance Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Our Mission is to develop lasting business relationships, provide a complete portfolio of products with fast and courteous service.” Source: RevenueBase Database · checked Sep 28, 2026
9	Summit Alliance Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	19 contacts →
	Strong evidence “Summit Alliance Companies Summit Alliance Financial is a 50 year old Life Insurance and Annuity brokerage general agency that maintains outstanding relationships with over 20 life…” Source: RevenueBase Database · checked Sep 28, 2026
10	Turtle Creek Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Source: RevenueBase Database · checked Sep 28, 2026
11	Artemis Risk Solutions, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Why Artemis?” Source: RevenueBase Database · checked Sep 28, 2026
12	RTB Advisors	Indirect evidence	Dallas, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “RTB Advisors empowers individuals, families, and businesses to "Raise the Bar" for their financial situation by implementing strategies to increase savings and returns while…” Source: RevenueBase Database · checked Sep 28, 2026
13	Rekerdres & Associates	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Rekerdres & Associates began in 1986 with an ideal that holds true in every thing we do.” Source: RevenueBase Database · checked Sep 28, 2026
14	Olunna	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	11 contacts →
	Strong evidence “Olunna is a Dallas based life and health insurance agency.” Source: RevenueBase Database · checked Sep 28, 2026
15	Southwestern Benefit Designers	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Empowering individuals and businesses with personalized health and life insurance solutions.” Source: RevenueBase Database · checked Sep 28, 2026
16	Apexium Financial LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Source: RevenueBase Database · checked Sep 28, 2026
17	Provision Brokerage, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	Benefit Resource Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Benefit Resource Group is a full-service independent insurance brokerage firm dedicated to providing tailored solutions for health, life, property, and business insurance.**We…” Source: RevenueBase Database · checked Sep 28, 2026
19	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 28, 2026
20	Howell Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Danny Howell with Howell Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Source: RevenueBase Database · checked Sep 28, 2026
21	Reveal Insurance Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Reveal Insurance Group specializes in Commercial and Personal Lines insurance coverage for businesses and successful families who want to find the right balance between coverage…” Source: RevenueBase Database · checked Sep 28, 2026
22	Pinecrest Consulting	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	6 contacts →
	Strong evidence “Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses.” Source: RevenueBase Database · checked Sep 28, 2026
23	Nexus Advisors LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Nexus Advisors connects your life’s work with your family’s future.” Source: RevenueBase Database · checked Sep 28, 2026
24	Probity Advisors, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and…” Source: RevenueBase Database · checked Sep 28, 2026
25	Porter-Brandenburg Agency	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Multiple line agency selling auto, home, business, motorcycle and life insurance.” 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 117 life insurance consulting firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 545 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026

28.6%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 117 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 Dallas, 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 Dallas 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, 545 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 Dallas, United States?

RevenueBase identified 117 life insurance consulting firms headquartered in Dallas, 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?

M Financial Group, headquartered in Dallas, 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).

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 545 verified decision-maker contacts tracked across these 117 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.

Ready to reach these companies? Verified emails and direct dials for all 117 life insurance consulting firms based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Life insurance consulting firms by geography

Browse the directory

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.