Company lists · Data refreshed September 2026

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

RevenueBase identified 52 life insurance consulting firms headquartered in Irvine, United States as of September 2026 and tracks 6,905 professional contacts across them, including 5,453 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Irvine has 52.

This list covers life insurance consulting firms headquartered in Irvine, 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
52Companies
6,905Contacts tracked
5,453Verified emails
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The 25 largest life insurance consulting firms based in Irvine, United States

Ranked by team size
Top 25 of 52 life insurance consulting firms based in Irvine, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceIrvine, CA, United StatesHQ checked Sep 28, 202610001+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
2Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202651-200254 contacts →

Indirect evidence

“A firm built for advisors, by advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 202651-20069 contacts →

Partial evidence

“CPS Insurance Services (CPS) is the nation’s leading independent marketer of individual products to successful financial and insurance professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 2026201-50066 contacts →

Indirect evidence

“Burnham and our partner firms have unified as one brand, The Baldwin Group!”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5035 contacts →

Indirect evidence

“Financial independence doesn’t happen by chance, it results from expert strategic planning.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5034 contacts →

Indirect evidence

“Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“Our team utilizes its collective insurance knowledge to develop a deep understanding of our clients, unique needs, and eliminate gaps and coverage to become a true risk management…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“For all your Insurance Services!”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“empowering financial institutions to help people PLAN the lives they want At Clarke, our mission is straightforward.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“INpower Global Insurance Services (formerly CGIS) is a full-service insurance advisory and broking firm, providing consultative and risk management services.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“We provide a one-stop financial service firm for small and medium enterprises (SME) with unique advantage inside the United States by focusing on their top executive benefits…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Preserving wealth, enriching legacy.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Kaas Settlement Consulting is a team of highly experienced financial professionals, dedicated to ensuring financial security for their clients.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Kanani Advisory Group started in 1998.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“AIA Ancile Insurance Agency is a full service consulting firm headquartered in Irvine, California.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Settlement Masters is a leading player in the life settlement industry and the number one choice among reputable advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Insure a Brighter Future With Today's Best Insurance Products!”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“You have tried the rest, now try the best!”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Gen Three Partners is a wealth preservation-focused insurance firm serving high-net-worth families and their companies.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At C|E|F Advisors Group we strive to help our clients reach financial independence and determine their goals and objectives for their future.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceIrvine, CA, United StatesHQ checked Sep 28, 2026201-5001 contacts →

Indirect evidence

“Everything we do at OMNIRISK is supported by risk analytics, from natural catastrophe modeling, property value stratification, annualized average loss trends & more.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 52 life insurance consulting firms based in Irvine, United States

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

As of Sep 28, 2026
79.0%Verified-email coverage
132.8Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
16
51-200
4
201-500
3
10001+
2

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 52 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 Irvine, 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 Irvine 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, 5,453 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 Irvine, United States?

RevenueBase identified 52 life insurance consulting firms headquartered in Irvine, 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?

Alliant Insurance Services, headquartered in Irvine, 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). Irvine has 52.

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 5,453 verified decision-maker contacts tracked across these 52 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.