Company lists · Data refreshed September 2026
Top 25 Life insurance consulting firms based in San Diego, United States
RevenueBase identified 80 life insurance consulting firms headquartered in San Diego, United States as of September 2026 and tracks 634 professional contacts across them, including 241 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); San Diego has 80.
This list covers life insurance consulting firms headquartered in San Diego, 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.
The 25 largest life insurance consulting firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68 contacts → | ||||
Partial evidence “CMR Risk & Insurance Services, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 55 contacts → | ||||
Partial evidence “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 52 contacts → | ||||
Strong evidence “Life insurance coverage through AIG Direct is a solid foundation you can build on to help protect your hopes and dreams, while helping to provide for your family's financial…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 39 contacts → | ||||
Indirect evidence “Built with over 100 years of combined experience, the leadership of The Producers Group offers the most knowledgeable, privately owned national distribution organizations in the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 36 contacts → | ||||
Indirect evidence “LifePro Financial Services, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 29 contacts → | ||||
Partial evidence “The insurance market is noisy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Strong evidence “BJA Partners is a full service insurance brokerage and consulting firm offering employee benefits, property and casualty, retirement planning and personal insurance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 21 contacts → | ||||
Partial evidence “Westland is the premier insurance partner of choice for financial professionals who believe as we do.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Partial evidence “Webster Insurance Agency has been serving the San Diego community since 1959.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Partial evidence “Part of Risk Strategies Company, Dubraski & Associates specializes in providing customized, unbiased insurance and risk financing solutions to the health care industry across all…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Partial evidence “We have been helping California small businesses and families with the highest quality insurance service and products since 1947.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “McQueen Kalligan has been an independent brokerage agency since 1982.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Partial evidence “JRC Insurance Group is an owner-operated team of Licensed Insurance Agents with decades of experience.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “JPL Insurance Services opened its doors in 1993 with a mission to offer clients high-quality insurance and excellent services at affordable rates.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “Colva is a life insurance firm that works with high net worth clients, family offices, RIAs, and institutional investors alike to maximize the value of their life insurance…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Searching for the right insurance provider comes with a lot of questions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Our mission is to bring creative technology and cutting edge ideas to high net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “We provide expert financial advice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Torrey Pines Financial is a registered Investment Advisory and Brokerage Firm serving all of Southern California.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Strong evidence “DPH Financial Services, Inc is one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Aaron Zazzera Agency Principal Direct #: 619-394-4052 Office #: 619-963-2288 Email: aaron@zazinsurance.com” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Trax Wealth Management takes a holistic approach to financial planning, addressing all aspects of our clients’ financial lives.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 80 life insurance consulting firms based in San Diego, United States
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Life insurance consulting firms based in San Diego, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 80 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 San Diego, 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 San Diego 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, 241 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
- Life insurance consulting firms in New York194
- Life insurance consulting firms in Houston145
- Life insurance consulting firms in Dallas117
- Life insurance consulting firms in Miami115
- Life insurance consulting firms in Atlanta114
- Life insurance consulting firms in Chicago94
- Life insurance consulting firms in Tampa93
- Life insurance consulting firms in Austin79
- Life insurance consulting firms in Charlotte76
- Life insurance consulting firms in Scottsdale76
- Life insurance consulting firms in Los Angeles71
- Life insurance consulting firms in Phoenix70
- Life insurance consulting firms in San Antonio67
- Life insurance consulting firms in Las Vegas66
- Life insurance consulting firms in Boca Raton59
- Life insurance consulting firms in Denver58
- Life insurance consulting firms in Orlando58
- Life insurance consulting firms in Irvine52
- Life insurance consulting firms in Cincinnati51
- Life insurance consulting firms in Omaha50
- Life insurance consulting firms in Fort Lauderdale45
- Life insurance consulting firms in Jacksonville44
- Life insurance consulting firms in Louisville44
- Life insurance consulting firms in Columbia43
- Life insurance consulting firms in Indianapolis43
- Life insurance consulting firms in Columbus40
- Life insurance consulting firms in Fort Worth40
- Life insurance consulting firms in Overland Park38
- Life insurance consulting firms in Portland38
- Life insurance consulting firms in Richmond38
- Life insurance consulting firms in Grand Rapids37
- Life insurance consulting firms in Pittsburgh37
- Life insurance consulting firms in Seattle37
- Life insurance consulting firms in Knoxville36
- Life insurance consulting firms in Nashville36
- Life insurance consulting firms in Plano35
- Life insurance consulting firms in Tulsa35
- Life insurance consulting firms in Birmingham34
- Life insurance consulting firms in Naples34
- Life insurance consulting firms in Raleigh34
- Life insurance consulting firms in Boston33
- Life insurance consulting firms in Philadelphia33
- Life insurance consulting firms in San Francisco33
- Life insurance consulting firms in Greenville32
- Life insurance consulting firms in Cleveland31
- Life insurance consulting firms in Lincoln31
- Life insurance consulting firms in Newport Beach31
- Life insurance consulting firms in Lexington30
- Life insurance consulting firms in Minneapolis30
- Life insurance consulting firms in Troy30
- Life insurance consulting firms in Mesa29
- Life insurance consulting firms in Brentwood28
- Life insurance consulting firms in Kansas City28
- Life insurance consulting firms in Springfield28
- Life insurance consulting firms in Greensboro27
- Life insurance consulting firms in Rochester26
- Life insurance consulting firms in St. Louis26
- Life insurance consulting firms in Virginia Beach26
- Life insurance consulting firms in Melville25
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 San Diego, United States?
RevenueBase identified 80 life insurance consulting firms headquartered in San Diego, 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?
CMR Risk & Insurance Services, headquartered in San Diego, 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). San Diego has 80.
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 241 verified decision-maker contacts tracked across these 80 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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Download this list →Related lists
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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.
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