Company lists · Data refreshed September 2026

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

Name: Life insurance consulting firms based in Scottsdale, 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 company matches for life insurance consulting firms associated with Scottsdale, United States as of September 2026 and tracks 607 professional contacts across them, including 149 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Scottsdale has 76.

This list covers company matches for life insurance consulting firms associated with Scottsdale, 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

76Companies

607Contacts tracked

149Verified emails

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

Ranked by team size

Top 25 of 76 company matches for life insurance consulting firms based in Scottsdale, 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	Benefit Commerce Group, An Alera Group Company	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	51-200	55 contacts →
	Exact match “Benefit Commerce Group (BCG), an Alera Group Company, is a progressive and results-driven firm, focusing on employee benefits, commercial property & casualty, and retirement plan…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Bennett & Porter Wealth Management Insurance	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	30 contacts →
	Exact match “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	The Garzella Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	30 contacts →
	Exact match “The Garzella Group is a licensed insurance & financial services brokerage with access to multiple carriers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Infinity Insurance Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Infinity Insurance Partners is a client focused Insurance Brokerage based in Phoenix, Arizona.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Edrington Health Consulting EHC , A Health Management Associates Company	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “EHC provides actuarial and financial assistance to both health plans and government agencies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Spence Cassidy & Associates, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	17 contacts →
	Exact match “Spence, Cassidy & Associates, LLC has representatives who are licensed and authorized to conduct life insurance business in AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IA, KS, MI…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Actuarial Strategies & Tactics, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Actuarial Strategies & Tactics is an actuarial and insurance consulting firm that focuses on small group and specialty medical products, acknowledged by the industry to be the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Bcg's Property & Casualty Division	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “For over 100 years, Schwartz Insurance Agency has provided strategic consulting, risk management and insurance placement for businesses across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Grand Canyon Planning Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Blueprints For Tomorrow	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Blueprints For Tomorrow is a nationally recognized financial services company that specializes in business contingency/succession, key employee retention, and retirement planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Fbc, Insurance, Benefits & Consulting	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “In 2020, FBC joined Patriot Growth Insurance Services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	True Blue Life Insurance, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “From a customer’s perspective, True Blue Life Insurance is unique because of the agents you deal with and the process of obtaining your insurance policy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Dylan Consulting	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Dylan Consulting is focused on advanced solutions for the marketplace and you as the broker/consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Clear Direction Investments LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Randall B.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	The Clear Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “The Clear Group was formed to change the way Employee Benefits, Retirement and Business Insurance is crafted, managed and delivered to our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Valor Legacy Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Valor specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Wise Dollar Insurance	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “An independent brokerage and consulting firm for all insurance and employee benefits plans.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Sullivan James Insurance	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Sullivan James is an independent insurance agency headquartered in Scottsdale, Arizona, founded in 2016.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Avalon Risk Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “The Avalon team is comprised of experts with more than 100 years of combined experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Money Wise AZ	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Cristina Acosta is the owner of Money Wise Retirement Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Risk Resource	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Risk Resource is a nationally recognized life insurance firm that specializes in business and estate planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Luxe Insurance Brokers	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Luxe Insurance Brokers is an independent insurance agency in Scottsdale, AZ.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Copperwynd Financial	Exact match	Scottsdale, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Copperwynd Financial, we are here to guide you on a path to financial security, and help you plan for the expected and anticipate the unexpected.” 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 76 life insurance consulting firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 149 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026

24.5%Verified-email coverage

8.0Average 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 Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 76 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 Scottsdale, 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 149 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 Scottsdale, United States?

RevenueBase identified 76 company matches for life insurance consulting firms associated with Scottsdale, 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?

Benefit Commerce Group, An Alera Group Company 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). Scottsdale has 76.

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 149 professional contacts with verified work emails tracked across these 76 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.