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 life insurance consulting firms headquartered in 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 (194 companies); Scottsdale has 76.

This list covers life insurance consulting firms headquartered in Scottsdale, 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

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 life insurance consulting firms based in Scottsdale, 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	Benefit Commerce Group, An Alera Group Company	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	55 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Bennett & Porter Wealth Management Insurance	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Source: RevenueBase Database · checked Sep 28, 2026
3	The Garzella Group	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Partial evidence “The Garzella Group is a licensed insurance & financial services brokerage with access to multiple carriers.” Source: RevenueBase Database · checked Sep 28, 2026
4	Infinity Insurance Partners	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Infinity Insurance Partners is a client focused Insurance Brokerage based in Phoenix, Arizona.” Source: RevenueBase Database · checked Sep 28, 2026
5	Edrington Health Consulting EHC , A Health Management Associates Company	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence “EHC provides actuarial and financial assistance to both health plans and government agencies.” Source: RevenueBase Database · checked Sep 28, 2026
6	Spence Cassidy & Associates, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	17 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Juniper Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Source: RevenueBase Database · checked Sep 28, 2026
8	Actuarial Strategies & Tactics, INC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Bcg's Property & Casualty Division	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Strong evidence “For over 100 years, Schwartz Insurance Agency has provided strategic consulting, risk management and insurance placement for businesses across the United States.” Source: RevenueBase Database · checked Sep 28, 2026
10	Carrie Hall And Associates	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Grand Canyon Planning Associates	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
12	Blueprints For Tomorrow	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Blueprints For Tomorrow is a nationally recognized financial services company that specializes in business contingency/succession, key employee retention, and retirement planning.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fbc, Insurance, Benefits & Consulting	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “In 2020, FBC joined Patriot Growth Insurance Services.” Source: RevenueBase Database · checked Sep 28, 2026
14	True Blue Life Insurance, INC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
15	Dylan Consulting	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Dylan Consulting is focused on advanced solutions for the marketplace and you as the broker/consulting.” Source: RevenueBase Database · checked Sep 28, 2026
16	Clear Direction Investments LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Randall B.” Source: RevenueBase Database · checked Sep 28, 2026
17	The Clear Group	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “The Clear Group was formed to change the way Employee Benefits, Retirement and Business Insurance is crafted, managed and delivered to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
18	Valor Legacy Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Valor specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined.” Source: RevenueBase Database · checked Sep 28, 2026
19	Wise Dollar Insurance	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “An independent brokerage and consulting firm for all insurance and employee benefits plans.” Source: RevenueBase Database · checked Sep 28, 2026
20	Sullivan James Insurance	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Sullivan James is an independent insurance agency headquartered in Scottsdale, Arizona, founded in 2016.” Source: RevenueBase Database · checked Sep 28, 2026
21	Avalon Risk Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “The Avalon team is comprised of experts with more than 100 years of combined experience.” Source: RevenueBase Database · checked Sep 28, 2026
22	Money Wise AZ	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Cristina Acosta is the owner of Money Wise Retirement Planning.” Source: RevenueBase Database · checked Sep 28, 2026
23	Risk Resource	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Risk Resource is a nationally recognized life insurance firm that specializes in business and estate planning.” Source: RevenueBase Database · checked Sep 28, 2026
24	Luxe Insurance Brokers	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Luxe Insurance Brokers is an independent insurance agency in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 28, 2026
25	Copperwynd Financial	Indirect evidence	Scottsdale, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “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.” 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 76 life insurance consulting firms based in Scottsdale, United States

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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

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 Scottsdale, 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 Scottsdale 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, 149 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 Scottsdale, United States?

RevenueBase identified 76 life insurance consulting firms headquartered in Scottsdale, 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?

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

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 149 verified decision-maker contacts tracked across these 76 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.