Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 61 companies tracked

RevenueBase identified 61 company matches for life insurance planning firms associated with Charlotte, United States as of October 2026 and tracks 3,784 professional contacts across them, including 2,072 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Charlotte has 61.

This list covers company matches for life insurance planning firms associated with Charlotte, 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 October 17, 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 Oct 17, 2026 How this list was built

61Companies

3,784Contacts tracked

2,072Verified emails

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The 25 largest life insurance planning firms based in Charlotte, United States

Ranked by team size

Top 25 of 61 company matches for life insurance planning firms based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,691 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Brighthouse Financial	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,391 contacts →
	Exact match “We're Brighthouse Financial.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Consolidated Planning, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	201-500	231 contacts →
	Exact match “Most financial planning firms will tell you where to sit, what to sell, and who to call.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	153 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	American Insurance Marketing Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	The Ridgeback Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	25 contacts →
	Exact match “The Ridgeback Group is a Firm-Owned, national co-op of premier retail life insurance and wealth management Firms.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Strategic Planning Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	20 contacts →
	Exact match “Strategic Planning Group is evolving!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Barry, Evans, Josephs, And Snipes Bejs	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	BWM Wealth Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “BWM Wealth Strategies helps local Charlotte Business Owners and families achieve their vision in life by utilizing a thorough holistic planning process that matches their long…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Scott Jones Financial	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “Scott Jones Financial is an independent financial planning firm specializing in custom solutions designed to help business owners grow, protect and preserve their most important…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Focused Wealth, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “At Focused Wealth, LLC, our team is dedicated to helping clients plan for financial security.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Morehead Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	The Pomfret Financial Company, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Hood Hargett & Associates, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Asking the right questions and making accurate evaluations when developing an insurance plan is critical to minimize risk of financial loss.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Muirfield Wealth Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Please visit our website, for important disclosures.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Optima Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We provide insurance, investments, and financial planning, for individuals and business owners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Lily Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “At Lily Insurance, we offer a wide range of policies to meet your specific needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Northstar Capital Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Through financial planning, we help people make the best use of their financial resources, freeing their time to enjoy what matters most in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Nork Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Financial Solutions in Today's World." Nork Financial Group is a full service insurance brokerage and financial services firm comprised of 3 divisions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Springdale Benefits Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Our firm works with businesses and individuals to do one simple thing: Provide financial peace of mind to the people that we touch.” Recorded in the RevenueBase company graph · Oct 17, 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 planning 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 61 life insurance planning firms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 2,072 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Charlotte, United States at a glance

As of Oct 17, 2026

54.8%Verified-email coverage

62.0Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 61 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 Charlotte, United States whose business descriptions match “life insurance planning 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 2,072 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 October 17, 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 planning 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 planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in Charlotte, United States?

RevenueBase identified 61 company matches for life insurance planning firms associated with Charlotte, United States as of October 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?

Truist Wealth 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 planning firms?

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). Charlotte has 61.

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 2,072 professional contacts with verified work emails tracked across these 61 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 October 17, 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.