Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 100 companies tracked

RevenueBase identified 100 company matches for life insurance planning firms associated with Dallas, United States as of October 2026 and tracks 3,325 professional contacts across them, including 777 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Dallas has 100.

This list covers company matches for life insurance planning firms associated with Dallas, 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

100Companies

3,325Contacts tracked

777Verified emails

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

Ranked by team size

Top 25 of 100 company matches for life insurance planning firms based in Dallas, 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	Integrity	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	5,001-10,000	1,566 contacts →
	Exact match “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	M Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	201-500	293 contacts →
	Exact match “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Summit Financial Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	142 contacts →
	Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Spectrum Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	133 contacts →
	Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	74 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Texcap Insurance	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	51 contacts →
	Exact match “TexCap is an insurance experience on a whole new level.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	The Insurance Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Our Mission is to develop lasting business relationships, provide a complete portfolio of products with fast and courteous service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Summit Alliance Companies	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	18 contacts →
	Exact match “Summit Alliance Companies Summit Alliance Financial is a 50 year old Life Insurance and Annuity brokerage general agency that maintains outstanding relationships with over 20 life…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Rekerdres & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Rekerdres & Associates began in 1986 with an ideal that holds true in every thing we do.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Spectrum Wealth Strategies	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Spectrum Wealth Strategies is built on a simple belief: financial planning should feel personal, not transactional.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Bestow	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	12 contacts →
	Exact match “Building the future of life insurance, with products and software to make financial protection more accessible to millions of families.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Southwestern Benefit Designers	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Empowering individuals and businesses with personalized health and life insurance solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Stonewater Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	10 contacts →
	Exact match “Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Olunna	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	201-500	10 contacts →
	Exact match “Olunna is a Dallas based life and health insurance agency.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Howell Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “Danny Howell with Howell Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Munn Gray & Associates	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Provision Brokerage, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Financial Freedom Insurance	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “Financial Freedom isn't just something we talk about, it's part of our mission.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Smithconway	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “SmithConway is located in Dallas, Texas and services clients nationwide.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Burford Brothers, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Burford Brothers combines experienced advisors with next-generation advisors to create a 20/20 Solution.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Innovative Estate Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Innovative Estate Management is dedicated to delivering the highest level of customer service for its clients with personalized, forward-looking financial and estate planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Crites Insurance Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Crites Insurance Group is an independent firm specializing in Life and Disability Insurance strategies to fulfill wealth building, estate planning, and risk management needs of…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Nexus Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Nexus Advisors connects your life’s work with your family’s future.” 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 100 life insurance planning firms based in Dallas, United States

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

As of Oct 17, 2026

23.4%Verified-email coverage

33.2Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 100 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 Dallas, 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 777 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 Dallas, United States?

RevenueBase identified 100 company matches for life insurance planning firms associated with Dallas, 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?

Integrity 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).

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 777 professional contacts with verified work emails tracked across these 100 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.