Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 113 companies tracked

RevenueBase identified 113 company matches for life insurance planning firms associated with Houston, United States as of October 2026 and tracks 1,371 professional contacts across them, including 264 with verified work emails. Across the United States, Houston is the largest hub for this category.

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

113Companies

1,371Contacts tracked

264Verified emails

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

Ranked by team size

Top 25 of 113 company matches for life insurance planning firms based in Houston, 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	VALIC	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1,001-5,000	741 contacts →
	Exact match “Corebridge Financial” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Insgroup, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	51-200	103 contacts →
	Exact match “Insgroup and our partner firms have unified as one brand, The Baldwin Group!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Strategic Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	51-200	73 contacts →
	Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	OAK Harvest Financial Group	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	46 contacts →
	Exact match “Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Final Expense Direct	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	46 contacts →
	Exact match “Final Expense Direct is committed to representing our customers in their search, for quality, affordable final expense protection.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Amco Auto Insurance	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “Amco's value proposition is to provide respectful customer service and fair pricing, which not only keeps customers returning but also encourages them to refer family and friends…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Prota Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Simple Choice Insurance Brokerage Pllc	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “Overview: Simple Choice Insurance Brokerage (SCIB) is a service-oriented company based in Houston, Texas that focuses on meeting the most common health and life insurance needs of…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Dawson Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Emergent Insurance Solutions	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “We strive to simplify the ever-complicated process and create specialized risk strategies to accommodate emerging industries.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Hipson Benefits, INC	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Our primary focus at Hipson Benefits, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	WR Anderson & CO LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “An independent, full service Financial Planning firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	First Harbor	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Over the past two decades, First Harbor has worked alongside businesses and individuals to help provide expertise and guidance in creating customized solutions for both employee…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Wealth Standard Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “At Wealth Standard Financial, we are focused on helping people thrive and prosper through their most important life transitions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Robare & Jones	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Retirement Planners Of Texas	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “It’s our mission to help residents of South Houston enjoy a prosperous retirement without the fear of having to return back to work or becoming a burden on your family.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Triple Legacy Life Agency	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Insurance isn’t one size fits all.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	The Lloyd Financial Group LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “The road to retirement should be paved with confidence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	MY Harvest Field Insurance And Financial Advisors	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “My Harvest Field Independent Insurance and Financial Advisers are a team of dedicated, experienced, and licensed professionals who are here to help you protect and grow your…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Wise Capital Partners	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Precision Financial Planning Services	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Synergy Independent Financial Solutions	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	KEN Johnson Insurance	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Iwise Insurance Services	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “iWise Insurance is focused on holistic protection and strategies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Galene Financial	Exact match	Houston, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” 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 113 life insurance planning firms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 264 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 17, 2026

19.3%Verified-email coverage

12.1Average 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 113 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 Houston, 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 264 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 Houston, United States?

RevenueBase identified 113 company matches for life insurance planning firms associated with Houston, 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?

VALIC 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 264 professional contacts with verified work emails tracked across these 113 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.