Company lists · Data refreshed October 2026

Top 10 Life insurance planning firms based in Newport Beach, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 27 companies tracked

RevenueBase identified 27 company matches for life insurance planning firms associated with Newport Beach, United States as of October 2026 and tracks 5,803 professional contacts across them, including 2,683 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Newport Beach has 27.

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

27Companies

5,803Contacts tracked

2,683Verified emails

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The 10 largest life insurance planning firms based in Newport Beach, United States

Ranked by team size

Top 10 of 27 company matches for life insurance planning firms based in Newport Beach, 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	Pacific Life	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	4,664 contacts →
	Exact match “Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	n/a	824 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Succession Capital Alliance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	11-50	22 contacts →
	Exact match “Succession Capital Alliance, headquartered in Newport Beach, California, is the gold standard in advanced life insurance planning for advisors and their high-net-worth clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	The Lotter Group	Exact match	Newport Beach, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Havaplan Financial	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “At every stage in our adult life, there is need for a financial plan.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Eternity Financial Alliance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Eternity Financial Alliance is one of the Most Unique Financial & Insurance Powerhouses of America.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Bluerock Agency	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	51-200	3 contacts →
	Exact match “Protection solutions to prevent a financial crisis when life happens.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Onitus Insurance Agency, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Onitus Insurance Agency, LLC serves individuals and businesses to help secure protection against everyday risks.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	RBJ Financial Group LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Partnering with Independent Advisors & RIAs to integrate Annuities & risk management solutions to firm offering.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	TAD Buchoz Insurance	Exact match	Newport Beach, CA, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 10 of 27 life insurance planning firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 2,683 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 17, 2026

46.2%Verified-email coverage

214.9Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 27 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 Newport Beach, 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 2,683 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 Newport Beach, United States?

RevenueBase identified 27 company matches for life insurance planning firms associated with Newport Beach, 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?

Pacific Life 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). Newport Beach has 27.

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 2,683 professional contacts with verified work emails tracked across these 27 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.