Top Insurance Brokerage Services in the United States
325 Companies
List of the Top United States Insurance Brokers
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Insurance Services & Brokers50% Financial Advising & PlanningEven Financial is a Financial Advising & Planning and Insurance Services & Brokers company established in 2014. The company provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Lisle, IL
Services provided
80% Insurance Services & Brokers10% Financial Advising & Planning10% Funding & InvestmentInsurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Insurance Services & Brokers50% OtherDC Benefits Co is an Insurance Services & Brokers company. They are located in Chicago, Illinois and have small team. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Wilmette, IL
Services provided
30% Insurance Services & Brokers50% Financial Advising & Planning10% Accounting +1 service10% Commercial FinancingLifetime Financial Group, a Financial Advising & Planning company, is in Wilmette, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Springfield, IL
Services provided
50% Insurance Services & Brokers50% Financial Advising & PlanningSlagle Financial is a Financial Advising & Planning and Insurance Services & Brokers company. They were established in 1995 and focus on Financial Advising & Planning and Insurance Services &
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Accounting +2 services10% Business Consulting10% Financial ConsultingFinancial Advising & Planning company Basil Financial Group specializes in Financial Advising & Planning and Accounting. They were founded in 2011.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
15% Insurance Services & Brokers70% Financial Advising & Planning15% AccountingEstablished in 2003, JMC Wealth Management, Inc. Is a Financial Advising & Planning company. In Chicago, Illinois, the team provides Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
25% Insurance Services & Brokers25% Accounting25% Financial Advising & Planning +1 service25% OtherChicago Wealth Management, Inc. Is a Chicago, Illinois-based Accounting company. Founded in 2003, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
40% Insurance Services & Brokers50% Financial Advising & Planning10% AccountingMerino Wealth Management is a Financial Advising & Planning company founded in 2016. Based in Chicago, Illinois, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Normal, IL
Services provided
30% Insurance Services & Brokers35% Accounting35% Financial Advising & PlanningMcBeath Financial Group, an Accounting company, is based in Normal, Illinois. They focus on Accounting and Financial Advising & Planning and were launched in 2008.
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UndisclosedUndisclosed2 - 9Edwardsville, IL
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning30% Accounting +1 service10% Commercial FinancingLexow Financial Group is a Financial Advising & Planning company. They focus on Financial Advising & Planning and Accounting and were established in 1993.
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UndisclosedUndisclosed10 - 49Peoria, IL
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Accounting +2 services10% Commercial Financing10% Funding & InvestmentDavid Vaughan Investments, LLC is a Financial Advising & Planning company based in Peoria, Illinois and Winter Park, Florida. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
15% Insurance Services & Brokers60% Financial Advising & Planning15% Funding & Investment +1 service10% Financial ConsultingLakeshore Financial Group, a midsize Financial Advising & Planning company, is headquartered in Chicago, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Springfield, IL
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% AccountingBOS Investment Services is a Financial Advising & Planning company. They are located in Springfield, Illinois. Their team specializes in Financial Advising & Planning and Insurance Services &
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UndisclosedUndisclosed10 - 49Lisle, IL
Services provided
40% Insurance Services & Brokers60% Financial Advising & PlanningMidwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
20% Insurance Services & Brokers60% Financial Advising & Planning10% Business Consulting +1 service10% Financial ConsultingAllGen Financial Advisors is a small Financial Advising & Planning company established in 2003. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
45% Insurance Services & Brokers45% Financial Advising & Planning10% Funding & InvestmentSmall Financial Advising & Planning company Ocean Financial Services, LLC, is located in Miami, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Winter Haven, FL
Services provided
30% Insurance Services & Brokers60% Financial Advising & Planning10% Financial ConsultingHeadquartered in Winter Haven, Florida, Ingram Financial Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Melbourne, FL
Services provided
40% Insurance Services & Brokers50% Financial Advising & Planning10% Commercial FinancingLeonard Financial Group, a Financial Advising & Planning company, is based in Melbourne, Florida. Founded in 2006, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Conway, AR
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsThe Mackey Firm offers comprehensive financial management services, including payroll, tax filings, investments, and retirement plans. The overall feedback from reviews highlights the firm's thoroughness, efficiency, and excellent communication, resulting in streamlined processes and accurate, timely deliverables. Clients particularly appreciate the firm's quick response and high-quality service.
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UndisclosedUndisclosed2 - 9Billings, MT
Services provided
20% Insurance Services & Brokers30% Financial Advising & Planning25% Commercial Financing +1 service25% Funding & InvestmentFounded in 2002, Buchanan Capital, Inc., a small Financial Advising & Planning company, is based in Billings, Montana. Their team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
20% Insurance Services & Brokers25% Commercial Financing25% Funding & Investment +2 services20% Financial Advising & Planning10% Blockchain MarketingBain Capital, a Commercial Financing company, was founded in 1984. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
30% Insurance Services & Brokers25% Commercial Financing25% Funding & Investment +2 services10% Business Consulting10% Financial ConsultingBased in Charlotte, North Carolina, Tobin & Company Investment Banking Group is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
40% Insurance Services & Brokers30% Commercial Financing30% Funding & InvestmentCREC is an Insurance Services & Brokers company launched in 2001. The firm provides Insurance Services & Brokers and Commercial Financing, and is small.
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UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +2 services20% Financial Advising & Planning20% Funding & InvestmentThe Private Investment Group is a Commercial Financing company. The small Dayton, Ohio-based team focuses on Commercial Financing and Accounting. The company was established in 2014.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
20% Insurance Services & Brokers30% Financial Advising & Planning25% Commercial Financing +1 service25% Funding & InvestmentFort Washington Investment Advisors, Inc., a Financial Advising & Planning company, was founded in 1990. The midsize team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
20% Insurance Services & Brokers30% Financial Advising & Planning20% Commercial Financing +2 services20% Funding & Investment10% Marketing StrategyLaunched in 1881, Oppenheimer & Co. Inc. Is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Norristown, PA
Services provided
20% Insurance Services & Brokers30% Commercial Financing30% Funding & Investment +1 service20% Financial Advising & PlanningEstablished in 1967, Valley Forge Financial Group is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Wayne, PA
Services provided
20% Insurance Services & Brokers20% Commercial Financing20% Financial Advising & Planning +3 services20% Funding & Investment10% Business Consulting10% Financial ConsultingAlden Investment Group is a Commercial Financing company. Established in 1995, the agency is in Wayne, Pennsylvania. Their team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bethlehem, PA
Services provided
10% Insurance Services & Brokers25% Commercial Financing25% Funding & Investment +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingLocated in Bethlehem, Pennsylvania, Cornerstone Advisors Asset Management is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
20% Insurance Services & Brokers20% Financial Advising & Planning15% Financial Consulting +5 services10% Accounting10% Business Consulting10% Commercial Financing10% Funding & Investment5% BrandingGreat Valley Advisor Group is a Financial Advising & Planning company established in 1982. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Nashville, TN
Services provided
50% Insurance Services & Brokers25% Commercial Financing25% Funding & InvestmentREIT Investment Group, LLC is an Insurance Services & Brokers company based in Nashville, Tennessee. They specialize in Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed2 - 9Lake Forest, IL
Services provided
10% Insurance Services & Brokers30% Business Valuation Services30% Funding & Investment +2 services20% Commercial Financing10% Business ConsultingBusiness Valuation Services company EBIT Associates, Ltd. Is located in Lake Forest, Illinois and Scottsdale, Arizona. They offer Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chantilly, VA
Services provided
10% Insurance Services & Brokers30% Accounting30% Business Valuation Services +1 service30% Financial Advising & PlanningStitely & Karstetter, CPAs is an Accounting company founded in 1989. The team specializes in Accounting and Financial Advising & Planning and is in Chantilly, Virginia.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
30% Insurance Services & Brokers30% Business Valuation Services30% Financial Advising & Planning +1 service10% AccountingFinancial Advising & Planning company Harvest Wealth Partners is in Valparaiso, Indiana. They provide Financial Advising & Planning and Insurance Services & Brokers and were established in 2008.
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UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
10% Insurance Services & Brokers30% Financial Advising & Planning20% Accounting +2 services20% Business Valuation Services20% Commercial FinancingLocated in Bellevue, Washington, Fulcrum Wealth Advisors is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Bedford, NH
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Business Valuation ServicesBaldwinClarke, a Financial Advising & Planning company, was founded in 1971. The agency focuses on Financial Advising & Planning and Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
25% Insurance Services & Brokers25% Accounting25% Business Valuation Services +1 service25% Funding & InvestmentKenilworth Global Fin Advisors, an Accounting company, was established in 2014. The team focuses on Accounting and Insurance Services & Brokers and is located in Chicago, Illinois and Kampala,
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UndisclosedUndisclosed50 - 249Louisville, KY
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +2 services10% Accounting10% Business ConsultingStrategic Wealth Designers is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Insurance Services & Brokers and are located in Louisville, Kentucky.
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UndisclosedUndisclosed10 - 49Fort Worth, TX
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Accounting +1 service20% Financial ConsultingAspen Wealth Management, a Financial Advising & Planning company, was established in 2004. Headquartered in Fort Worth, Texas, the team offers Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +2 services10% Accounting10% Business ConsultingFinancial Advising & Planning company Surely Now was launched in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9The Woodlands, TX
Services provided
10% Insurance Services & Brokers30% Financial Advising & Planning20% Business Consulting +3 services20% Financial Consulting10% Funding & Investment10% Market ResearchMellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +1 service20% Funding & InvestmentBone Fide Wealth, a Financial Advising & Planning company, was founded in 2016. They offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingSchneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Brokerage Services +3 services20% Financial Consulting10% Business Consulting10% Financial Advising & PlanningKairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
Services provided
10% Insurance Services & Brokers20% Accounting20% Financial Advising & Planning +4 services20% Financial Consulting10% Blockchain Marketing10% Business Consulting10% Business Valuation ServicesFinance Strategists is an Accounting company. They were launched in 2020, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
30% Insurance Services & Brokers70% Funding & InvestmentPlanned Investment Company Inc. Is a Funding & Investment company launched in 1958. The team focuses on Funding & Investment and Insurance Services & Brokers and is in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Muncie, IN
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Funding & InvestmentWealth Strategies is a Muncie, Indiana-based Financial Advising & Planning company. Launched in 1997, the team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
Services provided
50% Insurance Services & Brokers50% Funding & InvestmentFounded in 2018, EverTrue Financial Services is an Insurance Services & Brokers and Funding & Investment company. The team focuses on Insurance Services & Brokers and Funding & Investment.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
Services provided
30% Insurance Services & Brokers70% Financial ConsultingLaunched in 1983, Risk Resource is a Financial Consulting company. The team focuses on Financial Consulting and Insurance Services & Brokers.
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At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 6 United States Insurance Brokers
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$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
$25,000+$25 - $49 / hr50 - 249Middletown, DE
Ability to deliver
21.2/40.017.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Ability to deliver
14.6/40.00/20 Reviews10/10 Clients & Experience4.6/10 Market PresenceService focus
14% Insurance Services & Brokers86% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Insurance Services & Brokers65% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
8.9/40.00/20 Reviews0/10 Clients & Experience8.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$100 - $149 / hr50 - 249Dallas, TX
Ability to deliver
8.8/40.00/20 Reviews2.1/10 Clients & Experience6.8/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed2 - 9Dallas, TX
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed10 - 49Las Vegas, NV
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+Undisclosed2 - 9Larkspur, CA
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$25,000+Undisclosed2 - 9Dallas, TX
Ability to deliver
6.4/40.00/20 Reviews1.5/10 Clients & Experience4.9/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
Ability to deliver
6.4/40.00/20 Reviews1.5/10 Clients & Experience4.9/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$1,000+< $25 / hr10 - 49Los Angeles, CA
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
100% Insurance Services & Brokers
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