Benefits BrokerAtlas

Benefits brokers in California

2,146 benefits brokers in 316 California cities, 2,146 named on at least two 2024 Form 5500 filings.

Health and welfare plans (1991)Retirement plans (196)Median plan under 200 participants (846)Median plan 200 to 999 participants (1066)Median plan 1,000+ participants (234)Fees reported as well as commissions (1202)

Cities

San Diego132 benefits brokersLos Angeles127 benefits brokersIrvine89 benefits brokersSan Francisco81 benefits brokersRiverside71 benefits brokersPasadena67 benefits brokersFresno62 benefits brokersSan Mateo59 benefits brokersSan Jose59 benefits brokersNewport Beach51 benefits brokersSacramento49 benefits brokersWoodland Hills41 benefits brokersWalnut Creek39 benefits brokersWestlake Village37 benefits brokersSanta Ana31 benefits brokersBakersfield31 benefits brokersOrange25 benefits brokersRoseville23 benefits brokersConcord22 benefits brokersCampbell19 benefits brokersTorrance19 benefits brokersCulver City19 benefits brokersAnaheim18 benefits brokersPetaluma18 benefits brokersEl Segundo17 benefits brokersChico17 benefits brokersHuntington Beach17 benefits brokersLong Beach16 benefits brokersSanta Barbara15 benefits brokersBurbank15 benefits brokersEncino15 benefits brokersGlendale14 benefits brokersCarlsbad14 benefits brokersSan Luis Obispo12 benefits brokersCalabasas12 benefits brokersLake Forest11 benefits brokersTustin11 benefits brokersFolsom11 benefits brokersLadera Ranch11 benefits brokersSan Clemente11 benefits brokersVentura11 benefits brokersRancho Cordova10 benefits brokersPleasant Hill10 benefits brokersSan Ramon10 benefits brokersRocklin10 benefits brokersOceanside10 benefits brokersSanta Rosa10 benefits brokersMission Viejo10 benefits brokersEscondido10 benefits brokersOxnard9 benefits brokersSan Rafael9 benefits brokersPleasanton9 benefits brokersValencia9 benefits brokersAliso Viejo8 benefits brokersChino Hills8 benefits brokersSantee8 benefits brokersLafayette7 benefits brokersSherman Oaks7 benefits brokersMurrieta7 benefits brokersTurlock7 benefits brokersRedlands7 benefits brokersClovis7 benefits brokersSan Marcos6 benefits brokersLos Alamos6 benefits brokersFairfield6 benefits brokersSanta Maria6 benefits brokersUpland6 benefits brokersCamarillo6 benefits brokersCorona6 benefits brokersModesto6 benefits brokersCerritos6 benefits brokersCosta Mesa6 benefits brokersGlendora6 benefits brokersLa Jolla5 benefits brokersVisalia5 benefits brokersEl Dorado Hills5 benefits brokersSanta Cruz5 benefits brokersStockton5 benefits brokersBurlingame5 benefits brokersPoway5 benefits brokersYucaipa5 benefits brokersMonrovia5 benefits brokersPalm Desert5 benefits brokersLaguna Beach5 benefits brokersAgoura Hills5 benefits brokersOntario5 benefits brokersFullerton5 benefits brokersWatsonville5 benefits brokersWhittier5 benefits brokersMountain View4 benefits brokersLos Alamitos4 benefits brokersMoraga4 benefits brokersSan Bernardino4 benefits brokersSan Marino4 benefits brokersHacienda Heights4 benefits brokersRedwood City4 benefits brokersMoreno Valley4 benefits brokersLaguna Niguel4 benefits brokersHighland4 benefits brokersRedding4 benefits brokersSaint Helena4 benefits brokersMoorpark4 benefits brokersChino4 benefits brokersLincoln4 benefits brokersPalo Alto4 benefits brokersPlacerville3 benefits brokersBeaumont3 benefits brokersDana Point3 benefits brokersLos Altos3 benefits brokersTemecula3 benefits brokersLivermore3 benefits brokersWest Sacramento3 benefits brokersRolling Hills Estates3 benefits brokersSouth Pasadena3 benefits brokersOakland3 benefits brokersTrabuco Canyon3 benefits brokersFremont3 benefits brokersRancho Santa Margarita3 benefits brokersTehachapi3 benefits brokersCypress3 benefits brokersElk Grove3 benefits brokersArroyo Grande3 benefits brokersMorgan Hill3 benefits brokersSunnyvale3 benefits brokersGarden Grove3 benefits brokersSalinas3 benefits brokersArcadia3 benefits brokersEl Cajon3 benefits brokersYorba Linda3 benefits brokersSanta Clara3 benefits brokersLa Mesa3 benefits brokersHermosa Beach3 benefits brokersCarmel3 benefits brokersColusa3 benefits brokersThousand Oaks3 benefits brokersRedondo Beach3 benefits brokersLodi3 benefits brokersVista3 benefits brokersGranite Bay2 benefits brokersRamona2 benefits brokersCapitola2 benefits brokersSan Juan Capistrano2 benefits brokersSanta Monica2 benefits brokersFair Oaks2 benefits brokersCrestline2 benefits brokersLa Canada Flintridge2 benefits brokersWoodland2 benefits brokersLake Elsinore2 benefits brokersCarson2 benefits brokersWilmington2 benefits brokersWeimar2 benefits brokersReedley2 benefits brokersBeverly Hills2 benefits brokersSan Leandro2 benefits brokersStevenson Ranch2 benefits brokersModest2 benefits brokersLancaster2 benefits brokersSierra Madre2 benefits brokersCastaic2 benefits brokersEncinitas2 benefits brokersNorthridge2 benefits brokersSebastopol2 benefits brokersDixon2 benefits brokersWinnetka2 benefits brokersStudio City2 benefits brokersWestminster2 benefits brokersManteca2 benefits brokersCarpinteria2 benefits brokersPaso Robles2 benefits brokersCupertino2 benefits brokersEureka2 benefits brokersSan Juan Bautista2 benefits brokersHawaiian Gardens2 benefits brokersPalos Verdes2 benefits brokersPalos Verdes Estates2 benefits brokersCathedral City2 benefits brokersHawthorne2 benefits brokersOak Park2 benefits brokersOrinda2 benefits brokersRowland Heights2 benefits brokersSimi Valley2 benefits brokersRancho Cucamonga2 benefits brokersSeal Beach2 benefits brokersPilot Hill2 benefits brokersNorth Hollywood2 benefits brokersTiburon2 benefits brokersNewbury Park2 benefits brokersChula Vista2 benefits brokersMartinez2 benefits brokersSan Dimas2 benefits brokersPacifica2 benefits brokersMarina Del Rey2 benefits brokersInyokern2 benefits brokersWest Covina2 benefits brokersWindsor2 benefits brokersEastvale2 benefits brokersRancho Mirage1 benefits brokerClaremont1 benefits brokerFoothill Ranch1 benefits brokerCity of Industry1 benefits brokerNipomo1 benefits brokerAntioch1 benefits brokerHollister1 benefits brokerIrwindale1 benefits brokerCitrus Heights1 benefits brokerSolona Beach1 benefits brokerMerced1 benefits brokerHercules1 benefits brokerDiamond Bar1 benefits brokerIndio1 benefits brokerAlameda1 benefits brokerSouth Lake Tahoe1 benefits brokerTempleton1 benefits brokerLakeside1 benefits brokerOakdale1 benefits brokerNewhall1 benefits brokerSaugus1 benefits brokerNapa1 benefits brokerLoomis1 benefits brokerBellflower1 benefits brokerToluca Lake1 benefits brokerSonoma1 benefits brokerDel Mar1 benefits brokerWest Lake Village1 benefits brokerLarkspur1 benefits brokerAuburn1 benefits brokerWestlake Vlg1 benefits brokerPomona1 benefits brokerDenair1 benefits brokerRichmond1 benefits brokerMonterey1 benefits brokerLayfayette1 benefits brokerLaguna Hills1 benefits brokerArcata1 benefits brokerIrving1 benefits brokerSouth San Francisco1 benefits brokerRancho Cucumonga1 benefits brokerFort Jones1 benefits brokerDiscovery Bay1 benefits brokerNorwalk1 benefits brokerShadow Hills1 benefits brokerBrawley1 benefits brokerDanville1 benefits brokerFreedom1 benefits brokerCatherdral City1 benefits brokerInglewood1 benefits brokerSomis1 benefits brokerSuisun City1 benefits brokerWestlake Villlage1 benefits brokerSan Lorenzo1 benefits brokerAtwater1 benefits brokerLa Habra1 benefits brokerMenifee1 benefits brokerSan Manteo1 benefits brokerKingsburg1 benefits brokerTarzana1 benefits brokerLos Gatos1 benefits brokerHesperia1 benefits brokerGold River1 benefits brokerMontebello1 benefits brokerRohnert Park1 benefits brokerHomeland1 benefits brokerNovato1 benefits brokerFowler1 benefits brokerOaklnd1 benefits brokerEl Monte1 benefits brokerPrismo Beach1 benefits brokerBrownsville1 benefits brokerColumbis1 benefits brokerYuba City1 benefits brokerAsonia1 benefits brokerSan Gabriel1 benefits brokerBerkeley1 benefits brokerFountain Valley1 benefits brokerWoodland Hls1 benefits brokerSan Rosa1 benefits brokerSolana Beach1 benefits brokerSaratoga1 benefits brokerLa Mirada1 benefits brokerLa Verne1 benefits brokerPacific Palisades1 benefits brokerLomita1 benefits brokerManhattan Beach1 benefits brokerPacific Palisade1 benefits brokerFillmore1 benefits brokerNorth Hills1 benefits brokerCentury City1 benefits brokerSanta Marica1 benefits brokerCayucos1 benefits brokerHacienda Hts1 benefits brokerLa Canada1 benefits brokerCameron Park1 benefits brokerNewton1 benefits brokerMenlo Park1 benefits brokerNorco1 benefits brokerPalm Dessert1 benefits brokerDaly City1 benefits brokerKenwood1 benefits brokerDenver1 benefits brokerPlumas Lake1 benefits brokerWilton1 benefits brokerTracy1 benefits brokerGardena1 benefits brokerGilroy1 benefits brokerGranada Hills1 benefits brokerPescadero1 benefits brokerWest Hollywood1 benefits brokerSonora1 benefits brokerRolling Hills Estate1 benefits brokerSanta Clarita1 benefits brokerValley Glen1 benefits brokerMounitain View1 benefits brokerGuadalupe1 benefits brokerIselin1 benefits brokerArtesia1 benefits brokerChatsworth1 benefits broker

Top benefits brokers in California

Alliant Insurance Services, INC.701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans818 plan filings · $42,427,498 disclosed · median 325 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC9171 Towne Centre Drive, Suite 100 · San Diego, CA 92122 · Health and welfare plans589 plan filings · $63,074,405 disclosed · median 256 participantsNamed in Form 5500 filingsSequoia Benefits & Ins Svcs LLC1850 Gateway Drive, Suite 700 · San Mateo, CA 94404 · Health and welfare plans532 plan filings · $96,239,878 disclosed · median 236 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.PO Box 8299 · Pasadena, CA 91109 · Health and welfare plans403 plan filings · $10,152,046 disclosed · median 385 participantsNamed in Form 5500 filingsLpl Financial Corporation4707 Executive Dr · San Diego, CA 92121 · Health and welfare plans302 plan filings · $5,331,264 disclosed · median 196 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center1390 Willow Pass Rd, Ste 800 · Concord, CA 94520 · Health and welfare plans300 plan filings · $11,012,842 disclosed · median 230 participantsNamed in Form 5500 filingsWarner Pacific Insurance Services32110 Agoura Road · Westlake Village, CA 91361 · Health and welfare plans292 plan filings · $4,824,754 disclosed · median 151 participantsNamed in Form 5500 filingsLockton Companies, LLCThree Embarcadero Center, Suite 600 · San Francisco, CA 94111 · Health and welfare plans287 plan filings · $18,222,147 disclosed · median 320 participantsNamed in Form 5500 filingsAbd Ins. and Financial Svcs., INC.777 Mariners Island Boulevard, Suite 250 · San Mateo, CA 94404 · Health and welfare plans267 plan filings · $32,696,546 disclosed · median 248 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.500 North Brand Boulevard, Suite 100 · Glendale, CA 91203 · Health and welfare plans253 plan filings · $13,381,631 disclosed · median 248 participantsNamed in Form 5500 filingsLockton Companies, LLC777 South Figueroa Street, Suite 5200 · Los Angeles, CA 90017 · Health and welfare plans249 plan filings · $24,765,457 disclosed · median 490 participantsNamed in Form 5500 filingsSequoia Benefits & Ins. Services1850 Gateway Dr, Suite 700 · San Mateo, CA 94404 · Health and welfare plans232 plan filings · $25,355,893 disclosed · median 203 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.18100 Von Karman 10th Floor · Irvine, CA 92612 · Health and welfare plans220 plan filings · $16,948,693 disclosed · median 418 participantsNamed in Form 5500 filingsThe Baldwin Group West LLC2211 Michelson Drive, Suite 1200 · Irvine, CA 92612 · Health and welfare plans215 plan filings · $20,303,115 disclosed · median 226 participantsNamed in Form 5500 filingsHub International Ins Svcs INC.PO Box 2158 · Riverside, CA 92516 · Health and welfare plans200 plan filings · $9,726,152 disclosed · median 212 participantsNamed in Form 5500 filingsEnrollease660 York Street, Suite 102 · San Francisco, CA 94110 · Health and welfare plans197 plan filings · $550,771 disclosed · median 144 participantsNamed in Form 5500 filingsBurnham Benefits Insurance Services2211 Michelson Drive, Suite 1200 · Irvine, CA 92612 · Health and welfare plans188 plan filings · $14,818,213 disclosed · median 255 participantsNamed in Form 5500 filingsLockton Companies, LLCDepartment La 23940 · Pasadena, CA 91185 · Health and welfare plans183 plan filings · $10,168,261 disclosed · median 441 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.2185 North California Boulevard, Suite 400 · Walnut Creek, CA 94596 · Health and welfare plans158 plan filings · $6,402,231 disclosed · median 457 participantsNamed in Form 5500 filingsEdgewood Partners Insurance CenterPO Box 102159 · Pasadena, CA 91189 · Health and welfare plans158 plan filings · $2,923,822 disclosed · median 286 participantsNamed in Form 5500 filingsLpl Financial CorporationP.o. Box 502030 · San Diego, CA 92150 · Health and welfare plans158 plan filings · $2,662,994 disclosed · median 134 participantsNamed in Form 5500 filingsIma, INC.3475 E. Foothill Blvd., Suite 100 · Pasadena, CA 91107 · Health and welfare plans149 plan filings · $5,384,566 disclosed · median 211 participantsNamed in Form 5500 filingsHub International Midwest LimitedPO Box 2158 · Riverside, CA 92516 · Health and welfare plans147 plan filings · $5,351,228 disclosed · median 245 participantsNamed in Form 5500 filingsCetera Advisor Networks LLC200 N Sepulveda Blvd Ste 1200 · El Segundo, CA 90245 · Health and welfare plans146 plan filings · $4,142,778 disclosed · median 206 participantsNamed in Form 5500 filingsWoodruff-Sawyer & CO50 California Street, Floor 12 · San Francisco, CA 94111 · Health and welfare plans145 plan filings · $14,760,998 disclosed · median 310 participantsNamed in Form 5500 filingsHub International Ins Services INCPO Box 2158 · Riverside, CA 92516 · Health and welfare plans143 plan filings · $3,197,235 disclosed · median 190 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center425 California St, Ste 2400 · San Francisco, CA 94104 · Health and welfare plans139 plan filings · $6,185,200 disclosed · median 268 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLCPO Box 100260 · Pasadena, CA 91189 · Health and welfare plans139 plan filings · $192,266 disclosed · median 2,160 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.PO Box 745977 · Los Angeles, CA 90074 · Health and welfare plans138 plan filings · $3,339,093 disclosed · median 333 participantsNamed in Form 5500 filingsHeffernan Insurance Brokers1350 Carlback Ave., Suite 200 · Walnut Creek, CA 94596 · Health and welfare plans132 plan filings · $11,712,946 disclosed · median 185 participantsNamed in Form 5500 filings