Webber Advisors
Webber Advisors is a Pennsylvania-based, employee-owned insurance brokerage and benefits advisory firm serving mid-sized employers in banking, senior living, healthcare, and nonprofit sectors across the Mid-Atlantic, Northeast, and Midwest, operating as a Leavitt Group subsidiary.
- Company typePrivate
- Founded1976
- HeadquartersDuncansville, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Webber Advisors does
Webber Advisors (legal entity L.R. Webber Associates, Inc.) is a privately held, employee-owned insurance brokerage and benefits advisory firm founded in 1976 and headquartered in Duncansville, Pennsylvania. Since 2016 it has operated as a subsidiary of the Leavitt Group, a diversified insurance and financial services conglomerate, and in 2025 announced a rebranding to Leavitt Northeast Insurance. The firm delivers a unified suite of services including employee benefits consulting (with proprietary programs such as DataSmart Health Solutions analytics and self-funded group healthcare consortiums), retirement plan consulting and third-party administration through its Retirement Plan Solutions division, HR compliance and consulting, business and personal insurance brokerage across a broad carrier panel, Medicare distribution through the Care Compass partnership, and wealth management via Webber Seltzer Wealth Advisors.
The firm serves mid-sized employers and community institutions primarily in the Mid-Atlantic, Northeast, and Midwest markets, with particular depth in community banking, senior living, healthcare, nonprofit, and small-to-medium business segments. Its go-to-market is consultative and relationship-driven: co-owners and a team of credentialed advisors work directly with clients throughout the year, supported by referral networks, HR conference presence, an educational blog, and targeted email communications. Revenue is generated through professional services fees, insurance brokerage commissions, and third-party administration fees rather than software or platform licensing.
The firm's strategic differentiators include a self-funded banking consortium combining the buying power of 34 member banks, the RCHP program serving senior living operators since 2009, and long-tenured leadership holding designations such as CFA, CEBS, RHU, REBC, QPA, ERPA, and SHRM-SCP. Webber operates four Pennsylvania offices (Duncansville, Wexford, Greensburg, Altoona) and offers securities through Cambridge Investment Research across 13 states. The firm has no disclosed technology platform, no AI/ML capabilities, no external funding, and no M&A activity, positioning it as a traditional advisory practice whose principal assets are its client relationships, consortium economics, and integration with Leavitt Group's national carrier relationships.
Webber Advisors firmographics
Firmographics- Name
- Webber Advisors
- Legal name
- L.R. Webber Associates, Inc.
- Website
- https://webberadvisors.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Webber Advisors is a Pennsylvania-based, employee-owned insurance brokerage and benefits advisory firm serving mid-sized employers in banking, senior living, healthcare, and nonprofit sectors across the Mid-Atlantic, Northeast, and Midwest, operating as a Leavitt Group subsidiary.
- Ownership category
- akta.pro rank
Webber Advisors industry classification
Industry- Product category
- Insurance and Employee Benefits Advisory
- NAICS
- Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Webber Advisors is headquartered
LocationHeadquarters
- HQ city
- Duncansville
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Webber Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Employee Benefits Consulting: Consulting fees for employee benefits advisory services including health insurance, benefits outsourcing, plan design and implementation strategies.
- Insurance Brokerage: Commission-based revenue from insurance products including business insurance, personal insurance, and Medicare insurance offerings.
- Third-Party Administrative Services: Fees for retirement plan administration services including compliance testing and Form 5500 preparation through Retirement Plan Solutions division.
- HR Consulting: Human resources compliance and consulting services including performance management, personnel policies, and employment law compliance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based service model |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Webber Advisors product offering
Product offeringCore offering
Webber Advisors provides consultative employee benefits, retirement plan, HR compliance, business insurance, and wealth management services to organizations and individuals. The firm delivers advisory services, third-party retirement plan administration through its Retirement Plan Solutions division, and self-funded healthcare consortiums serving banking, healthcare, senior living, and nonprofit clients primarily across the Mid-Atlantic, Northeast, and Midwest.
Product overview
Webber Advisors is an employee benefits and insurance advisory firm offering a unified suite of consulting and administrative services rather than a modular software platform. The core offering combines Employee Benefits Consulting (including DataSmart Health Solutions analytics and Self-Funded Group Healthcare Consortiums), Retirement Plan Services (comprising both consulting and third-party administration through Retirement Plan Solutions for 401k, 403b, 457, and other retirement plans), and HR Consulting. These primary service lines are supplemented by Business Insurance (property, casualty, cyber, workers comp), Personal Insurance (auto, home, flood), Administrative Services (FSA/HRA, COBRA), Medicare Insurance (via Care Compass partnership), and Financial Services (via Webber Seltzer Wealth Advisors). The firm operates as a traditional advisory practice without a software product or digital platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits Consulting
Quantifiable outcome
- Significant cost savings through self-funded consortium mechanism with actuarial basis for rate setting
- +2 more outcomes
Companies that use Webber Advisors
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Webber Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Webber Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Leavitt GroupcoreIn 2016, Webber forged a partnership with the Leavitt Group, providing reach into new markets and improved solutions. Webber Advisors is described as a Leavitt Group subsidiary. The partnership enables Webber to operate as a privately held firm with national scale and resources while maintaining regional presence.
- Care CompasscoreWebber Advisors partnered with Care Compass to provide Medicare products including Medicare Advantage plans, Medicare Supplements, Prescription Drug Plans, and other ancillary senior products. Care Compass is an independent insurance agency operated out of Webber's Duncansville office, offering services at no cost to clients.
- Cambridge Investment Research, Inc.coreSecurities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of DC, FL, MD, NJ, NY, OH, PA, SC, TX, CA, CO, GA, and OK. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Webber Advisors and Leavitt Group are not affiliated with Cambridge.
- PA BankerscorePartner in healthcare consortium providing in-person support to banking clients. The consortium includes 34 banks combining buying power for employee health insurance.
- BeneconcorePartner in healthcare consortium providing in-person support to banking clients for self-funded employee health insurance programs.
Scale indicators4 records
Recent moves9 records
Expansion highlights6 records
Webber Advisors competitors and assessment
Company assessmentBroad incumbents
- Leavitt Group: National insurance brokerage and financial services conglomerate of which Webber Advisors is a subsidiary. Directly comparable as the parent platform offering the same mix of employee benefits, retirement, HR, and commercial insurance advisory across multiple regional offices.
- USI Insurance Services: Large national insurance brokerage and risk management consulting firm offering employee benefits, retirement, and commercial insurance advisory. Comparable across service lines and target customer segments, but operates at materially greater scale and broader geographic footprint.
- Hub International: Global insurance brokerage providing property & casualty, employee benefits, retirement, and personal insurance solutions to mid-market and enterprise clients. Overlaps with Webber on benefits and commercial insurance brokerage, with comparable regional office-driven GTM.
- AssuredPartners: National insurance brokerage offering commercial insurance, employee benefits, and risk management consulting to mid-market clients. Comparable consulting-led GTM with regional office structure similar to Webber's Pennsylvania footprint.
- Brown & Brown Insurance: Large publicly traded insurance brokerage providing commercial insurance, employee benefits, and risk management advisory across the U.S. Compares on benefits and commercial brokerage mix, though at materially larger scale and with broader geographic reach.
Direct peers
- OneDigital: National employee benefits and HR consulting firm serving mid-market and enterprise employers with benefits advisory, retirement planning, and HR consulting. Directly comparable in service mix and target customer profile, with significantly larger scale and a digital platform component.
- Holmes Murphy: Independent insurance brokerage and benefits advisory firm serving mid-market employers across the Midwest with employee benefits, retirement, and risk management services. Strong functional and segment overlap with Webber's banking, healthcare, and nonprofit verticals.
- Henderson Brothers: Western Pennsylvania-based insurance and risk management firm providing commercial insurance, employee benefits, and retirement services. Direct regional peer with similar mid-market client focus and benefits advisory depth; notably mentioned in Webber's leadership backgrounds.
Others
- PA Bankers: Trade association for Pennsylvania banks that co-manages the healthcare consortium with Webber Advisors. Comparable as a banking-vertical benefits consortium partner and a key go-to-market channel for Webber's financial services segment.
- Benecon: Employee benefits consortium administrator that co-manages the 34-bank self-funded healthcare program with Webber and PA Bankers. Functions as a consortium infrastructure partner and is operationally intertwined with Webber's banking vertical strategy.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Webber Advisors social profiles
Digital presenceWebber Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Webber Advisors leadership team
Management profileNumber of profiles
Profiles7 records
Webber Advisors subsidiaries and ownership
Company hierarchySubsidiaries2 records
Webber Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Webber Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Webber Advisors
What does Webber Advisors do?
Webber Advisors provides consultative employee benefits, retirement plan, HR compliance, business insurance, and wealth management services to organizations and individuals. The firm delivers advisory services, third-party retirement plan administration through its Retirement Plan Solutions division, and self-funded healthcare consortiums serving banking, healthcare, senior living, and nonprofit clients primarily across the Mid-Atlantic, Northeast, and Midwest.
Is Webber Advisors a public or private company?
Webber Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Webber Advisors founded?
Webber Advisors was founded in 1976. It employs 51 to 100 people.
Where is Webber Advisors based?
Webber Advisors is headquartered in Duncansville, United States, in the North America region.
How does Webber Advisors make money?
Four revenue lines are on record. Employee Benefits Consulting is the primary driver. The others are insurance Brokerage, third-Party Administrative Services and HR Consulting.
Who are Webber Advisors's main competitors?
Broad incumbents on record are Leavitt Group, USI Insurance Services, Hub International, AssuredPartners and Brown & Brown Insurance. Direct peers are OneDigital, Holmes Murphy and Henderson Brothers. Others are PA Bankers and Benecon.
Does Webber Advisors have an API?
No public API is recorded for Webber Advisors.
What industry is Webber Advisors in?
Webber Advisors's product category is Insurance and Employee Benefits Advisory. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 52421 and its SIC code is 6411.