The LBL Group

What The LBL Group does

The LBL Group is a private employee benefits consulting and wealth management firm headquartered in Los Alamitos, California. Founded in 1973, the firm provides advisory services to four distinct client constituencies: employers, employees, executives, and individuals. The practice spans two related but distinct service lines — group benefits consulting on the employer/employee side, and personal wealth advisory on the executive/individual side — which together form the firm's revenue base.

With a headcount of 11-50 employees, The LBL Group operates as a boutique advisory practice rather than a scaled platform. No technology platform, proprietary product suite, integrations, AI capabilities, or digital distribution channels are documented for the firm in the source material; the operating model appears relationship-driven rather than productized. Detailed information on product mix granularity, pricing structure, geographic footprint beyond the Los Alamitos base, ownership, leadership, funding, and partnership arrangements was not present in the provided data, which is largely populated with content pertaining to a different company (Acrisure) rather than The LBL Group.

Name

The LBL Group

Legal name

The LBL Group

Website

https://lblgroup.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Short description

The LBL Group is a private employee benefits consulting and wealth management firm, founded in 1973 in Los Alamitos, California, serving employers, employees, executives, and individuals through a small boutique advisory team.

Ownership category

akta.pro rank

Product category

Employee Benefits and Wealth Management Advisory

NAICS

Other Management Consulting Services (541618)

SIC

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), Compensation, Benefits & Total Rewards Advisory (BPACAJAG)

Keywords

• Employee benefits consulting
• Wealth management services
• Executive benefits advisory
• Employer benefits planning
• Individual financial advisory

Headquarters

HQ city

Los Alamitos

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Distribution channels3 records

Marketing channels2 records

Core offering

The LBL Group provides employee benefits consulting services for employers and wealth management services for employees, executives, and individuals. The firm operates as a boutique advisory practice advising on employer benefit programs and individual financial planning, without evidencing proprietary technology, brokerage, or insurance carrier arrangements in the source material.

Product overview

The company offers a comprehensive platform of insurance and financial services products. The portfolio includes Personal Insurance and Mortgages for individual consumers, Business Insurance and Large Business Solutions for commercial clients, Employee Benefit Services, Payroll & HR, Cybersecurity, Managed IT, Risk Management, London Wholesale, Reinsurance, and Industry Expertise solutions. The products span personal and commercial lines of business, combining insurance with related financial and technology services.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Consulting

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Arthur J. Gallagher: One of the largest global brokerages with a substantial employee benefits and risk management practice. Competes for the same employer benefits RFPs and increasingly acquires smaller regional brokerages in LBL's addressable market.
• Marsh McLennan: Global insurance and risk advisory leader (parent of Marsh, Mercer, Oliver Wyman). Mercer is a particularly direct competitor in employee benefits consulting, often bidding against regional players like LBL on mid-market benefits mandates.
• Acrisure: Large global insurance and financial services platform whose Southwest regional structure mirrors LBL's product offering per the source data, suggesting affiliation. Comparable as a parent-platform competitor that absorbs regional agencies into its partner network.

Direct peers

• USI Insurance Services: Middle-market insurance brokerage with substantial employee benefits and property/casualty practices. Competes with LBL for the same regional employer benefits clients and shares the multi-line platform-broker model.
• Alliant Insurance Services: Specialty insurance broker with strong employee benefits, commercial, and wealth-adjacent practices, particularly active on the West Coast. Compares directly on regional Southwest presence and multi-line employer offerings.
• Hub International: Mid-market insurance brokerage with deep employee benefits and commercial lines practices, often serving Southwest and West Coast regional clients via partner agencies. Highly comparable to LBL's positioning as a regional broker combining group benefits with broader commercial lines.
• Brown & Brown: National insurance brokerage that has grown heavily via acquisitions of regional agencies, with strong employee benefits and wealth-adjacent capabilities. Directly comparable as a consolidator that competes for the same regional benefits clients LBL targets.
• NFP (an Aon company): Mid-market insurance broker and benefits advisor acquired by Aon, with a strong multi-line offering spanning benefits, commercial, and wealth. Highly comparable to LBL as a mid-market benefits-led broker serving regional employer clients.
• OneDigital: Employee benefits-focused broker and wealth advisor built through roll-up acquisitions. Almost identical service mix to LBL—benefits brokerage plus wealth management for employers, executives, and individuals—making it the closest functional peer.

Emerging players

• Creative Planning: Large wealth management firm that has expanded into employer retirement and executive benefits services. Comparable on the wealth advisory side of LBL's dual offering, and an emerging competitor for executive benefits wallet share.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/the-lbl-group

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The LBL Group