Company lists · Data refreshed September 2026

Top 20 Fiduciary services companies based in Las Vegas, United States

RevenueBase identified 33 fiduciary services companies headquartered in Las Vegas, United States as of September 2026 and tracks 438 professional contacts across them, including 199 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies headquartered in Las Vegas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
33Companies
438Contacts tracked
199Verified emails
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The 20 largest fiduciary services companies based in Las Vegas, United States

Ranked by team size
Top 20 of 33 fiduciary services companies based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 202651-200131 contacts →

Indirect evidence

“At Great Gray® we believe in – and are driven by – growth.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 202611-5058 contacts →

Indirect evidence

“Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our clients all across this great nation who want to benefit from the…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 202611-5044 contacts →

Indirect evidence

“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“The Investment Counsel Company of Nevada (ICC) serves as Investor Advocate for its clients.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Nevada Trust Company® is an independent trust company specializing in sophisticated trust administration, wealth management, and Nevada trust planning for individuals, families…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“IconTrust is a best-in-class Nevada trust company providing flat fee trust administration services to clients across the United States.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-106 contacts →

Strong evidence

“RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Crest Key Legal and Accounting are attorneys focusing on and accountants specializing in estate and business planning, probate, and trust administration, and fiduciary accounting…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Caldera Wealth is a full-service financial firm that helps small and mid-size businesses gain access to affordable and efficient retirement plans while providing tools for…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Based in Las Vegas and serving clients nationwide, JD’s Tax-Smart Wealth Management helps individuals, families, and business owners keep more of what they earn and enjoy life…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“About Courtlandt Founded in 1995 and based in Newport Beach, California, Courtlandt is a group of professional companies delivering a multi-disciplinary approach to retirement…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“At Sundvick Legacy Center, YOU, the client, are our first priority.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Ratio Holdings is the parent company to Ratio Capital, a full service investment advisory firm dedicated to servicing the investment needs of a wide range of clients.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“At Money Managers Inc, we provide ongoing advocacy in all aspects of our clients’ financial lives, leaving no stone unturned in striving to help them achieve their goals.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Finances for the less traditionally employed and those aspiring- Project-Based Planning - Tax Prep and Advice - Fee-Only Fiduciary - No Asset Minimums”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 20 of 33 fiduciary services companies based in Las Vegas, United States

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Fiduciary services companies based in Las Vegas, United States at a glance

As of Sep 20, 2026
45.4%Verified-email coverage
13.3Average contacts per company
1-10Median size (employees)
372.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
5
51-200
1

Email recency for this list is measured across the whole United States list rather than for Las Vegas, so it is reported there. Company counts and contact totals on this page are exact for Las Vegas, over 33 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary services companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Las Vegas, United States whose own description of what they do matches “fiduciary services companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fiduciary services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among fiduciary services companies, and records with no verified work email. Companies headquartered outside Las Vegas are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 199 across the full list. 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 September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary services companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fiduciary services companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fiduciary services companies are there based in Las Vegas, United States?

RevenueBase identified 33 fiduciary services companies headquartered in Las Vegas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Great Gray Trust Company, headquartered in Las Vegas, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 199 verified decision-maker contacts tracked across these 33 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 Smart Search, 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.