Company lists · Data refreshed September 2026
Top 20 Financial advisory platforms based in Las Vegas, United States
RevenueBase identified 52 financial advisory platforms headquartered in Las Vegas, United States as of September 2026 and tracks 574 professional contacts across them, including 164 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Las Vegas has 52.
This list covers financial advisory platforms 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 28, 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.
The 20 largest financial advisory platforms based in Las Vegas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 219 contacts → | ||||
Partial evidence “For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 44 contacts → | ||||
Indirect evidence “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 41 contacts → | ||||
Strong evidence “The AmeriFlex Group® is recognized as The Home for Hybrids® - BD/RIA Transitional Wealth Planners™ (financial advisors).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 19 contacts → | ||||
Strong evidence “Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Strong evidence “Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Strong evidence “At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “Betting Kings is a world leading Alternative Investment Consulting Firm, founded by a seasoned and forward-thinking group of professionals with a common vision.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong evidence “RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “CREATE AN AMAZING LIFE FOR YOURSELF!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Certified Financial Planners and Retirement Planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “We’ll be honest with you, there’s nothing particularly complicated or flashy about our mission.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “Fintech Umbrella: Bridging Financial Aspirations and Achievements At Fintech Umbrella, we're more than just a financial firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “At White Mountain Capital Partners llc, we leverage our extensive network of deal finders and advanced data analytics capabilities to guide investors towards maximizing their…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “We help individuals create, implement and monitor customized and comprehensive investment management, retirement income & lifestyle protection strategies after a thorough…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisory platforms.
- Partial evidence
- Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 20 of 52 financial advisory platforms based in Las Vegas, United States
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Financial advisory platforms based in Las Vegas, United States at a glance
As of Sep 28, 2026Companies by employee count
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 52 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 financial advisory platforms, 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 “financial advisory platforms”. 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 financial advisory platforms), 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 financial advisory platforms, 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, 164 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 28, 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.
Financial advisory platforms by metro in the United States
- Financial advisory platforms in New York482
- Financial advisory platforms in Atlanta160
- Financial advisory platforms in San Francisco159
- Financial advisory platforms in Chicago157
- Financial advisory platforms in Houston144
- Financial advisory platforms in Austin141
- Financial advisory platforms in Dallas137
- Financial advisory platforms in San Diego131
- Financial advisory platforms in Boston113
- Financial advisory platforms in Miami108
- Financial advisory platforms in Charlotte107
- Financial advisory platforms in Denver106
- Financial advisory platforms in Los Angeles100
- Financial advisory platforms in Scottsdale85
- Financial advisory platforms in Tampa74
- Financial advisory platforms in Phoenix67
- Financial advisory platforms in Seattle67
- Financial advisory platforms in Cincinnati65
- Financial advisory platforms in Irvine65
- Financial advisory platforms in Minneapolis62
- Financial advisory platforms in Indianapolis61
- Financial advisory platforms in Overland Park61
- Financial advisory platforms in Raleigh58
- Financial advisory platforms in Portland57
- Financial advisory platforms in Columbus55
- Financial advisory platforms in Greenville54
- Financial advisory platforms in San Antonio54
- Financial advisory platforms in Bellevue50
- Financial advisory platforms in Birmingham50
- Financial advisory platforms in Columbia49
- Financial advisory platforms in Newport Beach49
- Financial advisory platforms in Omaha49
- Financial advisory platforms in Pittsburgh49
- Financial advisory platforms in Washington46
- Financial advisory platforms in Greenwood Village45
- Financial advisory platforms in Rochester45
- Financial advisory platforms in Fort Lauderdale42
- Financial advisory platforms in Wilmington42
- Financial advisory platforms in Orlando41
- Financial advisory platforms in Boca Raton40
- Financial advisory platforms in Philadelphia40
- Financial advisory platforms in Richmond40
- Financial advisory platforms in Sarasota40
- Financial advisory platforms in Plano39
- Financial advisory platforms in Nashville38
- Financial advisory platforms in Colorado Springs37
- Financial advisory platforms in Grand Rapids37
- Financial advisory platforms in Jacksonville37
- Financial advisory platforms in Lexington37
- Financial advisory platforms in Madison37
- Financial advisory platforms in Alpharetta36
- Financial advisory platforms in Louisville35
- Financial advisory platforms in Salt Lake City35
- Financial advisory platforms in Troy35
- Financial advisory platforms in Lincoln34
- Financial advisory platforms in Fort Worth33
- Financial advisory platforms in San Jose33
- Financial advisory platforms in Tucson33
- Financial advisory platforms in Mclean32
- Financial advisory platforms in Springfield31
- Financial advisory platforms in Walnut Creek31
- Financial advisory platforms in Naples29
- Financial advisory platforms in Pasadena29
- Financial advisory platforms in Cleveland28
- Financial advisory platforms in Lafayette28
- Financial advisory platforms in Frisco27
- Financial advisory platforms in Boulder26
- Financial advisory platforms in Brentwood26
- Financial advisory platforms in Coral Gables26
- Financial advisory platforms in Lake Oswego26
- Financial advisory platforms in Tulsa26
- Financial advisory platforms in Virginia Beach26
- Financial advisory platforms in Bloomington25
- Financial advisory platforms in Charleston25
- Financial advisory platforms in Fort Collins25
- Financial advisory platforms in Franklin25
- Financial advisory platforms in Jackson25
- Financial advisory platforms in Memphis25
- Financial advisory platforms in St. Louis25
- Financial advisory platforms in Westlake Village25
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 financial advisory platforms, 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 financial advisory platforms are there based in Las Vegas, United States?
RevenueBase identified 52 financial advisory platforms 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?
Transglobal Holding CO, headquartered in Las Vegas, tops this list with the largest team on record.
Which city in the United States has the most financial advisory platforms?
New York leads the United States with 482 headquartered companies, followed by Atlanta (160) and San Francisco (159). Las Vegas has 52.
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 164 verified decision-maker contacts tracked across these 52 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 financial advisory platforms based in Las Vegas, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
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