Company lists · Data refreshed September 2026

Top 14 Financial planning companies based in Henderson, United States

RevenueBase identified 25 financial planning companies headquartered in Henderson, United States as of September 2026 and tracks 482 professional contacts across them, including 169 with verified work emails. New York is the largest hub.

This list covers financial planning companies headquartered in Henderson, 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 19, 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 19, 2026 86% judged on-target in blind review
25Companies
482Contacts tracked
169Verified emails
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The 14 largest financial planning companies based in Henderson, United States

Ranked by team size
Top 14 of 25 financial planning companies based in Henderson, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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
1Partial evidenceHenderson, NV, United StatesHQ checked Sep 19, 2026501-1,000403 contacts →

Partial evidence

“Appreciation Financial thrives on creating meaningful relationships with people who share the same values and passion for their life, business, and families.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceHenderson, NV, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Our mission is to provide our clients with a foundation for their lives; not only in their investments but in the lifestyle they live.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceHenderson, United StatesHQ checked Sep 19, 202611-509 contacts →

Strong evidence

Financial Planning Services Individual Tax Planning & Preparation”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Capital Capstone Wealth Advisors is an independent Registered Investment Advisor based in Henderson, Nevada, helping business owners throughout the U.S.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-107 contacts →

Partial evidence

“Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-106 contacts →

Strong evidence

“A strong planning process is the best way to create a more financially secure plan.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Diazo is dedicated to providing solid foundations for our clients’ financial well-being.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At MRS Wealth Advisors, we believe everyone should be able to live the retirement they’ve always wanted.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We are a boutique investment firm that truly believes in putting our clients first.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Pembroke Asset Advisors was founded with the goal of assisting clients in every aspect of their financial lives.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Curtis Wealth is able to pull from available investment and financial solutions to serve your best interest.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“526 Carnforth Drive Henderson, NV 89014 702-749-9343 Scott@lakeviewasset.com Carly@lakeviewasset.com Admin@lakeviewasset.com After spending eight years at Morgan Stanley and Nat…”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Aldrich Investment Management is an independent financial advisory firm located in Henderson Nevada.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceHenderson, NV, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Our professional and personalized services are designed to help federal employees yield a secure retirement.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 14 of 25 financial planning companies based in Henderson, United States

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Financial planning companies based in Henderson, United States at a glance

As of Sep 19, 2026
35.1%Verified-email coverage
19.3Average contacts per company
1-10Median size (employees)
1588.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
3
501-1,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for Henderson, so it is reported there. Company counts and contact totals on this page are exact for Henderson, over 25 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 planning 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 Henderson, United States whose own description of what they do matches “financial planning 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 financial planning 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 financial planning companies, and records with no verified work email. Companies headquartered outside Henderson 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, 169 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 19, 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 planning 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 financial planning 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 financial planning companies are there based in Henderson, United States?

RevenueBase identified 25 financial planning companies headquartered in Henderson, 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?

Appreciation Financial, headquartered in Henderson, tops this list with the largest team on record.

Which city has the most financial planning companies?

New York leads with 397 headquartered companies, followed by Atlanta (261) and Houston (257).

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 169 verified decision-maker contacts tracked across these 25 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 19, 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.