Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Las Vegas, United States

Name: Financial planning consulting firms based in Las Vegas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 76 companies tracked

RevenueBase identified 76 financial planning consulting firms headquartered in Las Vegas, United States as of September 2026 and tracks 725 professional contacts across them, including 102 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Las Vegas has 76.

This list covers financial planning consulting firms 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 30, 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 30, 2026 86% judged on-target in blind review

76Companies

725Contacts tracked

102Verified emails

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The 25 largest financial planning consulting firms based in Las Vegas, United States

Ranked by team size

Top 25 of 76 financial planning consulting firms based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Universal Retirement	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	11-50	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 30, 2026
2	Arista Wealth Management	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	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 30, 2026
3	Edwards Jones	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	11-50	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 30, 2026
4	Guardian CPA Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	11 contacts →
	Indirect evidence “Welcome to Guardian CPA Group, Your Trusted Professional Advisors.” Source: RevenueBase Database · checked Sep 30, 2026
5	Strategic Wealth Design	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	9 contacts →
	Partial evidence “Strategic Wealth Design (SWD) is a financial, insurance and retirement services firm headquartered in Las Vegas, Nevada with clients across the United States.” Source: RevenueBase Database · checked Sep 30, 2026
6	Rightwise Wealth	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.” Source: RevenueBase Database · checked Sep 30, 2026
7	Every Season Wealth Partners	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “We are a Las Vegas-based wealth management firm committed to serving our community in every season of life, relationship, and finances.” Source: RevenueBase Database · checked Sep 30, 2026
8	Kondler & Associates, Cpas	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	11-50	4 contacts →
	Indirect evidence “When it comes to your tax needs… trust in your accountant is critical.” Source: RevenueBase Database · checked Sep 30, 2026
9	Diamond Wealth Management	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “We are an independent firm focused on comprehensive Wealth Management for Affluent Families, Physicians, Business Owners, Corporations and Executives.” Source: RevenueBase Database · checked Sep 30, 2026
10	Wells Capital Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
11	Caldera Wealth	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	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 30, 2026
12	Sdsnowdon & Associates	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “We are a family-owned business that takes pride in helping you and your family business manage well financials and tax end-to-end.” Source: RevenueBase Database · checked Sep 30, 2026
13	US Corporate Solutions, LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	11-50	3 contacts →
	Partial evidence “We specialize in business formation, tax and accounting, and estate planning services.” Source: RevenueBase Database · checked Sep 30, 2026
14	Randolph & Associates	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “CREATE AN AMAZING LIFE FOR YOURSELF!” Source: RevenueBase Database · checked Sep 30, 2026
15	Jd's Tax-Smart Wealth Management	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	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 30, 2026
16	Link Financial Advisory	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “Certified Financial Planners and Retirement Planning.” Source: RevenueBase Database · checked Sep 30, 2026
17	Woods Financial Services, LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “US based Wealth Management firm specializing in: • income tax preparation • tax and retirement planning • debt management • payroll • small to mid-size accounting services •…” Source: RevenueBase Database · checked Sep 30, 2026
18	Capital Pure Assets	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “Sophisticated Global Consultant Strategies for Private Clients Capital Pure Assets LTD is flexible and can consult in a number of industries and fields, including but not limited…” Source: RevenueBase Database · checked Sep 30, 2026
19	Empowher Planning	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	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 30, 2026
20	Phoenix Wealth Management LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial 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 30, 2026
21	Strategic Wealth Partners LV	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Strategic Wealth Partners has over 18 years of experience working with clients, helping clients achieve their financial goals and protecting their assets by providing Retirement…” Source: RevenueBase Database · checked Sep 30, 2026
22	Courtlandt Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	2 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 30, 2026
23	Ratio Cpa, LLC	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “Ratio CPA, LLC is a licensed tax and accounting firm that focuses on the needs of growth-oriented businesses, as well as high-income individuals, in all 50 states.” Source: RevenueBase Database · checked Sep 30, 2026
24	Walnut ST CFO	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Partial evidence “Don't let financial uncertainties overshadow your business aspirations.” Source: RevenueBase Database · checked Sep 30, 2026
25	Lifetime Wealth Strategies	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 30, 2026	1-10	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 30, 2026

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 planning consulting firms. 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 planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consulting firms. 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 25 of 76 financial planning consulting firms based in Las Vegas, United States

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Financial planning consulting firms based in Las Vegas, United States at a glance

As of Sep 30, 2026

14.1%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 76 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 consulting firms, 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 planning consulting firms”. 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 consulting firms), 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 consulting firms, 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, 102 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 30, 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 consulting firms 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 consulting firms, 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 consulting firms are there based in Las Vegas, United States?

RevenueBase identified 76 financial planning consulting firms 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?

Universal Retirement, headquartered in Las Vegas, tops this list with the largest team on record.

Which city in the United States has the most financial planning consulting firms?

New York leads the United States with 424 headquartered companies, followed by Houston (278) and Atlanta (231). Las Vegas has 76.

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 102 verified decision-maker contacts tracked across these 76 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 30, 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.