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 company matches for financial planning consulting firms associated with 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 company matches for financial planning consulting firms associated with Las Vegas, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

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 company matches for financial planning consulting firms based in Las Vegas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Universal Retirement	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	11-50	44 contacts →
	Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Arista Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	17 contacts →
	Exact match “Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Edwards Jones	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Guardian CPA Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	11 contacts →
	Exact match “Welcome to Guardian CPA Group, Your Trusted Professional Advisors.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Strategic Wealth Design	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “Strategic Wealth Design (SWD) is a financial, insurance and retirement services firm headquartered in Las Vegas, Nevada with clients across the United States.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Rightwise Wealth	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Every Season Wealth Partners	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “We are a Las Vegas-based wealth management firm committed to serving our community in every season of life, relationship, and finances.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Kondler & Associates, Cpas	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	11-50	4 contacts →
	Exact match “When it comes to your tax needs… trust in your accountant is critical.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Diamond Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “We are an independent firm focused on comprehensive Wealth Management for Affluent Families, Physicians, Business Owners, Corporations and Executives.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Wells Capital Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Caldera Wealth	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Sdsnowdon & Associates	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “We are a family-owned business that takes pride in helping you and your family business manage well financials and tax end-to-end.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	US Corporate Solutions, LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	11-50	3 contacts →
	Exact match “We specialize in business formation, tax and accounting, and estate planning services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Randolph & Associates	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “CREATE AN AMAZING LIFE FOR YOURSELF!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Jd's Tax-Smart Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Link Financial Advisory	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Certified Financial Planners and Retirement Planning.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Woods Financial Services, LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “US based Wealth Management firm specializing in: • income tax preparation • tax and retirement planning • debt management • payroll • small to mid-size accounting services •…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Capital Pure Assets	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Empowher Planning	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “We’ll be honest with you, there’s nothing particularly complicated or flashy about our mission.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Phoenix Wealth Management LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Strategic Wealth Partners LV	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Courtlandt Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Ratio Cpa, LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Walnut ST CFO	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Don't let financial uncertainties overshadow your business aspirations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Lifetime Wealth Strategies	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “We help individuals create, implement and monitor customized and comprehensive investment management, retirement income & lifestyle protection strategies after a thorough…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 76 financial planning consulting firms based in Las Vegas, United States

See the full list, filter by size, metro and specialty, and access 102 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Las Vegas, United States whose business descriptions match “financial planning consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 102 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial planning consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Las Vegas, United States?

RevenueBase identified 76 company matches for financial planning consulting firms associated with Las Vegas, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Universal Retirement tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 424 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 102 professional contacts with verified work emails tracked across these 76 companies; direct dials are available where recorded.

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 SmartSearch, 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.