Company lists · Data refreshed September 2026

Top 23 Insurance brokers for wealth planning based in Las Vegas, United States

RevenueBase identified 58 insurance brokers for wealth planning headquartered in Las Vegas, United States as of September 2026 and tracks 364 professional contacts across them, including 110 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning 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 17, 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 17, 2026 86% judged on-target in blind review
58Companies
364Contacts tracked
110Verified emails
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The 23 largest insurance brokers for wealth planning based in Las Vegas, United States

Ranked by team size
Top 23 of 58 insurance brokers for wealth planning based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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 17, 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 17, 2026
2Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202611-5026 contacts →

Strong evidence

“Alera Group Company specializes in being a trusted resource for expertise in Employee Benefits, Wealth Management, Business Insurance, HR Solutions, Bonds, Workers Compensation…”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202651-20025 contacts →

Indirect evidence

“Custom Benefit Consultants was voted #1 Small Company for Best Places to Work by the Orange County Business Journal in 2009.”

Source: RevenueBase Database · checked Sep 17, 2026
4Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202611-5012 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
5Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-109 contacts →

Strong 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 17, 2026
6Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202611-509 contacts →

Strong evidence

“Business focused insurance brokerage firm helping clients with various insurance needs.”

Source: RevenueBase Database · checked Sep 17, 2026
7Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202611-508 contacts →

Partial evidence

“Branch Insurance Group is a full service, independent insurance agency dedicated to providing advice as a trusted advisor, delivering exceptional service to our current and…”

Source: RevenueBase Database · checked Sep 17, 2026
8Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202651-2007 contacts →

Strong evidence

“Kaercher Insurance is a full service insurance brokerage offering our clients risk management and innovative solutions that transcends simply buying insurance.”

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-106 contacts →

Strong evidence

“For over four decades, Morrissey Insurance has proudly served as Nevada’s trusted employee benefits broker.”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“Tom Molloy Agency is a family owned and operated agency established in 1983.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-104 contacts →

Partial 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 17, 2026
12Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202611-503 contacts →

Partial evidence

“At Family Insurance, we understand that your choice of where you turn for your insurance needs is just that, a choice, and our goal is to make you glad you chose us.”

Source: RevenueBase Database · checked Sep 17, 2026
14Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 202611-503 contacts →

Partial evidence

“We are a business-to-consumer insurance agency specializing in the delivery of excellent service and expertise for Employee Benefits, Individual and Family Health Insurance…”

Source: RevenueBase Database · checked Sep 17, 2026
15Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-103 contacts →

Partial 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 17, 2026
16Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-103 contacts →

Partial evidence

“Certified Financial Planners and Retirement Planning.”

Source: RevenueBase Database · checked Sep 17, 2026
17Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-102 contacts →

Strong evidence

“Blue Sky is an independent insurance brokerage representing the consumer specializing in Home, Auto, Umbrella, Commercial and Medicare Plans.”

Source: RevenueBase Database · checked Sep 17, 2026
18Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-102 contacts →

Strong evidence

“Term Insurance Brokers is an independent, family-owned insurance brokerage owned and operated by Jason Goldenzweig and David Goldenzweig.”

Source: RevenueBase Database · checked Sep 17, 2026
19Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-102 contacts →

Strong evidence

“Founded in Denver, Colorado in the early 1980s by Rom C Maningo- Mile High Group (MHG) is a family-owned, but nationally affiliated, independent insurance brokerage offering…”

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-102 contacts →

Strong 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 17, 2026
21Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
22Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 20261-102 contacts →

Strong 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 17, 2026
23Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 17, 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 17, 2026

Showing 23 of 58 insurance brokers for wealth planning based in Las Vegas, United States

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Insurance brokers for wealth planning based in Las Vegas, United States at a glance

As of Sep 17, 2026
30.2%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
424.1%Largest-city concentration · New York
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
11
51-200
5
501-1,000
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 58 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 110 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 17, 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.

Insurance brokers for wealth planning 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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Las Vegas, United States?

RevenueBase identified 58 insurance brokers for wealth planning 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 has the most insurance brokers for wealth planning?

New York leads with 246 headquartered companies, followed by Houston (160) and Dallas (136).

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 110 verified decision-maker contacts tracked across these 58 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 17, 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.