Company lists · Data refreshed September 2026

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

Name: Insurance brokers for wealth planning 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 17, 2026 58 companies tracked

RevenueBase identified 58 company matches for insurance brokers for wealth planning associated with Las Vegas, United States as of September 2026 and tracks 364 professional contacts across them, including 110 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Las Vegas has 58.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

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 company matches for insurance brokers for wealth planning based in Las Vegas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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 17, 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 17, 2026 · View company records in RevenueBase
2	Alera Group LAS Vegas	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “Alera Group Company specializes in being a trusted resource for expertise in Employee Benefits, Wealth Management, Business Insurance, HR Solutions, Bonds, Workers Compensation…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Custom Benefit Consultants, INC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	51-200	25 contacts →
	Exact match “Custom Benefit Consultants was voted #1 Small Company for Best Places to Work by the Orange County Business Journal in 2009.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Bauman Wealth Advisors	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Strategic Wealth Design	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
6	Omni Insurance Brokerage	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Business focused insurance brokerage firm helping clients with various insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Branch Insurance Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Kaercher Insurance	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	51-200	7 contacts →
	Exact match “Kaercher Insurance is a full service insurance brokerage offering our clients risk management and innovative solutions that transcends simply buying insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Morrissey Insurance Services	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “For over four decades, Morrissey Insurance has proudly served as Nevada’s trusted employee benefits broker.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	TOM Molloy Insurance Agency	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Tom Molloy Agency is a family owned and operated agency established in 1983.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Diamond Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	Wells Capital Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Family Insurance LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Cornerstone Benefits & Insurance	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Jd's Tax-Smart Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
16	Link Financial Advisory	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Certified Financial Planners and Retirement Planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Blue SKY Insurance Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Blue Sky is an independent insurance brokerage representing the consumer specializing in Home, Auto, Umbrella, Commercial and Medicare Plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	terminsurancebrokers.com	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Term Insurance Brokers is an independent, family-owned insurance brokerage owned and operated by Jason Goldenzweig and David Goldenzweig.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Mhg-Lv	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Woods Financial Services, LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
21	Employers Benefits Design INC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Phoenix Wealth Management LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
23	Courtlandt Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 17, 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 17, 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 “insurance brokers for wealth planning”. 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 23 of 58 insurance brokers for wealth planning based in Las Vegas, United States

See the full list, filter by size, metro and specialty, and access 110 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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

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 “insurance brokers for wealth planning” 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 110 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 58 company matches for insurance brokers for wealth planning 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Las Vegas has 58.

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 110 professional contacts with verified work emails tracked across these 58 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 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 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.