Company lists · Data refreshed September 2026

Top 23 Insurance planning advisors based in Las Vegas, United States

Name: Insurance planning advisors 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 70 companies tracked

RevenueBase identified 70 insurance planning advisors headquartered in Las Vegas, United States as of September 2026 and tracks 630 professional contacts across them, including 171 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors 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

70Companies

630Contacts tracked

171Verified emails

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The 23 largest insurance planning advisors based in Las Vegas, United States

Ranked by team size

Top 23 of 70 insurance planning advisors 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 planning advisors: 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	Transglobal Holding CO	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	201-500	219 contacts →
	Partial evidence “For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Source: RevenueBase Database · checked Sep 17, 2026
2	Universal Retirement	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 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 17, 2026
3	Family First Life USA	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	n/a	42 contacts →
	Indirect evidence “Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority.” Source: RevenueBase Database · checked Sep 17, 2026
4	ALL Nevada Insurance	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	30 contacts →
	Partial evidence “All Nevada Insurance is a fully licensed insurance broker that provides insurance and financial services to Nevada, Arizona, California, Colorado, New York and Utah.” Source: RevenueBase Database · checked Sep 17, 2026
5	AYG Insurance And Financial Services	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	21 contacts →
	Partial evidence “With over 20 years in the Insurance and Financial Services Industry, AYG has been showing people how to make and save money.” Source: RevenueBase Database · checked Sep 17, 2026
6	Western Pacific Insurance	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Welcome to Western Pacific Insurance, where we've been safeguarding your peace of mind since 2003.” Source: RevenueBase Database · checked Sep 17, 2026
7	Innovative Health Insurance Advisors	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Strong evidence “About Us Learn About Innovative Health Insurance Advisors and their Motivation We will be a partner that delivers tough advice and craft plans to ensure we are delivering results…” Source: RevenueBase Database · checked Sep 17, 2026
8	Strategic Wealth Design	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 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 17, 2026
9	Branch Insurance Group	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Strong 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
10	Rightwise Wealth	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.” Source: RevenueBase Database · checked Sep 17, 2026
11	Wells Capital Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
12	Family Insurance LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	3 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
13	Nevada Insurance Solutions	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “We are a Premier Insurance Agency representing A+ rated insurance companies for over 30+ years.” Source: RevenueBase Database · checked Sep 17, 2026
14	Cornerstone Benefits & Insurance	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	11-50	3 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
15	Link Financial Advisory	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Certified Financial Planners and Retirement Planning.” Source: RevenueBase Database · checked Sep 17, 2026
16	terminsurancebrokers.com	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial 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
17	Empowher Planning	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 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 17, 2026
18	Strategic Wealth Partners LV	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect 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 17, 2026
19	Courtlandt Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 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 17, 2026
20	Lifetime Wealth Strategies	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 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 17, 2026
21	Ratio Capital & Holdings	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “Ratio Holdings is the parent company to Ratio Capital, a full service investment advisory firm dedicated to servicing the investment needs of a wide range of clients.” Source: RevenueBase Database · checked Sep 17, 2026
22	Money Managers, INC	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “At Money Managers Inc, we provide ongoing advocacy in all aspects of our clients’ financial lives, leaving no stone unturned in striving to help them achieve their goals.” Source: RevenueBase Database · checked Sep 17, 2026
23	Redstone Financial Group	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “Redstone Financial Group is a comprehensive fee-based consulting firm specializing in financial planning, investment management and asset protection.” Source: RevenueBase Database · checked Sep 17, 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: insurance planning advisors. 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 insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. 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 23 of 70 insurance planning advisors based in Las Vegas, United States

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Insurance planning advisors based in Las Vegas, United States at a glance

As of Sep 17, 2026

27.1%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

275.7%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

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 70 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 planning advisors, 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 planning advisors”. 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 planning advisors), 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 planning advisors, 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, 171 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 planning advisors 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 planning advisors, 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 planning advisors are there based in Las Vegas, United States?

RevenueBase identified 70 insurance planning advisors 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?

Transglobal Holding CO, headquartered in Las Vegas, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

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 171 verified decision-maker contacts tracked across these 70 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.