Company lists · Data refreshed September 2026

Top 9 Investment advisory platforms based in Las Vegas, United States

RevenueBase identified 32 investment advisory platforms headquartered in Las Vegas, United States as of September 2026 and tracks 130 professional contacts across them, including 25 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
32Companies
130Contacts tracked
25Verified emails
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The 9 largest investment advisory platforms based in Las Vegas, United States

Ranked by team size
Top 9 of 32 investment advisory platforms based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
ChickpeaPartial evidence
Las Vegas, NV, United StatesHQ checked Sep 4, 202611-5019

“Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…”

Source: company website · checked Sep 4, 2026
2
Edwards JonesPartial evidence
Las Vegas, NV, United StatesHQ checked Sep 4, 202611-5017

“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: company website · checked Sep 4, 2026
3
Y H & C InvestmentsStrong evidence
Las Vegas, NV, United StatesHQ checked Sep 4, 20261-1010

“Yale Bock is the owner and operator of Y H&C Investments, a registered investment advisor (Nevada and California licensed) located in Las Vegas, Nevada.”

Source: company website · checked Sep 4, 2026
4Las Vegas, NV, United StatesHQ checked Sep 4, 20261-103
Source: company website · checked Sep 4, 2026
5
Randolph & AssociatesIndirect evidence
Las Vegas, NV, United StatesHQ checked Sep 4, 20261-103

“CREATE AN AMAZING LIFE FOR YOURSELF!”

Source: company website · checked Sep 4, 2026
6Las Vegas, NV, United StatesHQ checked Sep 4, 20261-102

“We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation.”

Source: company website · checked Sep 4, 2026
7Las Vegas, NV, United StatesHQ checked Sep 4, 202611-501

“Fintech Umbrella: Bridging Financial Aspirations and Achievements At Fintech Umbrella, we're more than just a financial firm.”

Source: company website · checked Sep 4, 2026
8
Ratio Capital & HoldingsStrong evidence
Las Vegas, NV, United StatesHQ checked Sep 4, 20261-101

“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: company website · checked Sep 4, 2026
9Las Vegas, NV, United StatesHQ checked Sep 4, 20261-101

“Quantamental”

Source: company website · checked Sep 4, 2026

Showing 9 of 32 investment advisory platforms based in Las Vegas, United States

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Investment advisory platforms based in Las Vegas, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 243 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
26
11-50
6

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Las Vegas, over 32 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 25 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Las Vegas, United States?

RevenueBase identified 32 investment advisory platforms 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?

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

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 25 verified decision-maker contacts tracked across these 32 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 4, 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.