Company lists · Data refreshed September 2026

Top 25 Investment advisory services based in Las Vegas, United States

Name: Investment advisory services 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 20, 2026 73 companies tracked

RevenueBase identified 73 investment advisory services headquartered in Las Vegas, United States as of September 2026 and tracks 717 professional contacts across them, including 201 with verified work emails. New York is the largest hub.

This list covers investment advisory services 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 20, 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 20, 2026 86% judged on-target in blind review

73Companies

717Contacts tracked

201Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment advisory services based in Las Vegas, United States

Ranked by team size

Top 25 of 73 investment advisory services based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory services: 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	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	201-500	219 contacts →
	Indirect 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 20, 2026
2	Global KEY Advisors	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	n/a	52 contacts →
	Partial evidence “Global Key Advisors is a full service financial advisory firm in San Francisco, CA and Las Vegas, NV serving individuals, families and institutional investors.” Source: RevenueBase Database · checked Sep 20, 2026
3	Universal Retirement	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 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 20, 2026
4	The Ameriflex Group	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Partial evidence “The AmeriFlex Group® is recognized as The Home for Hybrids® - BD/RIA Transitional Wealth Planners™ (financial advisors).” Source: RevenueBase Database · checked Sep 20, 2026
5	The Investment Counsel Company Of Nevada	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “The Investment Counsel Company of Nevada (ICC) serves as Investor Advocate for its clients.” Source: RevenueBase Database · checked Sep 20, 2026
6	Arista Wealth Management	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	17 contacts →
	Strong evidence “Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual…” Source: RevenueBase Database · checked Sep 20, 2026
7	Edwards Jones	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 20, 2026
8	Bauman Wealth Advisors	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful.” Source: RevenueBase Database · checked Sep 20, 2026
9	Y H & C Investments	Strong evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
10	Strategic Wealth Design	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect 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 20, 2026
11	Buckley Wealth	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Buckley Wealth is a wealth advisory firm built on a commitment to genuine partnership, long-term stewardship, and a welcoming experience for every client.” Source: RevenueBase Database · checked Sep 20, 2026
12	Rightwise Wealth	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.” Source: RevenueBase Database · checked Sep 20, 2026
13	Every Season Wealth Partners	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are a Las Vegas-based wealth management firm committed to serving our community in every season of life, relationship, and finances.” Source: RevenueBase Database · checked Sep 20, 2026
14	Diamond Wealth Management	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect 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 20, 2026
15	Wells Capital Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
16	Caldera Wealth	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
17	TSG Wealth Management - LAS Vegas	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
18	Randolph & Associates	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “CREATE AN AMAZING LIFE FOR YOURSELF!” Source: RevenueBase Database · checked Sep 20, 2026
19	Jd's Tax-Smart Wealth Management	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect 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 20, 2026
20	Link Financial Advisory	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Certified Financial Planners and Retirement Planning.” Source: RevenueBase Database · checked Sep 20, 2026
21	Legacy Wealth Management Group Of LAS Vegas	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business…” Source: RevenueBase Database · checked Sep 20, 2026
22	Empowher Planning	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 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 20, 2026
23	Phoenix Wealth Management LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial 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 20, 2026
24	Strategic Wealth Partners LV	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 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 20, 2026
25	Courtlandt Group	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 20, 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 20, 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: investment advisory services. 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 investment advisory services.
Partial evidence: Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory services. 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 25 of 73 investment advisory services based in Las Vegas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 201 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026

28.0%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

728.8%Largest-city concentration · New York

Sep 20, 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 73 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 services, 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 “investment advisory services”. 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 investment advisory services), 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 investment advisory services, 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, 201 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 20, 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 services 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 investment advisory services, 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 investment advisory services are there based in Las Vegas, United States?

RevenueBase identified 73 investment advisory services 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 investment advisory services?

New York leads with 532 headquartered companies, followed by Atlanta (274) and Houston (253).

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 201 verified decision-maker contacts tracked across these 73 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 73 investment advisory services based in Las Vegas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment advisory services by geography

Browse the directory

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.