Company lists · Data refreshed September 2026

Top 14 Personal finance consultants based in Las Vegas, United States

Name: Personal finance consultants 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 34 companies tracked

RevenueBase identified 34 company matches for personal finance consultants associated with Las Vegas, United States as of September 2026 and tracks 233 professional contacts across them, including 62 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Las Vegas has 34.

This list covers company matches for personal finance consultants 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 20, 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 20, 2026 How this list was built

34Companies

233Contacts tracked

62Verified emails

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The 14 largest personal finance consultants based in Las Vegas, United States

Ranked by team size

Top 14 of 34 company matches for personal finance consultants based in Las Vegas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 20, 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 20, 2026 · View company records in RevenueBase
2	AYG Insurance And Financial Services	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	21 contacts →
	Exact match “With over 20 years in the Insurance and Financial Services Industry, AYG has been showing people how to make and save money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Edwards Jones	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Rightwise Wealth	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “RightWise Wealth is an independent, fiduciary financial advisor in Las Vegas, NV.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Every Season Wealth Partners	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are a Las Vegas-based wealth management firm committed to serving our community in every season of life, relationship, and finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Randolph & Associates	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “CREATE AN AMAZING LIFE FOR YOURSELF!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Link Financial Advisory	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Certified Financial Planners and Retirement Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Empowher Planning	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We’ll be honest with you, there’s nothing particularly complicated or flashy about our mission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Phoenix Wealth Management LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Fintech Umbrella Financial Services	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Fintech Umbrella: Bridging Financial Aspirations and Achievements At Fintech Umbrella, we're more than just a financial firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Stars And Stripes Financial Services	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Stars and Stripes Financial I partner with you to develop a doable course of action based on your values, comfort level, current situation, and timeline.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Lifetime Wealth Strategies	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We help individuals create, implement and monitor customized and comprehensive investment management, retirement income & lifestyle protection strategies after a thorough…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Money Managers, INC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Redstone Financial Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Redstone Financial Group is a comprehensive fee-based consulting firm specializing in financial planning, investment management and asset protection.” Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance consultants”. 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 14 of 34 personal finance consultants based in Las Vegas, United States

See the full list, filter by size, metro and specialty, and access 62 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in Las Vegas, United States at a glance

As of Sep 20, 2026

26.6%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 34 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 “personal finance consultants” 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 62 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 20, 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Las Vegas, United States?

RevenueBase identified 34 company matches for personal finance consultants 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Las Vegas has 34.

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 62 professional contacts with verified work emails tracked across these 34 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 20, 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.