Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Las Vegas, United States

Name: Senior financial planning firms 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 22, 2026 74 companies tracked

RevenueBase identified 74 company matches for senior financial planning firms associated with Las Vegas, United States as of September 2026 and tracks 587 professional contacts across them, including 190 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Las Vegas has 74.

This list covers company matches for senior financial planning firms 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 22, 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 22, 2026 How this list was built

74Companies

587Contacts tracked

190Verified emails

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The 25 largest senior financial planning firms based in Las Vegas, United States

Ranked by team size

Top 25 of 74 company matches for senior financial planning firms based in Las Vegas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Transglobal Holding CO	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	201-500	219 contacts →
	Exact match “For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Universal Retirement	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	The Investment Counsel Company Of Nevada	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “The Investment Counsel Company of Nevada (ICC) serves as Investor Advocate for its clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Arista Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	17 contacts →
	Exact match “Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Edwards Jones	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	Bauman Wealth Advisors	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
7	Strategic Wealth Design	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
8	Buckley Wealth	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Buckley Wealth is a wealth advisory firm built on a commitment to genuine partnership, long-term stewardship, and a welcoming experience for every client.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Rightwise Wealth	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
10	Every Season Wealth Partners	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	Diamond Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Wells Capital Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Caldera Wealth	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	TSG Wealth Management - LAS Vegas	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Randolph & Associates	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “CREATE AN AMAZING LIFE FOR YOURSELF!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Jd's Tax-Smart Wealth Management	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
17	Link Financial Advisory	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Certified Financial Planners and Retirement Planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Woods Financial Services, LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
19	Empowher Planning	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
20	Phoenix Wealth Management LLC	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	Strategic Wealth Partners LV	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Courtlandt Group	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
23	Sundvick Legacy Center	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “At Sundvick Legacy Center, YOU, the client, are our first priority.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Stars And Stripes Financial Services	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
25	Lifetime Wealth Strategies	Exact match	Las Vegas, NV, United StatesHQ recorded Sep 22, 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 22, 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 “senior financial planning firms”. 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 25 of 74 senior financial planning firms based in Las Vegas, United States

See the full list, filter by size, metro and specialty, and access 190 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Las Vegas, United States at a glance

As of Sep 22, 2026

32.4%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

Sep 22, 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 74 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 “senior financial planning firms” 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 190 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 22, 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.

Senior financial planning firms 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Las Vegas, United States?

RevenueBase identified 74 company matches for senior financial planning firms 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?

Transglobal Holding CO 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Las Vegas has 74.

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 190 professional contacts with verified work emails tracked across these 74 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 22, 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.