Company lists · Data refreshed September 2026

Top 14 Wealth management staffing based in Las Vegas, United States

RevenueBase identified 26 wealth management staffing headquartered in Las Vegas, United States as of September 2026 and tracks 256 professional contacts across them, including 37 with verified work emails. New York is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review
26Companies
256Contacts tracked
37Verified emails
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The 14 largest wealth management staffing based in Las Vegas, United States

Ranked by team size
Top 14 of 26 wealth management staffing based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 202651-20079 contacts →

Partial evidence

“A wealth advisory firm serving individuals, families and corporations.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-1019 contacts →

Partial evidence

Staffing Authority, LLC is a full service executive search and staffing firm.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-106 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 14, 2026
5Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-105 contacts →

Strong 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 14, 2026
6Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-104 contacts →

Strong 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 14, 2026
7Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial 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 14, 2026
9Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-103 contacts →

Strong 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 14, 2026
10Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“US based Wealth Management firm specializing in: • income tax preparation • tax and retirement planning • debt management • payroll • small to mid-size accounting services •…”

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong 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 14, 2026
12Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong 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 14, 2026
13Strong evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Monocot Wealth Management is a boutique independent advisory firm providing sophisticated investment management solutions and wealth management services to affluent families…”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 14, 20261-102 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 14, 2026

Showing 14 of 26 wealth management staffing based in Las Vegas, United States

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Wealth management staffing based in Las Vegas, United States at a glance

As of Sep 14, 2026
14.5%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
1026.9%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
4
51-200
1

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 26 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 wealth management staffing, 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 “wealth management staffing”. 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 wealth management staffing), 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 wealth management staffing, 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, 37 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 14, 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.

Wealth management staffing 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 wealth management staffing, 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 wealth management staffing are there based in Las Vegas, United States?

RevenueBase identified 26 wealth management staffing 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?

The Wealth Consulting Group, headquartered in Las Vegas, tops this list with the largest team on record.

Which city has the most wealth management staffing?

New York leads with 267 headquartered companies, followed by Atlanta (120) and Houston (116).

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 37 verified decision-maker contacts tracked across these 26 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 14, 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.