National Retirement Planning Experts

National Coverage
Local Professionals

Find Best Financial Advisors in Las Vegas, Nevada

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Las Vegas is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Las Vegas & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Las Vegas?

Looking for a qualified financial advisor in Las Vegas? We can help you by narrowing down your options & listing the best financial advisors in Las Vegas as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Las Vegas near you with the list of certified and vetted Las Vegas financial advisors.

List of Qualified Financial Advisors in Las Vegas, Nevada

dummy-image

Summit Portfolio Management

Summit Portfolio Management

10091 Park Run Drive, Suite 110

Las Vegas, NV 89145

702-838-9999

advisor-photo

Mahesh Odhrani

Strategic Wealth Design

2190 E. Pebble Rd.
Suite 260

Las Vegas, NV 89123

702-907-7444

Top Financial Advisor Firms in Nevada (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
FHN FINANCIAL MAIN STREET ADVISORS, LLC
10655 Park Run Drive, Suite 120 Las Vegas, NV 89144
133719 $15,842,310,000 26 A percentage of AUM
Hourly charges
Fixed fees
DALTON INVESTMENTS, INC.
4220 S. Maryland Parkway, Suite 205a Las Vegas, NV 89119
308609 $3,183,959,410 36 A percentage of AUM
Fixed fees
Performance Based
THE INVESTMENT COUNSEL COMPANY
10000 W. Charleston Blvd., Suite 280 Las Vegas, NV 89135
19608 $1,337,290,200 1156 A percentage of AUM
Fixed fees
BUCKLEY WEALTH MANAGEMENT, LLC
10100 West Charleston Blvd., #213 Las Vegas, NV 89135-5001
285823 $558,049,491 626 A percentage of AUM
Hourly charges
Fixed fees
INVESTMENT MANAGEMENT CONSULTANTS
7390 W. Sahara Avenue, Suite 290 Las Vegas, NV 89117
122718 $339,607,439 376 A percentage of AUM
Hourly charges
Fixed fees
PROQUILITY PRIVATE WEALTH PARTNERS, LLC
1707 Village Center Circle, Ste 290 Las Vegas, NV 89134
307866 $299,243,819 567 A percentage of AUM
KAMICHU WEALTH MANAGEMENT LLC
8010 West Sahara Avenue, Suite 260 Las Vegas, NV 89117
295412 $271,604,191 103 A percentage of AUM
Fixed fees
Performance Based
SKYOAK CAPITAL, INC.
8845 W. Flamingo Road Suite 110, Suite 110 Las Vegas, NV 89147
154248 $193,179,235 654 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (SERVICE FEE)
REDROCK WEALTH MANAGEMENT, LLC
9484 W Flamingo Rd. #205, West Flamingo Road Las Vegas, NV 89147
134562 $190,452,000 193 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
WHALEN FINANCIAL
7160 Rafael Rivera Way, Suite 220 Las Vegas, NV 89113
311869 $137,842,282 591 A percentage of AUM
Fixed fees
MCBROOM & ASSOCIATES, LLC
1635 Village Center Cir, Ste 140 Las Vegas, NV 89134-6375
151187 $137,706,412 157 A percentage of AUM
SUMMIT PORTFOLIO MANAGEMENT LLC
10091 Park Run Drive, #110 Las Vegas, NV 89145
111243 $137,453,441 277 A percentage of AUM
Hourly charges
RAREVIEW CAPITAL LLC
1980 Festival Plaza Drive, Suite 300 Las Vegas, NV 89135
284474 $137,142,280 30 A percentage of AUM
Performance Based
SILVEROAK INVESTMENTS, LLC
1180 North Town Center Drive, Suite 100 Las Vegas, NV 89144
290935 $93,619,437 420 A percentage of AUM
Fixed fees
WISER RETIRE, LLC
3755 Breakthrough Way, Ste 101 Las Vegas, NV 89135
306463 $0 0 Other (FEE FOR TECHNOLOGY)

Additional Financial Advisors in Nevada

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barbara Robertson
Inquire with Barbara
10845 Griffith Peak Dr, Ste 690 Las Vegas, NV 89135 702-254-1263
Bax Investments
Inquire with Bax
10304 Mountain Lodge Pl, Las Vegas, NV 89144 702-256-4520
Anthony Picozzi
Inquire with Anthony
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8321
Alexander Reece
Inquire with Alexander
3993 Howard Hughes Pky, Ste 800 Las Vegas, NV 89169 702-792-2074
Branch Benefits Consultants
Inquire with Branch
4584 North Rancho Drive, Las Vegas, NV 89130 702-646-2082
Allan Duff
Inquire with Allan
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8300
Allan Duff & Warren Duff
Inquire with Allan
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8300
Brandon Lorain
Inquire with Brandon
10845 Griffith Peak Dr, Ste 690 Las Vegas, NV 89135 702-640-5439
Anthony K Van Hollebeke
Inquire with Anthony
7477 W Lake Mead Blvd, Ste 110 Las Vegas, NV 89128 702-534-7500
Annie Chang Evans
Inquire with Annie
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8318

Select other cities around Nevada to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors