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 you 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.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > nevada > las vegas

Find The 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 The Best Financial Advisors in Las Vegas, Nevada
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Las Vegas, Nevada, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 30 non-vetted financial advisors in Las Vegas, Nevada, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Las Vegas, Nevada have an average of 40 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Las Vegas, Nevada

Summit Portfolio Management

702-838-9999

Address

10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145 See Details

Top Financial Advisor Firms in Las Vegas, 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	$21,495,960,000	30	A Percentage of AUM, Hourly charges, Fixed Fees
KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169	156226	$16,666,770,589	127	A Percentage of AUM, Fixed Fees
THE AMERIFLEX GROUP 8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113	305585	$3,423,013,375	6588	A Percentage of AUM, Hourly charges, Fixed Fees
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	173194	$2,795,803,920	11436	A Percentage of AUM, Hourly charges, Fixed Fees
DALTON INVESTMENTS, INC. 4220 S. Maryland Parkway, Suite 205a Las Vegas, NV, 89119	308609	$2,406,511,672	32	A Percentage of AUM, Fixed Fees, Performance Based
TRASIMENE CAPITAL MANAGEMENT, LLC 1701 Village Center Circle, Las Vegas, NV, 89134	306793	$2,096,495,916	1	A Percentage of AUM, Fixed Fees, Performance Based
TOMALES BAY CAPITAL 5940 S Rainbow Blvd, Ste 400 Pmb 86804 Las Vegas, NV, 89118-2507	298932	$1,845,109,012	33	A Percentage of AUM, Performance Based
THE INVESTMENT COUNSEL COMPANY 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135	19608	$1,180,739,616	1397	A Percentage of AUM, Fixed Fees
ARISTA WEALTH MANAGEMENT, LLC 8876 Spanish Ridge Avenue, Suite 202 Las Vegas, NV, 89148	141504	$496,550,178	1202	A Percentage of AUM, Hourly charges, Fixed Fees
BUCKLEY WEALTH MANAGEMENT, LLC 10100 West Charleston Blvd., #213 Las Vegas, NV, 89135-5001	285823	$485,232,848	612	A Percentage of AUM, Hourly charges, Fixed Fees
KINGSBRIDGE WEALTH MANAGEMENT, INC. 1140 N. Town Center Drive, Suite 340 Las Vegas, NV, 89144	165560	$308,294,361	240	A Percentage of AUM, Performance Based, Other (PROJECT ADMINISTRATION FEES)
INVESTMENT MANAGEMENT CONSULTANTS 7390 W. Sahara Avenue, Suite 290 Las Vegas, NV, 89117	122718	$275,485,323	376	A Percentage of AUM, Hourly charges, Fixed Fees
KAMICHU WEALTH MANAGEMENT LLC 8010 West Sahara Avenue, Suite 260 Las Vegas, NV, 89117	295412	$229,157,825	28	A Percentage of AUM, Fixed Fees, Performance Based
AMERICAN RETIREMENT PLANNING GROUP INC 3303 Novat Street, Suite 100 Las Vegas, NV, 89129	108300	$209,314,304	894	A Percentage of AUM, Hourly charges, Fixed Fees
RAREVIEW CAPITAL LLC 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135	284474	$197,181,366	40	A Percentage of AUM, Fixed Fees

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

Financial Advisors in Las Vegas, Nevada

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.