Find Top Financial Advisors in Las Vegas, Nevada

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Las Vegas, Nevada

Last Updated - 02-Jun-2023

Las Vegas has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 139 non-vetted advisors in your local area. These financial advisors in Las Vegas , Nevada have an average of 40 years of experience.

NOTE: The list of vetted financial advisors in Las Vegas , Nevada mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Las Vegas, Nevada.

Qualified Financial Advisors in Las Vegas, Nevada

Financial Advisor Experience AUM Minimum Assets Fee Structure
Summit Portfolio Management
10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145
40 Years $0 Not Specified Fee-Only
Allworth Financial
8945 W. Russell Road Suite 205,
Las Vegas, NV 89147
Not Disclosed Not Specified Not Specified Not Specified

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Information on Qualified Financial Advisors in Las Vegas, Nevada

Qualifications Firm CRD# 111243
Series 7, 65, 66

Compensation/Fee Fee-Only, Based on Assets

Office Location 10091 Park Run Drive, Suite 110,
Las Vegas,
Phone Number 702-838-9999

About Summit Portfolio Management

Summit Portfolio Management

Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional brokerage firms. Founded in 1984 by Timothy F. Bock, Summit takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Summit is one of the few firms nationwide to provide Portfolio Engineering. Portfolio Engineering is the process of linking clients financial objectives to a portfolio strategy designed to have the highest probability of success.We are committed to the highest standards of service, integrity, quality, and excellence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Qualifications Firm CRD# 111167

Office Location 8945 W. Russell Road Suite 205,
Las Vegas,
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Financial Planning, Tax Advice and Services, Estate Planning & Trusts

Customer Reviews

Top Financial Advisor Firms in Las Vegas, Nevada (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
10655 Park Run Drive, Suite 120, Las Vegas, NV 89144
5 26 $15,842,310,000
A percentage of AUM, Hourly charges, Fixed fees
4220 S. Maryland Parkway, Suite 205a, Las Vegas, NV 89119
42 36 $3,183,959,410
A percentage of AUM, Fixed fees, Performance Based
10000 W. Charleston Blvd., Suite 280, Las Vegas, NV 89135
17 1156 $1,337,290,200
A percentage of AUM, Fixed fees
10100 West Charleston Blvd., #213, Las Vegas, NV 89135-5001
6 626 $558,049,491
A percentage of AUM, Hourly charges, Fixed fees
7390 W. Sahara Avenue, Suite 290, Las Vegas, NV 89117
2 376 $339,607,439
A percentage of AUM, Hourly charges, Fixed fees
1707 Village Center Circle, Ste 290, Las Vegas, NV 89134
4 567 $299,243,819
A percentage of AUM
8010 West Sahara Avenue, Suite 260, Las Vegas, NV 89117
15 103 $271,604,191
A percentage of AUM, Fixed fees, Performance Based
8845 W. Flamingo Road Suite 110, Suite 110, Las Vegas, NV 89147
6 654 $193,179,235
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SERVICE FEE)
9484 W Flamingo Rd. #205, West Flamingo Road, Las Vegas, NV 89147
4 193 $190,452,000
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
7160 Rafael Rivera Way, Suite 220, Las Vegas, NV 89113
3 591 $137,842,282
A percentage of AUM, Fixed fees
1635 Village Center Cir, Ste 140, Las Vegas, NV 89134-6375
3 157 $137,706,412
A percentage of AUM
10091 Park Run Drive, #110, Las Vegas, NV 89145
3 277 $137,453,441
A percentage of AUM, Hourly charges
1980 Festival Plaza Drive, Suite 300, Las Vegas, NV 89135
4 30 $137,142,280
A percentage of AUM, Performance Based
1180 North Town Center Drive, Suite 100, Las Vegas, NV 89144
2 420 $93,619,437
A percentage of AUM, Fixed fees
3755 Breakthrough Way, Ste 101, Las Vegas, NV 89135
3 0 $0

    List of Additional Advisors in Las Vegas, Nevada*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    10845 Griffith Peak Dr, Ste 690, Las Vegas, NV  89135 702-254-1263
    10304 Mountain Lodge Pl, Las Vegas, NV  89144 702-256-4520
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8321
    3993 Howard Hughes Pky, Ste 800, Las Vegas, NV  89169 702-792-2074
    4584 North Rancho Drive, Las Vegas, NV  89130 702-646-2082
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8300
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8300
    10845 Griffith Peak Dr, Ste 690, Las Vegas, NV  89135 702-640-5439
    7477 W Lake Mead Blvd, Ste 110, Las Vegas, NV  89128 702-534-7500
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8318

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

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?