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Find Top Financial Advisors in Las Vegas, Nevada

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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 - 25-Nov-2022

Las Vegas has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 138 non-vetted advisors in your local area. These financial advisors in Las Vegas, Nevada have an average of 29 years of experience.

NOTE: The list of financial advisors in Las Vegas, Nevada mentioned below do 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
SUMMIT PORTFOLIO MANAGEMENT
10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145
40 131 Million Not Specified Fee-Only
Mahesh Odhrani
CFP®, AIF®, ChFC®
STRATEGIC WEALTH DESIGN
2190 E. Pebble Rd.,
Suite 260,
Las Vegas, NV 89123
18 $1100000 $250,000 Fee-Based

Information on Qualified Financial Advisors in Las Vegas

Qualifications CRD# 7130338
Firm CRD# 111243
Series 7, 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 10091 Park Run Drive, Suite 110,
Las Vegas,
NV
89145
Phone Number 702-838-9999

About 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 CRD# 4695218
Firm CRD# 134139
Series 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 2190 E. Pebble Rd.,
Suite 260,
Las Vegas,
NV
89123
Phone Number 702-907-7444

Book an appointment here: https://www.strategicwd.com/calendar-mahesh Mahesh is the founder and President of Strategic Wealth Design, an independent financial services firm in Las Vegas, NV. The firm was founded on Mahesh's vision, to enrich the lives of people we touch by helping them create financial freedom and security. The firm specializes in working with physicians, dentists, and business owners, helping them reduce taxes, optimize savings, and invest efficiently. Mahesh is passionate about leadership and is naturally drawn towards helping and leading organizations in his community. He is often invited to speak to large groups about how to achieve financial balance in their lives. As you can see from the alphabet soup after Mahesh's name, he values education and is constantly learning to perfect the art of financial planning. Mahesh continuously shares his knowledge in industry groups and trains financial advisors to improve their own practices. In his downtime, he enjoys spending time with his wife, Mamta, and three children (Nirvan, Rehan, and Yasmin) doing something fun like watching superhero films, hiking, swimming, exercising, and travelling. When he is able to get some quiet time on his own (usually around 5 AM), Mahesh meditates to get grounded for the day ahead.

About Strategic Wealth Design

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you'll be okay no matter what happens) and Financial Freedom (enough net worth that you don't have to work if you don't want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want. That is why we serve busy families, small business owners, and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses. Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you: Get financially organized Protect your income and wealth Gain tax efficiencies Reduce financial waste Save and invest more Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


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

Firm Name AUM No. of Clients Fee Structure
FHN FINANCIAL MAIN STREET ADVISORS, LLC
10655 Park Run Drive , Suite 120,
Las Vegas, NV 89144
$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
$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
$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
$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
$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
$299,243,819 567 A percentage of AUM
KAMICHU WEALTH MANAGEMENT LLC
8010 West Sahara Avenue , Suite 260,
Las Vegas, NV 89117
$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
$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
$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
$137,842,282 591 A percentage of AUM
Fixed fees
MCBROOM & ASSOCIATES, LLC
1635 Village Center Cir , Ste 140,
Las Vegas, NV 89134-6375
$137,706,412 157 A percentage of AUM
SUMMIT PORTFOLIO MANAGEMENT LLC
10091 Park Run Drive , #110,
Las Vegas, NV 89145
$137,453,441 277 A percentage of AUM
Hourly charges
RAREVIEW CAPITAL LLC
1980 Festival Plaza Drive , Suite 300,
Las Vegas, NV 89135
$137,142,280 30 A percentage of AUM
Performance Based
SILVEROAK INVESTMENTS, LLC
1180 North Town Center Drive , Suite 100,
Las Vegas, NV 89144
$93,619,437 420 A percentage of AUM
Fixed fees
WISER RETIRE, LLC
3755 Breakthrough Way , Ste 101,
Las Vegas, NV 89135
$0 0 Other (FEE FOR TECHNOLOGY)

    List of Additional Advisors in Las Vegas, 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
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      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.

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