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Find Top Financial Advisors in Henderson, 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 Henderson, Nevada

Last Updated - 16-Sep-2023

Henderson has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 43 non-vetted advisors in your local area. These financial advisors in Henderson, Nevada have an average of 40 years of experience.

NOTE: The list of vetted financial advisors in Henderson, 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 Henderson, Nevada.

Qualified Financial Advisors in Henderson, Nevada

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

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Information on Qualified Financial Advisors in Henderson, Nevada

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

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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
3535 Executive Terminal Drive, Suite 110, Ste 110, Henderson, NV 89052
13 7 $1,028,157,561
A percentage of AUM, Performance Based
2600 Paseo Verde Parkway, Suite 150, Henderson, NV 89074-7167
7 820 $339,178,819
A percentage of AUM, Hourly charges
170 S. Green Valley Parkway, Suite 300, Henderson, NV 89012
5 369 $313,339,283
A percentage of AUM, Hourly charges, Fixed fees
1528 W. Warm Springs Rd #120, Henderson, NV 89014
8 807 $171,596,856
A percentage of AUM, Hourly charges, Fixed fees
170 S Green Valley Pkwy, Suite 300, Henderson, NV 89012
20 1163 $169,039,441
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Henderson, Nevada*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    2900 Horizon Ridge Pkwy, Ste 201, Henderson, NV  89052 702-992-6300
    2900 Horizon Ridge Pkwy, Ste 201, Henderson, NV  89052 702-992-6300
    2900 Horizon Ridge Pkwy, Ste 201, Henderson, NV  89052 702-992-6300
    2470 Saint Rose Pkwy, Ste 204, Henderson, NV  89074 702-938-8080
    2470 Saint Rose Pkwy, Ste 204, Henderson, NV  89074 702-948-0400
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-360-0400
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-360-0400
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-360-0400
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-839-6349
    2495 Village View Dr, Ste 200, Henderson, NV  89074 702-839-6317

      Select other cities around Henderson, 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.

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