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Top Financial Advisors in Las Vegas, Nevada

Finding the right financial advisor in Las Vegas is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Las Vegas, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Las Vegas, NV.


Find the Best Financial Advisor Firms in Las Vegas:

THE AMERIFLEX GROUP

CRD#: 305585

RIA

Address: 8485 W. Sunset Road, Suite 204, Las Vegas, NV 89113

Clients: 6,061

Average Clients per Advisor: 71

AUM: $ 3.4B

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THE WEALTH CONSULTING GROUP

CRD#: 173194

RIA

Address: 8925 West Post Road 2nd Floor, Las Vegas, NV 89148

Clients: 4,590

Average Clients per Advisor: 30

AUM: $ 2.8B

ARISTA WEALTH MANAGEMENT, LLC

CRD#: 141504

RIA

Address: 8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148

Clients: 258

Average Clients per Advisor: 43

AUM: $ 497M

BUCKLEY WEALTH MANAGEMENT, LLC

CRD#: 285823

RIA

Address: 10100 West Charleston Blvd. #213, Las Vegas, NV 89135-5001

Clients: 84

Average Clients per Advisor: 28

AUM: $ 485M

KINGSBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 165560

RIA

Address: 1140 N. Town Center Drive Suite 340, Las Vegas, NV 89144

Clients: 6

Average Clients per Advisor: 2

AUM: $ 308M

KAMICHU WEALTH MANAGEMENT LLC

CRD#: 295412

RIA

Address: 8010 West Sahara Avenue Suite 260, Las Vegas, NV 89117

AUM: $ 229M

How We Chose the Top Financial Advisors in Las Vegas, Nevada

To create this list of top financial advisor firms in Las Vegas, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Las Vegas has to offer.

Search Financial Advisors in Las Vegas, Nevada


Name or CRD#
Location:
Firm name (optional)
PR

Phillip Joseph Randazzo

Philip Joseph Randazzo
IAR
CRD#: 2293867
Location:
Las Vegas, NV 89134

Registered Affiliation(s):CLARITY COUNCIL FINANCIAL, LLC

Disclosures:
Experience:
33 years registered
JJ

Justin Joseph Jacobs

Justin J Jacobs
IAR
RR
CRD#: 4637972
Location:
Henderson, NV 89052

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
23 years registered
NS

Nicholas Robert Sage

IAR
RR
CRD#: 5483467
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Henderson, NV 89052

Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.

Disclosures:
Experience:
18 years registered
CS

Carolyn Stinson Washington

Carolyn Eberhardt, Carolyn Eberhardthuletty, Carolyn Eberhadrt Huletty, Carolyn Reed, Carolyn E Stinson, Carolyn Stinson, Carolyn E Stinson Washington, Carolyn E Washington
RR
CRD#: 1669211
Location:
North Las Vegas, NV 89032

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
38 years registered
SC

Samuel Cho

IAR
RR
CRD#: 4074660
ChFC®: Chartered Financial Consultant
Location:
Las Vegas, NV 89145

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
20 years registered
MW

Michael Anthony Wilson

Michael A. Wilson, Michael Wilson, Mike Wilson
IAR
RR
CRD#: 4706921
Location:
Las Vegas, NV 89113

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Disclosures:
Experience:
23 years registered
SK

Shanna Jean Kehoe

Shana Jean Owen, Shanna Jean Owen
IAR
CRD#: 4736468
Location:
Las Vegas, NV 89113

Registered Affiliation(s):CWM, LLC

Disclosures:
Experience:
22 years registered
RR

Ramoncito Mariano Rodriguez

Cheeto Mariano Rodriguez, Chito Mariano Rodriguez
IAR
RR
CRD#: 4842191
Location:
Las Vegas, NV 89145

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
22 years registered
DH

David Bruce Hehn

David B. Hehn
IAR
RR
CRD#: 4425629
Location:
Las Vegas, NV 89117

Registered Affiliation(s):NWF ADVISORY SERVICES INC

Disclosures:
Experience:
22 years registered
CR

Carla L Roik

Carla Louise Kollars, Carla Louise Roik
IAR
RR
CRD#: 4691854
Location:
Las Vegas, NV 89117

Registered Affiliation(s):AVANTAX ADVISORY SERVICES

Disclosures:
Experience:
22 years registered
CK

Christine Marie Kaufman

Chris M Kaufman
RR
CRD#: 1980234
Location:
Las Vegas, NV 89135

Registered Affiliation(s):SIERRA PACIFIC SECURITIES, LLC

Disclosures:
Experience:
37 years registered
LC

Lori Lynn Chittenden

Lori Chittenden, Lori Lynn Stecovich
IAR
CRD#: 2473288
Location:
Las Vegas, NV 89135-5001

Registered Affiliation(s):BUCKLEY WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
32 years registered
JL

Jan Long

IAR
RR
CRD#: 5235087
Location:
Las Vegas, NV 89135

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
19 years registered
SG

Scott John Griffiths

RR
CRD#: 1903889
Location:
Las Vegas, NV 89119

Registered Affiliation(s):NYLIFE SECURITIES LLC

Disclosures:
Experience:
37 years registered
JR

James Richard Rensvold

James Rensvold
IAR
RR
CRD#: 4708171
Location:
Las Vegas, NV 89119

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
22 years registered
BS

Brandon H Saliba

Brandon Howard Saliba, Brandon Saliba
IAR
RR
CRD#: 4718287
Location:
Las Vegas, NV 89145

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
23 years registered
TP

Toni L Peterson

Toni Louise Peterson, Toni Peterson
IAR
RR
CRD#: 5224622
Location:
Las Vegas, NV 89145

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
19 years registered
SM

Sara V Mccue

Sara A Vilarindo
IAR
RR
CRD#: 5230139
Location:
Las Vegas, NV 89145

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
19 years registered
SG

Simon Gevurtz

IAR
RR
CRD#: 1247020
CFP®: Certified Financial Planner
Location:
Las Vegas, NV 89144

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
42 years registered
LD

Lindsay Leigh Denecker

Lindsay Leigh Denzin, Lindsay Leigh Wright, Lindsey Leigh Wright
IAR
RR
CRD#: 4693139
Location:
Las Vegas, NV 89120

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
22 years registered
ML

Mark Leichty

IAR
RR
CRD#: 5230010
Location:
Las Vegas, NV 89120

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
19 years registered
MM

Margaret Janese Marshall

Jan Marshall, Margaret J Marshall, Jan Young, Margaret Janese Young
RR
CRD#: 1387715
Location:
Las Vegas, NV 89134

Registered Affiliation(s):FRANKLIN DISTRIBUTORS, LLC

Disclosures:
Experience:
34 years registered
DR

David Stuart Reed

IAR
RR
CRD#: 5229564
Location:
Las Vegas, NV 89134

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
20 years registered
CH

Christopher Noble Hill

IAR
RR
CRD#: 4808071
Location:
Henderson, NV 89052

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
22 years registered

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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