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
Address: 8485 W. Sunset Road, Suite 204, Las Vegas, NV 89113
Clients: 6,061
Average Clients per Advisor: 71
AUM: $ 3.4B
THE WEALTH CONSULTING GROUP
CRD#: 173194
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
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
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
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
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
Lois Catherine Wolfslau
Registered Affiliation(s):MORGAN STANLEY
Joseph Salvatore Pantozzi
Registered Affiliation(s):THE ASCENT GROUP, LLC
Mark James Sudol
Registered Affiliation(s):LPL FINANCIAL LLC
Philip Duane Tom
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Lisa Mary Bacon-soiberg
Registered Affiliation(s):ARISTA WEALTH MANAGEMENT, LLC
Michael Jeffrey Richards
Registered Affiliation(s):AXOS INVEST, INC
Chad Collier Clem
Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.
Jose Abreu
Registered Affiliation(s):PFS INVESTMENTS INC.
Laura N Moulin
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Sean Yijung Yao
Registered Affiliation(s):CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Amalia Ranck
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Michael Heiser
Registered Affiliation(s):PFS INVESTMENTS INC.
Jennifer Aloka Schoech
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dave Paul Steinbeck
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Nick Victor Gergov
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Gabriel Alan Gordon
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Jami Ann Lunde
Registered Affiliation(s):LPL FINANCIAL LLC
Alex Garcia
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Michael Kukurin
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Vincent Michael Ottaviano
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
James Samuel Hatcher
Registered Affiliation(s):CETERA ADVISORS LLC
Ji Yun Wang
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Winfield C Greenwood
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
Justin Victor Schnurstein
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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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