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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)
JB

James Joseph Burdett

Jim Burdett
IAR
RR
CRD#: 1719668
Location:
Henderson, NV 89074

Registered Affiliation(s):INTEGRATED ADVISORS NETWORK LLC

Disclosures:
Experience:
14 years registered
JB

Justin Charles Blackard

IAR
RR
CRD#: 6108519
Location:
Las Vegas, NV

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
14 years registered
AH

Aaron Michael Horner

Aaron Horner
IAR
RR
CRD#: 6359028
Location:
Las Vegas, NV 89101

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
12 years registered
MR

Marianne Rice Reeves

IAR
CRD#: 4591284
Location:
Henderson, NV 89014

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
24 years registered
MW

Michael Dean Worthen

RR
CRD#: 2782828
Location:
N Las Vegas, NV 89032

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
30 years registered
NM

Nohea Ty Malden

Nohea Ty Pinkerton
IAR
RR
CRD#: 6305576
Location:
Las Vegas, NV 89131

Registered Affiliation(s):GWN SECURITIES INC.

Disclosures:
Experience:
12 years registered
TT

Tac Nhit Tang

Tac N Tang, Tac Niht Tang, Tac Tang
IAR
RR
CRD#: 1254760
Location:
Las Vegas, NV 89113

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
36 years registered
MS

Michael Raymond Sutfin

Mike Sutfin
IAR
RR
CRD#: 1601070
Location:
Las Vegas, NV 89144

Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.

Disclosures:
Experience:
39 years registered
RP

Ron Allen Purvines

IAR
RR
CRD#: 1712228
Location:
Henderson, NV 89014

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
39 years registered
JP

James Petrizzo

IAR
RR
CRD#: 2140799
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Boulder City, NV 89005

Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC

Disclosures:
Experience:
35 years registered
DC

Daniel Dae Young Chung

Daniel D Chung, Daniel Chung
IAR
RR
CRD#: 6415644
Location:
Las Vegas, NV 89113

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
11 years registered
JO

Jessica Marie Okamoto

Jessica Marie Detterer
IAR
RR
CRD#: 6430570
Location:
Las Vegas, NV 89113

Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.

Disclosures:
Experience:
11 years registered
QN

Quy Nguyen

IAR
RR
CRD#: 6534657
Location:
Auburn, WA

Registered Affiliation(s):THE AMERIFLEX GROUP

Disclosures:
Experience:
10 years registered
SJ

Scott Johnson

Scott Drury Johnson
IAR
RR
CRD#: 6547390
Location:
Las Vegas, NV 89113

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
11 years registered
AN

Anand K Nair

Anand Krishna Nair, Anand Krishnan Nair, Anand Nair
IAR
RR
CRD#: 5750383
Location:
Las Vegas, NV 89148

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
13 years registered
LF

Lynsey Kathleen Freeman

Lynsey Kathleen Freeman
IAR
RR
CRD#: 6456433
Location:
Las Vegas, NV 89148

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
11 years registered
JD

John Jacob Disney

Jacob Anton Mazone, Jacob Mazone
IAR
CRD#: 4669965
Location:
Las Vegas, NV 89178

Registered Affiliation(s):RETIREMENT PORTFOLIO MANAGEMENT, LLC

Disclosures:
Experience:
23 years registered
JS

John Michael Scarff

John Michael Scarff Jr., Mike Scarff
IAR
RR
CRD#: 6547394
Location:
Las Vegas, NV 89118

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

Disclosures:
Experience:
11 years registered
ER

Eric Anthony Rollins

Eric A Rollins
IAR
RR
CRD#: 6159952
Location:
Las Vegas, NV 89423-1010

Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC

Disclosures:
Experience:
13 years registered
TN

Teresita Santos Nelums

Tere Fortich, Teresita Santos Fortich, Tere Nelums
RR
CRD#: 2969998
Location:
Las Vegas, NV 89117

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
28 years registered
CS

Curtis William Scheppmann

PR
CRD#: 3017062
Location:
Bloomington, IL 61710-0001

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

Disclosures:
Experience:
28 years registered
CW

Christopher John Winspear

RR
CRD#: 2962611
Location:
Las Vegas, NV 89146

Registered Affiliation(s):HORACE MANN INVESTORS, INC.

Disclosures:
Experience:
28 years registered
BG

Bernadette Guinn

Bernadette Gholson, Bernadette O'neill
RR
CRD#: 2949198
Location:
Las Vegas, NV 89135

Registered Affiliation(s):CITY NATIONAL SECURITIES, INC.

Disclosures:
Experience:
28 years registered
TH

Tauna Harris

Tauna Michelle Harris
RR
CRD#: 2975989
Location:
Las Vegas, NV 89135

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
28 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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