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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)
PP

Patricia Gail Peterson

Patricia Evershed, Patricia Evershed Peterson
IAR
RR
CRD#: 1962901
Location:
Henderson, NV 89012

Registered Affiliation(s):IP FINANCIAL ADVISORY SERVICES LLC

Disclosures:
Experience:
37 years registered
SS

Steven Ray Schiebel

RR
CRD#: 4094543
Location:
Henderson, NV 89014

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
26 years registered
SM

Sidney Taylor Myers

Sid Myers
RR
CRD#: 4127727
Location:
Las Vegas, NV 89131

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

Disclosures:
Experience:
26 years registered
MW

Michael George Webb

IAR
RR
CRD#: 2003632
Location:
Las Vegas, NV 89103

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

Disclosures:
Experience:
37 years registered
RP

Richard James Peck

IAR
RR
CRD#: 2245673
Location:
Las Vegas, NV 89158

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
34 years registered
CH

Chad Corby Herren

IAR
RR
CRD#: 1914394
Location:
Henderson, NV 89052

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

Disclosures:
Experience:
37 years registered
JS

Joseph Matthew Scarff

Joseph Matthew Scarff, Joseph Scarff
IAR
RR
CRD#: 6387306
Location:
Las Vegas, NV 89113

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

Disclosures:
Experience:
8 years registered
RA

Robert Walter Ashby

Robert W Ashby Iii, Robert Walter Ashby
RR
CRD#: 5114755
Location:
Omaha, NE 68118

Registered Affiliation(s):AXOS CLEARING LLC

Disclosures:
Experience:
20 years registered
DU

Dana Nicole Utgard

Dana Utgard
IAR
RR
CRD#: 6609749
Location:
Las Vegas, NV 89148

Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.

Disclosures:
Experience:
10 years registered
FH

Francisco Ricardo Hernandez Magana

Francisco Ricardo Hernandezmagana
IAR
RR
CRD#: 6913979
Location:
Las Vegas, NV 89118

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

Disclosures:
Experience:
8 years registered
BD

Berenice Diaz

Berenice Alvarez, Bernice Diaz
IAR
RR
CRD#: 6666491
Location:
Las Vegas, NV 89147

Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.

Disclosures:
Experience:
10 years registered
NM

Nicholas D Mitchell

Nicholas D. Mitchell
IAR
RR
CRD#: 6703127
Location:
Las Vegas, NV 89147

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
10 years registered
KK

Kyle George Kenny

RR
CRD#: 4407481
Location:
Las Vegas, NV 89117

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
25 years registered
JD

Jessie Doanh Duong

Doanh Tuyet Duong
IAR
RR
CRD#: 6637866
Location:
Las Vegas, NV 89117

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
10 years registered
AC

Aaron Demond Campbell

Aaron Demind Campbell
PR
CRD#: 4395421
Location:
Lincoln, NE 68506

Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
GL

Gene Richard Lonardo

RR
CRD#: 4272855
Location:
North Las Vegas, NV 89084

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
25 years registered
JA

James Allen Aldridge

RR
CRD#: 4274734
Location:
North Las Vegas, NV 89084

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
25 years registered
NL

Nacole Marie Light

Nacole Light, Nacole Marie Shawcross
IAR
RR
CRD#: 6646968
Location:
Las Vegas, NV 89135

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
8 years registered
JA

Jedd Ivar Galang Alcantara

Jedd Alcantara
IAR
RR
CRD#: 6654119
Location:
Las Vegas, NV 89135

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
10 years registered
YK

Yick Mui Kwok

RR
CRD#: 4453590
Location:
Las Vegas, NV 89119

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
25 years registered
JM

Jason Mccabe

IAR
RR
CRD#: 5464820
Location:
Las Vega, NV 89145

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

Disclosures:
Experience:
10 years registered
LW

Larry Merrell Wood

IAR
CRD#: 5193775
Location:
Las Vegas, NV 89169

Registered Affiliation(s):KEYSTATE ADVISORY, LLC

Disclosures:
Experience:
20 years registered
KS

Kayla Laraun Sullivan

IAR
RR
CRD#: 6569128
Location:
Las Vegas, NV 89169

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

Disclosures:
Experience:
11 years registered
CC

Christopher Michael Cruz

Christopher Cruz
IAR
RR
CRD#: 6920168
Location:
Las Vegas, NV 89128

Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.

Disclosures:
Experience:
8 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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