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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)
MA

Michael Anthony Achilli

RR
CRD#: 5094170
Location:
Las Vegas, NV 89147

Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC

Disclosures:
Experience:
20 years registered
WH

William Patrick Hinder

IAR
RR
CRD#: 7373559
Location:
Las Vegas, NV 89147

Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC

Disclosures:
Experience:
5 years registered
RY

Rick Yurkovich

IAR
RR
CRD#: 7258427
Location:
Las Vegas, NV 89179

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
5 years registered
EG

Elyahu Gabay

Eli Gabay
RR
CRD#: 5125632
Location:
New York, NY 10017

Registered Affiliation(s):FINALIS SECURITIES LLC

Disclosures:
Experience:
20 years registered
Michael William Chudd

Michael William Chudd

IAR
RR
CRD#: 2531241
Location:
Las Vegas, NV 89135

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
31 years registered
KL

Kathi Sue Lentz

RR
CRD#: 5053292
Location:
Las Vegas, NV 89135

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
20 years registered
EL

Erin Z Lankowsky

RR
CRD#: 5206920
Location:
Las Vegas, NV 89135

Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED

Disclosures:
Experience:
20 years registered
JC

Juliet Capozzi

Juliet Ball, Juliet Lillie Capozzi
IAR
RR
CRD#: 7319575
Location:
Las Vegas, NV 89135

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
5 years registered
CP

Charity Smith Parkinson

IAR
RR
CRD#: 7404970
Location:
Las Vegas, NV 89135

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

Disclosures:
Experience:
5 years registered
SM

Stephanie Anne Mevius

Stephanie Mevius
IAR
RR
CRD#: 7463767
Location:
Las Vegas, NV 89135

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

Disclosures:
Experience:
5 years registered
MG

Miguel Rafael Guzman

RR
CRD#: 4704703
Location:
Henderson, NV 89052

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
20 years registered
JS

Jonathan Charles Suslo

Jonathan Suslo
IAR
RR
CRD#: 7309232
Location:
Las Vegas, NV 89119

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
5 years registered
JR

Joseph Rosania

Joe Rosania, Joey Rosania, Joseph Gerald Rosania
IAR
RR
CRD#: 7362664
Location:
Las Vegas, NV 89119

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

Disclosures:
Experience:
5 years registered
LC

Lisa M Conger

Lisa Marie Murray
RR
CRD#: 5194980
Location:
Las Vegas, NV 89102

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

Disclosures:
Experience:
20 years registered
DP

Daniel Paul Petrush

PR
CRD#: 3253785
Location:
Las Vegas, NV 89169

Registered Affiliation(s):KEYSTATE ADVISORY, LLC

Disclosures:
Experience:
15 years registered
JM

Joshua Cael Miller

IAR
CRD#: 5878557
Location:
Las Vegas, NV 89169

Registered Affiliation(s):KEYSTATE ADVISORY, LLC

Disclosures:
Experience:
15 years registered
MM

Monte Lynn Miller

IAR
CRD#: 5878558
Location:
Las Vegas, NV 89169

Registered Affiliation(s):KEYSTATE ADVISORY, LLC

Disclosures:
Experience:
15 years registered
CL

Christopher Label

IAR
RR
CRD#: 7319598
Location:
Las Vegas, NV 89169-0968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
6 years registered
KF

Krickett Renee Friend

IAR
RR
CRD#: 7405126
Location:
Las Vegas, NV 89169-0968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
5 years registered
SS

Shanon Marie Sabo

IAR
RR
CRD#: 7405127
Location:
Las Vegas, NV 89169-0968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
5 years registered
LT

Lyle Terry

IAR
RR
CRD#: 7425730
Location:
Las Vegas, NV 89169-0968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
5 years registered
GG

Georgia Gardner

IAR
RR
CRD#: 7425816
Location:
Las Vegas, NV 89169-0968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
5 years registered
AS

Austin James Small

IAR
RR
CRD#: 7427965
Location:
Las Vegas, NV 89169-0968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
5 years registered
JO

Jorge Luis Olivas

Jorge L Olivas
IAR
RR
CRD#: 7419271
Location:
Las Vegas, NV 89183

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

Disclosures:
Experience:
5 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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