Top Financial Advisors in Las Vegas, Nevada

FinanceHQ’s team of experts conducted thorough research on financial advisors in Las Vegas. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Las Vegas range from $148M to $19B in AUM, and have an average of 24 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Savant Wealth Management has been a trusted financial advisor since 1986, offering a wide range of services, including comprehensive wealth management, investment management, and financial planning. With headquarters in Rockford, IL, they bring their expertise to clients in Las Vegas. As an independent and fee-only firm, Savant puts the client's best interests first and ensures that assets are managed with trust and ethical responsibility.

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Facet wealth logo

Facet Wealth

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About Facet Wealth

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth is a top financial advisor in Las Vegas due to its innovative approach to financial planning and comprehensive range of services. Founded in 2016 and headquartered in Baltimore, MD, Facet works with clients in Las Vegas and specializes in areas such as investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. With a team of experienced financial experts and a fiduciary flat fee model that promotes objective guidance, Facet offers personalized and transformative financial solutions to help clients achieve their goals.

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AmeriFlex Group

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About AmeriFlex Group

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $3,423,013,375Total Number of Advisors: 85Number of Accounts: 6,588In Business Since: 2019

The AmeriFlex Group is a top financial advisor in Las Vegas specializing in retirement planning, inheritance strategies, and investment management. With their expertise in assisting clients through various life transitions such as retirement, business ownership, marital status change, and inheritance, they provide comprehensive guidance tailored to each individual's needs. Their objective and factual assistance and approachable tone make them a trustworthy choice for those seeking financial advice in Las Vegas and beyond.

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The wealth consulting group logo

The Wealth Consulting Group

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About The Wealth Consulting Group

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $2,795,803,920Total Number of Advisors: 149Number of Accounts: 11,436In Business Since: 1995

Since 1995, the Wealth Consulting Group has been one of the top financial advisors in Las Vegas due to their robust suite of financial solutions. They specialize in a wide range of areas, including wealth management, financial planning, retirement planning, tax optimization, asset allocation, estate planning, risk management, succession planning, and philanthropic planning. With a mission to serve as their clients' most trusted advisor by providing comprehensive wealth management services, they strive to guide clients toward achieving financial success while navigating complex financial challenges.

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The Investment Counsel Company

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About The Investment Counsel Company

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $1,180,739,616Total Number of Advisors: 7Number of Accounts: 1,397In Business Since: 1987

We chose the Investment Counsel Company (ICC) as one of the best financial advisors in Las Vegas because of its extensive experience and strong presence in the local community. Since being founded in 1987, they've  specialized in a wide range of financial services, including investment consulting, wealth management, and retirement planning, allowing them to provide comprehensive solutions tailored to each client's unique needs. ICC's recognition as one of the top investment advisory firms nationally further solidifies its reputation as a trusted and reliable choice for individuals seeking personalized and innovative financial guidance.

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Arista wealth management logo

Arista Wealth Management, LLC

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About Arista Wealth Management, LLC

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $496,550,178Total Number of Advisors: 6Number of Accounts: 1,202In Business Since: 2006

Founded in 2006, Arista Wealth Management, LLC is a top financial advisor in Las Vegas. With over 60 years of combined experience in investment management, their highly experienced advisors and support staff specialize in financial planning, investment management, retirement planning, asset management, and business planning. Acting as a fee-based fiduciary for each client, Arista Wealth prioritizes their clients' specific needs and goals with personalized service and regular communication to build strong relationships and help clients achieve financial success.

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SkyOak Capital, Inc.

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About SkyOak Capital, Inc.

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $170,862,603Total Number of Advisors: 5Number of Accounts: 666In Business Since: 2010

If you require the services of a boutique advisor, SkyOak Capital, Inc. serves people in Las Vegas with a team of independent fiduciary financial advisors with Certified Financial Planners (CFPs) designations and Master of Business Administration degrees (MBAs). They prioritize the client's interests above their own by serving as fiduciaries, ensuring unbiased investment advice. With a focus on asset management and customized financial plans, SkyOak Capital helps clients achieve their goals while mitigating risk and providing returns for a comfortable retirement.

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Summit portfolio management logo

Summit Portfolio Management

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About Summit Portfolio Management

Las Vegas, NVInvestment Advisor Firm
Assets Managed: $147,838,377Total Number of Advisors: 4Number of Accounts: 308In Business Since: 1984

Summit Portfolio Management is a top financial advisor in Las Vegas due to its extensive experience since being founded in 1984 and its commitment to providing state-of-the-art financial planning strategies. They specialize in a wide range of services, including financial planning, retirement planning, tax-minimization strategies, portfolio engineering, investment management, and portfolio analysis. Their unique approach combines clients' objectives with the latest academic research to create optimal solutions for high-net-worth individuals, setting them apart from other firms and ensuring they prioritize their clients' best interests.

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Frequently Asked Questions

Are all financial advisors in Las Vegas fiduciaries?

While many financial advisors in Las Vegas strive to uphold fiduciary standards, verifying each advisor's specific commitment to acting in your best interest is essential. FinanceHQ can facilitate this by providing transparent information on advisors' fiduciary status, empowering individuals to make informed choices aligning with their financial goals. Utilizing these resources ensures a proactive approach to financial planning in Las Vegas.

Are there advisors in Las Vegas that specialize in estate planning?

Absolutely, in Las Vegas, you'll find experienced financial advisors specializing in estate planning. Our platform connects individuals with a curated network of these professionals, offering expertise and personalized guidance. Plan your financial future confidently with our resources, tools, and the support of knowledgeable advisors in the vibrant city of Las Vegas.

Do financial advisors in Las Vegas have a minimum investment requirement?

Financial advisors in Las Vegas may have varying minimum investment requirements, and it's advisable to inquire directly with individual advisors or firms. Some advisors may cater to a broad range of clients, while others could specialize in high-net-worth individuals with specific investment thresholds. To find the right fit for your financial goals, explore available options, compare services, and consider consulting with advisors to discuss your unique circumstances.

Are there fee-only financial advisors in Las Vegas?

Certainly, Las Vegas boasts a variety of fee-only financial advisors, ensuring transparent services without commissions. Whether you need comprehensive financial planning or specific investment guidance, explore local options to make informed decisions for securing your financial future.

Do financial advisors in Las Vegas have a requirement to work with established firms?

Financial advisors in Las Vegas are not universally required to work with established firms. While some advisors affiliate with established financial institutions for credibility and support, others operate independently. It's crucial for individuals seeking financial advice to research and select an advisor based on their qualifications, experience, and alignment with personal financial goals, regardless of firm affiliation.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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