Top Financial Advisors in Las Vegas, NV

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In terms of assets under management (AUM), The Wealth Consulting Group is the largest firm on this list. The firm has 29 offices around the U.S., with its headquarters in Las Vegas. Depending on the type of account you want to open, your account minimum will fall between a modest $5,000 and a much higher $250,000.

Choosing this fee-based firm gives you access to three Certified Financial Planners™ (CFPs®) and a chartered life underwriter (CLU) in its Las Vegas office. The firm’s CEO, Jimmy Lee, has made quite a splash in personal finance. Lee’s words have appeared in U.S. News and World Report, Fox Business and The New York Times.

Certain members of The Wealth Consulting Group's advisory team have the opportunity to sell insurance products and securities for a commission. The firm remains a registered fiduciary though, and therefore must act in your best interest no matter what.

The Wealth Consulting Group Background

The Wealth Consulting Group was founded in 2014, though each of its financial advisors has at least a decade of experience in the business.

The Wealth Consulting Group caters to business owners, physicians and other medical professionals. This firm can aid you with succession planning, employee benefit programs and compensation consultations. If you’re worried about how your business could affect your own assets, the firm can analyze those details with you, as well.

The Wealth Consulting Group Investment Strategy

Regardless of what your current financial plan looks like, The Wealth Consulting Group will try to fill in the missing links. In the end, though, helping individuals and families safeguard their money and build a legacy is what this firm claims to do best.

The Wealth Consulting Group does this by planning ahead for taxes, as well as for other formidable costs and risks. Aside from managing your assets, the firm will also craft strategies around any estate plans, trusts or philanthropic dreams you might have.

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The Investment Counsel Company is a fee-only advisor that primarily works with individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. The firm offers a comprehensive suite of services tailored to meet the diverse needs of its clients. These include estate planning, tax planning, and insurance planning. Additionally, the firm provides investment advisory services, assists in searching for qualified plan providers and independent managers, and offers consulting services on both investment-related and non-investment-related matters.

The Investment Counsel Company Background

The firm was founded in 1987. The firm is owned by multiple parties including the Garcia Family Trust dated 8/29/91, along with Randy A. Garcia and Staci R. Garcia. Randy Garcia serves as the firm's CEO and Chief Investment Officer. Today, the firm manages more than $1.6 billion in assets under management (AUM) across its 8 advisors. 

The Investment Counsel Company Investment Strategy

The firm adopts a strategic approach to investing that includes both long-term purchases, where securities are held for at least one year, and short-term purchases, involving securities sold within a year. The firm tailors its investment strategies based on several key client characteristics such as their investment time horizon, liquidity needs, risk tolerance, and desired rate of return. This personalized approach ensures that each client's financial goals and requirements are carefully considered in the management of their portfolios.

Their investment portfolio typically includes individual stocks, bonds and other fixed-income securities, mutual funds, exchange-traded funds (ETFs) and investments managed by independent managers. Additionally, they invest in money market funds and private investment funds.

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Arista Wealth Management is an individual-centric, fee-based firm. To be more precise, about 90% of Arista's clients are non-high-net-worth individuals, and the rest are high-net-worth individuals. New clients typically need $250,000 in investable assets to join Arista, although the firm reserves the right to waive this minimum.

The staff at Arista has one Certified Financial Planner™ (CFP®) and two accredited investment fiduciaries (AIFs). As a fee-based operation, some representatives of this firm have the opportunity to earn commissions from the sale of insurance products. Regardless of the possible conflict of interest that could arise from this, Arista is a fiduciary and must act in clients' best interests.

This firm is headquartered in Las Vegas. It has a secondary office in Mesa, Arizona as well.

Arista Wealth Management Background

Arista Wealth Management has been in business since 2006 when it was founded by firm president Paul Moffat. He's a 20-plus-year veteran of the investment industry and was named a "Five Star Wealth Manager" by Five Star Professional in 2017 and 2019. The firm is under the ownership of Starcrest Trust.

If you're looking for hands-on investment management and financial planning, Arista can oblige. Some of your service options include investment planning, retirement planning, tax planning, estate planning, education cost planning, insurance analysis, asset allocation development and more. The majority of these offerings are available as a simple consulting service as well.

Arista Wealth Management Investment Strategy

Similar to a growing number of firms, Arista Wealth Management is centered around achieving investment success over the long term. In other words, if a fixed-income security, mutual fund, exchange-traded fund (ETF) or another investment is purchased for your portfolio, the firm intends to let it marinate within your account for more than a year. This ideology is the basis for every sale or purchase the firm makes.

As a natural extension of the long-term approach above, Arista will often buy into funds that practice passive investing. This is not definite, though, as some clients' risk tolerance and time horizons may call for slightly more aggressive strategies. In addition to these factors, the firm allows clients to exercise investment discretion. If you take the firm up on this, all of its investment decisions will need to pass through you for approval.

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The account minimum required to become a client of American Retirement Planning Group, Inc. is $10,000 for its investment management services. This is the sole offering to sport a set minimum at the firm. Around 80% of the firm’s client base are non-high-net-worth individuals. American Retirement Planning also typically serves high-net-worth individuals, retirement plans and charitable organizations.

This independently established firm is fee-based. You may be offered insurance by this firm, which could result in compensation for your advisor if you accept. It is a fiduciary though, so it is legally required to act and invest in your best interest.

American Retirement Planning Group Background

American Retirement Planning has been in business since 1991. The firm’s self-described mission is to “understand your financial situation” and offer “highly competent investment management techniques to help you reach your goals.” The firm is principally owned by Chief Investment Officer (CIO) Matthew Dahl and Vice President Dwight A. Machael.

Depending on what’s most important to you, the firm will determine concrete goals for your finances. Once both sides are comfortable that everything has been communicated, American Retirement Planning will come up with a custom proposal to fit your needs.

American Retirement Planning Group Strategy

If a harsh drop in the market occurs while your assets are invested with American Retirement Planning Group, Inc., the firm immediately pulls your investments and places them in short-term government bonds in an attempt to protect them. American Retirement claims policies like this one have helped it to maintain a high client retention rate. 

The firm relies heavily on modern portfolio theory, which attempts to maximize returns based on your risk tolerance. Its investment system focuses on the long term.

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One of the most recently formed firms on this list, the independently owned Buckley Wealth Management was started in 2017. While it’s a young firm, managing partner Brian J. Buckley, has over 40 years of personal investment experience. Buckley is also a certified investment management analyst (CIMA). The firm also employs a Certified Financial Planner™ (CFP®).

A wide range of investors can easily get involved with this fee-based firm, as it’s one of the few that does not have a set account minimum. However, the majority of clients this firm works with have a high net worth.

This firm states that it’s focused not only on the account holder but on their family, as well. So although the firm isn't technically a family office, it does provide holistic services.

Buckley Wealth Management Background

Buckley Wealth Management is under the ownership of its founder, managing partner and chief investment officer (CIO) Brian J. Buckley. The firm’s website is packed with metaphors for how to think of your retirement funding and how it can help. Aside from advising soon-to-be retirees, Buckley also consistently works with non-profit organizations.

Services like retirement projections and investing, estate planning, the creation of trusts and tax management are some of the hallmarks of this firm. The firm relies on the information and feedback that clients provide to carry out these services. 

Buckley Wealth Management Investment Strategy

Buckley claims to tirelessly go over clients’ personal retirement desires to figure out exactly how much they’ll need to save. The firm will then implement an investment plan centered around equities, fixed income and after-tax return, attempting to ensure your retirement projections are realistically taking taxes into account.

The firm also states that it works with every client’s attorney and accountant to make sure all aspects of your financial situation align. Strategically, Buckley also aims to minimize estate tax so your money stays intact for the long run.

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Since 2009, Kingsbridge Wealth Management has been providing financial advice to mostly high-net-worth individuals and their families. At a minimum, you’ll need $5 million to open an account with Kingsbridge, giving it one of the highest account minimums on this list.

The firm’s staff also boasts numerous qualifications, including a Certified Financial Planner™ (CFP®) and a certified public accountant (CPA). Its president is also both a certified investment management analyst (CIMA) and a certified private wealth advisor (CPWA).

You may be offered insurance by this firm, as it is a licensed insurance broker. However, because the firm’s advisors are fiduciaries, they’re legally required to act in your best interest at all times.

Kingsbridge Wealth Management Background

Although this fee-based firm is young, all three of the employees who manage client assets average around 20 years of experience in the financial industry. David J. Dunn, the firm’s president, has personally accumulated around 20 years altogether in wealth management.

Kingsbridge focuses on a holistic approach to managing your family’s assets. More specifically, as your financial goals change over the years, it will adjust its strategies to ensure you reach your desired level of financial strength. The firm also claims to avoid a cookie-cutter approach, instead creating custom plans for each client.

Kingsbridge Wealth Management Investment Strategy

Once you’ve made clear your financial desires for the future, Kingsbridge will craft a plan to try to get you there. Clients have the option to participate in pooled investing, mixing their money with other clients to increase diversification and make more significant investments.

This firm has a demonstrated history of aiding its clients with wealth transfers, estate and tax planning, property management and concentrated stock positioning. Kingsbridge also feels that its smaller size is ultimately beneficial for both parties, as each side can learn to trust one another.

Kamichu Wealth Management has no specific account minimum for new clients. While the firm has an extremely small client base, its handful of high-net-worth clients make up the vast majority of its assets under management (AUM). The firm also works with some non-high-net-worth individuals.

As a fee-based firm, certain advisors at Kamichu can sell insurance products on a commission basis. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in your best interest at all times.

Kamichu Wealth Management Background

Kamichu Wealth Management was recently established in 2018. The firm is led and owned by its CEO, Maston Thornton. Thornton is a Certified Financial Planner™ (CFP®) and chartered portfolio manager (CPM).

Investment management and financial planning are the two main offerings at the firm. The latter can cover topics like retirement planning, education fund planning, insurance planning and more.

Kamichu Wealth Management Investing Strategy

Kamichu Wealth Management is primarily focused on investing for the long term, which means it tends to hold onto investments for at least a year. However, on certain occasions, the firm may decide to engage in short-term investing or sell investments early should the decision align with changing market conditions or your needs.

In general, Kamichu tends to invest in some combination of mutual funds and exchange-traded funds (ETFs) due to their low costs. Should your needs call for it, though, individual stocks and bonds may also be used within your portfolio.

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H&H Retirement Design and Management manages the assets of just over 100 clients, with all of them being high-net-worth individuals. The firm charges asset-based fees and/or fixed fees for its advisory services. When it comes to minimum account size requirements, H&H calls for each client to have at least $1 million to establish an advisory relationship. This minimum may be negotiable, though.

This fee-based firm employs advisors who can receive commissions from the sale of insurance products or securities to clients. While this induces a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests no matter what.

H&H Retirement Design and Management Background

H&H Retirement Design and Management was established back in 2014. The firm is completely owned by Kenneth Himmler. Himmler is a certified estate planner (CEP), certified retirement planner (CRP), certified fund specialist (CFS), certified annuity specialist (CAS), chartered retirement planning counselor (CRPC) and certified trust and estate specialist (CES).

This firm offers investment supervisory services, investment management, financial planning, advisor and manager selection, educational seminars and periodicals. 

H&H Retirement Design and Management Investment Strategy

H&H Retirement Design and Management evaluates securities and formulates investment advice through fundamental analysis and technical analysis, according to its firm brochure. The firm also regularly applies long-term purchases and options strategies.

H&H invests in a range of securities, including exchange-listed securities, securities traded over-the-counter (OTC), foreign issuers, warrants, corporate debt securities, certificates of deposit (CDs), variable annuities, mutual funds and more.

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Summit Portfolio Management is a fee-only firm with over $135 million in assets under management (AUM). Summit targets individuals and high-net-worth individuals, which together make up 99% of the firm’s client base. To be a client, you’ll need at least $500,000 ready to invest. However, initial consultations won't cost you anything.

Summit Portfolio Management Background

The firm was founded by Timothy Bock. Although Bock founded Summit Portfolio Management, in 1999, he has been in the financial advisory industry since 1982, giving him 37 years of total experience.

The firm offers numerous services, including tax minimization, estate planning, college funding and, of course, investment management. Summit claims to utilize statistical methods to help build your overall portfolio choices. It believes that this route is a great way to maximize your account’s return, while always making sure your decided-upon risk acceptance is not forgotten.

Summit Portfolio Management Investment Strategy 

Summit believes that goal-centered investment solutions, having an identified risk tolerance level, a symbiotic relationship with your accountant and lawyer and continuous monitoring are all critical to financial success. This firm sticks to its original investment plans no matter what the market does, as it believes that attempting to “beat the market” is simply undoable and will eventually result in a loss for the overall portfolio.

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More than three-quarters of the clients at SkyOak Capital are individuals, with just a handful having a high net worth. The firm specializes in financial advisory services for families, athletes and celebrities. Other clients of SkyOak are businesses, trusts, estates, charitable organizations and retirement plans. There is one Certified Financial Planner™ (CFP®) and one certified financial fiduciary (CFF) at SkyOak.

There is no standard minimum account size at this firm, but rather requirements that vary based on the service to which you're subscribing. For instance, investment management services come with a $2,400 minimum annual fee, whereas financial planning services call for a minimum annual fee of $1,500. Private wealth management and family office services come with a $25,000 minimum annual fee.

If an advisor at this fee-based firm sells you an insurance policy, they may have the chance to earn additional compensation for doing so. Note that SkyOak still abides by fiduciary duty, though, legally binding it to act in your best interest no matter what.

SkyOak Capital Background

SkyOak Capital's CEO Jennifer Davis created this firm back in 2010. Prior to Davis' days as the leader of SkyOak, she worked on Wall Street for 20 years. Outside of its Las Vegas HQ, the firm also has locations in San Francisco, Newport Beach and Medford, Oregon.

There's a wide variety of services available through SkyOak. These include offerings across categories like wealth management, asset management, financial planning and personal wealth manager/family offices. More specifically, the firm can help with retirement planning, estate planning, real estate acquisition planning, disability needs analysis and more.

SkyOak Capital Investment Strategy

SkyOak Capital is very much an active portfolio manager, as it looks to take advantage of trends within constantly changing market environments. While rebalances are a major part of how the firm maintains your portfolio, it doesn't complete them on a predetermined schedule.

The actual investments that SkyOak will make are determined by your time horizon, risk tolerance, need for liquidity, investment history and future income needs. In general, though, the firm appears to prefer a mix of equities, municipal bonds, corporate bonds, mutual funds, exchange-traded funds (ETFs) and alternative investments.