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Top Financial Advisors in Las Vegas, NV

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Las Vegas, Nevada

Finding a reliable financial advisor who looks out for you is easier said than done. SmartAsset built this list of the top financial advisor firms that serve Las Vegas to help you find an advisor who’s the right fit for you. Our hours of research have resulted in this complete overview of what each firm charges, what services it offers, how it invests assets and more. While these reviews are helpful for anyone in search of an advisor in Las Vegas, SmartAsset’s financial advisor matching tool can help investors everywhere find a financial advisor near them through a short questionnaire.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 The Wealth Consulting Group The Wealth Consulting Group logo Find an Advisor

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$2,795,803,920 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
2 Arista Wealth Management, LLC Arista Wealth Management, LLC logo Find an Advisor

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$496,550,178 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Consulting

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Consulting
3 American Retirement Planning Group, Inc. American Retirement Planning Group, Inc. logo Find an Advisor

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$209,314,304 $10,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$10,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
4 Buckley Wealth Management, LLC Buckley Wealth Management, LLC logo Find an Advisor

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$485,232,848 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
5 Kingsbridge Wealth Management, Inc. Kingsbridge Wealth Management, Inc. logo Find an Advisor

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$308,294,361 $5,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$5,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
6 Kamichu Wealth Management, LLC Find an Advisor

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$229,157,825 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
7 Summit Portfolio Management, LLC Summit Portfolio Management, LLC logo Find an Advisor

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$147,838,377 $500,000
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
8 SkyOak Capital, Inc. SkyOak Capital, Inc. logo Find an Advisor

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$170,862,603 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Educational seminars

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Educational seminars
9 H&H Retirement Design and Management, Inc. H&H Retirement Design and Management, Inc. logo Find an Advisor

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$146,194,860 $1,000,000
  • Financial planning
  • Portfolio management
  • Educational seminars

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Educational seminars
10 Whalen Financial Whalen Financial logo Find an Advisor

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$115,954,523 None
  • Investment strategy
  • Asset allocation and selection
  • Portfolio monitoring

Minimum Assets

None

Financial Services

  • Investment strategy
  • Asset allocation and selection
  • Portfolio monitoring

What We Use in Our Methodology

To find the top financial advisors in Las Vegas, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

The Wealth Consulting Group

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.

Arista Wealth Management

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 a 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.

American Retirement Planning Group

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.

Buckley Wealth Management

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.

Kingsbridge Wealth Management

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

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 potental 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.

Summit Portfolio Management

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.

SkyOak Capital

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.

H&H Retirement Design and Management

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.

Whalen Financial

Whalen Financial is a fee-based firm that works with both individuals and high-net-worth individuals. The firm offers the services of wealth management, investment management and advisory to those individuals. As a fee-based firm, there is a potential conflict of interest since the advisors may earn commissions for the sale of certain securities. However, all advisors and the firm are bound to a fiduciary duty to put the needs of the client first. 

Whalen Financial Background

The firm was founded in 2020 by Andrew Whalen. Today, the firm has four financial advisors who are managing more than $100 million in assets under management (AUM) across nearly 400 clients. The firm has advisors who hold certifications such as the chartered financial analyst (CFA) and the certified investment management analyst (CIMA). 

Whalen Financial Investment Strategy

The firm uses both fundamental and modern portfolio theory analysis in order to make investment decisions. The advisors work with each individual client to address their appetite for risks and what their long-term goals are in order to make the right investment decisions as well. The firm operates with both a long-term trading goal as well as short-term trading performance, depending on th needs of each client. 

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research