Best Financial Advisors in Las Vegas, Nevada

Contributor, Benzinga

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

What comes to mind when you think of Las Vegas? 

Sure, the glitz of Las Vegas’ tourism industry — but did you know that Las Vegas is also renowned for its finance industry, too? 

Benzinga’s compiled a list to help you figure out which financial advisor is best for you if you live in and around Sin City.

Best Financial Advisors in Las Vegas, Nevada:

1. Best for Wide Range of Services: The Wealth Consulting Group

The Wealth Consulting Group offers a wide array of retirement and asset management services. The company provides investment advising services, retirement planning assistance, wealth management and financial planning. The majority of the company’s clients are individuals and corporations. 

The Wealth Consulting Group specializes in providing a personal touch to retirement planning. You’ll find a full team of certified financial planners to create a comprehensive asset allocation plan that fits your needs. The Wealth Consulting Group is also one of the longest-standing financial planners in the state, with over 25 years of experience.

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THE WEALTH CONSULTING GROUP

THE WEALTH CONSULTING GROUP

$1,408,485,773
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$25,000
9
4,532
Yes
91
8
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

8925 WEST POST ROAD – SUITE 200 LAS VEGAS NV, 89148

Phone number

702-263-1919

Best For
Customizable Robo Investing

2. Best Robo-Advisor: M1 Finance

Are you more interested in a remote investing experience? M1 Finance offers a you-control-it approach to your finance with customization and automation to manage your money. The answer to M1 Finance’s DIY money management platform is low-cost ETFs, individual stocks or a combination of both. You can access a portfolio line of credit up to $10,000 and use M1 Finance’s checking account option to set up direct deposits. You can automatically invest from there and even trade fractional shares. 

You can choose between two account types. M1 Finance’s Core account includes:

  • No trading commissions
  • No management fees
  • Free checking account
  • 3.5% base rate for a portfolio line of credit

M1 Finance’s Plus account includes:

  • All Core account features
  • 1% APY on checking account balance 
  • 1% cashback on qualifying debit card purchases, no limits
  • Access to a second daily trade window
  • 2.75% rate for portfolio line of credit (0.75% reduction)

Ultimately, M1 Finance caters to experienced investors who want a hands-on approach to money management. 

3. Best for Long-Term Investing: American Retirement Planning Group

As its name suggests, the American Retirement Planning Group specializes in long-term asset management with an eye toward retirement planning. Most of the company’s clients are individuals and high net-worth individuals, though it does also offer independent financial consultation for business owners. 

American Retirement Planning Group offers a variety of 401(k) and independent retirement planning strategies. Unlike most other financial advisors, the American Retirement Planning Group doesn’t require a minimum balance for most of their services. It’s an excellent choice for individuals who need more personalized retirement advice but who don’t have thousands of dollars saved already.

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AMERICAN RETIREMENT PLANNING GROUP INC

AMERICAN RETIREMENT PLANNING GROUP INC

$163,728,487
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$50,000
2
456
Yes
86
6
  • Financial planning services
  • Pension consulting services
Address

3303 NOVAT STREET SUITE 100 LAS VEGAS NV, 89129

Phone number

800-530-8788

Best For
ETF Investors

4. Best Mobile App: Betterment

Betterment’s a notable figure in the robo-advising world. It’s an excellent option for new investors just getting a leg up on the long-term investing ladder. You can choose between Betterment Digital, which requires $0 to get started and charges a yearly percentage — 0.25% — of assets under management. 

Betterment Premium also offers unlimited phone access to certified financial planners for a 0.40% fee and a $100,000 account minimum.  

Worried about not being able to talk with a live person? Betterment’s customer support team is available 5 days a week to answer questions about your account. You can also get in-depth financial advice packages starting at $199.

5. Best for Goals-Based Planning: SkyOak Wealth

SkyOak Wealth is a comprehensive financial planner in Las Vegas that offers both managed and self-directed accounts. From independent IRAs to family office services and wealth management, SkyOak offers a one-stop shop for almost every financial planning service you might need. One of the most unique services offered by SkyOak is its high-value financial planning and management for professional athletes and other celebrities. 

SkyOak’s team takes a close look at your current income and helps you create a plan that sets you up for the future and considers your future goals. It’s a great go-to advisor for high net-worth individuals.

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SKYOAK WEALTH

SKYOAK WEALTH

$454,131,320
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum asset size required but a set planning fee applies
12
518
Yes
40
6
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • SELF DIRECTED IRA SERVICE
Address

410 S. RAMPART BLVD. SUITE 390 LAS VEGAS NV, 89145

Phone number

800-971-8070

Best For
High Net Worth Individuals

6. Best Portfolio Analysis: Personal Capital

Personal Capital is best described as a hybrid digital management service — it gathers up all your accounts (just like Mint) and tells you where your spending patterns fall. It’ll also help you grow your portfolio with managed account services — as long as you have an account minimum balance of $100,000 or more. 

You’ll be able to track a multi-asset portfolio with its free investment management tools. Add a real person into the mix and you can get tax optimization strategies and advisor who will take your personal needs into consideration before they help you with your long- and short-term plan. 

7. Best for Tax Consulting: Summit Portfolio Management LLC

Summit Portfolio Management LLC is one of the top financial planners in Las Vegas for goal-based financial planning. When you begin with Summit, you’ll work one-on-one with a financial planner or analyst to discover how you want your money to work for you. 

Summit will help you develop a unique investment plan that fits your goals. From college planning to devising passive income streams, Summit Portfolio can develop a specialized plan for you. Summit also offers consulting and tax consideration services in addition to its goal-based planning. Most of Summit’s services require a minimum account balance of $500,000.

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SUMMIT PORTFOLIO MANAGEMENT LLC

SUMMIT PORTFOLIO MANAGEMENT LLC

$112,191,942
  • A percentage of assets under your management
  • Hourly charges
$500,000
2
108
Yes
39
6
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

9328 TOURNAMENT CANYON DR. LAS VEGAS NV, 89144

Phone number

702 838 9999

Best For
Comparing Advisors

8. Best for Finding Custom Financial Advisors: SmartAsset

SmartAsset‘s platform connects investors, soon-to-be-retirees and retirees with financial advisors from across the country. You’ll be able to find the right financial advisor to prepare for your future. 

Smart Asset securely pairs investors with financial advisors. You’ll get free and secure access to the financial advisor marketplace to find the right advisor based on your location, assets and personal preferences. 

Answer a brief survey about your retirement goals, investment style and more. Include your contact information so SmartAsset’s algorithm can match you with the best financial advisor for you!

9. Best for Diversification Among Industries: Redrock Wealth Management LLC

Redrock Wealth Management is a financial planning and investment management service focused on long-term investing and modern portfolio theory. Modern portfolio theory is based on the idea that the safest portfolios evenly distribute assets between multiple industries. Redrock recommends mutual funds and ETFs for most investors to achieve the highest levels of diversification. 

Redrock also requires no minimum account balance to get started, even with an asset manager. This fact alone makes Redrock a top financial planner for lower-value investors looking for personalized financial advice and long-term investment management.

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REDROCK WEALTH MANAGEMENT, LLC

REDROCK WEALTH MANAGEMENT, LLC

$123,600,000
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum
3
133
Yes
66
6
  • Financial planning services
  • Pension consulting services
Address

9484 W FLAMINGO RD. #205 LAS VEGAS NV, 89147

Phone number

702-987-1607

Frequently Asked Questions

Q: How do you evaluate a financial advisor?

A: Evaluating a financial advisor is a lot like evaluating any other professional you’d like to work with, like a tax advisor or a lawyer. One of the best ways to choose the right financial advisor is to ask friends, colleagues and family members which financial advisor they use. Once you hear of a financial advisor that fits your needs, set up a meeting with him or her to evaluate whether that individual is the right fit for you. Another very important factor is to make sure your prospective financial advisor is a fiduciary, which simply means that he or she has your best interests in mind whenever you invest.

Q: Can I talk to a financial advisor for free?

A: Yes, your first consultation with a financial advisor is free. 

Q: Do I need a financial advisor for retirement?

A: You don’t need a financial advisor to help you plan your retirement. You can just as easily use a robo-advisor for a do-it-yourself approach to managing your finances.

Choose the Right Advisor in Las Vegas, Nevada

Assess your investing know-how and your goals for the future. Don’t be afraid of meeting with several advisors to carefully research which Las Vegas-based advisor is best for you. 

Methodology

To determine the top financial advisors in Las Vegas, we pored through all SEC-registered advisory firms who have an office in Las Vegas. We winnowed the list by including advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. We broke the list down further to the true top advisors in the area and gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.