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Top Financial Advisors in Las Vegas

While often associated with the glitz and glam of the Strip, Las Vegas is much more than just casinos and hotels. Though its tourism industry does bring in more money than a lot of entire countries, the surrounding area of Las Vegas is as normal a western US city as there is, and with that comes native Las Vegans in search of financial advisors to help them manage their money. Benzinga has compiled a list to help you figure out what financial advisor is best for you and/or your family.

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  • $1,408,485,773
    4,532
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $163,728,487
    456
    • Financial planning services
    • Pension consulting services
  • CDR# 299564
    $454,131,320
    518
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
    • SELF DIRECTED IRA SERVICE
  • $103,693,490
    51
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $123,600,000
    133
    • Financial planning services
    • Pension consulting services
  • $246,815,458
    200
    • Financial planning services
    • Pension consulting services
    • CONSULTING (INVESTMENT/NON-INVESTMENT)
  • $100,783,109
    178
  • $431,402,391
    107
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 150953
    $178,719,443
    23,654
  • $114,691,883
    N/A
    • Financial planning services

To determine the top financial advisors in Las Vegas we poured through all SEC registered advisory firms who have an office in Las Vegas. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we 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.

THE WEALTH CONSULTING GROUP

CDR# 173194
$1,408,485,773
4,532
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8925 WEST POST ROAD - SUITE 200
LAS VEGAS NV, 89148
702-263-1919

The Wealth Consulting Group is a team of financial advisors in Las Vegas offering a range 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. It employs a full team of certified financial planners to create a comprehensive asset allocation that fits your needs as an individual. With over 25 years of experience, the Wealth Consulting Group is also one of the longest-standing financial planners in the area.

$1,408,485,773
4,532
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

AMERICAN RETIREMENT PLANNING GROUP INC

CDR# 108300
$163,728,487
456
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3303 NOVAT STREET SUITE 100
LAS VEGAS NV, 89129
800-530-8788

As its name suggests, the American Retirement Planning Group specializes in long-term asset management with an aim towards retirement. 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. This can make it an excellent choice for individuals who need more personalized retirement advice but who don’t have thousands of dollars saved already.

$163,728,487
456
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SKYOAK WEALTH

CDR# 299564
$454,131,320
518
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • SELF DIRECTED IRA SERVICE
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
410 S. RAMPART BLVD. SUITE 390
LAS VEGAS NV, 89145
800-971-8070

SkyOath Wealth is a comprehensive financial planner in Las Vegas offering 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 their 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 while considering the limitations of your career. This makes SkyOak one of the top financial advisors for high net-worth individuals who need to make their funds last for the future.

$454,131,320
518
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • SELF DIRECTED IRA SERVICE
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SUMMIT PORTFOLIO MANAGEMENT LLC

CDR# 111243
$103,693,490
51
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
9328 TOURNAMENT CANYON DR.
LAS VEGAS NV, 89144
702 838 9999

Summit Portfolio Management 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. Then, Summit will help you develop a unique investing plan that fits your goals. From college planning for a new baby to creating a stream of passive income, Summit Portfolio has a specialized plan for you. In addition to goal-based planning, Summit also offers consulting and tax consideration services. Most of Summit’s services require a minimum account balance of $500,000.

$103,693,490
51
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges

REDROCK WEALTH MANAGEMENT, LLC

CDR# 134562
$123,600,000
133
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
9484 W FLAMINGO RD. #205
LAS VEGAS NV, 89147
702-987-1607

Redrock Wealth Management is a financial planning and investment management service focused on long-term investing and the modern portfolio theory. The modern portfolio theory is the idea that the safest portfolio is one that evenly distributes its assets between multiple industries. Redrock recommends mutual funds and ETFs for most investors, as these securities provide an inherent level of diversification. Redrock also requires no minimum account balance to get started with an asset manager. This can make the company one of the top financial planners for lower-value investors looking for more personalized financial advice and long-term investment management.

$123,600,000
133
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ARISTA WEALTH MANAGEMENT, LLC

CDR# 141504
$246,815,458
200
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • CONSULTING (INVESTMENT/NON-INVESTMENT)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8876 SPANISH RIDGE AVENUE SUITE 202
LAS VEGAS NV, 89148
702-309-9970

Arista Wealth Management is a financial planning, consulting and management service providing services to individuals, corporations and charitable organizations. Arista requires $250,000 in your account at a minimum to use its investment management services. Like many other financial advising services, Arista Wealth Management focuses on long-term purchases of mutual funds and ETFs. However, one of the most unique services offered by Arista is its concierge consulting services. Arista’s concierge consulting services may include individualized investment planning, business consulting, legal coordination, tax advising, estate planning and much more. If you’re looking for a one-stop-shop for all of your financial planning needs, Arista might be the right choice for you.

$246,815,458
200
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • CONSULTING (INVESTMENT/NON-INVESTMENT)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SILVEROAK INVESTMENTS, LLC

CDR# 290935
$100,783,109
178
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
1180 NORTH TOWN CENTER DRIVE SUITE 100
LAS VEGAS NV, 89144
800-520-0605

SilverOak Investments is a financial advising service laser-focused on personalized results and consistent portfolio management. The company prides itself on completely understanding both the historical data and corporate structure of every mutual fund, ETF and individual stock it recommends to you. It also consistently reviews your portfolio’s results after you’ve put your investing plan into action to make sure that you’re on-track with others who have a similar asset allocation. To open an account with SilverOak Investments, you must have at least $1 million worth of assets under management. However, the company reserves the right to evaluate portfolios on a case-by-case basis, and it may lower or disregard the minimum as it sees fit.

$100,783,109
178
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

BUCKLEY WEALTH MANAGEMENT, LLC

CDR# 285823
$431,402,391
107
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
10100 WEST CHARLESTON BLVD. #213
LAS VEGAS NV, 89135
702-805-1010

Buckley Wealth Management is an investment management service for individuals and high net-worth individuals looking to build a personal, strong relationship with their investment advisor. Though there is no minimum balance required to begin with Buckley, most of its clients have well over $1 million in assets under management. Buckley Wealth Management focuses on long-term family-based financial planning. Buckley’s team believes that a personal connection with a registered investment advisor is the cornerstone of a plan that works with changing life goals. Your financial planner will regularly follow-up with you and send you information about how you’re moving towards your goals. It also heavily encourages legacy clients and intergenerational wealth planning. If your main financial goal is to build an estate to pass down to your heirs, Buckley is an excellent choice.

$431,402,391
107
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

WISEBANYAN, INC.

CDR# 150953
$178,719,443
23,654
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
9440 WEST SAHARA AVENUE SUITE 220
LAS VEGAS NV, 89117
646-593-8359

$178,719,443
23,654
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

SMOOTH RIVER WEALTH MANAGEMENT

CDR# 295412
$114,691,883
N/A
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
3910 PECOS-MCLEOD BLVD SUITE B-100
LAS VEGAS NV, 89121
(702) 487-6440

$114,691,883
N/A
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees