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 about 30 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 Certified Financial Planners™ (CFPs®) and a Chartered Financial Consultant® (ChFC), among other financial professionals, 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. However, the firm remains a registered fiduciary, and therefore must act in your best interest. It caters to business owners, physicians and other medical professionals. The Wealth Consulting Group 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.

Ultimately, 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. 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 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 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.

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One Wealth Map is headquartered in Las Vegas, with additional offices in Chandler, Arizona, and Lakewood Ranch, Florida. The firm requires a minimum of $1 million in assets under management (AUM) for investment management services. However, exceptions may be made for family members, business partners, and others pooling investments or receiving financial planning services. Notably, this minimum does not apply to services such as financial planning, tax strategy, or Roth conversion analysis.

One Wealth Map delivers tailored investment management through a highly personalized process. The firm builds individualized portfolios based on client goals, risk tolerance, liquidity needs, and time horizons. Portfolios are reviewed and rebalanced annually, or more frequently if tax planning, market changes, or cash flow adjustments warrant it.

In addition to asset management, One Wealth Map offers robust financial planning services, such as personal, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning. 

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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 $500,000 in investable assets to join Arista, although the firm reserves the right to waive this minimum.

The staff at Arista includes Certified Financial Planners™ (CFPs®) and 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.

Arista Wealth Management 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 headquartered in Las Vegas. It has a secondary office in Mesa, Arizona, as well.

Arista Wealth Management's services 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.

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Kingsbridge Wealth Management provides 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 Certified Financial Planner™ (CFP®) and certified public accountant (CPA). Its president is also 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.

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.

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While Buckley Wealth Management is one of the most recently formed firms on this list, 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 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. 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 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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American Retirement Planning's self-described mission is to “understand your financial situation” and offer “highly competent investment management techniques to help you reach your goals.” 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.

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.

The firm may offer insurance, which could result in compensation for your advisor if you accept. However, it is a fiduciary, so it is legally required to act and invest in your best interest.

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Forthright Capital Advisory offers financial planning and portfolio management services to individuals, high-net-worth clients, businesses, pension plans, and charitable organizations. The firm does not require a minimum account size, making its services accessible to a wide range of investors.

This fee-only firm manages custom investment portfolios using a Modern Portfolio Theory (MPT) approach. By focusing on diversification, asset allocation, and long-term strategy, Forthright aims to build portfolios that match each client’s specific goals, risk tolerance, and time horizon. Clients may also impose reasonable restrictions on certain asset classes or sectors.

In addition to investment management, Forthright Capital provides project-based and ongoing financial planning services. These include retirement planning, tax strategy, estate planning, employee benefits optimization, insurance reviews, and investment analysis.

Kamichu Wealth Management has an extremely small client base, and 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 it has no specific account minimum for new clients. 

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.

The firm's CEO, Maston 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.

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Summit Portfolio Management is a fee-only firm with over $150 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.

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 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.