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Best Financial Advisors near Las Vegas, Nevada


To help Americans find the best financial advisors in Las Vegas, Nevada, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Las Vegas, Nevada.


1. Summit Portfolio Management
   (702) 838-9999
410 South Rampart Blvd. #390, Las Vegas, Nevada

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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2. Reynolds Capital Management
   (415) 265-7167
125 East Harmon Avenue, #102. Las Vegas, NV

Reynolds Capital Management, registered in 1985, manages $72.5 million for 1 clients.

3. The Investment Counsel Company
   (702) 871-8510
10000 W. Charleston Blvd., Suite 280. Las Vegas, NV

The Investment Counsel Company, registered in 1988, manages $1.1 billion for 242 clients.

4. NEPC
   (702) 248-4121
9440 West Sahara Avenue Suite 225, Las Vegas, Nevada

NEPC, registered in 1990, manages $29.5 billion for 385 clients.

5. Arista Wealth Management
   (702) 309-9970
8876 Spanish Ridge Avenue, Suite 202. Las Vegas, NV

Arista Wealth Management, registered in 2013, manages $334.8 million for 326 clients.

6. AIO Financial
   (702) 848-3033
1810 E Sahara Ave. #100, Las Vegas, Nevada

AIO Financial, registered in 2001, manages $84.0 million for 160 clients.

7. Churchill Management Group
   (323) 857-8320
5550 Painted Mirage 320, Las Vegas, Nevada

Churchill Management Group, registered in 1967, manages $6.6 billion for 7,276 clients.

8. Capital Advisors
   (918) 599-0045
7455 Arroyo Crossing Suite 220, Las Vegas, Nevada

Capital Advisors, registered in 1978, manages $2.8 billion for 1,814 clients.

9. First Foundation Advisors
   (702) 851-4800
6725 Via Austi Suite 100, Las Vegas, Nevada

First Foundation Advisors, registered in 1990, manages $4.4 billion for 1,379 clients.

10. Brookfield Investment Partners
   (702) 598-3738
101 Convention Center Drive Suite 850, Las Vegas, Nevada

Brookfield Investment Partners, registered in 2003, manages $704.1 million for 33 clients.

11. Axxcess Wealth Management
   (858) 217-5347
10161 Park Row Dr,150, Las Vegas, Nevada

Axxcess Wealth Management, registered in 2012, manages $1.3 billion for 2,040 clients.

12. Surevest Wealth Management
   (702) 256-7400
9505 Hillwood Drive, Suite 100, Las Vegas, Nevada

Surevest Wealth Management, registered in 2020, manages $382.1 million for 276 clients.

13. Buckley Wealth Management
   (702) 805-1010
10100 West Charleston Blvd., #213. Las Vegas, NV

Buckley Wealth Management, registered in 2017, manages $463.3 million for 212 clients.

14. Tucker Asset Management
   (702) 339-7705
3085 South Jones Blvd. Suite A, Las Vegas, Nevada

Tucker Asset Management, registered in 2016, manages $93.4 million for 977 clients.

15. Redrock Wealth Management
   (702) 987-1607
Multiple Locations

Redrock Wealth Management, registered in 2017, manages $142.0 million for 169 clients.

16. West Ridge Advisors
   (702) 547-9483
1528 W. Warm Springs RD #120 Henderson, NV

West Ridge Advisors, registered in 2016, manages $100.3 million for 247 clients.

17. Dentist Advisors
   (702) 878-4809
8906 Spanish Ridge Ave Suite 100, Las Vegas, Nevada

Dentist Advisors, registered in 2019, manages $191.4 million for 344 clients.

18. Kingsbridge Wealth Management
   (702) 947-5160
1140 N. Town Center Drive, Suite 340. Las Vegas, NV

Kingsbridge Wealth Management, registered in 2012, manages $229.4 million for 36 clients.

19. Epic Trust Investment Advisors
   (000) 000-0000
5940 S Rainbow Blvd, Las Vegas, Nevada

Epic Trust Investment Advisors, registered in 2015, manages $78.0 million for 506 clients.

20. Epic Trust Investment Advisors
   (000) 000-0000
Multiple Locations

Epic Trust Investment Advisors, registered in 2015, manages $78.0 million for 506 clients.



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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Nevada


Blue Diamond, Nevada Henderson, Nevada Incline Village, Nevada Las Vegas, Nevada North Las Vegas, Nevada Reno, Nevada Sloan, Nevada Sparks, Nevada Sun Valley, Nevada Washoe Valley, Nevada

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