Top 10 advisors in Las Vegas
We’ve curated a list of the best financial advisors in Las Vegas, take a look at it below
Find an advisor in Las Vegas| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $18,616,910,000 | 5 advisors | ||
| 2 | $10,169,162,207 | 8 advisors | ||
| 3 | $2,795,714,227 | 272 advisors | ||
| 4 | $2,406,511,672 | 39 advisors | ||
| 5 | $1,845,109,012 | 4 advisors | ||
| 6 | $961,910,520 | 18 advisors | ||
| 7 | $485,232,848 | 5 advisors | ||
| 8 | $479,654,526 | 9 advisors | ||
| 9 | $308,294,361 | 4 advisors | ||
| 10 | $214,262,450 | 19 advisors |
How we came up with this list
To generate our top financial advisors list in Las Vegas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Las Vegas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fhn Financial Main Street Advisors, LLC
Assets under management
$18,616,910,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting For Government Entities
2. Keystate Advisory, LLC
Assets under management
$10,169,162,207
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Securities And Credit Evaluation
3. The Wealth Consulting Group
Assets under management
$2,795,714,227
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Dalton Investments, Inc.
Assets under management
$2,406,511,672
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Tomales Bay Capital
Assets under management
$1,845,109,012
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. The Investment Counsel Company
Assets under management
$961,910,520
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Buckley Wealth Management, LLC
Assets under management
$485,232,848
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Arista Wealth Management, LLC
Assets under management
$479,654,526
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Consulting (investment/non-investment)
9. Kingsbridge Wealth Management, Inc.
Assets under management
$308,294,361
Fee structure
A percentage of assets under your management
Performance-based fees
PROJECT ADMINISTRATION FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Kamichu Wealth Management LLC
Assets under management
$214,262,450
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.