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Top Financial Advisors in Henderson, Nevada

Finding the right financial advisor in Henderson is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Henderson, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Henderson, NV.


Find the Best Financial Advisor Firms in Henderson:

CAPSTONE CAPITAL WEALTH ADVISORS

CRD#: 123764

RIA

Address: 2600 Paseo Verde Parkway Ste. 150, Henderson, NV 89074-7167

Clients: 109

Average Clients per Advisor: 36

AUM: $ 360M

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WEST RIDGE ADVISORS

CRD#: 282718

RIA

Address: 1528 W. Warm Springs Rd #120, Henderson, NV 89014

Clients: 303

Average Clients per Advisor: 30

AUM: $ 268M

DIAZO, LLC

CRD#: 324419

RIA

Address: 2534 Anthem Village Dr, Suite 100, Henderson, NV 89052

Clients: 247

Average Clients per Advisor: 61

AUM: $ 178M

CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

CRD#: 309710

RIA

Address: 2400 W Horizon Ridge Pkwy, Henderson, NV 89052

Clients: 179

Average Clients per Advisor: 35

AUM: $ 156M

SOUTH COVE FINANCIAL, LLC

CRD#: 284554

RIA

Address: Henderson, NV

Clients: 366

Average Clients per Advisor: 122

AUM: $ 145M

CURTIS WEALTH MANAGEMENT LLC

CRD#: 312245

RIA

Address: 170 S. Green Valley Parkway Suite 300 (office 351), Henderson, NV 89012

Clients: 50

Average Clients per Advisor: 25

AUM: $ 124M

How We Chose the Top Financial Advisors in Henderson, Nevada

To create this list of top financial advisor firms in Henderson, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Henderson has to offer.

Search Financial Advisors in Henderson, Nevada


Name or CRD#
Location:
Firm name (optional)
Michael N Beatty
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Michael N Beatty

Micahel Neil Beatty, Michael Neil Beatty
IAR
CRD#: 6566220
Location:
Las Vegas, NV 89123
Company:
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Disclosures:
Experience:
10 years
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Steven Leo Cahoon

Steven Leo Cahoon

Steve Leo Cahoon, Steven L Cahoon
IAR
RR
CRD#: 1112012
Location:
Las Vegas, NV 89135
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
42 years
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Gary Steven Rosenberg

Gary Steven Rosenberg

IAR
RR
CRD#: 1271656
CFP®: Certified Financial Planner
Location:
Henderson, NV 89074
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
41 years
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Bryan Allan Yeager

Bryan Allan Yeager

Bryan Allen Yeager
IAR
RR
CRD#: 1591216
Location:
Las Vegas, NV 89135
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
38 years
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Nadine Z Faulis

Nadine Z Faulis

Nadine Faulis, Nadine Huggins, Nadine Prescia, Nadine Presciahuggins
IAR
RR
CRD#: 1977686
Location:
Las Vegas, NV 89145
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
36 years
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Jana Reddick

Jana Reddick

Jana Goldberg, Jana Vorce
IAR
RR
CRD#: 1915092
Location:
Henderson, NV 89074
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
33 years
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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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