AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Nevada > Las Vegas

Top Financial Advisors in Las Vegas, Nevada

Finding the right financial advisor in Las Vegas 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 Las Vegas, 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 Las Vegas, NV.


Find the Best Financial Advisor Firms in Las Vegas:

THE AMERIFLEX GROUP

CRD#: 305585

RIA

Address: 8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113

Clients: 13,971

Average Clients per Advisor: 84

AUM: $ 9.4B

Find an Advisor

THE WEALTH CONSULTING GROUP

CRD#: 173194

RIA

Address: 8925 West Post Road 2nd Floor, Las Vegas, NV 89148

Clients: 8,281

Average Clients per Advisor: 72

AUM: $ 5.4B

THE INVESTMENT COUNSEL COMPANY OF NEVADA

CRD#: 19608

RIA

Address: 10000 W. Charleston Blvd. Suite 280, Las Vegas, NV 89135

Clients: 37

In Business for: 38 Years

Average Clients per Advisor: 4

AUM: $ 1.8B

ONE WEALTH MAP, LLC

CRD#: 171750

RIA

Address: 1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135

Clients: 237

Average Clients per Advisor: 47

AUM: $ 1.1B

ARISTA WEALTH MANAGEMENT, LLC

CRD#: 141504

RIA

Address: 8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148

Clients: 133

Average Clients per Advisor: 19

AUM: $ 1.0B

BUCKLEY WEALTH MANAGEMENT, LLC

CRD#: 285823

RIA

Address: 10100 West Charleston Blvd. #213, Las Vegas, NV 89135-5001

Clients: 89

Average Clients per Advisor: 22

AUM: $ 583M

How We Chose the Top Financial Advisors in Las Vegas, Nevada

To create this list of top financial advisor firms in Las Vegas, 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 Las Vegas has to offer.

Search Financial Advisors in Las Vegas, Nevada


Name or CRD#
Location:
Firm name (optional)
JC
AdvisorCheck Check Mark

Jodie Ann Cohen-potter

Jodie A Cohen, Jodie Ann Cohen, Jodie Ann Cohenpotter, Jodie Cohenpotter
IAR
RR
CRD#: 1155155
CFP®: Certified Financial Planner
Location:
Las Vegas, NV 89113
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
40 years
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
John Alfred Dube'

John Alfred Dube'

John Alfred Dube
IAR
RR
CRD#: 1293044
CFP®: Certified Financial Planner
Location:
Las Vegas, NV 89145
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
41 years
James Anthony Small JR

James Anthony Small JR

James Anthony King, James Samll
IAR
RR
CRD#: 2190771
CFP®: Certified Financial Planner
Location:
Las Vegas, NV 89135
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
34 years
Lori Hamrick Bean

Lori Hamrick Bean

Lori A Hamrick, Lori Ann Hamrick, Loria Ann Hamrick
IAR
RR
CRD#: 2668563
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Las Vegas, NV 89128
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
30 years
Melissa Coco Ocean

Melissa Coco Ocean

Melissa G Attanasio, Melissa Gruber Attanasio, Melissa Sue Gruber Attanasio, Melissa Sue Gruber, Melissa Garcia, Melissa S Gruber, Melissa Coco Océan
IAR
RR
CRD#: 2312324
CFP®: Certified Financial Planner
Location:
Las Vegas, NV 89144
Company:
ABUNDANT WEALTH STRATEGIES
Disclosures:
Experience:
33 years

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.