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Find Retirement Advisors for Retirement Planning in Las Vegas, Nevada
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Las Vegas, Nevada
Last Updated - November 30, 2024Las Vegas has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 30 non-vetted advisors in your local area. These retirement advisors in Las Vegas, Nevada have an average of 40 years of experience.
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List of Qualified Retirement Planning Advisors in Las Vegas, Nevada
VERIFIED Qualifications
Firm CRD# 111243
Series 7, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Las Vegas, Nevada (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FHN FINANCIAL MAIN STREET ADVISORS, LLC 10655 Park Run Drive, Suite 120 Las Vegas, NV, 89144 | $21,495,960,000 | 30 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169 | $16,666,770,589 | 127 | 8 | A Percentage of AUM, Fixed Fees |
| 3 | THE AMERIFLEX GROUP 8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113 | $3,423,013,375 | 6588 | 85 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148 | $2,795,803,920 | 11436 | 272 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | DALTON INVESTMENTS, INC. 4220 S. Maryland Parkway, Suite 205a Las Vegas, NV, 89119 | $2,406,511,672 | 32 | 39 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | TRASIMENE CAPITAL MANAGEMENT, LLC 1701 Village Center Circle, Las Vegas, NV, 89134 | $2,096,495,916 | 1 | 9 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | TOMALES BAY CAPITAL 5940 S Rainbow Blvd, Ste 400 Pmb 86804 Las Vegas, NV, 89118-2507 | $1,845,109,012 | 33 | 4 | A Percentage of AUM, Performance Based |
| 8 | THE INVESTMENT COUNSEL COMPANY 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135 | $1,180,739,616 | 1397 | 18 | A Percentage of AUM, Fixed Fees |
| 9 | ARISTA WEALTH MANAGEMENT, LLC 8876 Spanish Ridge Avenue, Suite 202 Las Vegas, NV, 89148 | $496,550,178 | 1202 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | BUCKLEY WEALTH MANAGEMENT, LLC 10100 West Charleston Blvd., #213 Las Vegas, NV, 89135-5001 | $485,232,848 | 612 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | KINGSBRIDGE WEALTH MANAGEMENT, INC. 1140 N. Town Center Drive, Suite 340 Las Vegas, NV, 89144 | $308,294,361 | 240 | 4 | A Percentage of AUM, Performance Based, Other (PROJECT ADMINISTRATION FEES) |
| 12 | INVESTMENT MANAGEMENT CONSULTANTS 7390 W. Sahara Avenue, Suite 290 Las Vegas, NV, 89117 | $275,485,323 | 376 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | KAMICHU WEALTH MANAGEMENT LLC 8010 West Sahara Avenue, Suite 260 Las Vegas, NV, 89117 | $229,157,825 | 28 | 19 | A Percentage of AUM, Fixed Fees, Performance Based |
| 14 | AMERICAN RETIREMENT PLANNING GROUP INC 3303 Novat Street, Suite 100 Las Vegas, NV, 89129 | $209,314,304 | 894 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | RAREVIEW CAPITAL LLC 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135 | $197,181,366 | 40 | 4 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Las Vegas, Nevada
QualificationsFirm CRD# 133719
Assets Under Management $21,495,960,000
No. Of Clients30
Clients Per Financial Advisor6
FHN FINANCIAL MAIN STREET ADVISORS, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 156226
Assets Under Management $16,666,770,589
No. Of Clients127
Clients Per Financial Advisor16
KEYSTATE ADVISORY, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 305585
Assets Under Management $3,423,013,375
No. Of Clients6588
Clients Per Financial Advisor78
THE AMERIFLEX GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6588 clients. The team consists of 85 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 173194
Assets Under Management $2,795,803,920
No. Of Clients11436
Clients Per Financial Advisor42
THE WEALTH CONSULTING GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11436 clients. The team consists of 272 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 308609
Assets Under Management $2,406,511,672
No. Of Clients32
Clients Per Financial Advisor1
DALTON INVESTMENTS, INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 306793
Assets Under Management $2,096,495,916
No. Of Clients1
Clients Per Financial Advisor0
TRASIMENE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 298932
Assets Under Management $1,845,109,012
No. Of Clients33
Clients Per Financial Advisor8
TOMALES BAY CAPITAL is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 19608
Assets Under Management $1,180,739,616
No. Of Clients1397
Clients Per Financial Advisor78
THE INVESTMENT COUNSEL COMPANY is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1397 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 141504
Assets Under Management $496,550,178
No. Of Clients1202
Clients Per Financial Advisor120
ARISTA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1202 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 285823
Assets Under Management $485,232,848
No. Of Clients612
Clients Per Financial Advisor122
BUCKLEY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 165560
Assets Under Management $308,294,361
No. Of Clients240
Clients Per Financial Advisor60
KINGSBRIDGE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PROJECT ADMINISTRATION FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 122718
Assets Under Management $275,485,323
No. Of Clients376
Clients Per Financial Advisor188
INVESTMENT MANAGEMENT CONSULTANTS is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 376 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 295412
Assets Under Management $229,157,825
No. Of Clients28
Clients Per Financial Advisor1
KAMICHU WEALTH MANAGEMENT LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 108300
Assets Under Management $209,314,304
No. Of Clients894
Clients Per Financial Advisor128
AMERICAN RETIREMENT PLANNING GROUP INC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 894 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 284474
Assets Under Management $197,181,366
No. Of Clients40
Clients Per Financial Advisor10
RAREVIEW CAPITAL LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
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