Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
Las Vegas has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These retirement advisors in Las Vegas, Nevada have an average of 40 years of experience.
Qualifications
Firm CRD# 111243
Series 7, 65, 66
Minimum Assets Required
Not Specified
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
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169 | $17,032,495,600 | 83 | 8 | A percentage of AUM, Fixed fees |
2 | 8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113 | $6,522,387,220 | 16327 | 149 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148 | $5,194,180,776 | 21408 | 264 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 10845 Griffith Peak Drive, 2/F, Las Vegas, NV, 89135 | $4,662,466,719 | 28 | 45 | A percentage of AUM, Performance Based |
5 | 9440 West Sahara Avenue, Suite 215 Las Vegas, NV, 89117 | $4,059,517,879 | 39 | 36 | A percentage of AUM, Fixed fees, Performance Based |
6 | 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135 | $1,640,536,319 | 1783 | 11 | A percentage of AUM, Fixed fees |
7 | 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135 | $1,101,210,000 | 1314 | 13 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (ACCOUNTING CLIENTS) |
8 | 8876 Spanish Ridge Avenue, Suite 202 Las Vegas, NV, 89148 | $993,217,542 | 1628 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
9 | 10100 West Charleston Blvd., #213 Las Vegas, NV, 89135-5001 | $583,151,358 | 594 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
10 | 1140 N. Town Center Drive, Suite 340 Las Vegas, NV, 89144 | $453,101,460 | 217 | 5 | A percentage of AUM, Performance Based, Other (PROJECT ADMINISTRATION FEES) |
11 | 410 S. Rampart Blvd., Suite 390 Las Vegas, NV, 89145 | $330,100,000 | 500 | 6 | A percentage of AUM |
12 | 7390 W. Sahara Avenue, Suite 290 Las Vegas, NV, 89117 | $328,752,136 | 394 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
13 | 1120 N. Town Center Dr., Suite 140 Las Vegas, NV, 89144 | $289,420,592 | 815 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
14 | 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135 | $288,308,118 | 48 | 4 | A percentage of AUM, Fixed fees |
15 | 1981 Fenchurch Ct., Las Vegas, NV, 89117 | $239,950,638 | 98 | 7 | A percentage of AUM, Fixed fees, Performance Based |
QualificationsFirm CRD# 156226
Assets Under Management $17,032,495,600
No. Of Clients83
Clients Per Financial Advisor10
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 83 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305585
Assets Under Management $6,522,387,220
No. Of Clients16327
Clients Per Financial Advisor110
THE AMERIFLEX GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16327 clients. The team consists of 149 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173194
Assets Under Management $5,194,180,776
No. Of Clients21408
Clients Per Financial Advisor81
THE WEALTH CONSULTING GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21408 clients. The team consists of 264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309535
Assets Under Management $4,662,466,719
No. Of Clients28
Clients Per Financial Advisor1
SIMPLIFY ASSET MANAGEMENT INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 308609
Assets Under Management $4,059,517,879
No. Of Clients39
Clients Per Financial Advisor1
DALTON INVESTMENTS, INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 19608
Assets Under Management $1,640,536,319
No. Of Clients1783
Clients Per Financial Advisor162
THE INVESTMENT COUNSEL COMPANY 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 1783 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171750
Assets Under Management $1,101,210,000
No. Of Clients1314
Clients Per Financial Advisor101
ONE WEALTH MAP, LLC 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 1314 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141504
Assets Under Management $993,217,542
No. Of Clients1628
Clients Per Financial Advisor116
ARISTA WEALTH MANAGEMENT, LLC 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 1628 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285823
Assets Under Management $583,151,358
No. Of Clients594
Clients Per Financial Advisor119
BUCKLEY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $583M assets under management, the firm specializes in crafting personalized retirement planning solutions for 594 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165560
Assets Under Management $453,101,460
No. Of Clients217
Clients Per Financial Advisor43
KINGSBRIDGE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107125
Assets Under Management $330,100,000
No. Of Clients500
Clients Per Financial Advisor83
WINANS INVESTMENTS is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 500 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122718
Assets Under Management $328,752,136
No. Of Clients394
Clients Per Financial Advisor197
INVESTMENT MANAGEMENT CONSULTANTS is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108300
Assets Under Management $289,420,592
No. Of Clients815
Clients Per Financial Advisor91
AMERICAN RETIREMENT PLANNING GROUP INC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 815 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284474
Assets Under Management $288,308,118
No. Of Clients48
Clients Per Financial Advisor12
RAREVIEW CAPITAL LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 295412
Assets Under Management $239,950,638
No. Of Clients98
Clients Per Financial Advisor14
KAMICHU WEALTH MANAGEMENT LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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