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Financial Advisors in Winchester, NV: 2026 rankings

203 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Winchester: Forthright Capital Partners, RFA Score 77/100; 4.9★ from 1,736 Google reviews.

  2. 2

    Most-reviewed: Cassady Law Offices, P.C., 1,725 Google reviews at 4.9★, the most of 203 ranked after Forthright Capital Partners; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

203 Winchester financial advisors are ranked here by RFA Score, from eight published factors. 31 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.9★ across 203 rated firms.

Most of this list also appears on the Financial advisors in Las Vegas ranking. See Financial advisors in Las Vegas

Top 10 financial advisors in Winchester at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Winchester at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Forthright Capital Partners774.9★ (1,736)Las Vegas, 9 mi away—Top score
2Cassady Law Offices, P.C.764.9★ (1,725)Las Vegas, 10 mi away—Most reviews
3Digital Trust764.9★ (1,088)Las Vegas, 8 mi away——
4BitcoinIRA754.7★ (1,186)Las Vegas, 8 mi away——
5Silver Gold Bull USA744.8★ (363)Las Vegas, 6 mi away——
6IPX1031 - Investment Property Exchange Services, Inc.725.0★ (152)Las Vegas, 10 mi away——
7Jeff Dragovich - Fairway Independent Mortgage725.0★ (141)Las Vegas, 9 mi awaySat · Sun · Evenings—
8Stevenson Retirement Solutions725.0★ (106)Las Vegas, 6 mi away——
9FACT ADVISORS715.0★ (98)Las Vegas, 7 mi away——
10Universal Retirement715.0★ (80)Las Vegas, 5 mi away——

All 203 financial advisors in Winchester, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Winchester

    #1 Forthright Capital Partners

    Based in Las Vegas, 9 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 1,736 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 1,736 Google reviews
    Hours
    Mon–Fri 7 AM–3 PM · Sat–Sun closed
    Address
    7251 W Lake Mead Blvd #300, Las Vegas, NV 89128
    View profile for Forthright Capital Partners(725) 712-3033

  3. #3 Digital Trust

    Based in Las Vegas, 8 mi away

    76/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 1,088 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 1,088 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    7336 W Post Rd, Las Vegas, NV 89113
    View profile for Digital Trust(800) 777-9878

  4. #4 BitcoinIRA

    Based in Las Vegas, 8 mi away

    75/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 1,186 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 1,186 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    7336 W Post Rd #111, Las Vegas, NV 89113
    View profile for BitcoinIRA(866) 443-7968

  5. #5 Silver Gold Bull USA

    Based in Las Vegas, 6 mi away

    74/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 363 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 363 Google reviews
    Hours
    Mon–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    2780 S Jones Blvd #200, Las Vegas, NV 89146
    View profile for Silver Gold Bull USA(877) 394-3337

  9. #9 FACT ADVISORS

    Based in Las Vegas, 7 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 98 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 98 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8690 S Maryland Pkwy #220, Las Vegas, NV 89123
    View profile for FACT ADVISORS(888) 710-3228

  10. #10 Universal Retirement

    Based in Las Vegas, 5 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 80 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 80 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3127 E Warm Springs Rd Ste 100, Las Vegas, NV 89120
    View profile for Universal Retirement(702) 968-8352

  14. #14 Appreciation Financial

    Based in Las Vegas, 8 mi away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 131 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 131 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6145 S Rainbow Blvd, Las Vegas, NV 89118
    View profile for Appreciation Financial(877) 492-5158

  16. #16 CPA Financial Architects

    Based in Henderson, 10 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 110 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 110 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    2534 Anthem Village Dr Ste 110, Henderson, NV 89052
    View profile for CPA Financial Architects(702) 263-2100

  17. #17 Mutual of Omaha Mortgage

    Based in Henderson, 6 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 58 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1915 N Green Valley Pkwy #200, Henderson, NV 89074
    View profile for Mutual of Omaha Mortgage(206) 979-1876

  20. #20 Cindy Birkland

    Based in Enterprise, 2 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    View profile for Cindy Birkland(702) 683-7429

  21. #21 Carson Wealth

    Based in Las Vegas, 10 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    6910 S Cimarron Rd #210, Las Vegas, NV 89113
    View profile for Carson Wealth(702) 405-0415

  24. #24 CPA Attorney, LLC

    Based in Las Vegas, 11 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    10155 W Twain Ave, Las Vegas, NV 89147
    View profile for CPA Attorney, LLC(702) 852-2577

How we ranked Winchester financial advisors

We scored 203 Winchester financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Winchester data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Winchester: frequently asked questions

Which financial advisor has the highest RFA Score in Winchester?

By RFA Score, the highest-ranked financial advisor in Winchester, NV is Forthright Capital Partners with an RFA Score of 77/100. It has 4.9★ from 1,736 Google reviews. Cassady Law Offices, P.C. (#2) and Digital Trust (#3) follow. We ranked 203 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Winchester work on weekends?

31 of 203 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Jeff Dragovich - Fairway Independent Mortgage (#7), Asset Preservation Wealth & Tax, Financial Advisors (#11) and How Money Works Learning Center - Las Vegas (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Winchester financial advisors have?

The median Google rating among 203 rated financial advisors in Winchester is 4.9★, with a median of 12 reviews. Forthright Capital Partners has the most, 1,736 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Winchester count in this ranking?

Yes, if they are within 25 mi of the Winchester city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Winchester ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Winchester a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Winchester

  1. November 2026: RFA Scores recalculated for 203 financial advisors serving Winchester.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Winchester pages