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Financial Planners in Boulder City, NV: 2026 rankings

72 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Boulder City: Cornerstone Wealth Management | Henderson Office, RFA Score 69/100; 5.0★ from 91 Google reviews.

  2. 40

    Most-reviewed: Bank of America (with Drive-thru ATM), 208 Google reviews at 2.3★, the most of 72 ranked; ranked #40.

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

72 Boulder City financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 72 rated firms.

Top 10 financial planners in Boulder City 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 planners in Boulder City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cornerstone Wealth Management | Henderson Office695.0★ (91)Henderson, 12 mi away—Top score
2CPA Financial Architects694.8★ (110)Henderson, 15 mi away——
3Asset Preservation Wealth & Tax, Financial Advisors695.0★ (90)Henderson, 15 mi awaySat—
4Mutual of Omaha Mortgage664.9★ (58)Henderson, 15 mi away——
5Freedom Dream Team, Inc.654.8★ (45)Henderson, 9 mi away——
6Capstone Capital Wealth Advisors644.9★ (47)Henderson, 15 mi away——
7Paramount Tax & Accounting - Henderson / Boulder City614.7★ (29)Henderson, 14 mi away——
8Strategic Wealth Design615.0★ (26)Las Vegas, 17 mi away——
9MRS Wealth Advisors605.0★ (23)Henderson, 15 mi away——
10Adam Scott - COUNTRY Financial Representative604.8★ (23)Henderson, 15 mi away——

All 72 financial planners in Boulder City, 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.

  2. #2 CPA Financial Architects

    Based in Henderson, 15 mi away

    69/100RFA Score

    Ranked #2 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

  4. #4 Mutual of Omaha Mortgage

    Based in Henderson, 15 mi away

    66/100RFA Score

    Ranked #4 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

  5. #5 Freedom Dream Team, Inc.

    Based in Henderson, 9 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 45 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    40 E Horizon Ridge Pkwy, Henderson, NV 89002
    View profile for Freedom Dream Team, Inc.(702) 754-3038

  9. #9 MRS Wealth Advisors

    Based in Henderson, 15 mi away

    60/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2520 St Rose Pkwy Trail #313, Henderson, NV 89074
    View profile for MRS Wealth Advisors(702) 818-5585

  11. #11 Fidelity Investments

    Based in Henderson, 14 mi away

    59/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.3★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 57 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2225 Village Walk Dr Suite 199, Henderson, NV 89052
    View profile for Fidelity Investments(800) 624-6178

  13. #13 Whalen Financial

    Based in Las Vegas, 24 mi away

    59/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.7★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    7160 Rafael Rivera Wy #220, Las Vegas, NV 89113
    View profile for Whalen Financial(702) 878-3900

  15. #15 Strategic Tax & Financial

    Based in Henderson, 12 mi away

    58/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 15 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    1080 Wigwam Pkwy, Henderson, NV 89074
    View profile for Strategic Tax & Financial(702) 307-1888

  17. #17 InTouch Credit Union

    Based in North Las Vegas, 24 mi away

    58/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.5★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 68 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    2620 E Craig Rd, North Las Vegas, NV 89030
    View profile for InTouch Credit Union(800) 337-3328

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 72 ranked financial planners here; the rest are on their profiles.

financial planners in Boulder City, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)552.7★ (129)23 mi
27Bank of America (with Drive-thru ATM)552.5★ (147)19 mi
28Bank of America (with Drive-thru ATM)552.5★ (64)15 mi
29Northwestern Mutual553.5★ (23)21 mi
30BMO Bank N.A Branches552.8★ (75)23 mi
31Diazo Wealth555.0★ (7)15 mi
32Four Corners Financial Advisors554.7★ (12)22 mi
33Transamerica Financial Advisors553.7★ (12)16 mi
34Cordero Capital555.0★ (10)22 mi
35Amy Sharp - COUNTRY Financial Representative545.0★ (6)15 mi
36Quincy Walker - COUNTRY Financial Representative545.0★ (6)16 mi
37BMO Bank N.A Branches542.2★ (54)15 mi
38Bank of America (with Drive-thru ATM)542.7★ (60)23 mi
39Jaflo Insurance Services545.0★ (3)8 mi
40Bank of America (with Drive-thru ATM)542.3★ (208)23 mi
41Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC543.5★ (8)15 mi
42The Revolution FMO LLC545.0★ (3)9 mi
43Desert Crest Financial545.0★ (4)12 mi
44Jeff McMeans - COUNTRY Financial Representative544.3★ (6)15 mi
45Bank of America (with Drive-thru ATM)542.2★ (138)19 mi
46Osaic Wealth - Richard Hoover535.0★ (9)25 mi
47Cassandra Horne - COUNTRY Financial Representative534.0★ (4)12 mi
48Loren Olson - COUNTRY Financial Representative534.9★ (7)21 mi
49Bank of America (with Drive-thru ATM)532.4★ (116)25 mi
50Prosperity Financial Associates534.0★ (4)13 mi

Also serving Boulder City

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Boulder City
BusinessGoogle ratingDistance
Beacon Financial Group3.0★ (2)17 mi
Curtis Wealth Management - Jordan Curtis5.0★ (1)14 mi
Edward Jones - Financial Advisor: Heather L Sabatello, AAMS®5.0★ (2)In Boulder City
Edward Jones - Financial Advisor: Wendell W Whitman5.0★ (3)In Boulder City
Emerging Technology Corporation1.0★ (1)In Boulder City
First Command5.0★ (2)13 mi
Hot Moon Financial5.0★ (1)8 mi
InTouch Credit Union5.0★ (2)9 mi
JNA Consulting Group, LLCIn Boulder City
Lee, Langlois & Associates Wealth Advisors - Ameriprise Financial Services, LLC1.0★ (2)15 mi
Peak Capital Funding5.0★ (1)8 mi
PRIZM Financial Advisors5.0★ (2)9 mi
Sell Your Life Settlement5.0★ (2)22 mi
SkyOak5.0★ (2)20 mi
Stars and Stripes Financial Services5.0★ (2)25 mi
Susan D. Marshall | CLU , ChFC5.0★ (1)13 mi
The Budin Group5.0★ (2)25 mi
The Flynn Group - Ameriprise Financial Services, LLC5.0★ (2)16 mi
White Aspen Capital5.0★ (2)9 mi
Wilmington Trust5.0★ (2)21 mi

How we ranked Boulder City financial planners

We scored 72 Boulder City financial planners 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 Boulder City 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Boulder City: frequently asked questions

Which financial planner has the highest RFA Score in Boulder City?

By RFA Score, the highest-ranked financial planner in Boulder City, NV is Cornerstone Wealth Management | Henderson Office with an RFA Score of 69/100. It has 5.0★ from 91 Google reviews. CPA Financial Architects (#2) and Asset Preservation Wealth & Tax, Financial Advisors (#3) follow. We ranked 72 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Boulder City?

RankedFinancialAdvisors ranks 72 financial planners serving Boulder City, NV. 1 of them is based in Boulder City; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Boulder City work on weekends?

14 of 72 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Asset Preservation Wealth & Tax, Financial Advisors (#3), Bank of America (with Drive-thru ATM) (#14) and InTouch Credit Union (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Boulder City financial planners have?

The median Google rating among 72 rated financial planners in Boulder City is 4.8★, with a median of 15 reviews. Bank of America (with Drive-thru ATM) has the most, 208 reviews, and ranks #40. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Boulder City count in this ranking?

Yes, if they are within 25 mi of the Boulder City city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Boulder City ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Boulder City 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 planners 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 Boulder City

  1. November 2026: RFA Scores recalculated for 72 financial planners serving Boulder City.

More financial planners and Boulder City pages