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Financial Planners in Enterprise, NV: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Enterprise: Cassady Law Offices, P.C., RFA Score 78/100; 4.9★ from 1,725 Google reviews.

  2. 2

    Most-reviewed: Forthright Capital Partners, 1,736 Google reviews at 4.9★, the most of 134 ranked; ranked #2.

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

134 Enterprise financial planners are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 134 rated firms.

Top 10 financial planners in Enterprise 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 Enterprise at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cassady Law Offices, P.C.784.9★ (1,725)Las Vegas, 5 mi away—Top score
2Forthright Capital Partners764.9★ (1,736)Las Vegas, 12 mi away—Most reviews
3Cornerstone Wealth Management | Las Vegas Office705.0★ (94)Las Vegas, 8 mi away——
4Asset Preservation Wealth & Tax, Financial Advisors705.0★ (90)Henderson, 9 mi awaySat—
5Carson Wealth705.0★ (55)Las Vegas, 3 mi away——
6CPA Financial Architects694.8★ (110)Henderson, 9 mi away——
7Cornerstone Wealth Management | Henderson Office695.0★ (91)Henderson, 11 mi away——
8How Money Works Learning Center - Las Vegas695.0★ (62)Las Vegas, 9 mi awaySat—
9CPA Attorney, LLC685.0★ (53)Las Vegas, 8 mi away——
10Allworth Financial685.0★ (40)Las Vegas, 5 mi away——

All 134 financial planners in Enterprise, 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 Enterprise

    #1 Cassady Law Offices, P.C.

    Based in Las Vegas, 5 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 1,725 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 1,725 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9127 W Russell Rd, Las Vegas, NV 89148
    View profile for Cassady Law Offices, P.C.(702) 706-1083

  5. #5 Carson Wealth

    Based in Las Vegas, 3 mi away

    70/100RFA Score

    Ranked #5 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

  6. #6 CPA Financial Architects

    Based in Henderson, 9 mi away

    69/100RFA Score

    Ranked #6 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

  9. #9 CPA Attorney, LLC

    Based in Las Vegas, 8 mi away

    68/100RFA Score

    Ranked #9 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

  10. #10 Allworth Financial

    Based in Las Vegas, 5 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8945 W Russell Rd #205, Las Vegas, NV 89148
    View profile for Allworth Financial(702) 987-1607

  13. #13 Mutual of Omaha Mortgage

    Based in Henderson, 9 mi away

    68/100RFA Score

    Ranked #13 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

  17. #17 Arista Wealth Management

    Based in Las Vegas, 5 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8876 Spanish Ridge Ave Ste 202, Las Vegas, NV 89148
    View profile for Arista Wealth Management(702) 309-9970

  18. #18 Whalen Financial

    Based in Las Vegas, 3 mi away

    67/100RFA Score

    Ranked #18 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

  19. #19 Chad Clem, Bankers Life Agent and Bankers Life Securities Financial Representative

    Based in Las Vegas, 7 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4175 S Riley St Ste 205, Las Vegas, NV 89147
    View profile for Chad Clem, Bankers Life Agent and Bankers Life Securities Financial Representative(702) 873-1385

  20. #20 RetireWire

    Based in Las Vegas, 5 mi away

    66/100RFA Score

    Ranked #20 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
    8945 W Russell Rd #205, Las Vegas, NV 89148
    View profile for RetireWire(702) 987-1607

  22. #22 WestPac Wealth Partners

    Based in Las Vegas, 5 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8906 Spanish Ridge Ave #202, Las Vegas, NV 89148
    View profile for WestPac Wealth Partners(702) 978-6910

  23. #23 MRS Wealth Advisors

    Based in Henderson, 8 mi away

    65/100RFA Score

    Ranked #23 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

  24. #24 Freedom Dream Team, Inc.

    Based in Henderson, 14 mi away

    65/100RFA Score

    Ranked #24 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

  25. #25 Equitable Advisors

    Based in Las Vegas, 3 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 27 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8337 W Sunset Rd Unit 200, Las Vegas, NV 89113
    View profile for Equitable Advisors(702) 750-3100

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 134 ranked financial planners here; the rest are on their profiles.

financial planners in Enterprise, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cordero Capital655.0★ (10)In Enterprise
27American Senior Benefits - Southwest654.4★ (41)8 mi
28Paramount Tax & Accounting - Henderson / Boulder City654.7★ (29)9 mi
29Juan & Rocio Jaquez: Primerica - Financial Services655.0★ (24)10 mi
30Adam Scott - COUNTRY Financial Representative654.8★ (23)8 mi
31Donald Pearson, CFP ,ChFC ,RICP ,WMCP , MBA - Financial Advisor655.0★ (14)5 mi
32PivotPoint Advisors - Financial Planning645.0★ (7)In Enterprise
33Alexander Newby - Thrivent645.0★ (10)3 mi
34Bankers Life644.1★ (32)7 mi
35Pursuit Street Advisors645.0★ (16)11 mi
36Caldera Wealth634.6★ (11)5 mi
37AIO Fee Only Financial Advisors635.0★ (15)11 mi
38Hunter Scholl635.0★ (4)In Enterprise
39Winder Wealth Management635.0★ (18)14 mi
40Kellie Scholes - Edelman Financial Engines635.0★ (12)10 mi
41Osaic Wealth - Richard Hoover635.0★ (9)8 mi
42SG Financial | Fiduciary Retirement & Financial Planning635.0★ (12)11 mi
43Four Corners Financial Advisors634.7★ (12)9 mi
44Edelman Financial Engines624.5★ (13)10 mi
45James Small Financial Group - UBS Financial Services Inc.625.0★ (10)10 mi
46Tasheeka Stewart - COUNTRY Financial and Family Insurance Educator625.0★ (8)9 mi
47Strategic Tax & Financial624.5★ (15)12 mi
48Debi Graham - COUNTRY Financial Representative625.0★ (11)12 mi
49One Tree Wealth Management625.0★ (5)5 mi
50Rano Financial Inc624.5★ (6)5 mi

Also serving Enterprise

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 Enterprise
BusinessGoogle ratingDistance
AccuSaff Financial ServicesIn Enterprise
Alpha Omega Wealth5.0★ (2)In Enterprise
Ambright Consulting5.0★ (4)In Enterprise
Bird Spring Financial LLC5.0★ (2)In Enterprise
Business Solutions & Services LLC | BS&S4.2★ (5)In Enterprise
Cindy Birkland5.0★ (31)In Enterprise
Credit Cash Today5.0★ (3)In Enterprise
Easy Street Credit Repair5.0★ (2)In Enterprise
Elite Merchant Solutions5.0★ (4)In Enterprise
Hot Moon Financial5.0★ (1)In Enterprise
McNeil Advantage4.3★ (6)In Enterprise
My Annuity Agents5.0★ (18)In Enterprise
Order of Merchants5.0★ (1)In Enterprise
Peak Capital Funding5.0★ (1)In Enterprise
Scott Schiefer Investment Adviser Representative5.0★ (4)In Enterprise
Scrumptious Enterprise, LLC5.0★ (1)In Enterprise
Sell Your Life Settlement5.0★ (2)In Enterprise
Student Debt Modifications5.0★ (28)In Enterprise
Sunderland Valley Enterprises5.0★ (5)In Enterprise
The Hermit of Sol5.0★ (1)In Enterprise

How we ranked Enterprise financial planners

We scored 134 Enterprise 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 Enterprise 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 Enterprise: frequently asked questions

Which financial planner has the highest RFA Score in Enterprise?

By RFA Score, the highest-ranked financial planner in Enterprise, NV is Cassady Law Offices, P.C. with an RFA Score of 78/100. It has 4.9★ from 1,725 Google reviews. Forthright Capital Partners (#2) and Cornerstone Wealth Management | Las Vegas Office (#3) follow. We ranked 134 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Enterprise?

RankedFinancialAdvisors ranks 134 financial planners serving Enterprise, NV. 3 of them are based in Enterprise; 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 Enterprise work on weekends?

20 of 134 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Asset Preservation Wealth & Tax, Financial Advisors (#4) and How Money Works Learning Center - Las Vegas (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Enterprise financial planners have?

The median Google rating among 134 rated financial planners in Enterprise is 4.9★, with a median of 12 reviews. Forthright Capital Partners has the most, 1,736 reviews, and ranks #2. 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 Enterprise count in this ranking?

Yes, if they are within 25 mi of the Enterprise 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 Enterprise 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 Enterprise 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 Enterprise

  1. November 2026: RFA Scores recalculated for 134 financial planners serving Enterprise.

More financial planners and Enterprise pages