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Financial Planners in Las Vegas, NV: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Las Vegas: Cassady Law Offices, P.C., RFA Score 79/100; 4.9★ from 1,725 Google reviews.

  2. 2

    Most-reviewed: Forthright Capital Partners, 1,736 Google reviews at 4.9★, the most of 133 ranked; ranked #2.

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

133 Las Vegas 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 133 rated firms.

Top 10 financial planners in Las Vegas 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 Las Vegas at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cassady Law Offices, P.C.794.9★ (1,725)Las Vegas—Top score
2Forthright Capital Partners794.9★ (1,736)Las Vegas—Most reviews
3Cornerstone Wealth Management | Las Vegas Office735.0★ (94)Las Vegas——
4COUNTRY Financial Cheyenne Agency724.9★ (90)Las Vegas——
5How Money Works Learning Center - Las Vegas715.0★ (62)Las VegasSat—
6Carson Wealth715.0★ (55)Las Vegas——
7CPA Attorney, LLC715.0★ (53)Las Vegas——
8Paramount Tax & Accounting of Las Vegas Central704.8★ (61)Las Vegas——
9Joseph Miller - Financial Advisor: WestPac Wealth Partners705.0★ (40)Las Vegas——
10Allworth Financial705.0★ (40)Las Vegas——

All 133 financial planners in Las Vegas, 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.

  6. #6 Carson Wealth

    Based in Las Vegas

    71/100RFA Score

    Ranked #6 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

  7. #7 CPA Attorney, LLC

    Based in Las Vegas

    71/100RFA Score

    Ranked #7 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

    70/100RFA 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

  17. #17 CPA Financial Architects

    Based in Henderson, 14 mi away

    69/100RFA Score

    Ranked #17 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

  19. #19 Mutual of Omaha Mortgage

    Based in Henderson, 10 mi away

    68/100RFA Score

    Ranked #19 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 RetireWire

    Based in Las Vegas

    68/100RFA 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

  21. #21 Whalen Financial

    Based in Las Vegas

    68/100RFA Score

    Ranked #21 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

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

financial planners in Las Vegas, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Pursuit Street Advisors675.0★ (16)In Las Vegas
27AIO Fee Only Financial Advisors675.0★ (15)In Las Vegas
28Donald Pearson, CFP ,ChFC ,RICP ,WMCP , MBA - Financial Advisor675.0★ (14)In Las Vegas
29Equitable Advisors674.3★ (27)In Las Vegas
30Kellie Scholes - Edelman Financial Engines665.0★ (12)In Las Vegas
31Bankers Life664.1★ (32)In Las Vegas
32Alexander Newby - Thrivent665.0★ (10)In Las Vegas
33Four Corners Financial Advisors664.7★ (12)In Las Vegas
34James Small Financial Group - UBS Financial Services Inc.665.0★ (10)In Las Vegas
35Ntact Retirement Solutions | Las Vegas Financial Advisor665.0★ (10)In Las Vegas
36Freedom Dream Team, Inc.664.8★ (45)14 mi
37Edelman Financial Engines664.5★ (13)In Las Vegas
38Osaic Wealth - Richard Hoover665.0★ (9)In Las Vegas
39Caldera Wealth664.6★ (11)In Las Vegas
40Cordero Capital655.0★ (10)2 mi
41MRS Wealth Advisors655.0★ (23)11 mi
42Paramount Tax & Accounting - Henderson / Boulder City654.7★ (29)11 mi
43Raymond James & Associates655.0★ (7)In Las Vegas
44Loren Olson - COUNTRY Financial Representative654.9★ (7)In Las Vegas
45One Wealth Map654.5★ (8)In Las Vegas
46Adam Scott - COUNTRY Financial Representative654.8★ (23)11 mi
47Pat Kerfoot655.0★ (6)In Las Vegas
48Northwestern Mutual653.5★ (23)In Las Vegas
49Jakob's Wealth Management645.0★ (5)In Las Vegas
50One Tree Wealth Management645.0★ (5)In Las Vegas

Also serving Las Vegas

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 Las Vegas
BusinessGoogle ratingDistance
1 Stop Financial4.9★ (14)In Las Vegas
Appreciation Financial4.8★ (131)In Las Vegas
Blue Moon Advisors4.8★ (16)In Las Vegas
BrandB Business & Financial Consulting LLC5.0★ (18)In Las Vegas
Daniel Montes - Morgan Stanley5.0★ (6)In Las Vegas
Digital Trust4.9★ (1,088)In Las Vegas
Edward Jones - Financial Advisor: Arthur Mkhitarian, SE-AWMA®5.0★ (6)In Las Vegas
Edward Jones - Financial Advisor: Yunna Cheung, AAMS®5.0★ (17)In Las Vegas
FACT ADVISORS5.0★ (98)In Las Vegas
George Hasse - Prudential Financial3.4★ (5)In Las Vegas
Green Leaf Money, Inc.5.0★ (34)In Las Vegas
Home3654.3★ (735)In Las Vegas
Link Financial Advisory5.0★ (16)In Las Vegas
SBG Consulting Inc4.8★ (44)In Las Vegas
SCORE5.0★ (5)In Las Vegas
Stevenson Retirement Solutions5.0★ (106)In Las Vegas
Tax and Wealth Group5.0★ (14)In Las Vegas
U.S. Small Business Administration - Las Vegas2.6★ (11)In Las Vegas
Universal Retirement5.0★ (80)In Las Vegas
World Financial Group5.0★ (6)In Las Vegas

How we ranked Las Vegas financial planners

We scored 133 Las Vegas 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 Las Vegas 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 Las Vegas: frequently asked questions

Which financial planner has the highest RFA Score in Las Vegas?

By RFA Score, the highest-ranked financial planner in Las Vegas, NV is Cassady Law Offices, P.C. with an RFA Score of 79/100. It has 4.9★ from 1,725 Google reviews. Forthright Capital Partners (#2) and Cornerstone Wealth Management | Las Vegas Office (#3) follow. We ranked 133 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Las Vegas?

RankedFinancialAdvisors ranks 133 financial planners serving Las Vegas, NV. 40 of them are based in Las Vegas; 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 Las Vegas work on weekends?

20 of 133 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are How Money Works Learning Center - Las Vegas (#5), Asset Preservation Wealth & Tax, Financial Advisors (#11) and Juan & Rocio Jaquez: Primerica - Financial Services (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Las Vegas financial planners have?

The median Google rating among 133 rated financial planners in Las Vegas 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 Las Vegas count in this ranking?

Yes, if they are within 25 mi of the Las Vegas 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 Las Vegas 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 Las Vegas 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 Las Vegas

  1. November 2026: RFA Scores recalculated for 133 financial planners serving Las Vegas.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Las Vegas pages