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Wealth Managers in Las Vegas, NV: 2026 rankings

30 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Las Vegas: Cornerstone Wealth Management | Las Vegas Office, RFA Score 73/100; 5.0★ from 94 Google reviews.

  2. 3

    Most-reviewed: Cornerstone Wealth Management | Henderson Office, 91 Google reviews at 5.0★, the most of 30 ranked after Cornerstone Wealth Management | Las Vegas Office; ranked #3.

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

30 Las Vegas wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 30 rated firms.

Top 10 wealth managers 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 wealth managers in Las Vegas at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cornerstone Wealth Management | Las Vegas Office735.0★ (94)Las Vegas—Top score
2Asset Preservation Wealth & Tax, Financial Advisors715.0★ (90)Henderson, 11 mi awaySat—
3Cornerstone Wealth Management | Henderson Office715.0★ (91)Henderson, 11 mi away—Most reviews
4Carson Wealth715.0★ (55)Las Vegas——
5Bauman Wealth Advisors705.0★ (48)Las Vegas——
6Joseph Miller - Financial Advisor: WestPac Wealth Partners705.0★ (40)Las Vegas——
7Asset Preservation Wealth & Tax, Financial Advisors705.0★ (39)Las Vegas——
8Arista Wealth Management694.9★ (31)Las Vegas——
9RightPath Wealth Management - Jimmy Lin, CFP®, EA685.0★ (27)Las Vegas——
10Strategic Wealth Design685.0★ (26)Las Vegas——

All 30 wealth managers 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.

  4. #4 Carson Wealth

    Based in Las Vegas

    71/100RFA Score

    Ranked #4 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

  5. #5 Bauman Wealth Advisors

    Based in Las Vegas

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    10501 W Gowan Rd #100, Las Vegas, NV 89129
    View profile for Bauman Wealth Advisors(702) 897-9997

  14. #14 Tax and Wealth Group

    Based in Las Vegas

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–4 PM · Sat–Sun closed
    Address
    2380 N Buffalo Dr Ste 125, Las Vegas, NV 89128
    View profile for Tax and Wealth Group(702) 202-0733

  15. #15 MRS Wealth Advisors

    Based in Henderson, 11 mi away

    66/100RFA Score

    Ranked #15 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

  17. #17 Caldera Wealth

    Based in Las Vegas

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    5771 S Fort Apache Rd Ste 130, Las Vegas, NV 89148
    View profile for Caldera Wealth(702) 616-2000

  19. #19 One Wealth Map

    Based in Las Vegas

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1980 Festival Plaza Dr #300, Las Vegas, NV 89135
    View profile for One Wealth Map(844) 702-1040

  22. #22 SMA Wealth Management

    Based in Las Vegas

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.3★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    7251 W Lake Mead Blvd Ste 510, Las Vegas, NV 89128
    View profile for SMA Wealth Management(702) 838-8590

  23. #23 Diazo Wealth

    Based in Henderson, 14 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    2534 Anthem Village Dr Ste 100, Henderson, NV 89052
    View profile for Diazo Wealth(702) 745-1800

All 30 wealth managers

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

wealth managers in Las Vegas, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Signature Wealth & Tax625.0★ (3)In Las Vegas
27Merrill Lynch Wealth Management624.7★ (3)In Las Vegas
28Geoffrey Lee - Private Wealth Advisor, Ameriprise Financial Services, LLC613.5★ (8)11 mi
29Kore Wealth Management615.0★ (4)11 mi
30Merrill Lynch Wealth Management604.3★ (3)10 mi

Also serving Las Vegas

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Las Vegas
BusinessGoogle ratingDistance
AIO Fee Only Financial Advisors5.0★ (15)In Las Vegas
Allworth Financial5.0★ (40)In Las Vegas
Bank of America (with Drive-thru ATM)2.3★ (208)In Las Vegas
Bank of America (with Drive-thru ATM)2.2★ (138)In Las Vegas
Bank of America (with Drive-thru ATM)2.4★ (116)In Las Vegas
Digital Trust4.9★ (1,088)In Las Vegas
Donald Pearson, CFP ,ChFC ,RICP ,WMCP , MBA - Financial Advisor5.0★ (14)In Las Vegas
Dynamic Financial Advisors - Las Vegas5.0★ (27)In Las Vegas
Edward Jones - Financial Advisor: Yunna Cheung, AAMS®5.0★ (17)In Las Vegas
Equitable Advisors4.3★ (27)In Las Vegas
FACT ADVISORS5.0★ (98)In Las Vegas
Forthright Capital Partners4.9★ (1,736)In Las Vegas
Link Financial Advisory5.0★ (16)In Las Vegas
Northwestern Mutual3.5★ (23)In Las Vegas
Pursuit Street Advisors5.0★ (16)In Las Vegas
Red Rock Financial Services1.4★ (38)In Las Vegas
RetireWire5.0★ (23)In Las Vegas
Stevenson Retirement Solutions5.0★ (106)In Las Vegas
Universal Retirement5.0★ (80)In Las Vegas
Whalen Financial4.7★ (29)In Las Vegas

How we ranked Las Vegas wealth managers

We scored 30 Las Vegas wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Las Vegas: frequently asked questions

Which wealth manager has the highest RFA Score in Las Vegas?

By RFA Score, the highest-ranked wealth manager in Las Vegas, NV is Cornerstone Wealth Management | Las Vegas Office with an RFA Score of 73/100. It has 5.0★ from 94 Google reviews. Asset Preservation Wealth & Tax, Financial Advisors (#2) and Cornerstone Wealth Management | Henderson Office (#3) follow. We ranked 30 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Las Vegas?

RankedFinancialAdvisors ranks 30 wealth managers serving Las Vegas, NV. 22 of them are based in Las Vegas; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Las Vegas work on weekends?

2 of 30 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Asset Preservation Wealth & Tax, Financial Advisors (#2) and Winder Wealth Management (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Las Vegas wealth managers have?

The median Google rating among 30 rated wealth managers in Las Vegas is 5.0★, with a median of 13 reviews. Cornerstone Wealth Management | Las Vegas Office has the most, 94 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Las Vegas count in this ranking?

Yes, if they are within 40 mi of the Las Vegas city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Las Vegas ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 30 wealth managers serving Las Vegas.

More wealth managers and Las Vegas pages