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Wealth Managers in Sunrise Manor, 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 Sunrise Manor: Asset Preservation Wealth & Tax, Financial Advisors, RFA Score 72/100; 5.0★ from 90 Google reviews; open Saturdays until 12:30 PM.

  2. 3

    Most-reviewed: Cornerstone Wealth Management | Las Vegas Office, 94 Google reviews at 5.0★, the most of 30 ranked; ranked #3.

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

30 Sunrise Manor 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.

Most of this list also appears on the Wealth managers in Las Vegas ranking. See Wealth managers in Las Vegas

Top 10 wealth managers in Sunrise Manor 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 Sunrise Manor at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Asset Preservation Wealth & Tax, Financial Advisors725.0★ (90)Henderson, 13 mi awaySatTop score
2Cornerstone Wealth Management | Henderson Office725.0★ (91)Henderson, 13 mi away——
3Cornerstone Wealth Management | Las Vegas Office715.0★ (94)Las Vegas, 15 mi away—Most reviews
4Carson Wealth705.0★ (55)Las Vegas, 15 mi away——
5Bauman Wealth Advisors695.0★ (48)Las Vegas, 14 mi away——
6Capstone Capital Wealth Advisors694.9★ (47)Henderson, 13 mi away——
7Joseph Miller - Financial Advisor: WestPac Wealth Partners695.0★ (40)Las Vegas, 15 mi away——
8Asset Preservation Wealth & Tax, Financial Advisors695.0★ (39)Las Vegas, 15 mi away——
9Strategic Wealth Design685.0★ (26)Las Vegas, 13 mi away——
10Arista Wealth Management684.9★ (31)Las Vegas, 15 mi away——

All 30 wealth managers in Sunrise Manor, 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 Sunrise Manor

    #1 Asset Preservation Wealth & Tax, Financial Advisors

    Based in Henderson, 13 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 90 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat 8:30 AM–12:30 PM · Sun closed
    Address
    901 N Green Valley Pkwy #100, Henderson, NV 89074
    View profile for Asset Preservation Wealth & Tax, Financial Advisors(702) 476-4300

  4. #4 Carson Wealth

    Based in Las Vegas, 15 mi away

    70/100RFA 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, 14 mi away

    69/100RFA 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

  10. #10 Arista Wealth Management

    Based in Las Vegas, 15 mi away

    68/100RFA Score

    Ranked #10 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

  12. #12 MRS Wealth Advisors

    Based in Henderson, 13 mi away

    67/100RFA Score

    Ranked #12 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

  14. #14 WestPac Wealth Partners

    Based in Las Vegas, 15 mi away

    67/100RFA Score

    Ranked #14 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

  15. #15 Tax and Wealth Group

    Based in Las Vegas, 10 mi away

    66/100RFA Score

    Ranked #15 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

  18. #18 Caldera Wealth

    Based in Las Vegas, 15 mi away

    64/100RFA Score

    Ranked #18 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 Diazo Wealth

    Based in Henderson, 16 mi away

    64/100RFA Score

    Ranked #19 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

  21. #21 One Wealth Map

    Based in Las Vegas, 15 mi away

    64/100RFA Score

    Ranked #21 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

  23. #23 SMA Wealth Management

    Based in Las Vegas, 10 mi away

    63/100RFA Score

    Ranked #23 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

  25. #25 Kore Wealth Management

    Based in Henderson, 13 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    2520 St Rose Pkwy Trail #217, Henderson, NV 89074
    View profile for Kore Wealth Management(702) 637-9610

How we ranked Sunrise Manor wealth managers

We scored 30 Sunrise Manor 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 Sunrise Manor 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 Sunrise Manor: frequently asked questions

Which wealth manager has the highest RFA Score in Sunrise Manor?

By RFA Score, the highest-ranked wealth manager in Sunrise Manor, NV is Asset Preservation Wealth & Tax, Financial Advisors with an RFA Score of 72/100. It has 5.0★ from 90 Google reviews. It is open Saturdays until 12:30 PM. Cornerstone Wealth Management | Henderson Office (#2) and Cornerstone Wealth Management | Las Vegas Office (#3) follow. We ranked 30 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Sunrise Manor?

RankedFinancialAdvisors ranks 30 wealth managers serving Sunrise Manor, NV. Counts are as of November 2026.

Which wealth managers in Sunrise Manor 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 (#1) and Winder Wealth Management (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sunrise Manor wealth managers have?

The median Google rating among 30 rated wealth managers in Sunrise Manor is 5.0★, with a median of 13 reviews. Cornerstone Wealth Management | Las Vegas Office has the most, 94 reviews, and ranks #3. 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 Sunrise Manor count in this ranking?

Yes, if they are within 40 mi of the Sunrise Manor 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 Sunrise Manor 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 Sunrise Manor 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 Sunrise Manor

  1. November 2026: RFA Scores recalculated for 30 wealth managers serving Sunrise Manor.

More wealth managers and Sunrise Manor pages