Areas served: North Las Vegas, NV and surrounding Clark County
North Las Vegas presents unique financial planning considerations for residents, from service industry workers with irregular income to retirees seeking tax-advantaged strategies in Nevada's no-state-income-tax environment. This directory catalogs licensed financial advisors serving North Las Vegas and surrounding areas, including both fee-only fiduciaries and commission-based planners. Each listing details advisor credentials (CFP, CFA, ChFC), compensation models, investment minimums, and areas of specialization such as retirement planning, estate planning, or small business advisory services.
Asset Preservation Wealth & Tax is a comprehensive financial advisory firm serving the Henderson and Las Vegas area with 28 years of experience managing over $1 billion in client assets across 9,000+ households. They specialize in retirement planning, tax planning and preparation, estate planning, investment management, and wealth management through a fiduciary approach. What sets them apart is their integration of tax strategy into comprehensive financial planning—a service most advisors don't provide—combined with access to multiple money management firms offering diverse investment perspectives and transparent, unbiased advisor guidance.
Cornerstone Wealth Management is an independent financial advisory firm in Henderson specializing in comprehensive wealth planning, investment management, and retirement strategies for individuals and families. Founded on the principle of putting clients first, they provide personalized financial guidance tailored to each client's unique goals and circumstances. Their team of experienced advisors focuses on building long-term relationships and helping clients make informed decisions about their financial future.
Joseph Miller is a Financial Advisor at WestPac Wealth Partners in Las Vegas, specializing in comprehensive long-term financial planning for individuals and business owners. Working alongside CFP® Donald Pearson, Joseph provides tailored strategies covering retirement planning, investment management, tax-efficient strategies, estate planning, insurance protection, and business succession planning. He helps clients align wealth with values, protect assets, and build meaningful legacies through relationship-based guidance that often spans decades and generations.
Anderson Business Advisors is a Las Vegas-based firm specializing in tax planning, asset protection, and business structuring for real estate investors and entrepreneurs. With over 20 years of experience, their team of attorneys, CPAs, and financial professionals helps clients minimize tax liability, protect assets from lawsuits and creditors, and build generational wealth through strategic business entity formation and investment property solutions. They offer personalized strategy sessions, educational webinars, a members-only knowledge room for expert consultations, and live workshops on tax and asset protection strategies.
Bauman Wealth Advisors is a fee-based financial planning firm in Las Vegas specializing in comprehensive wealth management through their proprietary 'Return on Life' process. They offer integrated planning across investments, retirement, income strategy, tax optimization, estate planning, and real estate coordination—designed to work together as a unified family office structure. The firm helps clients build customized financial plans that align with their lifestyle goals and values, freeing them to focus on what matters most.
Allworth Financial is a fiduciary wealth management firm serving Las Vegas with over 30 years of experience and $35 billion in assets under management. Their team of CFP-certified advisors offers comprehensive financial planning, investment management, tax planning, estate planning, and insurance services tailored to individuals and families throughout the greater Las Vegas area. With a focus on personalized guidance and integrated solutions, they help clients align their entire financial life and navigate wealth management with confidence.
Strategic Wealth Design is a fiduciary financial advisory firm serving retirees, business owners, dentists, physicians, and pre-retirees across Las Vegas, Glenwood Springs, and the United States. Led by advisors including Michael Beatty and Mahesh, they provide comprehensive financial planning focused on tax reduction, savings optimization, and efficient investing. The firm combines mathematical analysis with emotional intelligence to help clients achieve financial security and freedom, offering services that include retirement planning, business owner financial strategies, 401(k) administration, investment management, and personalized financial organization.
MRS Wealth Advisors is an independent financial advisory firm in Henderson, Nevada, specializing in comprehensive retirement planning and wealth management for individuals 55 and older. Led by Melissa Matson and her team, they provide personalized, tax-efficient strategies designed to help clients transition from accumulation to retirement with confidence. The firm focuses on income planning, tax optimization, portfolio risk management, legacy planning, and required minimum distributions (RMDs), offering regular check-ins and educational events to keep clients on track toward their financial goals.
Capstone Capital Wealth Advisors is an independent financial advisory firm in Henderson serving clients throughout Southern Nevada. They provide comprehensive wealth management, financial planning, and investment services tailored to help clients build and protect their assets. The firm focuses on personalized strategies for retirement planning, investment management, and long-term financial goals.
Forthright Capital Partners is a Las Vegas-based financial services firm specializing in insurance, investment management, and financial planning for individuals and businesses. Led by experienced financial consultants, they offer comprehensive wealth strategies tailored to help clients build and protect their financial futures across multiple asset classes and life stages.
Winder Wealth Management is an independent financial advisory firm in Las Vegas specializing in personalized wealth management, financial planning, and investment strategies for individuals and families. The team works with clients to develop comprehensive financial plans tailored to their specific goals, whether focused on retirement planning, investment management, or long-term wealth building. They emphasize a consultative approach to help clients make informed financial decisions.
Carson Wealth is an independent wealth management firm serving Las Vegas families and business owners with comprehensive financial planning, investment management, and retirement strategy. The team combines personalized planning with active portfolio management to help clients build and preserve wealth across all life stages.
AIO Fee Only Financial Advisors is an independent financial advisory firm serving Las Vegas and surrounding areas. They specialize in comprehensive financial planning and investment management using a fee-only model, meaning clients pay directly for advice without commission conflicts. Their advisors work with individuals and families to develop personalized financial strategies aligned with long-term goals.
WestPac Wealth Partners is an independent financial advisory firm in Las Vegas specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors, they focus on personalized financial strategies that align with clients' long-term goals and offer fee-based advisory services without commission conflicts.
Ntact Retirement Solutions is a Las Vegas-based financial advisory firm specializing in retirement planning and investment management for individuals approaching or in retirement. Founded on the principle of putting clients first, they offer personalized strategies designed to help retirees maximize their income, manage their portfolios, and plan for long-term financial security. Their team works closely with clients to understand their unique goals and create comprehensive retirement plans tailored to individual circumstances.
Arista Wealth Management is an independent financial advisory firm serving Las Vegas-area clients with comprehensive wealth planning, investment management, and retirement strategy. Founded on the principle of putting clients first, they offer personalized financial guidance tailored to individual goals and circumstances, emphasizing transparent communication and fiduciary responsibility in all client relationships.
Jakob's Wealth Management is an independent financial advisory firm based in Las Vegas serving clients throughout Nevada and beyond. They provide comprehensive wealth management, financial planning, and investment management services tailored to individuals and families looking to grow and protect their assets. With a commitment to personalized service and fiduciary standards, they help clients develop strategies aligned with their long-term financial goals.
The Investment Counsel Company of Nevada is an independent wealth management and financial planning firm serving Las Vegas clients with comprehensive financial strategies, investment management, and retirement planning. Founded and operated by experienced financial advisors, they provide personalized guidance tailored to individual financial goals and circumstances. Their independent status means they work in clients' best interests without pressure from sales quotas or product commissions.
Caldera Wealth is an independent financial advisory firm in Las Vegas specializing in comprehensive wealth management, retirement planning, and investment strategies tailored to individual clients. Founded by experienced financial professionals, they focus on personalized service and fiduciary-based guidance to help clients build and protect their financial futures across all life stages.
Wells Capital Group is a Las Vegas-based financial advisory firm specializing in wealth management, investment planning, and financial consulting services. The team works with clients to develop comprehensive financial strategies tailored to their individual goals and circumstances. They focus on providing professional guidance to help clients build and protect their wealth over time.
Edelman Financial Engines is a financial advisory firm serving Las Vegas and Southern Nevada with comprehensive wealth management and financial planning services. They provide personalized investment management, retirement planning, and financial guidance to help clients build and protect their wealth. Their team of experienced advisors works with individuals and families to develop customized financial strategies aligned with their goals.
Charles Schwab is a full-service financial services firm offering investment management, retirement planning, brokerage services, and financial advisory to individual investors. Located in Las Vegas's Summerlin area, Schwab combines self-directed investing tools with access to advisors who can help clients plan for retirement, manage portfolios, and navigate complex financial decisions. They serve both active traders and investors seeking comprehensive wealth management guidance.
Transamerica Financial Advisors, led by Mark Leichty, provides comprehensive financial planning and advisory services to Las Vegas residents. The firm offers personalized guidance on investment management, retirement planning, and wealth strategies tailored to individual client needs. As part of the established Transamerica network, they combine professional expertise with access to a broad range of financial products and services.
Dynamic Financial Advisors is an independent financial advisory firm serving Las Vegas and surrounding areas. They provide personalized financial planning and investment management services to help clients build and preserve wealth. Their team offers comprehensive guidance on retirement planning, investment strategies, and overall financial goal setting tailored to individual client needs.
Buckley Wealth Management is an independent financial advisory firm based in Las Vegas, serving clients throughout Nevada and the Southwest. They provide comprehensive wealth management, financial planning, and investment management services tailored to help clients build and preserve their wealth. With a focus on personalized service and detailed financial strategy, Buckley Wealth Management works with individuals and families to develop plans aligned with their long-term goals.
Legacy Wealth Management is an independent financial advisory firm in Las Vegas offering comprehensive wealth management, investment management, and financial planning services. The firm helps clients build and preserve wealth through personalized strategies tailored to their financial goals and life circumstances. They provide guidance on retirement planning, investment allocation, and overall financial strategy for individuals and families seeking professional wealth management.
Merrill Lynch Wealth Management in Las Vegas offers comprehensive financial advisory services including investment management, retirement planning, wealth strategy, and estate planning. As part of Bank of America's wealth management division, they serve high-net-worth individuals and families seeking sophisticated financial guidance and personalized portfolio management.
Ulta Wealth Management is an independent financial advisory firm serving Las Vegas residents with personalized investment and wealth planning strategies. They provide comprehensive financial guidance to help clients build and preserve wealth through tailored portfolio management and long-term financial planning.
Erik Quioro is a financial advisor with Northwestern Mutual, serving Las Vegas clients with comprehensive financial planning and wealth management services. He specializes in helping individuals and families build secure financial futures through personalized strategies for investment management, retirement planning, and life insurance solutions.
Micah Landis is a ChFC and CRPS-certified financial advisor specializing in retirement planning for individuals and small business owners in the Las Vegas area. With credentials in chartered financial consulting and retirement plans, Micah provides personalized guidance on retirement strategies, investment management, and financial planning to help clients build and protect their wealth.
Asset Preservation Wealth & Tax is the top-ranked financial advisor in the area with a Lantern Score of 84.34/100 and a 5-star rating from 79 reviews. With 28 years of experience managing over $1 billion in client assets, they specialize in serving pre-retirees, retirees, and high-net-worth individuals seeking tax optimization.
Anderson Business Advisors, ranked #4 with a Lantern Score of 82.21/100, specializes in serving real estate investors, rental property owners, and short-term rental operators. With over 20 years of experience, they focus on tax planning, asset protection, and business structuring strategies.
MRS Wealth Advisors (Lantern Score: 81.37/100) specializes in comprehensive retirement planning and wealth management specifically for individuals 55 and older, with expertise in tax optimization and required minimum distribution planning. For those seeking broader retirement income strategies, Ntact Retirement Solutions (Lantern Score: 77.15/100) also focuses on pre-retirees and recent retirees.
Several top-ranked firms serve business owners: Joseph Miller at WestPac Wealth Partners (Lantern Score: 83.05/100) specializes in business owners and high-income professionals, while Strategic Wealth Design (Lantern Score: 81.67/100) works specifically with dentists, physicians, and other high-income professionals alongside business owners and pre-retirees.
None of the 30 financial advisors in the North Las Vegas area are open on weekends. All advisors operate on weekday schedules only, so you'll need to schedule appointments during regular business hours.
Forthright Capital Partners has the most client reviews with 1,727 reviews and a 4.9-star rating (Lantern Score: 80.48/100), while Allworth Financial brings over 30 years of experience managing $35 billion in assets under management (Lantern Score: 81.80/100) with CFP-certified advisors.