# Financial advisors for high-net-worth individuals in Las Vegas, NV

> Find financial advisors in Las Vegas, NV who work with high-net-worth individuals. AdvisorCensus lists 73 investment advisory firms with a principal office in the Las Vegas metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nv/las-vegas/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 73
- Registration: SEC-registered investment adviser: 34, State-registered investment adviser: 39
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 27 (37%); Percentage of assets 70 (96%); Hourly charges 40 (55%); Subscription fees (newsletter or periodical) 2 (3%); Fixed fees 46 (63%); Commissions 1 (1%); Performance-based fees 3 (4%); Other 7 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 18 (25%); $25 million to $100 million 22 (30%); $100 million to $500 million 26 (36%); $500 million to $1 billion 2 (3%); $1 billion to $5 billion 2 (3%); Over $5 billion 2 (3%); Not reported 1 (1%)
- Years registered: Under 5 years 21 (29%); 5 to 9 years 28 (38%); 10 to 19 years 12 (16%); 20 years or more 11 (15%); Not reported 1 (1%)

## Firms (page 1 of 2, 1 to 50 of 73, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abundant Wealth Strategies](https://advisorcensus.com/firm/abundant-wealth-strategies-las-vegas-nv-292295) ([md](https://advisorcensus.com/firm/abundant-wealth-strategies-las-vegas-nv-292295.md)) | 292295 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Adaptive Wealth Engineering](https://advisorcensus.com/firm/adaptive-wealth-engineering-las-vegas-nv-111243) ([md](https://advisorcensus.com/firm/adaptive-wealth-engineering-las-vegas-nv-111243.md)) | 111243 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee |
| [American Retirement Planning Group Inc](https://advisorcensus.com/firm/american-retirement-planning-group-inc-las-vegas-nv-108300) ([md](https://advisorcensus.com/firm/american-retirement-planning-group-inc-las-vegas-nv-108300.md)) | 108300 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Arista Wealth Management, LLC](https://advisorcensus.com/firm/arista-wealth-management-llc-las-vegas-nv-141504) ([md](https://advisorcensus.com/firm/arista-wealth-management-llc-las-vegas-nv-141504.md)) | 141504 | Las Vegas, NV | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Axos Invest, Inc](https://advisorcensus.com/firm/axos-invest-inc-las-vegas-nv-150953) ([md](https://advisorcensus.com/firm/axos-invest-inc-las-vegas-nv-150953.md)) | 150953 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Backbone Planning Partners LLC](https://advisorcensus.com/firm/backbone-planning-partners-llc-las-vegas-nv-326699) ([md](https://advisorcensus.com/firm/backbone-planning-partners-llc-las-vegas-nv-326699.md)) | 326699 | Las Vegas, NV | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Bauman Wealth Advisors](https://advisorcensus.com/firm/bauman-wealth-advisors-las-vegas-nv-153061) ([md](https://advisorcensus.com/firm/bauman-wealth-advisors-las-vegas-nv-153061.md)) | 153061 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Black Card Circle](https://advisorcensus.com/firm/black-card-circle-las-vegas-nv-290342) ([md](https://advisorcensus.com/firm/black-card-circle-las-vegas-nv-290342.md)) | 290342 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Boyd Investment Services](https://advisorcensus.com/firm/boyd-investment-services-henderson-nv-121782) ([md](https://advisorcensus.com/firm/boyd-investment-services-henderson-nv-121782.md)) | 121782 | Henderson, NV | State-registered investment adviser | $25 million to $100 million | 33 | % of assets |
| [Buckley Wealth](https://advisorcensus.com/firm/buckley-wealth-las-vegas-nv-285823) ([md](https://advisorcensus.com/firm/buckley-wealth-las-vegas-nv-285823.md)) | 285823 | Las Vegas, NV | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Capstone Capital Wealth Advisors](https://advisorcensus.com/firm/capstone-capital-wealth-advisors-henderson-nv-123764) ([md](https://advisorcensus.com/firm/capstone-capital-wealth-advisors-henderson-nv-123764.md)) | 123764 | Henderson, NV | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Cassady Wealth & Retirement Planning L.L.C.](https://advisorcensus.com/firm/cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710) ([md](https://advisorcensus.com/firm/cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710.md)) | 309710 | Henderson, NV | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Cornerstone Financial Advisors Ltd.](https://advisorcensus.com/firm/cornerstone-financial-advisors-ltd-henderson-nv-119299) ([md](https://advisorcensus.com/firm/cornerstone-financial-advisors-ltd-henderson-nv-119299.md)) | 119299 | Henderson, NV | State-registered investment adviser | Under $25 million | 25 | % of assets |
| [Curtis Wealth Management LLC](https://advisorcensus.com/firm/curtis-wealth-management-llc-henderson-nv-312245) ([md](https://advisorcensus.com/firm/curtis-wealth-management-llc-henderson-nv-312245.md)) | 312245 | Henderson, NV | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Darby Wealth Planning LLC](https://advisorcensus.com/firm/darby-wealth-planning-llc-las-vegas-nv-300291) ([md](https://advisorcensus.com/firm/darby-wealth-planning-llc-las-vegas-nv-300291.md)) | 300291 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Desert Capital Advisors, LLC](https://advisorcensus.com/firm/desert-capital-advisors-llc-henderson-nv-312715) ([md](https://advisorcensus.com/firm/desert-capital-advisors-llc-henderson-nv-312715.md)) | 312715 | Henderson, NV | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Diazo, LLC](https://advisorcensus.com/firm/diazo-llc-henderson-nv-324419) ([md](https://advisorcensus.com/firm/diazo-llc-henderson-nv-324419.md)) | 324419 | Henderson, NV | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Echo Wealth Partners](https://advisorcensus.com/firm/echo-wealth-partners-las-vegas-nv-324584) ([md](https://advisorcensus.com/firm/echo-wealth-partners-las-vegas-nv-324584.md)) | 324584 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Endowment Partners LLC](https://advisorcensus.com/firm/endowment-partners-llc-las-vegas-nv-306325) ([md](https://advisorcensus.com/firm/endowment-partners-llc-las-vegas-nv-306325.md)) | 306325 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Ensourceful, Inc.](https://advisorcensus.com/firm/ensourceful-inc-henderson-nv-330819) ([md](https://advisorcensus.com/firm/ensourceful-inc-henderson-nv-330819.md)) | 330819 | Henderson, NV | State-registered investment adviser | Not reported | 2 | Hourly |
| [ERK Wealth Advisors, LLC](https://advisorcensus.com/firm/erk-wealth-advisors-llc-las-vegas-nv-336797) ([md](https://advisorcensus.com/firm/erk-wealth-advisors-llc-las-vegas-nv-336797.md)) | 336797 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Fapa Advisory Services Team (Fast)](https://advisorcensus.com/firm/fapa-advisory-services-team-fast-henderson-nv-170654) ([md](https://advisorcensus.com/firm/fapa-advisory-services-team-fast-henderson-nv-170654.md)) | 170654 | Henderson, NV | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Financial Synergy, Inc.](https://advisorcensus.com/firm/financial-synergy-inc-las-vegas-nv-122622) ([md](https://advisorcensus.com/firm/financial-synergy-inc-las-vegas-nv-122622.md)) | 122622 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 32 | % of assets, Hourly, Fixed fee |
| [Finley Financial, LLC](https://advisorcensus.com/firm/finley-financial-llc-las-vegas-nv-131442) ([md](https://advisorcensus.com/firm/finley-financial-llc-las-vegas-nv-131442.md)) | 131442 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Forthright Capital](https://advisorcensus.com/firm/forthright-capital-las-vegas-nv-323596) ([md](https://advisorcensus.com/firm/forthright-capital-las-vegas-nv-323596.md)) | 323596 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Fraser Asset Management](https://advisorcensus.com/firm/fraser-asset-management-las-vegas-nv-300121) ([md](https://advisorcensus.com/firm/fraser-asset-management-las-vegas-nv-300121.md)) | 300121 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Global Macro Asset Management LLC](https://advisorcensus.com/firm/global-macro-asset-management-llc-las-vegas-nv-171568) ([md](https://advisorcensus.com/firm/global-macro-asset-management-llc-las-vegas-nv-171568.md)) | 171568 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Golden Years Financial, LLC](https://advisorcensus.com/firm/golden-years-financial-llc-las-vegas-nv-286458) ([md](https://advisorcensus.com/firm/golden-years-financial-llc-las-vegas-nv-286458.md)) | 286458 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Grow With Me](https://advisorcensus.com/firm/grow-with-me-henderson-nv-299304) ([md](https://advisorcensus.com/firm/grow-with-me-henderson-nv-299304.md)) | 299304 | Henderson, NV | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [GSP Financial Strategies](https://advisorcensus.com/firm/gsp-financial-strategies-las-vegas-nv-145725) ([md](https://advisorcensus.com/firm/gsp-financial-strategies-las-vegas-nv-145725.md)) | 145725 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly |
| [Holm & Cawley Financial Group LLC](https://advisorcensus.com/firm/holm-and-cawley-financial-group-llc-las-vegas-nv-150601) ([md](https://advisorcensus.com/firm/holm-and-cawley-financial-group-llc-las-vegas-nv-150601.md)) | 150601 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Houssels Capital Management, LLC](https://advisorcensus.com/firm/houssels-capital-management-llc-las-vegas-nv-121086) ([md](https://advisorcensus.com/firm/houssels-capital-management-llc-las-vegas-nv-121086.md)) | 121086 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Performance fee |
| [Investment Management Consultants](https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718) ([md](https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718.md)) | 122718 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [J Sohn, LLC.](https://advisorcensus.com/firm/j-sohn-llc-henderson-nv-169967) ([md](https://advisorcensus.com/firm/j-sohn-llc-henderson-nv-169967.md)) | 169967 | Henderson, NV | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Kingsbridge Wealth Management, Inc.](https://advisorcensus.com/firm/kingsbridge-wealth-management-inc-las-vegas-nv-165560) ([md](https://advisorcensus.com/firm/kingsbridge-wealth-management-inc-las-vegas-nv-165560.md)) | 165560 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Other |
| [Legacy Wealth Group](https://advisorcensus.com/firm/legacy-wealth-group-las-vegas-nv-340152) ([md](https://advisorcensus.com/firm/legacy-wealth-group-las-vegas-nv-340152.md)) | 340152 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [M Stevens Wealth Advisors, LLC](https://advisorcensus.com/firm/m-stevens-wealth-advisors-llc-las-vegas-nv-291482) ([md](https://advisorcensus.com/firm/m-stevens-wealth-advisors-llc-las-vegas-nv-291482.md)) | 291482 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Manhattan Global Asset Management LLC](https://advisorcensus.com/firm/manhattan-global-asset-management-llc-las-vegas-nv-334452) ([md](https://advisorcensus.com/firm/manhattan-global-asset-management-llc-las-vegas-nv-334452.md)) | 334452 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [McBroom & Associates, LLC](https://advisorcensus.com/firm/mcbroom-and-associates-llc-las-vegas-nv-151187) ([md](https://advisorcensus.com/firm/mcbroom-and-associates-llc-las-vegas-nv-151187.md)) | 151187 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Meahan Financial Services](https://advisorcensus.com/firm/meahan-financial-services-las-vegas-nv-167630) ([md](https://advisorcensus.com/firm/meahan-financial-services-las-vegas-nv-167630.md)) | 167630 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 13 | Other |
| [Mission Financial Group, LLC](https://advisorcensus.com/firm/mission-financial-group-llc-las-vegas-nv-311876) ([md](https://advisorcensus.com/firm/mission-financial-group-llc-las-vegas-nv-311876.md)) | 311876 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [MLD Investment Advisory, Inc.](https://advisorcensus.com/firm/mld-investment-advisory-inc-henderson-nv-118571) ([md](https://advisorcensus.com/firm/mld-investment-advisory-inc-henderson-nv-118571.md)) | 118571 | Henderson, NV | State-registered investment adviser | Under $25 million | 31 | % of assets |
| [Moler Capital Management](https://advisorcensus.com/firm/moler-capital-management-las-vegas-nv-106969) ([md](https://advisorcensus.com/firm/moler-capital-management-las-vegas-nv-106969.md)) | 106969 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets |
| [Money Managers, Inc.](https://advisorcensus.com/firm/money-managers-inc-las-vegas-nv-151602) ([md](https://advisorcensus.com/firm/money-managers-inc-las-vegas-nv-151602.md)) | 151602 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Monocot Wealth Management, LLC](https://advisorcensus.com/firm/monocot-wealth-management-llc-las-vegas-nv-282687) ([md](https://advisorcensus.com/firm/monocot-wealth-management-llc-las-vegas-nv-282687.md)) | 282687 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Mountain View Financial Advisors](https://advisorcensus.com/firm/mountain-view-financial-advisors-las-vegas-nv-297765) ([md](https://advisorcensus.com/firm/mountain-view-financial-advisors-las-vegas-nv-297765.md)) | 297765 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Ntact Retirement Solutions](https://advisorcensus.com/firm/ntact-retirement-solutions-las-vegas-nv-119382) ([md](https://advisorcensus.com/firm/ntact-retirement-solutions-las-vegas-nv-119382.md)) | 119382 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Oceanair Wealth](https://advisorcensus.com/firm/oceanair-wealth-las-vegas-nv-335107) ([md](https://advisorcensus.com/firm/oceanair-wealth-las-vegas-nv-335107.md)) | 335107 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Octavia Investments LLC](https://advisorcensus.com/firm/octavia-investments-llc-las-vegas-nv-167721) ([md](https://advisorcensus.com/firm/octavia-investments-llc-las-vegas-nv-167721.md)) | 167721 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [One Wealth Map, LLC](https://advisorcensus.com/firm/one-wealth-map-llc-las-vegas-nv-171750) ([md](https://advisorcensus.com/firm/one-wealth-map-llc-las-vegas-nv-171750.md)) | 171750 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Other |

- Next page: https://advisorcensus.com/advisors/nv/las-vegas/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Las Vegas, NV work with high-net-worth individuals?**
73 investment advisory firms with a principal office in the Las Vegas metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Las Vegas, NV?**
AdvisorCensus lists 163 investment advisory firms with a principal office in the Las Vegas metro area, from Form ADV filings as of October 2026: 48 SEC-registered, 67 state-registered, and 48 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Las Vegas, NV?**
33 of the 163 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Las Vegas, NV offer financial planning?**
70 of the 115 firms in Las Vegas, NV that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Las Vegas, NV fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 33 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Nevada](https://advisorcensus.com/advisors/nv) (https://advisorcensus.com/advisors/nv.md)
- [Financial advisors in Las Vegas, NV](https://advisorcensus.com/advisors/nv/las-vegas) (https://advisorcensus.com/advisors/nv/las-vegas.md)
- [Fee-only financial advisors in Las Vegas, NV](https://advisorcensus.com/advisors/nv/las-vegas/fee-only) (https://advisorcensus.com/advisors/nv/las-vegas/fee-only.md)
- [Flat-fee financial advisors in Las Vegas, NV](https://advisorcensus.com/advisors/nv/las-vegas/flat-fee) (https://advisorcensus.com/advisors/nv/las-vegas/flat-fee.md)
- [Hourly financial advisors in Las Vegas, NV](https://advisorcensus.com/advisors/nv/las-vegas/hourly) (https://advisorcensus.com/advisors/nv/las-vegas/hourly.md)
- [Financial advisors in Henderson, NV](https://advisorcensus.com/advisors/nv/las-vegas/henderson) (https://advisorcensus.com/advisors/nv/las-vegas/henderson.md)
- [Financial advisors in Reno](https://advisorcensus.com/advisors/nv/reno) (https://advisorcensus.com/advisors/nv/reno.md)
- [Financial advisors in Carson City](https://advisorcensus.com/advisors/nv/carson-city) (https://advisorcensus.com/advisors/nv/carson-city.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Las Vegas, NV: 73 firms from Form ADV filings as of October 2026.