{ "path": "/advisors/nv/las-vegas/henderson", "url": "https://advisorcensus.com/advisors/nv/las-vegas/henderson", "page_type": "metro_city", "title": "Financial advisors in Henderson, NV", "filters": {}, "scope_total": 35, "faq": [ { "q": "How many financial advisory firms are there in Henderson, NV?", "a": "AdvisorCensus lists 35 investment advisory firms with a principal office in Henderson, Nevada (part of the Las Vegas metro area), from Form ADV filings as of October 2026: 8 SEC-registered, 21 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Henderson, NV?", "a": "8 of the 35 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." }, { "q": "How many financial advisors in Henderson, NV offer financial planning?", "a": "19 of the 29 firms in Henderson, 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." }, { "q": "Are the financial advisors in Henderson, NV fiduciaries?", "a": "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 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 35 investment advisory firms with a principal office in Henderson, Nevada (part of the Las Vegas metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Las Vegas metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Henderson, NV: 35 firms from Form ADV filings as of October 2026.", "total_firms": 35, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 8, "state": 21, "exempt": 6 }, "fee_model_mix": [ { "code": "fee-only", "count": 8 }, { "code": "percentage_of_aum", "count": 28 }, { "code": "hourly", "count": 13 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 15 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 6 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 9 }, { "code": "10_to_19", "count": 4 }, { "code": "20_plus", "count": 3 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 14 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 6 }, { "code": "500m_1b", "count": 0 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 7 } ], "firms": [ { "crd_number": 342178, "name": "Aldrich Investment Management", "name_as_filed": "ALDRICH INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/aldrich-investment-management-henderson-nv-342178", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333530, "name": "Amicis Management, LLC", "name_as_filed": "AMICIS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/amicis-management-llc-henderson-nv-333530", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327255, "name": "Avalon Wealth Partners", "name_as_filed": "AVALON WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/avalon-wealth-partners-henderson-nv-327255", "city": "Henderson", "state": "NV", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 121782, "name": "Boyd Investment Services", "name_as_filed": "BOYD INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/boyd-investment-services-henderson-nv-121782", "city": "Henderson", "state": "NV", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 294339, "name": "Bray Capital Group LLC", "name_as_filed": "BRAY CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/bray-capital-group-llc-henderson-nv-294339", "city": "Henderson", "state": "NV", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337959, "name": "Bufferlabs", "name_as_filed": "BUFFERLABS", "url": "https://advisorcensus.com/firm/bufferlabs-henderson-nv-337959", "city": "Henderson", "state": "NV", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 123764, "name": "Capstone Capital Wealth Advisors", "name_as_filed": "CAPSTONE CAPITAL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/capstone-capital-wealth-advisors-henderson-nv-123764", "city": "Henderson", "state": "NV", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309710, "name": "Cassady Wealth & Retirement Planning L.L.C.", "name_as_filed": "CASSADY WEALTH & RETIREMENT PLANNING L.L.C.", "url": "https://advisorcensus.com/firm/cassady-wealth-and-retirement-planning-l-l-c-henderson-nv-309710", "city": "Henderson", "state": "NV", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119299, "name": "Cornerstone Financial Advisors Ltd.", "name_as_filed": "CORNERSTONE FINANCIAL ADVISORS LTD.", "url": "https://advisorcensus.com/firm/cornerstone-financial-advisors-ltd-henderson-nv-119299", "city": "Henderson", "state": "NV", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312245, "name": "Curtis Wealth Management LLC", "name_as_filed": "CURTIS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/curtis-wealth-management-llc-henderson-nv-312245", "city": "Henderson", "state": "NV", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319168, "name": "DAN Steel Management Advisers, LLC", "name_as_filed": "DAN STEEL MANAGEMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/dan-steel-management-advisers-llc-henderson-nv-319168", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312715, "name": "Desert Capital Advisors, LLC", "name_as_filed": "DESERT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/desert-capital-advisors-llc-henderson-nv-312715", "city": "Henderson", "state": "NV", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324419, "name": "Diazo, LLC", "name_as_filed": "DIAZO, LLC", "url": "https://advisorcensus.com/firm/diazo-llc-henderson-nv-324419", "city": "Henderson", "state": "NV", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286351, "name": "Digital Alpha Advisors, LLC", "name_as_filed": "DIGITAL ALPHA ADVISORS, LLC", "url": "https://advisorcensus.com/firm/digital-alpha-advisors-llc-henderson-nv-286351", "city": "Henderson", "state": "NV", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330819, "name": "Ensourceful, Inc.", "name_as_filed": "ENSOURCEFUL, INC.", "url": "https://advisorcensus.com/firm/ensourceful-inc-henderson-nv-330819", "city": "Henderson", "state": "NV", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 170654, "name": "Fapa Advisory Services Team (Fast)", "name_as_filed": "FAPA ADVISORY SERVICES TEAM (FAST)", "url": "https://advisorcensus.com/firm/fapa-advisory-services-team-fast-henderson-nv-170654", "city": "Henderson", "state": "NV", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304650, "name": "FED Advisors, Inc", "name_as_filed": "FED ADVISORS, INC", "url": "https://advisorcensus.com/firm/fed-advisors-inc-henderson-nv-304650", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327554, "name": "Graybeard BTC Management, LLC", "name_as_filed": "GRAYBEARD BTC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/graybeard-btc-management-llc-henderson-nv-327554", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299304, "name": "Grow With Me", "name_as_filed": "GROW WITH ME", "url": "https://advisorcensus.com/firm/grow-with-me-henderson-nv-299304", "city": "Henderson", "state": "NV", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325519, "name": "Growth Science Ventures", "name_as_filed": "GROWTH SCIENCE VENTURES", "url": "https://advisorcensus.com/firm/growth-science-ventures-henderson-nv-325519", "city": "Henderson", "state": "NV", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169967, "name": "J Sohn, LLC.", "name_as_filed": "J SOHN, LLC.", "url": "https://advisorcensus.com/firm/j-sohn-llc-henderson-nv-169967", "city": "Henderson", "state": "NV", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293806, "name": "Melissa Matson LLC", "name_as_filed": "MELISSA MATSON LLC", "url": "https://advisorcensus.com/firm/melissa-matson-llc-henderson-nv-293806", "city": "Henderson", "state": "NV", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 118571, "name": "MLD Investment Advisory, Inc.", "name_as_filed": "MLD INVESTMENT ADVISORY, INC.", "url": "https://advisorcensus.com/firm/mld-investment-advisory-inc-henderson-nv-118571", "city": "Henderson", "state": "NV", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339012, "name": "Oak Bay Financial, LLC", "name_as_filed": "OAK BAY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/oak-bay-financial-llc-henderson-nv-339012", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309878, "name": "Octave Ventures LLC", "name_as_filed": "OCTAVE VENTURES LLC", "url": "https://advisorcensus.com/firm/octave-ventures-llc-henderson-nv-309878", "city": "Henderson", "state": "NV", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172999, "name": "Pembroke Asset Advisors, LLC", "name_as_filed": "PEMBROKE ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pembroke-asset-advisors-llc-henderson-nv-172999", "city": "Henderson", "state": "NV", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322729, "name": "QCI Capital Management, LLC", "name_as_filed": "QCI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/qci-capital-management-llc-henderson-nv-322729", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163567, "name": "QCI Partners LLC", "name_as_filed": "QCI PARTNERS LLC", "url": "https://advisorcensus.com/firm/qci-partners-llc-henderson-nv-163567", "city": "Henderson", "state": "NV", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 8425, "name": "RJJ Pasadena Securities, Inc.", "name_as_filed": "RJJ PASADENA SECURITIES, INC.", "url": "https://advisorcensus.com/firm/rjj-pasadena-securities-inc-henderson-nv-8425", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334710, "name": "SG Financial", "name_as_filed": "SG FINANCIAL", "url": "https://advisorcensus.com/firm/sg-financial-henderson-nv-334710", "city": "Henderson", "state": "NV", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319383, "name": "Spirit Investment Advisors", "name_as_filed": "SPIRIT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/spirit-investment-advisors-henderson-nv-319383", "city": "Henderson", "state": "NV", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174067, "name": "Tartan Capital Advisors LLC", "name_as_filed": "TARTAN CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/tartan-capital-advisors-llc-henderson-nv-174067", "city": "Henderson", "state": "NV", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 295090, "name": "Thrive Wise Wealth", "name_as_filed": "THRIVE WISE WEALTH", "url": "https://advisorcensus.com/firm/thrive-wise-wealth-henderson-nv-295090", "city": "Henderson", "state": "NV", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 282718, "name": "West Ridge Advisors", "name_as_filed": "WEST RIDGE ADVISORS", "url": "https://advisorcensus.com/firm/west-ridge-advisors-henderson-nv-282718", "city": "Henderson", "state": "NV", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308370, "name": "White Aspen Capital LLC", "name_as_filed": "WHITE ASPEN CAPITAL LLC", "url": "https://advisorcensus.com/firm/white-aspen-capital-llc-henderson-nv-308370", "city": "Henderson", "state": "NV", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nv", "label": "Financial advisors in Nevada" }, "metro": { "path": "/advisors/nv/las-vegas", "label": "Financial advisors in Las Vegas, NV" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/nv/las-vegas/fee-only", "label": "Fee-only financial advisors in Las Vegas, NV", "firm_count": 33 }, { "path": "/advisors/nv/las-vegas/flat-fee", "label": "Flat-fee financial advisors in Las Vegas, NV", "firm_count": 66 }, { "path": "/advisors/nv/las-vegas/hourly", "label": "Hourly financial advisors in Las Vegas, NV", "firm_count": 50 } ], "answer_pages": [ { "path": "/advisors/nv/las-vegas/for-high-net-worth-individuals", "firm_count": 73, "label": "Financial advisors for high-net-worth individuals in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/for-retirement-plans", "firm_count": 28, "label": "Financial advisors for retirement plans in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/for-businesses", "firm_count": 23, "label": "Financial advisors for businesses in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/for-charities", "firm_count": 25, "label": "Financial advisors for charitable organizations in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/no-account-minimum", "firm_count": 6, "label": "Financial advisors with no account minimum in Las Vegas, NV" } ], "niche_pages": [] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }