Best Financial Advisors in Las Vegas, NV

The highest-rated Financial Planning & Wealth Management companies out of 118 vetted & reviewed in the Las Vegas area.

Capella Mortgage

Capella Mortgage

(28)
  • Investor
  • Borrowers
  • Ethics
“Monica is way ahead of the curve she is always on her game her response time is at lighting speed she details what her request is which is beyond most excellent...”
In Business Since 2006
3765 Sunset Rd STE B2, Las Vegas, NV
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Cassady Law Offices

Cassady Law Offices

(48)
Probate, Trust Administration, First Responders
“When I visited them I was more than delighted to find that they provided full professional services as part of the community services commitment they made many years ago.”
Licensed
Free Initial Consultation
Transparent Fees & Pricing
Family Business
10799 W Twain Ave, Las Vegas, NV
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Torchlight Tax and Financial Solutions Tax Preparation

Torchlight Tax and Financial Solutions Tax Preparation

(45)
Individual Services, Business Services, Tax Services
“So this is where we started, and for a nominal fee Torchlight resubmitted a variation to last years tax statement and as a result I got over $10,000 returned from last year ALONE - Meaning the large firm had me OVER PAY by more then $10,000!!!”
Offers Financing Options
Free Initial Consultation
In Business Since 2015
9788 Gilespie St, Las Vegas, NV
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Smart Bee

Smart Bee

(40)
Business Services, Tax Services, Services For Individuals
“Today I went to do my taxes and I was very pleased with their work, they are very professional and the service is excellent, all their workers are very attentive and friendly.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2015
3675 S Decatur Blvd #4, Las Vegas, NV
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Anderson Business Advisors

Anderson Business Advisors

(49)
Real Estate Asset Protection, Tax Planning, Living Trusts
“His company is compromised of experienced and diverse professionals who can help achieve financial goals, through entity formation and tax strategies, resulting in legacy wealth.”
In Business Since 2004
3225 McLeod Dr, Las Vegas, NV
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Kondler & Associates Cpas

Kondler & Associates Cpas

(49)
Corporate & Individual Tax Compliance, Financial Services & Investments, Poker Tax Consultation
“Although I knew little of Ray Kondler, CPA personally, I found him to be a unique individual, kind nature at heart; definitely most knowledgeable and a well qualified CPA.”
Accepts All Major Credit Cards
In Business Since 2008
8475 W Sunset Rd UNIT 201, Las Vegas, NV
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Tax Samaritan

Tax Samaritan

(47)
Facebook, Linkedin, Twitter
“I used them last year even though my return was prepared by Deloitee through my company and they managed to find about $3K in deferred savings from extra taxes we had paid previously to a foreign government.”
In Business Since 2013
6616 N Ruddock Dr, North Las Vegas, NV
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Ignite Funding

Ignite Funding

(50)
  • Loan
  • Portfolio
  • Income
“I have been with Ignite Funding going on a year now & love how well they keep their investors informed & up to date with an awesome & very informative website with all the information you could ask for.”
Licensed, BBB Accredited
In Business Since 2011
6700 Via Austi Pkwy Suite 300, Las Vegas, NV
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Aztec Tax Solutions

Aztec Tax Solutions

(41)
Tax Preparation, Entity Formation, Insurance
“This was my first year filing and she really made everything simple for me and provided me with all the resources necessary I'll definitely be coming back for all my Tax needs!!”
Family Business
In Business Since 2019
4855 W Desert Inn Rd #102 B, Las Vegas, NV
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Universal Retirement

Universal Retirement

(48)
  • Plan
  • Team
  • Interest
“James possesses a remarkable ability to establish strong relationships with employees, fostering trust and confidence in every financial decision you may need or want to make.”
In Business Since 2015
3127 E Warm Springs Rd Ste 100, Las Vegas, NV
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McCarthy Kaster Guerrero Cpas

McCarthy Kaster Guerrero Cpas

(7)
Business Services, Services For Quickbooks, Tax Services
“I have worked with MKG CPA's two times now in getting financial statements to be used for the Nevada State Contractor's Board and both have been a great experience.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
Accepts Paypal
163 E Warm Springs Rd, Las Vegas, NV
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Ascend CPA & Advisors

Ascend CPA & Advisors

(31)
Business Services, Accounting Services, Tax Services
“I would have been completely screwed had I done that myself or let anybody else do them, especially H&R Block Positive Responsiveness, Quality, Professionalism, Value”
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2018
5215 S Durango Dr #3, Las Vegas, NV
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Stevenson Retirement Solutions

Stevenson Retirement Solutions

(40)
  • Annuity
  • Products
  • Phone Calls
“After doing some brief research, John was able to get on a zoom call with me and explain, in detail, an easy to read spreadsheet on how well my money can perform for me while giving me the security I was seeking for my family.”
In Business Since 2004
8275 S Eastern Ave Suite 254, Las Vegas, NV
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Sonia's Tax Services

Sonia's Tax Services

(49)
  • People
  • Office
  • Couple
“I was in your office this afternoon and as always very kind Yesicca and Sonia have helped me a lot for 2 years I had problems with my itin and here they solved me I highly recommend them and thank you very much........”
In Business Since 2012
2801 S Valley View Blvd Suite 6, Las Vegas, NV
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Joseph Miller - Financial Advisor: Westpac Wealth Partners

Joseph Miller - Financial Advisor: Westpac Wealth Partners

(31)
  • Goals
  • Future
  • Knowledge
“I'm an independent freelancer in the film industry and have a TON of random expenses, income, and all manner of financial chaos surrounding my life which I just could never get in order.”
In Business Since 2018
8906 Spanish Ridge Ave, Las Vegas, NV
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Arista Wealth Management

Arista Wealth Management

(27)
  • Videos
  • Company
  • Goals
“I love watching The Arista Advice videos posted on the firm's social media channels, reading the Economic Updates posted on their website, and listening to the new Arista Advice Podcast.”
In Business Since 2006
8876 Spanish Ridge Ave Ste 202, Las Vegas, NV
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Whalen Financial

Whalen Financial

(26)
  • Trust
  • Greeting
  • Expertise
“From Nancy crushing it with a warm greeting when you enter the office, all the way to the CEO himself, Andrew Whalen - you will be hard pressed to find a team of estate planning and wealth management experts that cares more about you and your financi...”
In Business Since 2018
7160 Rafael Rivera Wy #220, Las Vegas, NV
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Katherine Lei, CPA

Katherine Lei, CPA

(11)
Business Services, Part-Time CFO Services, Cash Flow Management
“Truly appreciate Katherine's firm with respectful attitude to others, promptness of acknowledgment and her researches is so willingly outstanding, dedication of on top of informing updates and changes, her detail oriented and organizable approach, ha...”
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
5510 S Fort Apache Rd #120, Las Vegas, NV
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Tompkins & Peters Cpas

Tompkins & Peters Cpas

(10)
  • Future
  • Questions
“Following their advice for both personal and business tax strategy we not only survived the 2008 crises but where able to do so without having to discharge one employee.”
Accepts All Major Credit Cards
Remote Consultations Available
Transparent Fees & Pricing
Offers Financing Options
1880 E Warm Springs Rd Suite 115, Las Vegas, NV
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Dr. Friday Tax Solutions

Dr. Friday Tax Solutions

(5)
Business Services, Services For Quickbooks, Tax Services
“To add to the great service, he makes himself available so I can call him anytime I have a question or concern.”
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
3430 E Flamingo Rd # 240, Las Vegas, NV
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How Money Works Learning Center - Las Vegas

How Money Works Learning Center - Las Vegas

(20)
  • Service
  • Financial Literacy
  • To Learn
“I had a wonderful meeting with Jamee, she demonstrated a deep understanding of my financial goals and provided tailored advice that helped me make informed decisions about my financial future.”
In Business Since 1999
8861 W Sahara Ave Ste 260, Las Vegas, NV
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Payment USA

Payment USA

(8)
High Risk Merchant Account, Integrations and Gateways, Ecommerce and Moto Solutions
“Payment USA is One of the leading company in USA, providing a various types of services like high risk merchant accounts, online credit card processing, credit card payment, online card payments and so on.”
DSS Certified
Free Initial Consultation
Remote Consultations Available
In Business Since 2000
6671 S Las Vegas Blvd #210, Las Vegas, NV
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Lifetime Wealth Strategies

Lifetime Wealth Strategies

(4)
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“It was during his seminar that I learned about financial products that could be helpful with my retirement, which my previous financial adviser never provided.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2023
9930 W Flamingo Rd #105, Las Vegas, NV
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Tate and Klohr Cpas, Kelly Tate, CPA

Tate and Klohr Cpas, Kelly Tate, CPA

(4)
Business Services, Quickbooks Services, Tax Services
“I have also referred many clients to him and they have been very happy with his work.”
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2012
8876 Spanish Ridge Ave Ste 203, Las Vegas, NV
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Retirement Planning and Investment Management Services in Las Vegas, NV Cost Estimates

Minimum cost
$1243
Maximum cost
$10560
National Average
$3727
Avg Per Hour Rates
$373
$2485
$6833
Average price range is based on 308 cost profiles
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Average Cost $3727
Minimum cost $1243
Maximum cost $10560
Avg Per Hour Rates $373

Average range $2485 to $6833 is based on 308 cost profiles.

Why these companies made our list

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