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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Las Vegas, NV.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

267 financial advisors35 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

35 advisory firmsCompare public facts. Verify experience directly.
267 financial advisors35 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ADAPTIVE WEALTH ENGINEERINGCRD 111243

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AMERICAN RETIREMENT PLANNING GROUP INCCRD 108300

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AXOS INVEST, INCCRD 150953

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BACKBONE PLANNING PARTNERS LLCCRD 326699

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BALEEN CAPITAL MANAGEMENT LLCCRD 311438

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAUMAN WEALTH ADVISORSCRD 153061

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BUCKLEY WEALTHCRD 285823

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DTCP USA LLCCRD 297884

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DX ADVISORS LLCCRD 341725

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINLEY FINANCIAL, LLCCRD 131442

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FORTHRIGHT CAPITALCRD 323596

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HOLM & CAWLEY FINANCIAL GROUP LLCCRD 150601

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INVESTMENT MANAGEMENT CONSULTANTSCRD 122718

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansOther: 401(K)/403(B)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KEYSTATE ADVISORY, LLCCRD 156226

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Banking or thrift institutionsInsurance companiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KINGSBARN CAPITAL MANAGEMENTCRD 316562

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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KINGSBRIDGE INVESTMENT PARTNERS LLCCRD 336502

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
KINGSBRIDGE WEALTH MANAGEMENT, INC.CRD 165560

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
MANHATTAN GLOBAL ASSET MANAGEMENT LLCCRD 334452

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

High net worth individualsPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
MCBROOM & ASSOCIATES, LLCCRD 151187

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
MISSION FINANCIAL GROUP, LLCCRD 311876

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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