Confidence Wealth Management, LLC, headquartered in Henderson, NV, is a reputable investment advisory firm catering to a diverse clientele. With a team of 20 dedicated professionals, including ten expert investment advisors, they deliver comprehensive wealth management services. On average, each investment advisor oversees approximately $81,730,000 in assets under management, aligning with industry standards. At Confidence Wealth Management, their compensation structure is versatile and designed to suit clients' needs. They offer various types of fees, including hourly charges and fixed fees, ensuring transparency and flexibility for their clients. Currently, they manage assets worth over $198,064,000 for more than 330 individual clients, predominantly high net worth individuals. While 401K and individual accounts account for less than 30% of their assets under management, Confidence Wealth Management possesses the expertise to manage employer funds. Impressively, 99% of the assets they oversee are discretionary, reflecting their clients' trust in their investment decisions. As a local firm, Confidence Wealth Management has established its presence in Henderson, NV, through their four well-equipped offices. The company takes pride in its experienced team, with long-tenured advisors like Silvia Chi, Crystal Oculee, and Rem Oculee, who have contributed significantly to the firm's success. Confidence Wealth Management, LLC, is committed to providing comprehensive investment advisory services, helping clients navigate the complexities of the financial market and achieve their long-term wealth goals. With a solid track record and a client-centric approach, they continue to serve as a trusted partner for individuals and businesses seeking personalized financial solutions.

Wealth Advisors, Inc., a distinguished investment advisory firm headquartered in Henderson, NV, has been providing expert financial guidance to its clients for years. With two offices strategically positioned, Wealth Advisors, Inc. serves as a trusted partner for individuals seeking personalized investment strategies. The firm prides itself on its dedicated team of four employees, all of whom are highly qualified investment advisors. With an average of approximately $56,040,000 in assets under management per investment advisor, Wealth Advisors, Inc. stands on par with the industry average, demonstrating their competence and proficiency. Wealth Advisors, Inc. offers a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees. This versatility allows clients to select the payment method that aligns with their preferences and needs. While 401K and individual accounts comprise less than 30% of their total assets under management, Wealth Advisors, Inc. possesses the expertise and capability to manage employer funds. A significant portion of the assets they manage, approximately 95%, is handled on a discretionary basis, showcasing their clients' trust in the firm's judgment. The firm caters primarily to high net worth individuals, overseeing more than $224,172,000 in assets under management for over 100 individual clients. Within the organization, Timothy Kaiser, Kenneth Fincher, and Paul Drolson stand out as some of the longest-tenured advisors, contributing their extensive experience and knowledge to the success of Wealth Advisors, Inc. Wealth Advisors, Inc. sets itself apart with its commitment to delivering exceptional financial services, tailored to meet the unique goals and aspirations of each client. Their comprehensive approach and experienced team make them a preferred choice for individuals seeking expert wealth management in Henderson, NV.

The Wealth Consulting Group, headquartered in Las Vegas, NV, is a reputable regional investment advisory firm with a comprehensive range of financial services. With a total workforce of 131 dedicated employees, nearly all of whom are specialized investment advisors, they possess a wealth of expertise to guide clients towards their financial goals. The firm manages an impressive average of approximately $69,150,000 in assets per investment advisor, which aligns with the industry average. The compensation structure at The Wealth Consulting Group offers various options, including a percentage of assets under management, ensuring that their advisors are incentivized to provide exceptional service and maximize client returns. Their extensive client base of over 4,590 individuals entrusts the firm with a substantial amount of assets under management, totaling over $2,795,804,000. While the majority of the assets managed cater to high-net-worth individuals, The Wealth Consulting Group also possesses the capability to effectively handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Moreover, the firm exclusively operates with discretionary authority over all the assets they manage, further enhancing their ability to make informed investment decisions on behalf of their clients. The Wealth Consulting Group has established a notable presence in the industry with 35 offices strategically located throughout the region. Their success can be attributed, in part, to their team of seasoned advisors, including notable individuals such as Jimmy Lee, Victor Orozco, and William Oconnell, who bring a wealth of experience to the firm.

Axos Invest, Inc is a leading investment advisory firm headquartered in Las Vegas, NV. With a dedicated team of 11 professionals, 9 of whom specialize in providing investment advisory services, the company offers comprehensive financial solutions to individual and institutional clients. Known for their expertise in managing employer 401K plans and individual assets, Axos Invest, Inc caters to a diverse clientele comprising over 20,460 individual investors. The firm currently oversees an impressive $154,517,000 in assets under management, with more than 80% stemming from employer 401Ks and individual portfolios. Axos Invest, Inc distinguishes itself through its highly qualified team and a range of compensation structures, including hourly charges and fixed fees. The firm's investment approach is characterized by discretion, as they exercise full control over all the assets they manage. With two offices in Las Vegas, Axos Invest, Inc is deeply committed to providing personalized financial advice and ensuring client satisfaction. Among the esteemed professionals at Axos Invest, Inc, some of the longest tenured advisors include Jason Schroeder, Chad Heidzig, and James Thomas. Their extensive experience, coupled with the collective expertise of the firm's team, positions Axos Invest, Inc as a trusted partner for clients seeking reliable investment management services. Whether it's retirement planning, wealth preservation, or strategic asset allocation, Axos Invest, Inc offers tailored solutions to help clients achieve their financial goals.

Arista Wealth Management, LLC is a reputable local investment advisory firm based in Las Vegas, NV. With a singular office location, the firm boasts a dedicated team of ten professionals, six of whom specialize in investment advisory services. They have developed expertise in managing an average of around $82,760,000 in assets per investment advisor, aligning with the industry average. Arista Wealth Management utilizes a flexible compensation structure, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With a notable track record, the firm has successfully cultivated a significant portion of their assets under management from employer 401Ks and individual clients, indicating their proficiency in this particular area. Impressively, Arista Wealth Management exercises discretion over a substantial 79% of the assets they oversee, enabling them to make informed investment decisions on behalf of their clients. Serving a diverse clientele, they manage a considerable portfolio for over 260 individual clients, amounting to more than $496,550,000 in assets under management. The firm takes pride in its experienced team, with key advisors like Edward Degree, Lisa Bacon-Soiberg, and Paul Moffat contributing their extensive knowledge. Arista Wealth Management distinguishes itself by prioritizing personalized financial solutions and establishing enduring relationships with their clients. With a commitment to providing tailored strategies and sound financial advice, Arista Wealth Management stands as a trusted partner in helping clients achieve their financial goals.

Proquility Private Wealth Partners, LLC is a highly regarded investment advisory firm operating from Las Vegas, NV. With one office location, this small yet dynamic firm is dedicated to providing top-notch financial services to its discerning clients. The company prides itself on its team of six talented professionals, two of whom specialize in investment advisory services. Demonstrating their expertise, each investment advisor at Proquility Private Wealth Partners manages an impressive average of $135,010,000 in assets under management, surpassing industry standards. Distinguishing itself from the competition, Proquility Private Wealth Partners boasts a compensation structure that includes various options, such as a percentage of assets under management. Notably, all the assets managed by the firm are discretionary, providing clients with peace of mind and flexibility in their investment strategies. Catering primarily to high net worth individuals, Proquility Private Wealth Partners effectively manages over $270,020,000 in assets for more than 50 individual clients. Andrew Ferguson and Patricia Yeager stand out as two of the firm's longest-tenured registered advisors, consistently delivering exceptional financial guidance and building enduring client relationships. With a commitment to excellence and a track record of success, Proquility Private Wealth Partners, LLC has established itself as a trusted partner for individuals seeking comprehensive and personalized investment advisory services in the vibrant city of Las Vegas, NV.

Summit Portfolio Management LLC, based out of Las Vegas, NV, is a reputable investment advisory firm with a strong track record. With over 50 individual clients, the company manages an impressive $147,838,000 in assets. While 401K and individual accounts account for less than 30% of their assets under management, Summit Portfolio Management LLC possesses the expertise to handle employer funds as well. Remarkably, 96% of the assets they oversee are discretionary, reflecting the trust and confidence their clients place in their investment strategies. The firm primarily caters to high net worth individuals, leveraging their extensive knowledge and experience to maximize returns. Their compensation structure is diverse, including a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have flexible options tailored to their needs. Summit Portfolio Management LLC operates from a single office in Las Vegas, NV, and boasts a dedicated team of four professionals who are solely focused on providing exceptional investment advisory services. Each investment advisor at the firm manages an average of approximately $36,960,000 in assets, demonstrating their ability to handle substantial portfolios effectively. Notably, the firm's success can be attributed to its experienced advisors, some of whom have been with the company for an extended period. Key personnel like Brandon Cruz, Matthew Ravenscroft, and Timothy Bock contribute their expertise and deep understanding of the investment landscape to benefit their valued clients. Summit Portfolio Management LLC stands as a trusted partner, offering personalized investment solutions and a commitment to achieving financial goals.

Investment Management Consultants, a small investment advisory firm based out of Las Vegas, NV, has established itself as a trusted partner in wealth management. With over 140 individual clients, their extensive experience spans managing a diverse range of assets worth over $275,485,000. Their commitment to providing personalized financial solutions sets them apart in the industry. While 401K and individual accounts make up less than 30% of their assets under management, Investment Management Consultants boasts the expertise and capability to effectively manage employer funds. Notably, 34% of the assets they oversee are discretionary, showcasing their ability to navigate complex investment landscapes. The firm's compensation structure is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This approach ensures alignment with their clients' needs and objectives. With two highly skilled investment advisors, Investment Management Consultants maintains an impressive average of approximately $137,740,000 in assets under management per advisor, surpassing industry standards. Bradley Davies and Gary Miller, both longstanding registered advisors, contribute their extensive knowledge and experience to the firm's success. As a client-focused organization, Investment Management Consultants prioritizes building lasting relationships and delivering exceptional service. Their Las Vegas office serves as a hub for innovative financial strategies, ensuring their clients receive tailored solutions that meet their individual goals. Through their unwavering commitment to excellence, Investment Management Consultants remains dedicated to helping clients achieve financial prosperity.

Forthright Capital Advisory, based out of Las Vegas, NV, is a reputable local investment advisory firm with a strong track record of success. With three offices, they cater to a diverse clientele, boasting over 40 individual clients and managing a substantial $6,290,000 in assets. Specializing in employer 401K plans and individual investment management, Forthright Capital Advisory possesses the necessary expertise to navigate the complexities of these portfolios. With a commitment to providing exceptional service, they offer a range of compensation structures tailored to their clients' needs. These include a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive personalized financial guidance that aligns with their specific objectives. Forthright Capital Advisory takes pride in its team of highly qualified professionals. The firm employs a total of six individuals, all of whom are dedicated to delivering comprehensive investment advisory services. Each investment advisor at the firm manages an average of approximately $1,050,000 in assets under management, exemplifying their expertise in handling substantial portfolios. Among the firm's notable advisors are Whittney Harvey, Camille Liljequist, and Rachel Salazar Chung, who possess extensive experience and have been with the firm for many years. Their depth of knowledge and tenure contribute to the firm's strong reputation and trusted relationships with clients. Forthright Capital Advisory's commitment to professionalism, client-centered approach, and proven results make them a trusted choice for individuals and employers seeking reliable investment advisory services in the Las Vegas area.

SKYOAK CAPITAL, INC. is a prominent investment advisory firm based in Las Vegas, NV, providing comprehensive financial solutions to a diverse client base. With over 200 individual clients and more than $170,863,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from three strategically located offices, SKYOAK CAPITAL, INC. offers a range of services tailored to meet their clients' unique investment goals. While a significant portion of their assets under management is dedicated to high net worth individuals, the firm also possesses the expertise and capacity to manage employer funds, allowing them to serve a wide spectrum of clients. SKYOAK CAPITAL, INC.'s compensation structure is designed to align with their clients' interests. It includes various models such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring that clients receive customized solutions that suit their specific needs. With a team of six dedicated professionals, including five experienced investment advisors, SKYOAK CAPITAL, INC. delivers personalized guidance and investment strategies. Each investment advisor manages an average of approximately $34,170,000 in assets, demonstrating their commitment to providing focused attention to their clients' portfolios. Notably, SKYOAK CAPITAL, INC. takes pride in its team of long-tenured advisors, exemplified by Jennifer Davis, Damien Rennie, and Jason Stuhmer. These seasoned professionals contribute their extensive knowledge and expertise to the firm's success, reinforcing the trust and confidence clients place in their services. Overall, SKYOAK CAPITAL, INC. stands as a reputable and client-centric investment advisory firm, dedicated to helping individuals and organizations achieve their financial objectives through sound investment strategies and personalized service.

Whalen Financial, a small investment advisory firm headquartered in Las Vegas, NV, serves a diverse client base of over 300 individuals, with an impressive total of more than $115,955,000 in assets under management. Operating from a single office, Whalen Financial has established a strong presence in the Las Vegas area. With extensive experience in managing employer 401Ks and individual accounts, Whalen Financial has gained a solid reputation in this space. Approximately half of their assets under management originate from these sources, demonstrating their expertise and proficiency in meeting the unique needs of both employers and individuals. The firm's compensation structure encompasses various options, including a percentage of assets under management and fixed fees. This flexibility allows Whalen Financial to tailor their services to suit the preferences of their diverse client base. Whalen Financial boasts a team of four employees, all dedicated to providing investment advisory services. With an average of approximately $28,990,000 in assets under management per investment advisor, the team showcases their ability to deliver personalized attention and value to their clients. Ledawn Gries, Andrew Whalen, and Carl Aschenbrenner are among the firm's longest-tenured advisors, bringing their extensive experience and expertise to the table. Their presence contributes to Whalen Financial's success in offering comprehensive financial guidance and building lasting client relationships. Operating under a discretionary management approach, Whalen Financial ensures that all the assets they oversee receive careful and informed decision-making. With a commitment to excellence and a client-centric focus, Whalen Financial strives to help clients achieve their financial objectives and provide exceptional service in the Las Vegas community.