Licensed · Summerlin
Licensed & Insured Financial Advisors in Summerlin, NV
Every financial advisors listed here carries proper licensing and insurance in NV. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 5 financial advisors in Summerlin, NV by verified customer ratings and review volume. The highest-rated is VistaPro Wealth Management with a 5.0-star rating from 11 verified reviews. Also in the top tier: Merrill Lynch Wealth Management and Edelman Financial Engines. The average rating across all listed financial advisors in Summerlin is 4.8 stars from 5 reviews per business on average.
Financial advisors in Summerlin typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
5
Businesses listed
4.8★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
VistaPro Wealth Management
10161 W Park Run Dr Ste 150, Las Vegas, NV 89145, USA
Merrill Lynch Wealth Management
400 S Rampart Blvd #300, Las Vegas, NV 89145, USA
Edelman Financial Engines
1700 S Pavilion Center Dr Suite 350, Las Vegas, NV 89135, USA
Financial Advisors Rankings in Summerlin, NV
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | VistaPro Wealth Management10161 W Park Run Dr Ste 150, Las Vegas, NV 89145, USA | 5.0★ | 11 |
| #2 | Merrill Lynch Wealth Management400 S Rampart Blvd #300, Las Vegas, NV 89145, USA | 4.7★ | 3 |
| #3 | Edelman Financial Engines1700 S Pavilion Center Dr Suite 350, Las Vegas, NV 89135, USA | 4.1★ | 7 |
| #4 | Jason Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC10845 Griffith Peak Dr Ste 690, Las Vegas, NV 89135, USA | 5.0★ | 1 |
| #5 | Buckley Wealth Management10100 W Charleston Blvd #213, Las Vegas, NV 89135, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Summerlin
Jason Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC
10845 Griffith Peak Dr Ste 690, Las Vegas, NV 89135, USA
Buckley Wealth Management
10100 W Charleston Blvd #213, Las Vegas, NV 89135, USA
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Frequently Asked Questions — Financial Advisors in Summerlin
What is a fiduciary financial advisor and why does it matter in Summerlin?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Summerlin, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Summerlin?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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