Verified · Summerlin
Trusted Financial Advisors in Summerlin, NV
Trust matters when you're inviting a pro into your home or business. These financial advisors in Summerlin have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 5 financial advisors in Summerlin, NV by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is VistaPro Wealth Management with a 5.0-star rating from 11 Google reviews and an RNM Score of 72/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Merrill Lynch Wealth Management
Merrill Lynch stands out due to its extensive resources, global reach, and top-tier reputation in wealth management.
Most Reviewed
Edelman Financial Engines
A high review count reflects broad client engagement and consistent satisfaction, helping consumers gauge reliability.
When choosing a financial advisor in Summerlin, verify their credentials, fee structure, and whether they offer fiduciary services. It's also wise to read recent reviews and schedule initial consultations to ensure a good fit.
Local Market Snapshot
5
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 11 Google reviews in Summerlin, NV.
10161 W Park Run Dr Ste 150, Las Vegas, NV 89145, USATrusted Summerlin financial advisor with a strong 4.7-star rating from client reviews.
400 S Rampart Blvd #300, Las Vegas, NV 89145, USAA solid 4.1-star rating from 7 Google reviews for financial guidance.
1700 S Pavilion Center Dr Suite 350, Las Vegas, NV 89135, USAFinancial 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 | Buckley Wealth Management10100 W Charleston Blvd #213, Las Vegas, NV 89135, USA | 5.0★ | 1 |
| #5 | Jason Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC10845 Griffith Peak Dr Ste 690, Las Vegas, NV 89135, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Summerlin
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
10100 W Charleston Blvd #213, Las Vegas, NV 89135, USA
5.0★ average rating from a small number of Google reviews.
10845 Griffith Peak Dr Ste 690, Las Vegas, NV 89135, USA
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Financial Advisors in Summerlin, NV — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | VistaPro Wealth Management | 72/100 | 5.0 ★ | 11 |
| 2 | Merrill Lynch Wealth Management | 61/100 | 4.7 ★ | 3 |
| 3 | Edelman Financial Engines | 54/100 | 4.1 ★ | 7 |
| 4 | Buckley Wealth Management | 62/100 | 5.0 ★ | 1 |
| 5 | Jason Garofalo - Private Wealth Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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