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Find a Financial Advisor in Las Vegas, NV

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Las Vegas Financial Advisory Team

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For more than two decades, our team of fiduciary financial advisors in Las Vegas has been delivering customized and comprehensive wealth management services to individuals and families throughout the greater Las Vegas area. Jeremy and Greg bring a deep understanding of the region’s unique financial landscape to the table, and they’re committed to providing personalized solutions designed to help you navigate your financial journey with confidence.

With an office located conveniently just off the Bruce Woodbury Beltway at the West Russell Road exit, we invite you to experience the Allworth difference with our team of Las Vegas financial planners.

Jeremy Murray
Partner Advisor
Greg Phelps
Partner Advisor

Location and Contact Details

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Address

8945 W. Russell Road
Suite 205
Las Vegas, NV
Hours: 8am-5pm, M-F

Services

Our Las Vegas Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/01/2024

Should you be using a Donor-Advised Fund for charitable giving?

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

10/31/2024

Retirement Plan Review: From Participation Rates to SECURE 2.0

Gain actionable insights for optimizing efficiency and compliance through strategic plan

09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

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