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Find The Best Financial Advisors in Nevada

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Nevada involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Nevada

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Nevada that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Nevada. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Nevada

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Mahesh Odhrani

Strategic Wealth Design

2190 E. Pebble Rd.
Suite 260

Las Vegas, NV 89123

702-907-7444

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Eric Cheek

Nevada Retirement Planners

275 Hill St Suite 210

Reno, NV 89501

775-674-2222

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Summit Portfolio Management

Summit Portfolio Management

10091 Park Run Drive, Suite 110

Las Vegas, NV 89145

702-838-9999

Top Financial Advisor Firms in Nevada (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
DALTON INVESTMENTS, INC.
4220 S. Maryland Parkway, Suite 205a Las Vegas, NV 89119
308609 $3,183,959,410 36 A percentage of AUM
Fixed fees
Performance Based
CORNERSTONE
9628 Prototype Court, Reno, NV 89521
157861 $571,619,509 1435 A percentage of AUM
WEALTH ADVISORS, INC.
170 S. Green Valley Parkway, Suite 300 Henderson, NV 89012
130478 $313,339,283 369 A percentage of AUM
Hourly charges
Fixed fees
PROQUILITY PRIVATE WEALTH PARTNERS, LLC
1707 Village Center Circle, Ste 290 Las Vegas, NV 89134
307866 $299,243,819 567 A percentage of AUM
KAMICHU WEALTH MANAGEMENT LLC
8010 West Sahara Avenue, Suite 260 Las Vegas, NV 89117
295412 $271,604,191 103 A percentage of AUM
Fixed fees
Performance Based
PETERSON WEALTH MANAGEMENT, LLC
2255 Green Vista Drive, Suite 403 Sparks, NV 89431
285415 $175,837,462 842 A percentage of AUM
Hourly charges
WHALEN FINANCIAL
7160 Rafael Rivera Way, Suite 220 Las Vegas, NV 89113
311869 $137,842,282 591 A percentage of AUM
Fixed fees
MCBROOM & ASSOCIATES, LLC
1635 Village Center Cir, Ste 140 Las Vegas, NV 89134-6375
151187 $137,706,412 157 A percentage of AUM
RAREVIEW CAPITAL LLC
1980 Festival Plaza Drive, Suite 300 Las Vegas, NV 89135
284474 $137,142,280 30 A percentage of AUM
Performance Based
PARADIGM CAPITAL MANAGEMENT
6170 Ridgeview Court, Suite F, Reno, NV 89519
120805 $131,659,997 259 A percentage of AUM
SILVEROAK INVESTMENTS, LLC
1180 North Town Center Drive, Suite 100 Las Vegas, NV 89144
290935 $93,619,437 420 A percentage of AUM
Fixed fees
UNIVERSAL VALUE ADVISORS
1 East Liberty Street, Suite 406, Reno, NV 89501
285644 $88,999,828 2 A percentage of AUM
ATHENA WEALTH MANAGEMENT, LLC
917 Tahoe Blvd, Suite 300 A-2 Incline Village, NV 89451
319373 $71,462,231 239 A percentage of AUM
Hourly charges
Fixed fees
RESOURCE CAPITAL MANAGEMENT, LLC
2285 Hedgewood Dr., Reno, NV 89509
162781 $1,500,000 3 Fixed fees
Performance Based
WISER RETIRE, LLC
3755 Breakthrough Way, Ste 101 Las Vegas, NV 89135
306463 $0 0 Other (FEE FOR TECHNOLOGY)

Additional Financial Advisors in Nevada

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Ben Sloves
Inquire with Ben
5390 Kietzke Lane, Suite 200 Reno, NV 89511 775-823-8616
Barbara Robertson
Inquire with Barbara
10845 Griffith Peak Dr, Ste 690 Las Vegas, NV 89135 702-254-1263
Bax Investments
Inquire with Bax
10304 Mountain Lodge Pl, Las Vegas, NV 89144 702-256-4520
Anthony Picozzi
Inquire with Anthony
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8321
Alexander Reece
Inquire with Alexander
3993 Howard Hughes Pky, Ste 800 Las Vegas, NV 89169 702-792-2074
Branch Benefits Consultants
Inquire with Branch
4584 North Rancho Drive, Las Vegas, NV 89130 702-646-2082
Allan Duff
Inquire with Allan
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8300
Allan Duff & Warren Duff
Inquire with Allan
1645 Village Cntr Circle, Ste 150 Las Vegas, NV 89134 702-242-8300
Brandon Lorain
Inquire with Brandon
10845 Griffith Peak Dr, Ste 690 Las Vegas, NV 89135 702-640-5439
Anthon D Matkulak
Inquire with Anthon
5390 Kietzke Lane, Suite 200 Reno, NV 89511 775-823-8657

Select other cities around Nevada to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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