Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Reno, Nevada, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Reno, Nevada, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Reno, Nevada have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501 | 112674 | $6,107,388,811 | 106443 | A Percentage of AUM, Fixed Fees, Other (IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB) |
BELPOINTE ASSET MANAGEMENT LLC 500 Damonte Ranch Parkway, Building 700, Unit 700 Reno, NV, 89521 | 143440 | $3,855,302,523 | 16063 | A Percentage of AUM, Hourly charges, Fixed Fees |
NAVELLIER & ASSOCIATES INC One E. Liberty, Suite 504, Reno, NV, 89501-2107 | 107568 | $661,151,580 | 1438 | A Percentage of AUM, Performance Based |
RB CAPITAL MANAGEMENT, LLC 5365 Reno Corporate Dr., Suite 200 Reno, NV, 89511 | 125678 | $628,339,624 | 1267 | A Percentage of AUM, Hourly charges, Fixed Fees |
AMERICAN WEALTH MANAGEMENT 570 Hammill Lane, Reno, NV, 89511 | 122205 | $501,408,277 | 815 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
KENT LAKE CAPITAL LLC 300 East 2nd Street, Suite 1510 # 1033 Reno, NV, 89501 | 299642 | $412,535,000 | 1 | A Percentage of AUM, Performance Based |
PILGRIM GLOBAL ADVISORS LLC 4785 Caughlin Parkway, Reno, NV, 89519 | 323259 | $300,646,677 | 1 | A Percentage of AUM |
HALLADOR INVESTMENT ADVISORS, INC. 5485 Kietzke Lane, Reno, NV, 89511 | 141335 | $295,649,263 | 33 | A Percentage of AUM, Performance Based |
FORTIS CAPITAL ADVISORS, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700 Reno, NV, 89521 | 309709 | $245,306,103 | 740 | A Percentage of AUM, Hourly charges, Fixed Fees |
OPEN WINDOW FINANCIAL SOLUTIONS, LTD. 4741 Caughlin Parkway, Suite 3 Reno, NV, 89519 | 131562 | $184,473,975 | 318 | A Percentage of AUM, Hourly charges, Fixed Fees |
SCHULTZ FINANCIAL GROUP INCORPORATED 5190 Neil Road, Suite 450 Reno, NV, 89502 | 108724 | $177,364,986 | 424 | Hourly charges, Fixed Fees |
ELEVAGE PARTNERS, LLC 5470 Kietzke Lane, Suite 300 Reno, NV, 89511 | 158386 | $162,468,255 | 803 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
GK WEALTH MANAGEMENT LLC 98 Winter Street Reno, Reno, NV, 89503 | 296847 | $135,894,901 | 1327 | A Percentage of AUM, Hourly charges, Fixed Fees |
VANTAGE WEALTH PLANNING 3748 Lakeside Dr., Suite 100 Reno, NV, 89509 | 173929 | $134,856,421 | 578 | A Percentage of AUM, Hourly charges, Fixed Fees |
PARADIGM CAPITAL MANAGEMENT 6170 Ridgeview Court, Suite F, Reno, NV, 89519 | 120805 | $133,885,693 | 272 | A Percentage of AUM |
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