Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Nevada.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Nevada, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Nevada are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- Must have an office location in Nevada.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Advowealth Advisors |
|
$30.7 million | 179 | 2 | $171,339 |
| Alchemy Wealth Management |
|
$20.1 million | 156 | 1 | $128,632 |
| Aljian Capital Management |
|
$331.9 million | 412 | 3 | $805,469 |
| Alpine Asset Management |
|
$33.4 million | 33 | 1 | $1.0 million |
| American Retirement Planning Group |
|
$209.3 million | 894 | 4 | $234,132 |
| Arista Wealth Management |
|
$496.6 million | 348 | 6 | $1.4 million |
| Ashton Thomas Private Wealth |
|
$2.0 billion | 1,784 | 37 | $1.1 million |
| Atlas Peak Advisors |
|
$61.2 million | 99 | 1 | $618,465 |
| Axos Invest |
|
$154.5 million | 20,459 | 3 | $7,552 |
| Balboa Wealth Partners |
|
$469.1 million | 769 | 21 | $609,974 |
| Baseline Investments |
|
$10.9 million | 126 | 1 | $86,190 |
| Bauman Advisory Group |
|
$33.8 million | 221 | 4 | $153,050 |
| Bowers Wealth Management |
|
$148.8 million | 112 | 2 | $1.3 million |
| Buckley Wealth Management |
|
$485.2 million | 217 | 3 | $2.2 million |
| Build A Better Financial Future |
|
$5.8 million | 57 | 1 | $101,062 |
| Capstone Capital Wealth Advisors |
|
$313.8 million | 324 | 3 | $968,619 |
| Capstone Wealth Advisors |
|
$652.4 million | 1,380 | 11 | $472,767 |
| Cornerstone Financial Advisors |
|
$6.2 million | 10 | 1 | $621,005 |
| CRG Wealth |
|
$35.1 million | 178 | 3 | $197,366 |
| Crinite Financial Strategies |
|
$65.0 million | 299 | 1 | $217,391 |
| Cunningham Investment Management |
|
$51.4 million | 31 | 3 | $1.7 million |
| Curtis Wealth Management |
|
$84.4 million | 93 | 1 | $907,526 |
| Dentist Advisors |
|
$314.3 million | 704 | 9 | $446,417 |
| Desert Capital Advisors |
|
$27.0 million | 5 | 1 | $5.4 million |
| Dogwood Capital Management |
|
$43.0 million | 36 | 1 | $1.2 million |
| Double Diamond Investment Group |
|
$50.0 million | 228 | 2 | $219,298 |
| Dunham & Associates Investment Counsel |
|
$2.9 billion | 9,143 | 18 | $317,361 |
| Elevage Partners |
|
$162.5 million | 362 | 5 | $448,807 |
| Empirical Wealth Management |
|
$4.2 billion | 1,776 | 43 | $2.4 million |
| Endowment Partners |
|
$30.1 million | 14 | 2 | $2.2 million |
| Epiq Capital Group |
|
$4.4 billion | 276 | 27 | $15.8 million |
| Fapa Financial Services |
|
$4.3 million | 13 | 1 | $331,788 |
| Financial Designs Corporation |
|
$379.2 million | 510 | 2 | $743,540 |
| Fortis Capital Advisors |
|
$245.3 million | 371 | 14 | $661,202 |
| Fourstar Wealth Advisors |
|
$677.1 million | 1,044 | 25 | $648,588 |
| Fraser Asset Management |
|
$3.7 million | 11 | 1 | $339,832 |
| Fullcircle Wealth |
|
$264.0 million | 239 | 4 | $1.1 million |
| Gamco Asset Management |
|
$10.6 billion | 1,750 | 6 | $6.1 million |
| Global Key Advisors |
|
$25.1 million | 48 | 2 | $522,916 |
| Global Macro Asset Management |
|
$2.5 million | 6 | 2 | $422,117 |
| Golden Years Financial |
|
$17.8 million | 194 | 1 | $91,537 |
| Guided Choice Asset Management |
|
$6.1 billion | 106,443 | 5 | $57,377 |
| GW Financial |
|
$93.5 million | 101 | 3 | $925,881 |
| H&H Retirement Design and Management |
|
$146.2 million | 140 | 5 | $1.0 million |
| Hallador Investment Advisors |
|
$295.6 million | 33 | 1 | $9.0 million |
| Holm & Cawley Financial Group |
|
$68.0 million | 230 | 5 | $295,743 |
| Incline Investment Advisors |
|
$87.1 million | 147 | 5 | $592,565 |
| Incline Investment Management |
|
$24.6 million | 1 | 2 | $24.6 million |
| Infinity Wealth Coaching |
|
$3.4 million | 23 | 1 | $148,119 |
| Just Advisors |
|
$4.8 million | 16 | 1 | $302,803 |
| Kingsbridge Wealth Management |
|
$308.3 million | 44 | 4 | $7.0 million |
| Klaraos |
|
$24.0 million | 50 | 4 | $480,000 |
| Legacy Wealth Planning |
|
$343.1 million | 489 | 9 | $701,669 |
| MDX Wealth Management |
|
$47.0 million | 111 | 7 | $423,598 |
| MFA Global Consulting Group |
|
$500,000 | 60 | 1 | $8,333 |
| Michael Mellberg Investment Advisor |
|
$4.0 million | 8 | 1 | $496,650 |
| MLD Investment Advisory |
|
$14.0 million | 44 | 1 | $317,732 |
| Mulholland & Kuperstock Asset Management |
|
$27.3 million | 54 | 2 | $506,271 |
| Nevada Retirement Planners |
|
$47.9 million | 321 | 3 | $149,206 |
| Ntact Retirement Solutions |
|
$29.4 million | 70 | 2 | $420,641 |
| Oak Asset Management |
|
$312.2 million | 246 | 4 | $1.3 million |
| Open Window Financial Solutions |
|
$184.5 million | 94 | 3 | $2.0 million |
| Outlook Capital Management |
|
$81.2 million | 86 | 2 | $944,135 |
| Palisade Investments |
|
$393.5 million | 584 | 5 | $673,834 |
| Paradigm Capital Management |
|
$133.9 million | 117 | 2 | $1.1 million |
| Parker Advisory Group |
|
$187.2 million | 202 | 2 | $926,615 |
| Perpetual Capital Advisors |
|
$10.6 million | 131 | 1 | $80,595 |
| Power3x.COM |
|
$43,523 | 5 | 1 | $8,704 |
| PR Wealth Management Group |
|
$115.2 million | 600 | 4 | $191,923 |
| Proquility Private Wealth Partners |
|
$270.0 million | 115 | 2 | $2.3 million |
| Ratio Capital |
|
$20.4 million | 43 | 2 | $473,448 |
| Ratio Wealth Group |
|
$415.6 million | 317 | 6 | $1.3 million |
| RB Capital Management |
|
$628.3 million | 598 | 11 | $1.1 million |
| Read & Powell Financial Services |
|
$114.5 million | 454 | 6 | $252,100 |
| Reynolds Capital Management |
|
$63.0 million | 4 | 1 | $15.8 million |
| Rock Creek Wealth Planners and Advisors |
|
$40.3 million | 166 | 2 | $242,553 |
| RSW Wealth Management |
|
$30.1 million | 22 | 2 | $1.4 million |
| SAN Andreas Capital |
|
$18.7 million | 1 | 1 | $18.7 million |
| Sierra Management Group |
|
$57.5 million | 70 | 2 | $821,238 |
| Sierra Nevada Wealth Management |
|
$25.8 million | 97 | 1 | $265,750 |
| Silveroak Investments |
|
$73.8 million | 84 | 1 | $878,731 |
| Skyoak Capital |
|
$170.9 million | 266 | 5 | $642,340 |
| Sparrow Wealth Management |
|
$94.0 million | 73 | 1 | $1.3 million |
| Stryker Financial |
|
$8.0 million | 63 | 1 | $126,984 |
| Summit Portfolio Management |
|
$147.8 million | 110 | 3 | $1.3 million |
| TCI Wealth Advisors |
|
$3.4 billion | 2,698 | 29 | $1.3 million |
| THE Ascent Group |
|
$2.5 billion | 2,608 | 25 | $968,905 |
| The Investment Counsel Company |
|
$1.2 billion | 328 | 7 | $3.6 million |
| THE Retirement Solutions Group |
|
$25.2 million | 66 | 2 | $381,573 |
| Trident Capital Advisors |
|
$27.5 million | 54 | 1 | $509,087 |
| Universal Value Advisors |
|
$84.6 million | 1 | 3 | $84.6 million |
| Veritas Wealth Advisors |
|
$55.4 million | 215 | 1 | $257,462 |
| Vomund Investment Management |
|
$46.5 million | 64 | 1 | $726,691 |
| Wealth Watch Advisors |
|
$234.2 million | 1,147 | 47 | $204,187 |
| Wespac Advisors |
|
$800.1 million | 633 | 8 | $1.3 million |
| West Ridge Advisors |
|
$153.3 million | 566 | 9 | $270,850 |
| Whalen Financial |
|
$116.0 million | 402 | 1 | $288,444 |
| White Aspen Capital |
|
$7.5 million | 31 | 1 | $241,935 |
| Wildcat Capital Management |
|
$3.6 billion | 5 | 15 | $727.6 million |
| Zazove Associates |
|
$2.3 billion | 82 | 12 | $27.8 million |
More Top Firms by State
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.