Written by investor.com
April 05, 2023
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 April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Nevada are as follows:
- Must be rated 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 |
| Aljian Capital Management |
|
$331.9 million | 412 | 3 | $805,469 |
| Allworth Financial |
|
$14.9 billion | 19,244 | 220 | $773,270 |
| Alpha Cubed Investments |
|
$2.0 billion | 1,680 | 23 | $1.2 million |
| 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 |
| Bauman Advisory Group |
|
$33.8 million | 221 | 4 | $153,050 |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| 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 |
| Capital Advisors |
|
$4.3 billion | 2,625 | 34 | $1.6 million |
| Capstone Capital |
|
$313.8 million | 324 | 3 | $968,619 |
| Capstone Wealth Advisors |
|
$652.4 million | 1,380 | 6 | $472,767 |
| Churchill Management Group |
|
$7.2 billion | 7,825 | 35 | $913,754 |
| Consolidated Portfolio Review Corp |
|
$738.3 million | 3,377 | 33 | $218,620 |
| Cornerstone |
|
$364.4 million | 594 | 4 | $613,405 |
| Cornerstone Financial Advisors |
|
$6.2 million | 10 | 1 | $621,005 |
| Crinite Financial Strategies |
|
$65.0 million | 299 | 1 | $217,391 |
| Cunningham Investment Management |
|
$51.4 million | 31 | 3 | $1.7 million |
| Dentist Advisors |
|
$314.3 million | 704 | 9 | $446,417 |
| 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 |
|
$14.2 million | 12 | 2 | $1.2 million |
| Epiq Capital Group |
|
$4.4 billion | 277 | 27 | $15.8 million |
| Financial Designs Corporation |
|
$379.2 million | 510 | 2 | $743,540 |
| First Foundation Advisors |
|
$5.0 billion | 1,529 | 37 | $3.3 million |
| Fourstar Wealth Advisors |
|
$677.1 million | 1,044 | 25 | $648,588 |
| Fraser Asset Management |
|
$3.7 million | 11 | 1 | $339,832 |
| 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 |
| Hallador Investment Advisors |
|
$295.6 million | 33 | 1 | $9.0 million |
| Incline Investment Management |
|
$24.6 million | 1 | 2 | $24.6 million |
| Infinity Wealth Coaching |
|
$3.4 million | 23 | 1 | $148,119 |
| Interactive Financial Advisors |
|
$278.3 million | 2,382 | 37 | $116,822 |
| Johnson's Global Advisors |
|
$23,627 | 1 | 1 | $23,627 |
| Just Advisors |
|
$4.2 million | 16 | 1 | $262,884 |
| Kingsbridge Wealth Management |
|
$308.3 million | 44 | 4 | $7.0 million |
| Klaraos |
|
$24.9 million | 57 | 4 | $436,842 |
| Legacy Wealth Planning |
|
$343.1 million | 489 | 9 | $701,669 |
| MDX Wealth Management |
|
$47.0 million | 111 | 7 | $423,598 |
| Mulholland & Kuperstock Asset Management |
|
$27.3 million | 54 | 2 | $506,271 |
| NEPC |
|
$63.6 billion | 417 | 1 | $152.5 million |
| Nevada Retirement Planners |
|
$47.9 million | 321 | 3 | $149,206 |
| Ntact Retirement Solutions |
|
$29.4 million | 70 | 1 | $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 |
| PR Wealth Management Group |
|
$113.7 million | 606 | 4 | $187,598 |
| Prutzman Wealth Management |
|
$30.7 million | 179 | 2 | $171,339 |
| 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 |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Reynolds Capital Management |
|
$63.0 million | 4 | 1 | $15.8 million |
| RSM US Wealth Management |
|
$12.2 billion | 6,276 | 105 | $1.9 million |
| RSW Wealth Management |
|
$30.1 million | 22 | 2 | $1.4 million |
| Sage Financial Advisors |
|
$220.2 million | 241 | 2 | $913,858 |
| SAN Andreas Capital |
|
$18.7 million | 1 | 1 | $18.7 million |
| Sands Capital Management |
|
$38.9 billion | 402 | 70 | $96.8 million |
| Schultz Financial Group Incorporated |
|
$178.1 million | 121 | 6 | $1.5 million |
| Sierra Nevada Wealth Management |
|
$29.7 million | 82 | 1 | $362,663 |
| 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 |
| TCFG Investment Advisors |
|
$450.5 million | 1,436 | 32 | $313,736 |
| TCI Wealth Advisors |
|
$3.4 billion | 2,698 | 28 | $1.3 million |
| TD Ameritrade Investment Management |
|
$15.8 billion | 101,875 | 15 | $155,366 |
| 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 |
|
$23.9 million | 66 | 2 | $362,121 |
| The Wealth Consulting Group |
|
$2.8 billion | 7,407 | 109 | $377,454 |
| Transglobal Advisory |
|
$18.1 million | 40 | 25 | $451,788 |
| Universal Value Advisors |
|
$84.6 million | 1 | 3 | $84.6 million |
| Vantage Wealth Planning |
|
$134.9 million | 296 | 2 | $455,596 |
| 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 |
| Wealthplan Partners |
|
$1.6 billion | 3,670 | 30 | $441,403 |
| Wespac Advisors |
|
$800.1 million | 633 | 8 | $1.3 million |
| West Ridge Advisors |
|
$153.3 million | 566 | 9 | $270,850 |
| Wildcat Capital Management |
|
$3.6 billion | 5 | 14 | $727.5 million |
| Zazove Associates |
|
$2.3 billion | 82 | 12 | $27.8 million |
More Top Firms by State
About the Editorial Team
investor.com
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