Best Financial Advisor Firms Nevada 2023

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Written by investor.com

November 08, 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 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 5/5 Stars $30.7 million 179 2 $171,339
Alchemy Wealth Management 4.5/5 Stars $20.1 million 156 1 $128,632
Aljian Capital Management 5/5 Stars $331.9 million 412 3 $805,469
Alpine Asset Management 5/5 Stars $33.4 million 33 1 $1.0 million
American Retirement Planning Group 4.5/5 Stars $209.3 million 894 4 $234,132
Arista Wealth Management 5/5 Stars $496.6 million 348 6 $1.4 million
Ashton Thomas Private Wealth 5/5 Stars $2.0 billion 1,784 37 $1.1 million
Atlas Peak Advisors 5/5 Stars $61.2 million 99 1 $618,465
Axos Invest 5/5 Stars $154.5 million 20,459 3 $7,552
Balboa Wealth Partners 5/5 Stars $469.1 million 769 21 $609,974
Baseline Investments 4.5/5 Stars $10.9 million 126 1 $86,190
Bauman Advisory Group 4.5/5 Stars $33.8 million 221 4 $153,050
Bowers Wealth Management 5/5 Stars $148.8 million 112 2 $1.3 million
Buckley Wealth Management 5/5 Stars $485.2 million 217 3 $2.2 million
Build A Better Financial Future 4.5/5 Stars $5.8 million 57 1 $101,062
Capstone Capital Wealth Advisors 5/5 Stars $313.8 million 324 3 $968,619
Capstone Wealth Advisors 4.5/5 Stars $652.4 million 1,380 11 $472,767
Cornerstone Financial Advisors 5/5 Stars $6.2 million 10 1 $621,005
CRG Wealth 4.5/5 Stars $35.1 million 178 3 $197,366
Crinite Financial Strategies 4.5/5 Stars $65.0 million 299 1 $217,391
Cunningham Investment Management 5/5 Stars $51.4 million 31 3 $1.7 million
Curtis Wealth Management 4.5/5 Stars $84.4 million 93 1 $907,526
Dentist Advisors 4.5/5 Stars $314.3 million 704 9 $446,417
Desert Capital Advisors 4.5/5 Stars $27.0 million 5 1 $5.4 million
Dogwood Capital Management 5/5 Stars $43.0 million 36 1 $1.2 million
Double Diamond Investment Group 4.5/5 Stars $50.0 million 228 2 $219,298
Dunham & Associates Investment Counsel 4.5/5 Stars $2.9 billion 9,143 18 $317,361
Elevage Partners 4.5/5 Stars $162.5 million 362 5 $448,807
Empirical Wealth Management 5/5 Stars $4.2 billion 1,776 43 $2.4 million
Endowment Partners 4.5/5 Stars $30.1 million 14 2 $2.2 million
Epiq Capital Group 4.5/5 Stars $4.4 billion 276 27 $15.8 million
Fapa Financial Services 4.5/5 Stars $4.3 million 13 1 $331,788
Financial Designs Corporation 5/5 Stars $379.2 million 510 2 $743,540
Fortis Capital Advisors 4.5/5 Stars $245.3 million 371 14 $661,202
Fourstar Wealth Advisors 4.5/5 Stars $677.1 million 1,044 25 $648,588
Fraser Asset Management 4.5/5 Stars $3.7 million 11 1 $339,832
Fullcircle Wealth 4.5/5 Stars $264.0 million 239 4 $1.1 million
Gamco Asset Management 5/5 Stars $10.6 billion 1,750 6 $6.1 million
Global Key Advisors 5/5 Stars $25.1 million 48 2 $522,916
Global Macro Asset Management 5/5 Stars $2.5 million 6 2 $422,117
Golden Years Financial 5/5 Stars $17.8 million 194 1 $91,537
Guided Choice Asset Management 5/5 Stars $6.1 billion 106,443 5 $57,377
GW Financial 5/5 Stars $93.5 million 101 3 $925,881
H&H Retirement Design and Management 4.5/5 Stars $146.2 million 140 5 $1.0 million
Hallador Investment Advisors 5/5 Stars $295.6 million 33 1 $9.0 million
Holm & Cawley Financial Group 4.5/5 Stars $68.0 million 230 5 $295,743
Incline Investment Advisors 4.5/5 Stars $87.1 million 147 5 $592,565
Incline Investment Management 4.5/5 Stars $24.6 million 1 2 $24.6 million
Infinity Wealth Coaching 4.5/5 Stars $3.4 million 23 1 $148,119
Just Advisors 5/5 Stars $4.8 million 16 1 $302,803
Kingsbridge Wealth Management 5/5 Stars $308.3 million 44 4 $7.0 million
Klaraos 4.5/5 Stars $24.0 million 50 4 $480,000
Legacy Wealth Planning 5/5 Stars $343.1 million 489 9 $701,669
MDX Wealth Management 5/5 Stars $47.0 million 111 7 $423,598
MFA Global Consulting Group 4.5/5 Stars $500,000 60 1 $8,333
Michael Mellberg Investment Advisor 4.5/5 Stars $4.0 million 8 1 $496,650
MLD Investment Advisory 4.5/5 Stars $14.0 million 44 1 $317,732
Mulholland & Kuperstock Asset Management 4.5/5 Stars $27.3 million 54 2 $506,271
Nevada Retirement Planners 5/5 Stars $47.9 million 321 3 $149,206
Ntact Retirement Solutions 4.5/5 Stars $29.4 million 70 2 $420,641
Oak Asset Management 5/5 Stars $312.2 million 246 4 $1.3 million
Open Window Financial Solutions 4.5/5 Stars $184.5 million 94 3 $2.0 million
Outlook Capital Management 5/5 Stars $81.2 million 86 2 $944,135
Palisade Investments 4.5/5 Stars $393.5 million 584 5 $673,834
Paradigm Capital Management 4.5/5 Stars $133.9 million 117 2 $1.1 million
Parker Advisory Group 4.5/5 Stars $187.2 million 202 2 $926,615
Perpetual Capital Advisors 5/5 Stars $10.6 million 131 1 $80,595
Power3x.COM 4.5/5 Stars $43,523 5 1 $8,704
PR Wealth Management Group 4.5/5 Stars $115.2 million 600 4 $191,923
Proquility Private Wealth Partners 4.5/5 Stars $270.0 million 115 2 $2.3 million
Ratio Capital 4.5/5 Stars $20.4 million 43 2 $473,448
Ratio Wealth Group 4.5/5 Stars $415.6 million 317 6 $1.3 million
RB Capital Management 5/5 Stars $628.3 million 598 11 $1.1 million
Read & Powell Financial Services 4.5/5 Stars $114.5 million 454 6 $252,100
Reynolds Capital Management 5/5 Stars $63.0 million 4 1 $15.8 million
Rock Creek Wealth Planners and Advisors 4.5/5 Stars $40.3 million 166 2 $242,553
RSW Wealth Management 5/5 Stars $30.1 million 22 2 $1.4 million
SAN Andreas Capital 5/5 Stars $18.7 million 1 1 $18.7 million
Sierra Management Group 4.5/5 Stars $57.5 million 70 2 $821,238
Sierra Nevada Wealth Management 5/5 Stars $25.8 million 97 1 $265,750
Silveroak Investments 4.5/5 Stars $73.8 million 84 1 $878,731
Skyoak Capital 4.5/5 Stars $170.9 million 266 5 $642,340
Sparrow Wealth Management 5/5 Stars $94.0 million 73 1 $1.3 million
Stryker Financial 5/5 Stars $8.0 million 63 1 $126,984
Summit Portfolio Management 5/5 Stars $147.8 million 110 3 $1.3 million
TCI Wealth Advisors 5/5 Stars $3.4 billion 2,698 29 $1.3 million
THE Ascent Group 4.5/5 Stars $2.5 billion 2,608 25 $968,905
The Investment Counsel Company 5/5 Stars $1.2 billion 328 7 $3.6 million
THE Retirement Solutions Group 4.5/5 Stars $25.2 million 66 2 $381,573
Trident Capital Advisors 4.5/5 Stars $27.5 million 54 1 $509,087
Universal Value Advisors 5/5 Stars $84.6 million 1 3 $84.6 million
Veritas Wealth Advisors 5/5 Stars $55.4 million 215 1 $257,462
Vomund Investment Management 5/5 Stars $46.5 million 64 1 $726,691
Wealth Watch Advisors 5/5 Stars $234.2 million 1,147 47 $204,187
Wespac Advisors 5/5 Stars $800.1 million 633 8 $1.3 million
West Ridge Advisors 4.5/5 Stars $153.3 million 566 9 $270,850
Whalen Financial 4.5/5 Stars $116.0 million 402 1 $288,444
White Aspen Capital 4.5/5 Stars $7.5 million 31 1 $241,935
Wildcat Capital Management 5/5 Stars $3.6 billion 5 15 $727.6 million
Zazove Associates 5/5 Stars $2.3 billion 82 12 $27.8 million

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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.

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