Best Financial Advisor Firms Nevada 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Nevada.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Nevada are as followed:

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
Advisors Capital Management 4.5/5 Stars $5.3 billion 8,133 35 $657,373
Aegis Wealth Management 4.5/5 Stars $120.6 million 826 30 $146,017
Aljian Capital Management 4.5/5 Stars $426.4 million 383 3 $1.1 million
Alpha Cubed Investments 5/5 Stars $2.0 billion 1,471 20 $1.4 million
Alpine Asset Management 4.5/5 Stars $28.6 million 25 1 $1.1 million
Andco Consulting 5/5 Stars $526.2 million 15 4 $35.1 million
Arista Wealth Management logoArista Wealth Management 5/5 Stars $523.8 million 338 5 $1.5 million
Ashton Thomas Private Wealth 5/5 Stars $2.2 billion 1,587 31 $1.4 million
Athena Wealth Management 5/5 Stars $71.5 million 98 1 $729,206
Atlas Peak Advisors 5/5 Stars $66.2 million 101 1 $655,058
Axos Invest 4.5/5 Stars $209.4 million 17,442 12 $12,007
Axxcess Wealth Management 5/5 Stars $3.6 billion 4,581 40 $783,349
Balboa Wealth Partners 4.5/5 Stars $513.0 million 626 22 $819,435
Bauman Advisory Group 4.5/5 Stars $37.7 million 227 3 $165,863
Bowers Wealth Management 4.5/5 Stars $184.8 million 111 2 $1.7 million
Buckley Wealth Management 4.5/5 Stars $558.0 million 223 4 $2.5 million
Capital Advisors 4.5/5 Stars $4.4 billion 2,384 34 $1.8 million
Capstone Capital 4.5/5 Stars $339.2 million 361 4 $939,553
Capstone Wealth Advisors 4.5/5 Stars $672.2 million 1,359 6 $494,647
Churchill Management Group 5/5 Stars $7.9 billion 7,334 39 $1.1 million
Cornerstone 4.5/5 Stars $571.6 million 675 4 $846,843
Cornerstone Financial Advisors 5/5 Stars $7.0 million 11 1 $638,572
Crinite Financial Strategies 4.5/5 Stars $52.0 million 185 1 $281,081
Cunningham Investment Management 4.5/5 Stars $58.7 million 27 3 $2.2 million
Dentist Advisors 4.5/5 Stars $327.3 million 596 10 $549,119
Dogwood Capital Management 5/5 Stars $55.4 million 36 1 $1.5 million
Dunham & Associates Investment Counsel 4.5/5 Stars $3.0 billion 8,769 22 $347,025
Elevage Partners 4.5/5 Stars $134.1 million 180 6 $745,064
Endowment Partners 4.5/5 Stars $9.0 million 5 3 $1.8 million
Enso Wealth Management 4.5/5 Stars $1.8 billion 1,758 14 $1.0 million
Epiq Capital Group 4.5/5 Stars $4.7 billion 207 24 $22.8 million
Financial Advocates Investment Management 4.5/5 Stars $4.4 billion 12,968 121 $337,641
Financial Designs Corporation 5/5 Stars $425.7 million 525 2 $810,804
First Foundation Advisors 4.5/5 Stars $5.7 billion 1,458 32 $3.9 million
Fourstar Wealth Advisors 4.5/5 Stars $604.5 million 793 24 $762,254
Gamco Asset Management 4.5/5 Stars $12.7 billion 1,800 6 $7.1 million
Global Key Advisors 5/5 Stars $27.6 million 49 2 $563,265
Global Macro Asset Management 5/5 Stars $711,321 2 1 $355,660
Golden Years Financial 4.5/5 Stars $19.4 million 208 1 $93,188
Guided Choice Asset Management 5/5 Stars $6.7 billion 105,439 5 $63,103
GW Financial 5/5 Stars $119.4 million 109 3 $1.1 million
Hallador Investment Advisors 4.5/5 Stars $354.1 million 28 1 $12.6 million
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
Infinity Wealth Coaching 4.5/5 Stars $3.0 million 21 1 $142,807
Innovation Partners 4.5/5 Stars $2.8 million 21 4 $134,904
Innovative Adviser Solutions 4.5/5 Stars $101.9 million 233 6 $437,381
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
Just Advisors 4.5/5 Stars $4.1 million 22 1 $188,491
Keystone Wealth Advisors 4.5/5 Stars $7.0 million 47 2 $148,936
Kingsbridge Wealth Management 4.5/5 Stars $315.5 million 42 4 $7.5 million
Legacy Wealth Planning 4.5/5 Stars $294.0 million 1,054 9 $278,949
MDX Wealth Management 4.5/5 Stars $60.7 million 119 8 $510,376
Melissa Matson 4.5/5 Stars $0.0 75 1 $0.0
NEPC 5/5 Stars $69.7 billion 403 1 $173.0 million
Nevada Retirement Planners 4.5/5 Stars $46.0 million 484 4 $95,091
Niemann Capital Management 5/5 Stars $30.0 million 119 2 $252,015
Ntact Retirement Solutions 4.5/5 Stars $30.1 million 73 1 $412,733
Oak Asset Management 4.5/5 Stars $353.0 million 232 4 $1.5 million
Open Window Financial Solutions 4.5/5 Stars $186.1 million 85 2 $2.2 million
Outlook Capital Management 5/5 Stars $84.6 million 84 2 $1.0 million
Palisade Investments 4.5/5 Stars $421.0 million 492 4 $855,703
Paradigm Capital Management 4.5/5 Stars $131.7 million 113 2 $1.2 million
Parker Advisory Group 4.5/5 Stars $192.5 million 194 2 $992,303
Parsonex Advisory Services 4.5/5 Stars $100.4 million 234 1 $429,032
Perpetual Capital Advisors 4.5/5 Stars $13.8 million 211 1 $65,455
Peterson Wealth Management 4.5/5 Stars $175.8 million 842 3 $208,833
PR Wealth Management Group 4.5/5 Stars $118.0 million 1,076 3 $109,659
Prosperity Wealth Management 4.5/5 Stars $232.6 million 1,123 52 $207,098
Prutzman Wealth Management 5/5 Stars $32.9 million 165 3 $199,307
Ratio Wealth Group 4.5/5 Stars $399.8 million 272 6 $1.5 million
RB Capital Management 5/5 Stars $655.8 million 475 10 $1.4 million
Redhawk Wealth Advisors 5/5 Stars $1.4 billion 1,723 36 $802,246
Redrock Wealth Management 4.5/5 Stars $190.5 million 193 3 $986,797
Reynolds Capital Management 5/5 Stars $97.1 million 4 1 $24.3 million
RSW Wealth Management 4.5/5 Stars $30.6 million 20 2 $1.5 million
Sage Financial Advisors 5/5 Stars $230.9 million 226 2 $1.0 million
SAN Andreas Capital 4.5/5 Stars $19.3 million 1 1 $19.3 million
Sands Capital Management 4.5/5 Stars $73.1 billion 440 51 $166.1 million
Schultz Financial Group Incorporated 5/5 Stars $165.8 million 121 6 $1.4 million
Sierra Nevada Wealth Management 4.5/5 Stars $29.7 million 82 1 $362,663
Silveroak Investments 4.5/5 Stars $93.6 million 232 1 $403,532
Sparrow Wealth Management 5/5 Stars $102.3 million 73 1 $1.4 million
Strategic Wealth Advisors Group 4.5/5 Stars $6.6 billion 24,579 119 $269,193
Stryker Financial 5/5 Stars $9.5 million 57 1 $166,666
Summit Portfolio Management logoSummit Portfolio Management 5/5 Stars $137.5 million 103 3 $1.3 million
TCI Wealth Advisors 5/5 Stars $3.8 billion 2,534 24 $1.5 million
TD Ameritrade Investment Management 4.5/5 Stars $23.3 billion 118,672 22 $196,238
The Ameriflex Group 4.5/5 Stars $3.0 billion 4,839 78 $610,773
THE Ascent Group 4.5/5 Stars $2.5 billion 2,079 25 $1.2 million
The Investment Counsel Company 5/5 Stars $1.3 billion 292 7 $4.6 million
The Wealth Consulting Group 5/5 Stars $2.9 billion 7,706 101 $372,718
Universal Value Advisors 4.5/5 Stars $89.0 million 1 3 $89.0 million
Vantage Wealth Planning 5/5 Stars $107.2 million 301 2 $356,266
Veritas Wealth Advisors 5/5 Stars $61.8 million 156 2 $396,148
Vomund Investment Management 5/5 Stars $53.6 million 75 1 $715,031
Wealth Watch Advisors 4.5/5 Stars $289.1 million 900 48 $321,208
Wealthplan Partners 4.5/5 Stars $1.8 billion 3,442 35 $521,256
Wespac Advisors 4.5/5 Stars $923.7 million 645 8 $1.4 million
Wildcat Capital Management 4.5/5 Stars $4.6 billion 5 14 $913.6 million
Zazove Associates 4.5/5 Stars $2.5 billion 82 12 $30.7 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

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, retirement planning, and more.


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