Best Financial Advisor Firms Nevada 2023

investor.com

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 4.5/5 Stars $331.9 million 412 3 $805,469
Allworth Financial 4.5/5 Stars $14.9 billion 19,244 220 $773,270
Alpha Cubed Investments 5/5 Stars $2.0 billion 1,680 23 $1.2 million
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 4.5/5 Stars $154.5 million 20,459 3 $7,552
Balboa Wealth Partners 4.5/5 Stars $469.1 million 769 21 $609,974
Bauman Advisory Group 4.5/5 Stars $33.8 million 221 4 $153,050
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
Bowers Wealth Management 4.5/5 Stars $148.8 million 112 2 $1.3 million
Buckley Wealth Management 4.5/5 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
Capital Advisors 5/5 Stars $4.3 billion 2,625 34 $1.6 million
Capstone Capital 4.5/5 Stars $313.8 million 324 3 $968,619
Capstone Wealth Advisors 4.5/5 Stars $652.4 million 1,380 6 $472,767
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Consolidated Portfolio Review Corp 4.5/5 Stars $738.3 million 3,377 33 $218,620
Cornerstone 4.5/5 Stars $364.4 million 594 4 $613,405
Cornerstone Financial Advisors 4.5/5 Stars $6.2 million 10 1 $621,005
Crinite Financial Strategies 4.5/5 Stars $65.0 million 299 1 $217,391
Cunningham Investment Management 4.5/5 Stars $51.4 million 31 3 $1.7 million
Dentist Advisors 4.5/5 Stars $314.3 million 704 9 $446,417
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 4.5/5 Stars $4.2 billion 1,776 43 $2.4 million
Endowment Partners 4.5/5 Stars $14.2 million 12 2 $1.2 million
Epiq Capital Group 4.5/5 Stars $4.4 billion 277 27 $15.8 million
Financial Designs Corporation 5/5 Stars $379.2 million 510 2 $743,540
First Foundation Advisors 4.5/5 Stars $5.0 billion 1,529 37 $3.3 million
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
Gamco Asset Management 4.5/5 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 4.5/5 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
Hallador Investment Advisors 4.5/5 Stars $295.6 million 33 1 $9.0 million
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
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
Johnson's Global Advisors 4.5/5 Stars $23,627 1 1 $23,627
Just Advisors 4.5/5 Stars $4.2 million 16 1 $262,884
Kingsbridge Wealth Management 4.5/5 Stars $308.3 million 44 4 $7.0 million
Klaraos 4.5/5 Stars $24.9 million 57 4 $436,842
Legacy Wealth Planning 4.5/5 Stars $343.1 million 489 9 $701,669
MDX Wealth Management 5/5 Stars $47.0 million 111 7 $423,598
Mulholland & Kuperstock Asset Management 4.5/5 Stars $27.3 million 54 2 $506,271
NEPC 5/5 Stars $63.6 billion 417 1 $152.5 million
Nevada Retirement Planners 4.5/5 Stars $47.9 million 321 3 $149,206
Ntact Retirement Solutions 4.5/5 Stars $29.4 million 70 1 $420,641
Oak Asset Management 4.5/5 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 4.5/5 Stars $10.6 million 131 1 $80,595
PR Wealth Management Group 4.5/5 Stars $113.7 million 606 4 $187,598
Prutzman Wealth Management 4.5/5 Stars $30.7 million 179 2 $171,339
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
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Reynolds Capital Management 5/5 Stars $63.0 million 4 1 $15.8 million
RSM US Wealth Management 4.5/5 Stars $12.2 billion 6,276 105 $1.9 million
RSW Wealth Management 4.5/5 Stars $30.1 million 22 2 $1.4 million
Sage Financial Advisors 5/5 Stars $220.2 million 241 2 $913,858
SAN Andreas Capital 4.5/5 Stars $18.7 million 1 1 $18.7 million
Sands Capital Management 4.5/5 Stars $38.9 billion 402 70 $96.8 million
Schultz Financial Group Incorporated 5/5 Stars $178.1 million 121 6 $1.5 million
Sierra Nevada Wealth Management 4.5/5 Stars $29.7 million 82 1 $362,663
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
TCFG Investment Advisors 4.5/5 Stars $450.5 million 1,436 32 $313,736
TCI Wealth Advisors 5/5 Stars $3.4 billion 2,698 28 $1.3 million
TD Ameritrade Investment Management 4.5/5 Stars $15.8 billion 101,875 15 $155,366
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 $23.9 million 66 2 $362,121
The Wealth Consulting Group 4.5/5 Stars $2.8 billion 7,407 109 $377,454
Transglobal Advisory 4.5/5 Stars $18.1 million 40 25 $451,788
Universal Value Advisors 4.5/5 Stars $84.6 million 1 3 $84.6 million
Vantage Wealth Planning 4.5/5 Stars $134.9 million 296 2 $455,596
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 4.5/5 Stars $234.2 million 1,147 47 $204,187
Wealthplan Partners 4.5/5 Stars $1.6 billion 3,670 30 $441,403
Wespac Advisors 4.5/5 Stars $800.1 million 633 8 $1.3 million
West Ridge Advisors 4.5/5 Stars $153.3 million 566 9 $270,850
Wildcat Capital Management 4.5/5 Stars $3.6 billion 5 14 $727.5 million
Zazove Associates 5/5 Stars $2.3 billion 82 12 $27.8 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, investing, retirement planning, and more.


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