search
List Map

Best Financial Advisors near Sun Valley, Nevada


To help Americans find the best financial advisors in Sun Valley, Nevada, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Sun Valley, Nevada.


1. TCI Wealth Advisors
   (520) 733-1477
4757 Caughlin Parkway, Ste B, Reno, Nevada

TCI Wealth Advisors, registered in 1990, manages $3.0 billion for 2,271 clients.

2. RB Capital Management
   (775) 993-2900
5365 Reno Corporate DR., Suite 200. Reno, NV

RB Capital Management, registered in 2003, manages $462.4 million for 448 clients.

3. Navellier & Associates
   (775) 785-2300
One E. Liberty, Suite 504 Reno, NV

Navellier & Associates, registered in 1987, manages $1.3 billion for 1,918 clients.

4. AIO Financial
   (775) 436-0757
219 Redfield Parkway # 204, Reno, Nevada

AIO Financial, registered in 2001, manages $84.0 million for 160 clients.

5. Sage Financial Advisors
   (775) 324-7244
110 Country Estates Circle, Suite 3. Reno, NV

Sage Financial Advisors, registered in 1996, manages $168.8 million for 213 clients.

6. Sierra Nevada Wealth Management
   (775) 297-4681
100 West Liberty Street, Suite 100. Reno, NV

Sierra Nevada Wealth Management, registered in 2008, manages $122.1 million for 458 clients.

7. Wespac Advisors
   (775) 825-4555
689 Sierra Rose Drive Suite A2, Reno, Nevada

Wespac Advisors, registered in 2008, manages $1.0 billion for 650 clients.

8. Peterson Wealth Management
   (775) 673-1100
2215 Green Vista Drive, Suite 303. Sparks, NV

Peterson Wealth Management, registered in 2019, manages $132.7 million for 391 clients.

9. Resource Capital Management
   (775) 351-6489
2285 Hedgewood DR. Reno, NV

Resource Capital Management, registered in 2015, manages $7.6 million for 7 clients.

10. Gamco Asset Management
   (775) 333-0360
165 West Libery Street, Reno, Nevada

Gamco Asset Management, registered in 1978, manages $13.5 billion for 1,667 clients.

11. Paradigm Capital Management
   (775) 829-8787
6170 Ridgeview Court, Suite F Reno, NV

Paradigm Capital Management, registered in 2020, manages $109.7 million for 113 clients.

12. Open Window Financial Solutions
   (775) 827-0670
4741 Caughlin Parkway, Suite 3. Reno, NV

Open Window Financial Solutions, registered in 2018, manages $130.6 million for 74 clients.

13. Dunham & Associates Investment Counsel
   (888) 438-6426
C/o Dtc - 241 Ridge Street Suite 100, Reno, Nevada

Dunham & Associates Investment Counsel, registered in 1985, manages $1.8 billion for 6,996 clients.

14. Fourstar Wealth Advisors
   (800) 888-5164
1 E. Liberty Street Suite 406, Reno, Nevada

Fourstar Wealth Advisors, registered in 2017, manages $344.5 million for 472 clients.

15. SB Advisory
   (775) 786-0996
2470 Wrondel Way Suite 230, Reno, Nevada

SB Advisory, registered in 2012, manages $136.9 million for 643 clients.

16. Creative Planning
   (866) 909-5148
4741 Caughlin Parkway, Reno, Nevada

Creative Planning, registered in 1983, manages $45.1 billion for 35,860 clients.

17. World Equity Group
   (775) 626-8171
4894 Sparks Blvd, Sparks, Nevada

World Equity Group, registered in 1999, manages $843.4 million for 2,050 clients.

18. American Wealth Management
   (775) 332-7000
570 Hammill Lane Reno, NV

American Wealth Management, registered in 2009, manages $325.5 million for 691 clients.

19. American Wealth Management
   (775) 332-7000
Multiple Locations

American Wealth Management, registered in 2009, manages $325.5 million for 691 clients.



Sponsored Results help_outline


Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

Visit Site

Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

Visit Site

Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

Visit Site

Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

Visit Site



Top Cities for Nevada


Blue Diamond, Nevada Henderson, Nevada Incline Village, Nevada Las Vegas, Nevada North Las Vegas, Nevada Reno, Nevada Sloan, Nevada Sparks, Nevada Sun Valley, Nevada Washoe Valley, Nevada

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport