Top 10 financial advisors in Nevada
We've curated a list of the best financial advisors in Nevada, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $6,107,388,811 Number of advisors 26 advisors | |||
| 2 | Assets under management $3,855,302,523 Number of advisors 226 advisors | |||
| 3 | Assets under management $2,795,714,227 Number of advisors 272 advisors | |||
| 4 | Assets under management $2,406,511,672 Number of advisors 39 advisors | |||
| 5 | Assets under management $961,910,520 Number of advisors 18 advisors | |||
| 6 | Assets under management $628,339,624 Number of advisors 14 advisors | |||
| 7 | Assets under management $485,232,848 Number of advisors 5 advisors | |||
| 8 | Assets under management $479,654,526 Number of advisors 9 advisors | |||
| 9 | Assets under management $313,832,667 Number of advisors 5 advisors | |||
| 10 | Assets under management $308,294,361 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Nevada, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Guided Choice Asset Management, Inc.
Guided Choice Asset Management, Inc. (GCAM) is a registered investment advisor established in 1999, operating under the brands GuidedChoice and 3Nickels. GuidedChoice focuses on retirement wellness, offering retirement plan advice and management software primarily to defined contribution plans and retail investors. 3Nickels provides financial wellness tools for individuals to plan and invest strategically for various financial goals. GCAM's investment strategies aim to help clients achieve their goals with an appropriate level of risk, utilizing a proprietary system for analysis and optimization. GCAM offers services at both plan and individual levels, including investment policy statements, investment selection, monitoring, retirement readiness analysis, and managed accounts. Clients can access personalized guidance through digital tools, call centers, or paper-based solutions. GCAM does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm's fee structure varies based on services provided, with managed account fees typically below 0.45% annually. GCAM does not hold client assets and does not vote on client securities. The Investment Committee, led by experienced professionals, oversees GCAM's services and investment strategies. The firm maintains a Code of Ethics to ensure client interests are protected.
$6,107,388,811 under management
26 advisors
Fee structure
A percentage of assets under your management
Fixed fees
IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Belpointe Asset Management LLC
Belpointe Asset Management LLC is a financial advisory firm based in Reno, Nevada. It currently has approximately $3,855,302,523 of assets under management and employs about 226 people. Belpointe Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$3,855,302,523 under management
226 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
The Wealth Consulting Group
The Wealth Consulting Group is a financial advisory firm based in Las Vegas, Nevada. It currently has approximately $2,795,714,227 of assets under management and employs about 272 people. The Wealth Consulting Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,795,714,227 under management
272 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Dalton Investments, Inc.
Dalton Investments, Inc. is a financial advisor firm based in El Segundo, CA, with expertise in Asia strategy, emerging markets, and global equity portfolios. The firm was founded by James B. Rosenwald III, a Chief Investment Officer with over 40 years of experience. Gifford Combs, a Founding Partner, has managed equity portfolios for over 40 years. Shiro Hayashi, a Partner, leads research in Tokyo with 24 years of investment experience. Venkat Pasupuleti, a Partner, manages the Asia Equity and India Strategy portfolios. Chung-Chun "Owens" Huang, a Partner, specializes in Asia equity research. Sung Yoon "James" Lim, a Partner, focuses on Asia portfolio management, particularly in Korea. Masumi Nishida, a Partner, oversees Japan portfolio management and research. The firm's advisors have not been involved in any legal or disciplinary events. They are supervised persons under the Investment Advisers Act of 1940 and subject to Dalton's Compliance Manual. Clients can reach out to advisors directly for inquiries. The firm's investment strategies include Asia, Japan, India, and global equity portfolios. Dalton Investments, Inc. operates with a focus on compliance and transparency, ensuring the best interests of clients are prioritized.
$2,406,511,672 under management
39 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
The Investment Counsel Company
The Investment Counsel Company of Nevada is a registered investment advisor firm established in 1987, offering discretionary and non-discretionary investment advisory services on a fee-only basis. Clients can engage the firm for consulting services on an hourly fee basis. The firm may recommend private investment funds but does not require clients to invest in them. Investment strategies include long-term and short-term purchases, primarily focusing on individual equity, debt securities, mutual funds, and exchange-traded funds. The firm does not participate in wrap fee programs and had over $1.1 billion in assets under management as of December 31, 2022. The annual investment advisory fee ranges from 0.40% to 1.50% based on the market value of assets. The firm does not accept performance-based fees and primarily serves individuals, pension plans, businesses, trusts, estates, and charitable organizations. Clients have the option to grant the firm investment discretion, and the firm does not vote client proxies. The firm does not receive compensation for client referrals and maintains custody of client assets through a qualified custodian. Clients are encouraged to review financial planning issues annually, and the firm's Chief Compliance Officer is available for any inquiries.
$961,910,520 under management
18 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Rb Capital Management, LLC
RB Capital Management, LLC is an investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Established in August 2000, the firm, led by principal Robert W. Ballan with over 30 years of experience, manages assets exceeding $817 million for individuals, businesses, trusts, and foundations. The firm focuses on asset allocation, diversification, and due diligence, tailoring portfolios to clients' goals, risk tolerance, and financial situations. Clients have control over their investments, with the ability to avoid certain industry groups and direct specific strategies for individual positions. RB Capital charges fees based on a percentage of assets under management, with rates varying depending on the account type and size. The firm offers financial planning services, and fees are automatically deducted from client accounts. RB Capital does not vote proxies on behalf of clients and does not guarantee investment performance. The firm's investment philosophy emphasizes long-term strategies without market timing approaches, utilizing a mix of fixed income, equities, and alternative investments. Clients include high net worth individuals, corporations, foundations, retirement plans, and trusts. The firm's portfolio manager selection is led by Rob Ballan, with assistance from Jon Donahue and Justin Sloan, who provide expertise in specific investment areas. RB Capital places a strong emphasis on client communication, with clients having direct access to portfolio managers during regular business hours. The firm has no disciplinary events to report and adheres to a Code of Ethics that prioritizes client interests.
$628,339,624 under management
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Buckley Wealth Management, LLC
Buckley Wealth Management, LLC, established in 2017, is a Las Vegas-based financial advisor firm specializing in asset management and investment consulting services for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and corporate entities. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. The firm's investment strategies include asset allocation, ETFs, fixed income, and long-term purchases, with a focus on risk management and client communication. For Comprehensive Portfolio Management, the firm charges a maximum annual fee of 1.00%, billed quarterly based on account value. Financial Planning & Consulting services are offered on a flat fee basis, while Retirement Plan Consulting fees are either flat or based on a percentage of managed assets. The firm may utilize third-party money managers and does not charge performance-based fees. Clients have the option to provide investment discretion to the firm, allowing it to manage securities transactions on their behalf. Buckley Wealth Management does not accept client funds or securities, except for limited third-party money movement instances. The firm does not engage in brokerage practices that involve soft dollars or directed brokerage. Clients receive account statements directly from qualified custodians, ensuring transparency and security. The firm does not provide financial information in the brochure as it does not prepay fees exceeding $1,200, does not have custody of client funds, and has a sound financial condition.
$485,232,848 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Arista Wealth Management, LLC
Arista Wealth Management, LLC is a financial advisory firm based in Las Vegas, Nevada. It currently has approximately $479,654,526 of assets under management and employs about 9 people. Arista Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$479,654,526 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Consulting (investment/non-investment)
Capstone Capital Wealth Advisors
Capstone Capital Wealth Advisors is an SEC registered investment adviser established in 2002, with $360,484,106 in discretionary assets under management as of December 31, 2024. The firm offers continuous personalized investment advice tailored to individual client needs, managing accounts on a discretionary basis. Clients have the flexibility to impose reasonable restrictions on investments. The firm acts as a fiduciary for clients, ensuring their best interests are prioritized, particularly in retirement rollovers. Services include investment management, financial planning, and no wrap fee programs. Fees are charged based on a percentage of assets under management, with a tiered fee schedule. Financial planning fees range from $5,000 to $20,000. The firm may negotiate fees based on client circumstances. Capstone Capital's investment strategies focus on long-term goals, asset allocation, and risk tolerance, with a client-centric approach. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and various entities, with a minimum account size of $1 million. The firm's investment philosophy emphasizes diversification and risk management, with a focus on long-term market research. Capstone Capital does not vote proxies for client securities and does not provide guidance on legal matters related to client assets. The firm does not require pre-payment of fees exceeding $1,200 or have financial conditions that impair its ability to meet obligations.
$313,832,667 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management, Inc. is a registered investment advisor based in Las Vegas, Nevada, founded in 2009 and registered with the U.S. Securities and Exchange Commission in 2012. The firm specializes in offering investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other entities. They provide services such as separately managed accounts, financial planning, and consulting services. Kingsbridge Investment Partners LLC, a wholly-owned subsidiary, offers investment management services to private funds. The firm emphasizes continuous client interaction and personalized investment management services. Clients are encouraged to read and understand the services provided, fee structures, and investment strategies. Kingsbridge Wealth Management, Inc. exercises investment discretion on behalf of clients, with the authority to determine suitable investments based on client goals and objectives. The firm does not vote proxies on behalf of clients and does not have any financial commitments that impair its ability to meet obligations. Clients are responsible for voting proxies for securities held in their accounts. Kingsbridge Wealth Management, Inc. does not require prepayment of fees exceeding $1,200 per client, six months in advance.
$308,294,361 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PROJECT ADMINISTRATION FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Nevada, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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