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Find Best Financial Advisors in Nevada

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A densely populated state like Nevada has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Nevada and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Nevada
Last Updated - 25-Nov-2022

Nevada has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 349 non-vetted advisors in your local area. These financial advisors in Nevada have an average of 28 years of experience.

NOTE: The list of financial advisors in Nevada mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Nevada.

List of Qualified Financial Advisors in Nevada
Financial Advisor Experience AUM Minimum Assets Fee Structure
Mahesh Odhrani
CFP®, AIF®, ChFC®
STRATEGIC WEALTH DESIGN
2190 E. Pebble Rd.,
Suite 260,
Las Vegas, NV 89123
18 $1100000 $250,000 Fee-Based
Eric Cheek
NEVADA RETIREMENT PLANNERS
275 Hill St Suite 210,
Reno, NV 89501
27 $50,000,000 $1,000 Fee-Only
Summit Portfolio Management
SUMMIT PORTFOLIO MANAGEMENT
10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145
40 131 Million Not Specified Fee-Only

Information on Qualified Financial Advisors in Nevada

Qualifications CRD# 4695218
Firm CRD# 134139
Series 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 2190 E. Pebble Rd.,
Suite 260,
Las Vegas,
NV
89123
Phone Number 702-907-7444

Book an appointment here: https://www.strategicwd.com/calendar-mahesh Mahesh is the founder and President of Strategic Wealth Design, an independent financial services firm in Las Vegas, NV. The firm was founded on Mahesh's vision, to enrich the lives of people we touch by helping them create financial freedom and security. The firm specializes in working with physicians, dentists, and business owners, helping them reduce taxes, optimize savings, and invest efficiently. Mahesh is passionate about leadership and is naturally drawn towards helping and leading organizations in his community. He is often invited to speak to large groups about how to achieve financial balance in their lives. As you can see from the alphabet soup after Mahesh's name, he values education and is constantly learning to perfect the art of financial planning. Mahesh continuously shares his knowledge in industry groups and trains financial advisors to improve their own practices. In his downtime, he enjoys spending time with his wife, Mamta, and three children (Nirvan, Rehan, and Yasmin) doing something fun like watching superhero films, hiking, swimming, exercising, and travelling. When he is able to get some quiet time on his own (usually around 5 AM), Mahesh meditates to get grounded for the day ahead.

About Strategic Wealth Design

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you'll be okay no matter what happens) and Financial Freedom (enough net worth that you don't have to work if you don't want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want. That is why we serve busy families, small business owners, and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses. Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you: Get financially organized Protect your income and wealth Gain tax efficiencies Reduce financial waste Save and invest more Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5586234
Firm CRD# 147005
Series 7, 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 275 Hill St Suite 210,
Reno,
NV
89501
Phone Number 775-674-2222

About Nevada Retirement Planners

Nevada Retirement Planners offers a broad array of Financial Planning services that are custom tailored to help meet your financial goals. Including but not limited to: Active Investment Management Social Security Income Planning Retirement Income Planning Estate Planning Request your Complimentary Consultation Today

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 7130338
Firm CRD# 111243
Series 7, 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 10091 Park Run Drive, Suite 110,
Las Vegas,
NV
89145
Phone Number 702-838-9999

About Summit Portfolio Management

Summit Portfolio Management is an independent financial advisory firm located in Las Vegas, Nevada that provides financial advice based on Nobel Prize winning research. We are a fee-only wealth management consulting firm that represents the interests of high net worth individuals, fiduciaries of qualified plans and trusts. Our advisory service differs significantly from most financial services firms. As a fiduciary we are legally bound to provide objective advice and a broader range of financial options without the conflicts of interest commonly associated with investment product purveyors or traditional brokerage firms. Founded in 1984 by Timothy F. Bock, Summit takes pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Summit is one of the few firms nationwide to provide Portfolio Engineering. Portfolio Engineering is the process of linking clients financial objectives to a portfolio strategy designed to have the highest probability of success.We are committed to the highest standards of service, integrity, quality, and excellence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Top Financial Advisor Firms in Nevada (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
DALTON INVESTMENTS, INC.
4220 S. Maryland Parkway , Suite 205a,
Las Vegas, NV 89119
$3,183,959,410 36 A percentage of AUM
Fixed fees
Performance Based
CORNERSTONE
9628 Prototype Court,
Reno, NV 89521
$571,619,509 1435 A percentage of AUM
WEALTH ADVISORS, INC.
170 S. Green Valley Parkway , Suite 300,
Henderson, NV 89012
$313,339,283 369 A percentage of AUM
Hourly charges
Fixed fees
PROQUILITY PRIVATE WEALTH PARTNERS, LLC
1707 Village Center Circle , Ste 290,
Las Vegas, NV 89134
$299,243,819 567 A percentage of AUM
KAMICHU WEALTH MANAGEMENT LLC
8010 West Sahara Avenue , Suite 260,
Las Vegas, NV 89117
$271,604,191 103 A percentage of AUM
Fixed fees
Performance Based
PETERSON WEALTH MANAGEMENT, LLC
2255 Green Vista Drive , Suite 403,
Sparks, NV 89431
$175,837,462 842 A percentage of AUM
Hourly charges
WHALEN FINANCIAL
7160 Rafael Rivera Way , Suite 220,
Las Vegas, NV 89113
$137,842,282 591 A percentage of AUM
Fixed fees
MCBROOM & ASSOCIATES, LLC
1635 Village Center Cir , Ste 140,
Las Vegas, NV 89134-6375
$137,706,412 157 A percentage of AUM
RAREVIEW CAPITAL LLC
1980 Festival Plaza Drive , Suite 300,
Las Vegas, NV 89135
$137,142,280 30 A percentage of AUM
Performance Based
PARADIGM CAPITAL MANAGEMENT
6170 Ridgeview Court, Suite F,
Reno, NV 89519
$131,659,997 259 A percentage of AUM
SILVEROAK INVESTMENTS, LLC
1180 North Town Center Drive , Suite 100,
Las Vegas, NV 89144
$93,619,437 420 A percentage of AUM
Fixed fees
UNIVERSAL VALUE ADVISORS
1 East Liberty Street, Suite 406,
Reno, NV 89501
$88,999,828 2 A percentage of AUM
ATHENA WEALTH MANAGEMENT, LLC
917 Tahoe Blvd , Suite 300 A-2,
Incline Village, NV 89451
$71,462,231 239 A percentage of AUM
Hourly charges
Fixed fees
RESOURCE CAPITAL MANAGEMENT, LLC
2285 Hedgewood Dr.,
Reno, NV 89509
$1,500,000 3 Fixed fees
Performance Based
WISER RETIRE, LLC
3755 Breakthrough Way , Ste 101,
Las Vegas, NV 89135
$0 0 Other (FEE FOR TECHNOLOGY)

    List of Additional Advisors in Nevada*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ben Sloves
    Inquire with Ben
    5390 Kietzke Lane, Suite 200, Reno, NV  89511 775-823-8616
    Barbara Robertson
    Inquire with Barbara
    10845 Griffith Peak Dr, Ste 690, Las Vegas, NV  89135 702-254-1263
    Bax Investments
    Inquire with Bax
    10304 Mountain Lodge Pl, Las Vegas, NV  89144 702-256-4520
    Anthony Picozzi
    Inquire with Anthony
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8321
    Alexander Reece
    Inquire with Alexander
    3993 Howard Hughes Pky, Ste 800, Las Vegas, NV  89169 702-792-2074
    Branch Benefits Consultants
    Inquire with Branch
    4584 North Rancho Drive, Las Vegas, NV  89130 702-646-2082
    Allan Duff
    Inquire with Allan
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8300
    Allan Duff & Warren Duff
    Inquire with Allan
    1645 Village Cntr Circle, Ste 150, Las Vegas, NV  89134 702-242-8300
    Brandon Lorain
    Inquire with Brandon
    10845 Griffith Peak Dr, Ste 690, Las Vegas, NV  89135 702-640-5439
    Anthon D Matkulak
    Inquire with Anthon
    5390 Kietzke Lane, Suite 200, Reno, NV  89511 775-823-8657
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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