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Find the Best Financial Advisors in Nevada

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 - May 11, 2024

Nevada has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Nevada have an average of 32 years of experience.

NOTE: The list of vetted financial advisors in Nevada mentioned below does 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
Danette Lowe
123 W. Nye Lane, Suite 520,
Carson City, NV 89706
24 Years Not Specified $15,000,000 Fee-Based
Summit Portfolio Management
10091 Park Run Drive, Suite 110,
Las Vegas, NV 89145
40 Years $0 Not Specified Fee-Only
Allworth Financial
8945 W. Russell Road Suite 205,
Las Vegas, NV 89147
Not Disclosed Not Specified Not Specified Not Specified

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Information on Qualified Financial Advisors in Nevada

Qualifications CRD# 3257893
Firm CRD# 8032
Series 7, 9, 10, 31, 66

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

Office Location 123 W. Nye Lane, Suite 520,
Carson City,
Phone Number 775-364-0010

As the President and a CERTIFIED FINANCIAL PLANNER professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference. Passion Ignited My commitment to enhancing people's financial lives was kindled in 8th grade, sparked by a profile of a successful Certified Financial Planner (CFP®) professional. This marked the beginning of my journey to bring financial security to others. Education and Experience After earning a Bachelor's degree in Business Administration, specializing in Finance from California State University, East Bay, I honed my skills as a Senior Financial Analyst at EurekaBank, FSB. Managing a $1.2 billion investment portfolio provided me with a comprehensive understanding of capital markets, which today aids me in evaluating clients' savings and setting them on a secure path to retirement. Entrepreneurial Leap In 2007, my dedication led to my dream of becoming a CFP® professional. Five years later, I launched TruNorth Wealth Management, LLC, where we deliver customized, transformative financial solutions. Personal Life Away from work, I cherish time with my family: my high school sweetheart, Derek, our sons, Jake and Brian, granddaughter, Isabel, and our rescue dog, Lexy. Hobbies I have a keen interest in photography, with a focus on nature. Our family adventures often lead us to the Sierra Nevada Mountains for various outdoor activities. I also find tranquility in knitting, quilting, and sewing, contributing to the 200+ creations donated to Chemo Caps for Kids. I’m the host of the “Ready to Retire!” Financial Podcast – Here’s the link: https://link.chtbl.com/ReadyToRetire

About TruNorth Wealth

TruNorth Wealth

We've been serving our clients' needs for more than 20 years. You can trust us with one of the most important decisions of your life: when to stop working. When you're dealing with the uncertainties that come with transitioning from being a net saver to a net spender, you get the guidance you need to connect the dots and feel greater confidence in your financial future.

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, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications Firm CRD# 111243
Series 7, 65, 66

Compensation/Fee Fee-Only, Based on Assets

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

About Summit Portfolio Management

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

Qualifications Firm CRD# 111167

Office Location 8945 W. Russell Road Suite 205,
Las Vegas,
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Financial Planning, Tax Advice and Services, Estate Planning & Trusts

Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Nevada (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
10655 Park Run Drive, Suite 120, Las Vegas, NV 89144
5 30 $21,495,960,000
A Percentage of AUM, Hourly charges, Fixed Fees
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169
8 127 $16,666,770,589
A Percentage of AUM, Fixed Fees
200 S Virginia Street, Suite 310, Reno, NV 89501
26 106443 $6,107,388,811
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521
226 16063 $3,855,302,523
A Percentage of AUM, Hourly charges, Fixed Fees
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113
85 6588 $3,423,013,375
A Percentage of AUM, Hourly charges, Fixed Fees
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148
272 11436 $2,795,803,920
A Percentage of AUM, Hourly charges, Fixed Fees
4220 S. Maryland Parkway, Suite 205a, Las Vegas, NV 89119
39 32 $2,406,511,672
A Percentage of AUM, Fixed Fees, Performance Based
1001 Tahoe Blvd, Incline Village, NV 89451
25 82 $2,278,112,186
A Percentage of AUM, Performance Based
1701 Village Center Circle, Las Vegas, NV 89134
9 1 $2,096,495,916
A Percentage of AUM, Fixed Fees, Performance Based
5940 S Rainbow Blvd, Ste 400 Pmb 86804, Las Vegas, NV 89118-2507
4 33 $1,845,109,012
A Percentage of AUM, Performance Based
3535 Executive Terminal Drive, Suite 110, Ste 110, Henderson, NV 89052
17 8 $1,415,612,243
A Percentage of AUM, Performance Based
10000 W. Charleston Blvd., Suite 280, Las Vegas, NV 89135
18 1397 $1,180,739,616
A Percentage of AUM, Fixed Fees
195 Hwy. 50, No. 7172-210, Stateline, NV 89449
34 11 $819,690,627
A Percentage of AUM, Other (CARRIED INTEREST)
One E. Liberty, Suite 504, Reno, NV 89501-2107
24 1438 $661,151,580
A Percentage of AUM, Performance Based
10 Stateline Road, Crystal Bay, NV 89402
13 6 $645,926,042
Performance Based

    Select other cities in Nevada to broaden your search for a financial advisor

    Frequently Asked Questions

    A financial advisor in Nevada can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.

    Financial advisors in Nevada that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you're feeling unsure about investment decisions, portfolio strategies, risk management, tax considerations, and other essential aspects of financial planning, we recommend exploring the following 8 questions you can pose to an advisor regarding your investment portfolio.

    Many financial advisors in Nevada are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory for the state of Nevada may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.

    Yes, there are financial advisors who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Nevada can support you, learn more about the different types of financial advisors and their areas of expertise.

    When choosing a financial advisor in Nevada, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, learn more about the different types of financial advisors so you can ensure that you choose one that best fits your needs.

    Financial advisors listed on our directory for the state of Nevada offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. They help clients set financial goals, create a budget, make investment decisions, and manage their wealth. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.

    When comparing different financial advisors in Nevada, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history through FINRA's BrokerCheck tool. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare up to 3 vetted advisors in Nevada, specifically tailored to your financial needs and goals.

    Financial advisors in Nevada specialize in services for small business owners and entrepreneurs, offering tailored solutions such as business financial planning, tax strategies, retirement planning, succession planning, and customized investment advice to meet local financial needs. They assist with navigating local tax laws, uncovering tax incentives, and supporting informed financial decisions for business growth and protection. Moreover, their expertise in Nevada's business landscape provides valuable insights into the financial challenges and opportunities specific to the state. Read more about if you need a financial advisor as a small business owner if you find yourself uncertain about the need for services tailored to entrepreneurs.

    Yes, a financial advisor in Nevada can help you with college savings and planning for your children's education. These advisors can analyze your finances, assess your savings goals, and recommend investment strategies. Additionally, they may provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.

    There are multiple benefits to hiring a financial advisor in Nevada. Financial advisors are finance professionals who help you by providing you with professional guidance and strategies to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, we recommend reading about the benefits of working with a financial advisor.

    Yes, there are financial advisors in Nevada who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if you started late.

    The typical minimum asset requirement for working with a financial advisor in Nevada can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.

    How often you should meet with your financial advisor in Nevada may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

    To evaluate the performance of your financial advisor in Nevada, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.