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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Reno
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
111
non-vetted advisors in your local area. These financial advisors in
Reno, Nevada
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Reno, 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
Reno, Nevada.
| Qualified Financial Advisors in Reno, Nevada | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Eric Cheek
NEVADA RETIREMENT PLANNERS 275 Hill St Suite 210, Reno, NV 89501 |
27 | $50,000,000 | $1,000 | Fee-Only |
| Ryan Mack
CFP® FARTHER FINANCE, LLC -, Reno, NV 89521 |
11 | Not Specified | Not Specified | Fee-Only |
Qualifications
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
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
Firm CRD# 302050
Series 7, 9, 10, 63, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
-,
Reno,
NV
89521
Phone Number
775-232-1094
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Reno, Nevada (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| BELPOINTE ASSET MANAGEMENT LLC
500 Damonte Ranch Parkway , Building 700, Unit 700, Reno, NV 89521 |
$3,357,883,404 | 1805 |
A percentage of AUM Hourly charges Fixed fees |
| RB CAPITAL MANAGEMENT, LLC
5365 Reno Corporate Dr. , Suite 200, Reno, NV 89511 |
$655,803,975 | 1008 |
A percentage of AUM Hourly charges Fixed fees |
| CORNERSTONE
9628 Prototype Court, Reno, NV 89521 |
$571,619,509 | 1435 |
A percentage of AUM |
| AMERICAN WEALTH MANAGEMENT
570 Hammill Lane, Reno, NV 89511 |
$545,578,881 | 811 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| LEGACY WEALTH PLANNING, LLC
10599 Double R Blvd, Reno, NV 89521 |
$294,012,521 | 1316 |
A percentage of AUM Hourly charges Fixed fees |
| SAGE FINANCIAL ADVISORS INC
110 Country Estates Circle , Suite 3, Reno, NV 89511 |
$230,883,600 | 576 |
A percentage of AUM Hourly charges Fixed fees |
| FORTIS CAPITAL ADVISORS, LLC
500 Damonte Ranch Parkway , Building 700, Unit 700, Reno, NV 89521 |
$217,743,543 | 685 |
A percentage of AUM Hourly charges Fixed fees |
| OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
4741 Caughlin Parkway , Suite 3, Reno, NV 89519 |
$186,112,658 | 278 |
A percentage of AUM Hourly charges Fixed fees |
| SCHULTZ FINANCIAL GROUP INCORPORATED
5190 Neil Road , Suite 450, Reno, NV 89502 |
$165,806,673 | 414 |
Hourly charges Fixed fees |
| ELEVAGE PARTNERS, LLC
5470 Kietzke Lane , Suite 300, Reno, NV 89511 |
$134,111,589 | 508 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| PARADIGM CAPITAL MANAGEMENT
6170 Ridgeview Court, Suite F, Reno, NV 89519 |
$131,659,997 | 259 |
A percentage of AUM |
| GW FINANCIAL
5470 Kietzke Lane , Suite 300, Reno, NV 89511 |
$119,418,405 | 256 |
A percentage of AUM Hourly charges Fixed fees |
| VANTAGE WEALTH PLANNING
1 E. Liberty Street , Suite 600, Reno, NV 89501 |
$107,236,311 | 513 |
A percentage of AUM Hourly charges Fixed fees |
| UNIVERSAL VALUE ADVISORS
1 East Liberty Street, Suite 406, Reno, NV 89501 |
$88,999,828 | 2 |
A percentage of AUM |
| RESOURCE CAPITAL MANAGEMENT, LLC
2285 Hedgewood Dr., Reno, NV 89509 |
$1,500,000 | 3 |
Fixed fees Performance Based |
* 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 |
| Anthon D Matkulak Inquire with Anthon |
5390 Kietzke Lane, Suite 200, Reno, NV 89511 | 775-823-8657 |
| Brock Meyers Inquire with Brock |
5390 Kietzke Lane, Suite 200, Reno, NV 89511 | 775-982-8652 |
| Brittany Surina Inquire with Brittany |
5390 Kietzke Lane, Suite 200, Reno, NV 89511 | 775-823-8660 |
| Anthony D. Puckett Inquire with Anthony |
5390 Kietzke Lane, Suite 200, Reno, NV 89511 | 775-982-8611 |
| Leanne Fenton Inquire with Leanne |
6490 S McCarran Blvd, Ste 32, Reno, NV 89509 | 775-825-4240 |
| Christopher Mulloy Inquire with Christopher |
500 Damonte Ranch Pkwy, Ste 735, Reno, NV 89521 | 775-829-7210 |
| Enid A Oliver Inquire with Enid |
500 Damonte Ranch Pkwy, Ste 735, Reno, NV 89521 | 775-236-0515 |
| Steven G Self Inquire with Steven |
5305 Reno Corporate Dr, Ste 200, Reno, NV 89511 | 775-236-2453 |
| Kenneth N Bickford Jr Inquire with Kenneth |
5305 Reno Corporate Dr, Ste 200, Reno, NV 89511 | 775-853-1503 |
Grow your AUM with pre-qualified leads!
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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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
