Find Top Financial Advisors in Reno, Nevada

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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.

Finding the Top Financial Advisor in Reno, Nevada
Last Updated - 11-Aug-2022

Reno has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 106 non-vetted advisors in your local area. These financial advisors in Reno, Nevada have an average of 27 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
275 Hill St Suite 210,
Reno, NV 89501
27 $50,000,000 $1,000 Fee-Only

Information on Qualified Financial Advisors in Reno

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

Compensation/Fee Fee-Only, Based on Assets

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

About Nevada Retirement Planners

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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

Top Financial Advisor Firms in Reno, Nevada (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Guided Choice Asset Management, Inc.
200 S. Virginia Street , Suite 310,
Reno, NV 89501
$6,653,568,432 105439 A percentage of AUM
Hourly charges
Fixed fees
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
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
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
Fixed fees
Open Window Financial Solutions, Ltd.
4741 Caughlin Parkway , Suite 3,
Reno, NV 89519
$186,112,658 278 A percentage of AUM
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
Hourly charges
Gw Financial
5470 Kietzke Lane , Suite 300,
Reno, NV 89511
$119,418,405 256 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
Fortis Capital Advisors, Llc
500 Damonte Ranch Parkway , Building 700, Unit 700,
Reno, NV 89521
$60,067,452 321 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

    List of Additional Advisors in Reno, 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
    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
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      Frequently Asked Questions

      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.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      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.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      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?