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The Top Financial Advisors in Nevada

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Finding a Top Financial Advisor Firm in Nevada

Seeking a financial advisor in the state of Nevada? You have a lot of firms to choose from. To help you sort through the available options, SmartAsset has compiled this list of the top financial advisor firms in the state. If you'd like to go a step further with your research, our free financial advisor matching tool can set you up with as many as three financial advisors in your area who can meet your specific needs.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 The Wealth Consulting Group The Wealth Consulting Group logo Find an Advisor

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$2,153,154,930 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
2 RB Capital Management, LLC RB Capital Management, LLC logo Find an Advisor

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$534,913,259 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
3 American Wealth Management American Wealth Management logo Find an Advisor

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$384,310,929 $300,000
  • Financial planning services
  • Portfolio management
  • Pension consulting services

Minimum Assets

$300,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
4 Legacy Wealth Planning, LLC Legacy Wealth Planning, LLC logo Find an Advisor

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$379,968,628 No set account minimum
  • Financial planning services
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
5 Cornerstone Cornerstone logo Find an Advisor

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$447,407,669 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Educational workshops/seminars

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Educational workshops/seminars
6 Arista Wealth Management, LLC Arista Wealth Management, LLC logo Find an Advisor

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$446,067,665 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Consulting

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Consulting
7 American Retirement Planning Group, Inc. American Retirement Planning Group, Inc. logo Find an Advisor

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$234,530,630 $10,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$10,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
8 Buckley Wealth Management, LLC Buckley Wealth Management, LLC logo Find an Advisor

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$484,638,756 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
9 Kingsbridge Wealth Management, Inc. Kingsbridge Wealth Management, Inc. logo Find an Advisor

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$282,485,933 $5,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

$5,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
10 Kamichu Wealth Management, LLC Find an Advisor

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$339,449,841 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management

How We Found the Top Financial Advisor Firms in Nevada

To find the top financial advisors in Nevada, we first identified all firms registered with the SEC in the state. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

The Wealth Consulting Group

The Wealth Consulting Group

The Wealth Consulting Group, based in Las Vegas, takes the No. 1 spot on our list. Clients of the firm include individuals, individual retirement accounts (“IRAs”), banks and thrift institutions, pension and profit sharing plans (including plans subject to Employee Retirement Income Security Act of 1974 (“ERISA”), trusts, estates, charitable organizations, state and municipal government entities, corporations and other business entities. However, the firm generally provides investment advice to individuals and high-net-worth individuals as well as corporate clients. The investment minimum at the firm varies by account type. 

Choosing this fee-based firm gives you access to a few staff memebers who hold various professional certifications, including certified financial planner (CFPs), chartered financial consultant (ChFC) and chartered life underwriter (CLU).

The Wealth Consulting Group is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

The Wealth Consulting Group Background

The Wealth Consulting Group is a doing business as (DBA) name of WCG Wealth Advisors, LLC. The firm is registered with the SEC and based in Las Vegas, Nevada. It was formed in October 2014. The firm is owned by the 1970 Lee Trust and Jimmy Lee is its managing member. 

Portfolio management services include, but are not limited to, the following: investment strategy, asset allocation, risk tolerance, personal investment policy, asset selection and regular portfolio monitoring. In general, the firm provides the following types of services: financial planning, portfolio management and a selection of other advisors.

The Wealth Consulting Group Investment Strategy

Helping individuals and families safeguard their money and build a legacy is what this firm claims to do best. To do this, it emphasizes continuous and regular account supervision. It also does this by planning ahead for taxes, as well as for other formidable costs and risks. Aside from managing your assets, the firm will also craft strategies around any estate plans, trusts or philanthropic dreams you might have. 

Portfolios consist of individual stocks or bonds, ETFs, options, mutual funds and other public and private securities or investments.

The firm uses a mix of fundamental, technical and cyclical analysis to create investment advice when managing assets. The decision to implement a long-term or short-term trading strategy depends on the analysis and is based on the objectives and risk tolerance of clients. 

RB Capital Management

RB Capital Management, LLC

RB Capital Management, LLC caters to high-net-worth individuals, corporations, foundations, retirement plans and trusts. It has no set account minimum.

RB Capital Management is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

RB Capital Management Background

RB Capital Management is a limited liability company organized in Delaware. The firm has been registered as an investment advisor since August 2000. The principal owner and officer of the firm is Robert W. Ballan.

As an investment advisor, the firm focuses on hedged strategies and managed fixed-income portfolios. The firm's goal is to maximize client returns while limiting risk. It does this by developing diversified, personalized portfolios. 

The principal and founder of the firm is Rob Ballan, who brings 30+ years of professional investment expertise to the role. Ballan is responsible for the overall performance of RB Capital Management and the analysis and oversight of the firm's sub-advisors. 

The firm offers financial planning services and also a wrap fee program.

For investment management specifically, it offers asset allocation and diversification, distribution of wealth across a range of economic sectors and strategies, due diligence on all investments, client-focused personalized portfolios, continuous monitoring and a fee based on account balance. Clients also have the room to request certain uses or restrictions on how their money is used.

RB Capital Management, Investment Strategy

The process at RB Capital Management begins with a client interview to understand the situation and risk. Then the firm creates an action plan, designed for the long term.

It uses a combination of fixed-income, equities and alternative investments such as precious metals, real estate and commodities.

American Wealth Management

American Wealth Management

American Wealth Management (AWM) serves many individuals, including high-net-worth individuals. Additionally, the fee-based firm also works with businesses, investment companies, trusts, estates, charitable organizations and pension and profit-sharing plans. The firm generally requires a minimum of $300,000 to open an account, though it may waive or lower the requirement at its discretion.

Some staff members at this firm have various certifications, including certified financial planner (CFPs), chartered financial analyst (CFA), accredited investment fiduciary (AIF) and chartered market technician (CMT).

AWM is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

American Wealth Management Background

The firm was established in 1988. It is principally owned by the firm’s president, Laif Meidell, who has been in the financial industry for more than 23 years. The rest of the firm has an average of more than 20 years of experience.

Because there is no one-size-fits-all approach for financial management clients, this firm offers a wide range of services, including the following:

Furthermore, besides wrap-fee programs, AWM provides various principal types of advisory services, including discretionary investment management services and financial planning services.

American Wealth Management Investment Strategy

AWM generally implements client investment strategies by investing the assets under management (AUM) in funds, including ETFs and mutual funds. The firm may purchase individual stocks and bonds depending on what the client requires. 

The firm's tactical investment strategies focus on total return. Other investment strategies may also involve high portfolio turnover, but the firm's core investmet strategies tend to have lower turnover and take tax considerations more into account.

American Wealth Management makes independent discretionary investment decisions for its clients’ accounts. In doing so, it reviews quantitative data that is generated by its proprietary system. 

Legacy Wealth Planning

Legacy Wealth Planning, LLC

Legacy Wealth Planning, LLC is based in Reno, Nevada. The firm’s client base is primarily comprised of individual investors, including high-net-worth individuals. Legacy Wealth Planning also works with businesses, charities, nonprofits, 403(b) plans, retirement plans and trusts. The firm does not have any minimum account size requirements.

Legacy Wealth Planning is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

Legacy Wealth Planning Background

Providing investment advisory services since 2017, Legacy Wealth Planning is owned by managing partners Phil Mahoney, Mark Levy, Martin McClellan and Chris Vargas.

Services provided by the firm include personalized investment management and financial planning. The firm offers both retirement planning and education planning.

Legacy Wealth Planning Investment Strategy

Each individual investment advisor representative (IAR) at Legacy Wealth Planning develops their own strategy. All of the investment advisor representatives at Legacy Wealth Planning will, however, create a portfolio based on each client's needs, investment objectives and risk tolerance. The firm typically offers advice on stocks, bonds, annuities and mutual funds.

In addition to customized portfolios, the firm also offers clients model portfolios that are based on different objectives and levels of risk tolerance.

Cornerstone

Cornerstone

Cornerstone, also known as Cornerstone Retirement Group, is a firm that works with individuals (including high-net-worth individuals), trusts, estates, charitable organizations, pension and profit-sharing plans, doctors and small businesses. Generally, minimum assets begin at $250,000.

Cornerstone's team includes staff members who have the following professional financial certifications: certified estate planner (CEP), chartered retirement planning counselor (CRPC), and Series 65 and Series 66 exams and licenses.

AWM is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

Cornerstone Background

A corporation formed in Nevada, Cornerstone has been an investment advisor since 2011 and is entirely owned by Christopher Abts. Cornerstone specializes in the following types of services: comprehensive wealth management and pension consulting. 

The firm offers investment advice through consultation with the client and may cover any of the following: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, retirement planning and estate planning. 

Cornerstone Investment Strategy

The firm's investment strategy will always be based on the client's profile and goals. Its recommendations may include exchange-traded funds (ETFs), individual stocks, bonds, other securities, the use of a third-party money manager or platform manager Envestnet Asset Management. When evaluating securities, Cornerstone uses fundamental, technical and cyclical methods of analysis.

Arista Wealth Management

Arista Wealth Management, LLC

Arista Wealth Management, LLC is based Las Vegas. Investment minimum for clients at this firm is $250,000. Clients of the firm include individuals (including high-net-worth individuals), businesses, retirement plans and charitable organizations. 

Certifications on the firm's staff include accredited investment fiduciary (AIF) and certified financial planner (CFP).

Arista Wealth Management is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

Arista Wealth Management Background

Arista Wealth Management has been in business since 2006, when it was founded by firm president Paul Moffat. Moffat is a 20-year veteran of the investment industry and was named a "Five Star Wealth Manager" by Five Star Professional in 2014. The firm is under the ownership of Starcrest Trust.

If you're looking for hands-on investment management and financial planning, Arista can oblige. Some of your service options include investment planning, retirement planning, tax planning, estate planning, education cost planning, insurance analysis, asset allocation development and more. The majority of these offerings are available as a simple consulting service as well.

Arista Wealth Management Investment Strategy

Advisors at the firm use several methods of analysis in their strategy, as well as research produced by other firms and academics. Some of the methods of analysis they use are technical analysis, fundamental analysis, modern portfolio theory, charting, asset correlation and academic-based financial research. The firm uses these research and analysis techniques in order to look for continued historical patterns that can be used as a guide for current decisions.

In terms of strategies, the firm focuses on long-term purchases, margin transactions and passive investing.

American Retirement Planning Group

American Retirement Planning Group, Inc.

At the American Retirement Planning Group (ARPG), the account minimum required to become an investment management client is $10,000. The firm serves individuals, high-net-worth individuals, retirement plans, trusts, foundations and corporations.

ARPG is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. You may be offered insurance by this firm, which could result in compensation for your advisor if you accept. As a fiduciary, however, the firm is legally obligated to act in the clients' best interests.

American Retirement Planning Group Background

American Retirement Planning has been in business since 1991. The firm’s self-described mission is to “understand your financial situation” and offer “highly competent investment management techniques to help you reach your goals.”

Depending on what’s most important to you, the firm will determine concrete goals for your finances. Once both sides are comfortable that everything has been communicated, American Retirement Planning Group will come up with a custom proposal to fit your needs. 

American Retirement Planning Group Investment Strategy

When analyzing investments, the firm uses both fundamental and technical analysis. It invests in individual stocks, bonds, ETFs, mutual funds and money market accounts as well as insurance companies separate accounts.

If a harsh drop in the market occurs while your assets are invested with American Retirement Planning Group, Inc., the firm immediately pulls your investments and places them in short-term government bonds in an attempt to protect them. ARPG claims that policies like this one have helped it to maintain a high client retention rate. 

The firm relies heavily on modern portfolio theory, which attempts to maximize returns based on your risk tolerance. Its investment system focuses on the long-term. 

Buckley Wealth Management

Buckley Wealth Management, LLC

Dedicated to providing individuals and other types of clients with a wide array of investment advisory services, Buckley Wealth Management is a limited liability company formed in Nevada in 2017. The primary owner of the firm is Brian J. Buckley. 

Buckley Wealth Management provides asset management and investment consulting services for a variety of clients. Its aim is to help clients meet their financial goals while remaining sensitive to risk tolerance and time horizons.

Buckley Wealth Management has no set account minimum and is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

Buckley Wealth Management Background

Services like retirement projections and investing, estate planning, the creation of trusts and tax management are some of the hallmarks of this firm. As such, client information and communication is very important. The firm relies on the information and feedback that clients provide to carry out these services. 

Buckley Wealth Management Investment Strategy

The analysis methods that the firm uses include charting, cyclical analysis, fundamental analysis and technical analysis

The investment strategies that it uses include asset allocation, ETFs, fixed-income, long-term purchases, mutual funds, third-party money manager analysis and active trading (i.e. buying and selling securities with intention of holding for short duration).

Kingsbridge Wealth Management

Kingsbridge Wealth Management, Inc.

Since 2009, Kingsbridge Wealth Management (also known as KWM) has been providing fully discretionary investment advisory services for a variety of clients, including individuals (including high-net-worth individuals and their families), corporations, charitable organizations, trusts and estates. At a minimum, you’ll need $5 million to open an account with Kingsbridge Wealth Management.  

The firm’s staff also boasts numerous qualifications, including certified financial planner (CFP) and certified public accountant (CPA). Its president is both a certified investment management analyst (CIMA) and a certified private wealth advisor (CPWA).

KWM is a fee-based firm, as advisors collect commissions and are subject to a potential conflict of interest as a result. However, because the firm’s advisors are fiduciaries, they’re legally required to act in your best interest at all times.

Kingsbridge Wealth Management Background

The principal owner of KWM is David J. Dunn. Dunn also serves as the firm’s president.

The firm offers a variety of services, including separately managed accounts, private fund management, as well as financial planning and consulting services.

Kingsbridge Wealth Management Investment Strategy

KWM follows a general systematic investment strategy using the following steps: 

  • Based on a client’s investment objectives and risk tolerance, KWM determines an allocation across fixed-income investments, equities, cash equivalents and alternative investments.
  • For each client account, KWM will then determine strategic asset allocation targets for each asset class utilized in a client’s account. KWM will not begin constructing a client’s account portfolio until the client approves the asset class allocation model.
  • Once the asset class allocation model is approved by the client, KWM begins constructing the client’s account portfolio according to the model. 

Furthermore, as part of its investment strategy, the firm emphasizes broad global diversification and selecting asset classes that have a relatively low correlation with each other. 

Kamichu Wealth Management

Kamichu Wealth Management is a Las Vegas-based financial advisor firm. It's a fee-based firm, which means some of its advisors can receive commissions from the sale of insurance products. Despite the potential conflict of interest this creates, the firm's fiduciary duty requires it to act in clients' best interests, no matter what.

This firm works with an extremely small group of clients, all of whom are individuals. Though high-net-worth and non-high-net-worth individuals number about the same, the former makes up an enormous percentage of the firm's asset base.

Kamichu's small advisory staff includes one chartered portfolio manager (CPM) and one certified financial planner (CFP).

Kamichu Wealth Management Background

Founded in 2018, Kamichu Wealth Management is a fairly young firm. Maston Thornton is the firm's CEO and founder. The firm does not have a website.

Investment management and financial planning services are both available through Kamichu.

Kamichu Wealth Management Investing Strategy

Kamichu Wealth Management uses the type of investor you are to build your investment portfolio. For example, your risk tolerance, time horizon, income needs and financial goals will all be taken into account. These factors will be used to form an asset allocation plan.

While the firm adheres to clients' needs, it prefers to invest for long-term success. It typically invests in mutual funds and ETFs, though it sometimes also invests in individual stocks and bonds.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research