The Top Financial Advisors in Nevada

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The Wealth Consulting Group, based in Las Vegas, is a the top-rated advisory firm in the Silver State. Clients of this fee-based firm include individuals and high-net-worth individuals, retirement plans, charitable organizations, corporations and other business entities. While the firm doesn't have a set account minimum, it offers certain investment programs that do. 

Choosing this firm gives you access to a few staff members who hold various professional certifications, including Certified Financial Planners™ (CFPs®), Chartered Financial Analyst (CFA), chartered alternative investment analyst (CAIA), chartered financial consultant (ChFC) and chartered life underwriter (CLU).

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

In general, the firm provides the following types of services: financial planning, portfolio management and selection of other advisors. 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.  

The Wealth Consulting Group emphasizes asset allocation, portfolio monitoring and rebalancing, while using investments such as mutual funds, exchange-traded funds (ETFs), equities, fixed income, real estate investment trusts (REITs) and variable annuity subaccounts.

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Belpointe Asset Management works with individuals, retirement plans, pension and profit-sharing plans, corporations, private trusts, nonprofits, other investment advisors, private funds and other institutions. It does not set a strict account minimum. The team at Belpointe includes advisory professionals who hold the Chartered Financial Analyst (CFA), chartered market technician (CMT) and certified public accountant (CPA) designations. 

Advisors or affiliated entities at Belpointe may receive commissions or other compensation related to securities, insurance products, proprietary funds or private funds. This can create a conflict of interest, as advisors may have a financial incentive to recommend certain products or services. However, the firm has a fiduciary duty to act in clients’ best interests.

The firm offers discretionary investment management, financial planning and consulting services. Planning services may cover retirement, college savings, income planning, asset preservation and asset growth.

Belpointe also provides investment advice to other advisors, retirement plan consulting, wrap fee program services, subadvisory and co-advisory services, educational seminars and hourly or fixed-fee consulting.

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The Investment Counsel Company (ICC) is a fee-only advisor that offers a comprehensive suite of services tailored to meet the diverse needs of its clients. 

These include estate planning, tax planning and insurance planning. Additionally, the firm provides investment advisory services, assists in searching for qualified plan providers and independent managers, and offers consulting services on both investment-related and non-investment-related matters.

The ICC team features Certified Financial Planners™ (CFP®), Chartered Financial Analysts (CFA), certified investment management analysts (CIMA) and accredited investment fiduciary analysts (AIFA). As a fee-only practice, ICC representatives do not sell third-party investment products or insurance policies for additional compensention. This reduces the number of potential conflicts of interest the firm has. 

The firm adopts a strategic approach to investing that includes both long-term purchases, where securities are held for at least one year, and short-term purchases, involving securities sold within a year. The firm tailors its investment strategies based on several key client characteristics such as their investment time horizon, liquidity needs, risk tolerance and desired rate of return.

Their investment portfolio typically includes individual stocks, bonds and other fixed-income securities, mutual funds, ETFs and investments managed by independent managers. Additionally, they invest in money market funds and private investment funds.

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American Wealth Management, founded in 1988, is an SEC-registered investment advisory firm that provides discretionary investment management, financial planning and retirement plan advice. The firm also manages third-party investment programs and offers model strategies to financial advisors. 

Its planning services cover a wide range of needs, including retirement, tax considerations, stock options, insurance analysis, education funding, charitable giving, debt management and cash flow planning. Clients include individuals above and below the high-net-worth mark, pension and profit-sharing plans, charitable organizations, corporations and business entities. The firm generally requires a $300,000 minimum account size, though it may accept smaller accounts at its discretion.

The team at American Wealth Management includes Certified Financial Planners™ (CFP®), Chartered Financial Analysts (CFA) and accredited investment fiduciaries (AIF).

American Wealth Management’s investment approach combines proprietary quantitative research with discretionary management. Strategies are primarily implemented through mutual funds, ETFs, and, when appropriate, individual stocks or bonds. Portfolios may also include fixed income, commodities and international securities. 

The firm offers both tactical and balanced strategies, including risk-profiled allocations, sector-based portfolios, dividend-focused strategies and fixed income ladders. 

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Peterson Wealth Management is a fee-based firm founded in 2004 that registered as an investment advisor in 2017. Peterson provides investment advisory and financial planning services to a client base dominated by individuals and high-net-worth individuals. 

Peterson provides comprehensive portfolio management that combines investment management with financial planning, along with standalone consulting in areas such as retirement, estate, tax, education, insurance, real estate and business planning. 

The firm follows a fee-based compensation model. Its advisors may earn commissions for the sale of securities and insurance products, which creates potential conflicts of interest, though the firm discloses these conflicts and notes that clients are not required to purchase such products through them.

Peterson Wealth Management’s investment approach relies on asset allocation strategies tailored to clients’ goals, risk tolerance and time horizons. Portfolios may include equities, fixed income securities, ETFs, mutual funds, commodities, real estate, derivatives, insurance products, private equity and other alternative assets. 

The firm employs a mix of fundamental, technical, cyclical, sector and quantitative analysis to inform its decisions, with the goal of creating diversified portfolios that balance risk and return over time.

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RB Capital Management in Reno provides investment management and financial planning services. The firm builds customized portfolios that take into account a client’s goals, financial situation, tax considerations and risk tolerance. Its services include ongoing portfolio management, hedging strategies, fixed income portfolio design and comprehensive financial planning that incorporates factors such as age, wealth and investment objectives. 

Founded in 2000, the firm works with individuals, high-net-worth individuals, corporations, retirement plans, charties and trusts. It does not impose a strict account minimum, but fees are based on a percentage of assets under management. Financial planning can also be offered separately for an hourly fee.

The team at RB Capital Management includes advisors who hold the Certified Financial Planner™ (CFP®), certified investment management analyst (CIMA) and accredited investment fiduciary (AIF) designations. 

Its investment philosophy emphasizes asset allocation and diversification across economic sectors and asset classes. Portfolios typically include equities, fixed income, and alternative investments such as commodities, real estate and precious metals. The firm frequently uses hedged strategies, such as covered call writing, to reduce downside exposure. Its approach is long-term, does not rely on market timing, and is continually adjusted as market conditions change.

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Forthright Capital Advisory, located in Las Vegas, is an SEC-registered investment advisory firm founded in 2022. The firm does business as Forthright Capital and provides investment management, financial planning and retirement plan-related advisory services.

Clients include individuals above and below the high-net-worth mark, pension and profit-sharing plans, charitable organizations, corporations and other businesses. The firm also works with public sector employees, educators and clients with 403(b), 457(b) or pension-related planning needs. Forthright Capital Advisory does not have a minimum account size requirement.

Its planning services may address retirement, risk management, college savings, cash flow, debt management, workplace benefits, estate planning and incapacity planning. The firm also offers project-based financial planning, ongoing financial planning, retirement rollover advice and employee benefit plan services.

Forthright Capital Advisory primarily uses passive investment management, generally building portfolios with index mutual funds and ETFs across asset classes. The firm also uses proprietary model portfolios and may recommend outside managers or third-party portfolio managers.

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Arista Wealth Management is a fee-based advisory firm located in Las Vegas. The firm provides clients with a range of financial services that include investment management, retirement planning, financial planning and wealth consulting. The firm works with individuals and families, retirement plans, non-profits, unions, corporations and accredited investors. 

Arista’s services cover areas such as budgeting, retirement income planning, education planning, insurance analysis, estate coordination, charitable planning and business advisory. For employer plan sponsors, the firm assists with creating investment policy statements, reviewing plan investment options and offering employee education workshops.

Advisors on staff hold the Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF) and qualified 401(k) administrtator designations. 

In terms of investment approach, the firm emphasizes long-term, diversified portfolios and primarily uses low-cost index mutual funds and ETFs, such as those from Vanguard and Dimensional Fund Advisors. It relies on modern portfolio theory and model portfolios to guide asset allocation, while also offering access to private real estate investments through its affiliate.

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Sanchez Gaunt Capital Management, based in Reno, is a fee-based advisory firm founded in 2025. The firm provides discretionary portfolio management, third-party money manager selection and monitoring, periodicals or newsletter content, and educational seminars and workshops.

Clients include individuals and high-net-worth individuals, trusts, estates, charitable organizations, corporations and other business entities. SGCM does not require a minimum account size or minimum annual fee for its direct portfolio management services.

Sanchez Gaunt Capital Management’s investment approach uses charting, fundamental, technical and cyclical analysis. Its strategies may include long-term purchases, short-term purchases, trading, option writing, asset allocation, trend analysis and the use of economic indicators.

Portfolios may include stocks, bonds, ETFs, mutual funds, alternative investments, private placements, ESG strategies and foreign securities. Portfolio management services may include ongoing monitoring, rebalancing, tax-efficient strategies and performance reporting.

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Palisade Investments is a fee-only advisory firm located in Zephyr Cove, Nevada. The firm provides pension consulting, financial planning and asset management services to both individual and institutional clients. Founded in 1998, Palisade Investments manages $652.7 million in assets.

The firm works with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. It also lists banks or thrift institutions and investment companies among its client types. Palisade Investments does not list a specific minimum account size, though minimum investment amounts or other conditions may apply depending on the services required.

Its services include pension consulting, financial planning, asset management, retirement plan advisory services, portfolio analysis and employer 401(k) plan advisory services. Pension consulting services may include investment policy statement development, investment option selection, strategic portfolio development, quarterly performance reporting, annual investment committee meetings and one-on-one advisory services for eligible plan participants.