Falists

Nevada · 9 advisers

Financial Advisors in Incline Village, Nevada

Looking for a financial advisor in Incline Village, Nevada? Falists indexes 9 SEC-registered and state-registered investment advisers in Incline Village — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $1.97B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

9

Largest AUM

$1.97B

Financial planning

1

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth7Planning1Trusts3Retirement1Institutional1

Top advisors in Incline Village

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

CAVALOT CAPITAL

Incline Village, NV

AUM

$64.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

720-238-0153

Full profileVisit site →

More cities in Nevada

Las Vegas (108)Reno (50)Henderson (28)Carson City (5)Zephyr Cove (4)Sparks (3)Elko (2)Pahrump (2)Dayton (1)Glenbrook (1)Lake Tahoe (1)Minden (1)

Common questions

How many financial advisors are in Incline Village, Nevada?
9 registered investment advisers are listed in our Incline Village directory, sourced from public SEC filings.
What types of advisors are in Incline Village?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Incline Village?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.