Nevada · 4 advisers
Financial Advisors in Zephyr Cove, Nevada
Looking for a financial advisor in Zephyr Cove, Nevada? Falists indexes 4 SEC-registered and state-registered investment advisers in Zephyr Cove — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $652.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$652.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Zephyr Cove
Ranked by AUM · Fees, team & specialties at a glance
PALISADE INVESTMENTS, LLC
Zephyr Cove, NV
AUM
$652.7M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
775-299-4600
ALPINE ASSET MANAGEMENT
Zephyr Cove, NV
AUM
$51.7M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
775-339-8046
WEALTH IN YOURSELF LLC
Zephyr Cove, NV
AUM
$3.5M
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
415-915-5948
HENNESSY CAPITAL GROWTH PARTNERS MANAGEMENT, LLC
Zephyr Cove, NV
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(310) 954-9665
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Common questions
- How many financial advisors are in Zephyr Cove, Nevada?
- 4 registered investment advisers are listed in our Zephyr Cove directory, sourced from public SEC filings.
- What types of advisors are in Zephyr Cove?
- 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 Zephyr Cove?
- 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.