AUM
$8.55B
Financial PlanningWealth MgmtRetirementInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +4 more
888-675-4532
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NV, RENO
28 advisers found
BELPOINTE ASSET MANAGEMENT LLC
Reno, NV
AUM
$7.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
151 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
2036293300
NAVELLIER & ASSOCIATES INC
Reno, NV
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-785-2300
RB CAPITAL MANAGEMENT, LLC
Reno, NV
AUM
$930.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(775) 993-2900
AMERICAN WEALTH MANAGEMENT
Reno, NV
AUM
$760.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(775) 332-7000
AUM
$285.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
775-800-1801
AUM
$284.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
775-827-0670
AUM
$270.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
775-548-1730
VANTAGE WEALTH PLANNING
Reno, NV
AUM
$264.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
775-502-8484
GK WEALTH MANAGEMENT LLC
Reno, NV
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
775-354-6622
AUM
$214.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
775-850-5620
ATHENA WEALTH MANAGEMENT, LLC
Reno, NV
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 684-3705
PARADIGM CAPITAL MANAGEMENT
Reno, NV
AUM
$173.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
775-829-8787
ELEVAGE PARTNERS, LLC
Reno, NV
AUM
$154.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(800) 725-1622
GW FINANCIAL
Reno, NV
AUM
$133.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
714-850-0534
SIERRA MANAGEMENT GROUP
Reno, NV
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-284-2552
VERITAS WEALTH ADVISORS
Reno, NV
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-324-7878
KMI WEALTH ADVISORS
Reno, NV
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
775-223-1484
ADVOWEALTH ADVISORS, LLC
Reno, NV
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
775-996-5672
RSW WEALTH MANAGEMENT
Reno, NV
AUM
$51.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-825-7637
TRIDENT CAPITAL ADVISORS, LLC
Reno, NV
AUM
$45.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(775) 737-3485
KEYSTONE WEALTH ADVISORS, LLC
Reno, NV
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(775) 786-4900
AUM
$27.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
775-354-1969
KLARAOS, LLC
Reno, NV
AUM
$18.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-831-5546
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