WHALEN FINANCIAL
Las Vegas, NV
AUM
$223.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
702-878-3900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NV
58 advisers found
SKYOAK CAPITAL, INC.
Las Vegas, NV
AUM
$219.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
800-971-8070
AUM
$214.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
775-850-5620
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-738-4430
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
ULTA WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
702-478-4777
COLLABORATIVE FUND ADVISORS
Reno, NV
AUM
$144.8M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM
203-629-3300
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
FORTHRIGHT CAPITAL
Las Vegas, NV
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
725-712-3016
ENDOWMENT PARTNERS LLC
Las Vegas, NV
AUM
$76.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7028422000
REYNOLDS CAPITAL MANAGEMENT, LLC
Las Vegas, NV
AUM
$74.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-265-7167
BUFFERLABS
Henderson, NV
AUM
$62.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; NET INCOME ACCRUAL
253-777-8784
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
UNIVERSAL VALUE ADVISORS
Reno, NV
AUM
$51.9M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
775-284-7778
STERLING WEALTH MANAGEMENT
Las Vegas, NV
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
702-228-0500
AUM
$27.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
775-354-1969
SIERRA NEVADA WEALTH MANAGEMENT, LLC
Dayton, NV
AUM
$20.9M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
775-499-0680
SG FINANCIAL
Henderson, NV
AUM
$18.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-420-2554
ECHO WEALTH PARTNERS
Las Vegas, NV
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(702) 992-3889
KINGSBARN CAPITAL MANAGEMENT
Las Vegas, NV
AUM
$5.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
702-483-3139
FINANCIAL FITNESS
Las Vegas, NV
AUM
$3.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
774.271.7678
GLOBAL MACRO ASSET MANAGEMENT LLC
Las Vegas, NV
AUM
$2.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(702) 476-4558
DNA FINANCIAL
Las Vegas, NV
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(702) 750-2222