AUM
$284.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
775-827-0670
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NV
107 advisers found
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
FINLEY FINANCIAL, LLC
Las Vegas, NV
AUM
$259.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-474-3535
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
PETERSON WEALTH MANAGEMENT, LLC
Sparks, NV
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-673-1100
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
DIAZO, LLC
Henderson, NV
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
702-745-1800
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
ADAPTIVE WEALTH ENGINEERING
Las Vegas, NV
AUM
$214.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702 838 9999
BAUMAN WEALTH ADVISORS
Las Vegas, NV
AUM
$206.4M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
702-897-9997
MANHATTAN GLOBAL ASSET MANAGEMENT LLC
Las Vegas, NV
AUM
$205.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
702-784-7616
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
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
CURTIS WEALTH MANAGEMENT LLC
Henderson, NV
AUM
$148.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
702-720-3551
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
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
HOLM & CAWLEY FINANCIAL GROUP LLC
Las Vegas, NV
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
702-277-3945
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
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