WEST RIDGE ADVISORS
Henderson, NV
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(702) 547-9483
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NV
148 advisers found
AMERICAN RETIREMENT PLANNING GROUP INC
Las Vegas, NV
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702-655-8300
MISSION FINANCIAL GROUP, LLC
Las Vegas, NV
AUM
$310.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-445-9965
WINANS INVESTMENTS
Las Vegas, NV
AUM
$305.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
800-494-6267
BOWERS WEALTH MANAGEMENT, INC.
Glenbrook, NV
AUM
$298.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
775-409-3712
WHITEBARK INVESTORS
Incline Village, NV
AUM
$292.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-737-2214
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Henderson, NV
AUM
$292.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
702-650-4480
ONE WEALTH MAP, LLC
Las Vegas, NV
AUM
$287.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
702-470-2660
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
KINGSBRIDGE INVESTMENT PARTNERS LLC
Las Vegas, NV
AUM
$282.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
702-947-5160
AUM
$270.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
775-548-1730
AUM
$266.2M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
702-602-4007
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
AUM
$245.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-962-8500
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