MONOCOT WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-366-3483
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NV
148 advisers found
VOMUND INVESTMENT MANAGEMENT, LLC
Incline Village, NV
AUM
$64.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
775-832-8555
CAVALOT CAPITAL
Incline Village, NV
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
720-238-0153
CRINITE FINANCIAL STRATEGIES
Las Vegas, NV
AUM
$60.0M
Wealth Mgmt
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
702-212-1120
QTS RETIREMENT SERVICES LLC
Las Vegas, NV
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(800) 586-0549
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
SAHARA INVESTMENT GROUP
Las Vegas, NV
AUM
$52.6M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
702-907-0005
UNIVERSAL VALUE ADVISORS
Reno, NV
AUM
$51.9M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
775-284-7778
ALPINE ASSET MANAGEMENT
Zephyr Cove, NV
AUM
$51.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
775-339-8046
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
DOGWOOD CAPITAL MANAGEMENT
Las Vegas, NV
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
702-482-7969
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
GOLDEN YEARS FINANCIAL, LLC
Las Vegas, NV
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(702) 258-4455
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
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
INCLINE INVESTMENT MANAGEMENT, LLC
Incline Village, NV
AUM
$32.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-298-8188
NTACT RETIREMENT SOLUTIONS
Las Vegas, NV
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-804-4902
DARBY WEALTH PLANNING LLC
Las Vegas, NV
AUM
$27.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
201-875-5915
AUM
$27.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
775-354-1969
PURPOSEFUL PLANNING
Las Vegas, NV
AUM
$24.6M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
702-806-6720
RATIO CAPITAL
Las Vegas, NV
AUM
$24.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(702) 301-6444
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
KLARAOS, LLC
Reno, NV
AUM
$18.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-831-5546