THE AMERIFLEX GROUP
Las Vegas, NV
AUM
$9.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
181 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(702) 987-9730
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NV
93 advisers found
AUM
$8.55B
Financial PlanningWealth MgmtRetirementInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +4 more
888-675-4532
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
THE WEALTH CONSULTING GROUP
Las Vegas, NV
AUM
$6.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
131 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702-263-1919
THE INVESTMENT COUNSEL COMPANY
Las Vegas, NV
AUM
$2.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
702-871-8510
ARISTA WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
702-309-9970
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
PALISADE INVESTMENTS, LLC
Zephyr Cove, NV
AUM
$652.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
775-299-4600
BUCKLEY WEALTH
Las Vegas, NV
AUM
$644.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-805-1010
ALJIAN CAPITAL MANAGEMENT
Carson City, NV
AUM
$627.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
707-230-2158
KINGSBRIDGE WEALTH MANAGEMENT, INC.
Las Vegas, NV
AUM
$469.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PROJECT ADMINISTRATION FEES
702-947-5160
CAPSTONE CAPITAL WEALTH ADVISORS
Henderson, NV
AUM
$408.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
702-433-7588
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
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
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
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
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
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