Nevada · 50 advisers
Financial Advisors in Reno, Nevada
Looking for a financial advisor in Reno, Nevada? Falists indexes 50 SEC-registered and state-registered investment advisers in Reno — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 44 firms list a website you can visit directly. Firms in this directory manage up to $8.55B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
50
With website
44
Largest AUM
$8.55B
Financial planning
25
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Reno
Ranked by AUM · Fees, team & specialties at a glance
AUM
$8.55B
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
Team
151 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
2036293300
NAVELLIER & ASSOCIATES INC
Reno, NV
AUM
$1.10B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-785-2300
RB CAPITAL MANAGEMENT, LLC
Reno, NV
AUM
$930.6M
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
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(775) 332-7000
AUM
$285.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
775-800-1801
AUM
$284.4M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
775-827-0670
AUM
$270.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
775-548-1730
VANTAGE WEALTH PLANNING
Reno, NV
AUM
$264.7M
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
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
775-354-6622
AUM
$214.8M
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
775-850-5620
ATHENA WEALTH MANAGEMENT, LLC
Reno, NV
AUM
$174.0M
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
Team
1 advisors
Clients
—
Fees
Percentage of AUM
775-829-8787
ELEVAGE PARTNERS, LLC
Reno, NV
AUM
$154.6M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(800) 725-1622
COLLABORATIVE FUND ADVISORS
Reno, NV
AUM
$144.8M
Team
7 advisors
Clients
0
Fees
Percentage of AUM
203-629-3300
GW FINANCIAL
Reno, NV
AUM
$133.8M
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
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-284-2552
VERITAS WEALTH ADVISORS
Reno, NV
AUM
$99.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-324-7878
KMI WEALTH ADVISORS
Reno, NV
AUM
$54.9M
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
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
Team
4 advisors
Clients
0
Fees
Percentage of AUM
775-284-7778
RSW WEALTH MANAGEMENT
Reno, NV
AUM
$51.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-825-7637
TRIDENT CAPITAL ADVISORS, LLC
Reno, NV
AUM
$45.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(775) 737-3485
KEYSTONE WEALTH ADVISORS, LLC
Reno, NV
AUM
$38.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(775) 786-4900
More cities in Nevada
Common questions
- How many financial advisors are in Reno, Nevada?
- 50 registered investment advisers are listed in our Reno directory, sourced from public SEC filings.
- What types of advisors are in Reno?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Reno?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.