Nevada · 107 firms
Trust & Estate Advisors in Nevada
Advisers working with trusts, estates, and charitable organizations. Browse 107 advisers in Nevada matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Nevada
THE AMERIFLEX GROUP
Las Vegas, NV
AUM
$9.66B
Team
181 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(702) 987-9730
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
THE WEALTH CONSULTING GROUP
Las Vegas, NV
AUM
$6.28B
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
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
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
702-309-9970
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
PALISADE INVESTMENTS, LLC
Zephyr Cove, NV
AUM
$652.7M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
775-299-4600
BUCKLEY WEALTH
Las Vegas, NV
AUM
$644.0M
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
Team
3 advisors
Clients
0
Fees
Percentage of AUM
707-230-2158
RAREVIEW CAPITAL LLC
Las Vegas, NV
AUM
$537.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-475-8664
AUM
$496.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
(775) 337-3900
KINGSBRIDGE WEALTH MANAGEMENT, INC.
Las Vegas, NV
AUM
$469.3M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PROJECT ADMINISTRATION FEES
702-947-5160
CAPSTONE CAPITAL WEALTH ADVISORS
Henderson, NV
AUM
$408.4M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
702-433-7588
WEST RIDGE ADVISORS
Henderson, NV
AUM
$396.0M
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
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
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
Team
4 advisors
Clients
—
Fees
Percentage of AUM
800-494-6267
BOWERS WEALTH MANAGEMENT, INC.
Glenbrook, NV
AUM
$298.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
775-409-3712
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Henderson, NV
AUM
$292.1M
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
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
702-470-2660
AUM
$285.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
775-800-1801
228 total advisers in Nevada. Browse all Nevada advisors