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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Nevada.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

284 financial advisors72 advisory firms10 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

72 advisory firmsCompare public facts. Verify experience directly.
284 financial advisors72 advisory firms10 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1CONFIRMATIONCRD 295180

Advisory firm

Filed advisory firm office: Incline Village, NV

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADAPTIVE WEALTH ENGINEERINGCRD 111243

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALJIAN CAPITAL MANAGEMENTCRD 167381

Advisory firm

Filed advisory firm office: Carson City, NV

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMERICAN RETIREMENT PLANNING GROUP INCCRD 108300

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AMERICAN WEALTH MANAGEMENTCRD 122205

Advisory firm

Filed advisory firm office: Reno, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ATHENA WEALTH MANAGEMENT, LLCCRD 319373

Advisory firm

Filed advisory firm office: Reno, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AXOS INVEST, INCCRD 150953

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BACKBONE PLANNING PARTNERS LLCCRD 326699

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BALEEN CAPITAL MANAGEMENT LLCCRD 311438

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAUMAN WEALTH ADVISORSCRD 153061

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BOWERS WEALTH MANAGEMENT, INC.CRD 145476

Advisory firm

Filed advisory firm office: Glenbrook, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BUCKLEY WEALTHCRD 285823

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BUFFERLABSCRD 337959

Advisory firm

Filed advisory firm office: Henderson, NV

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPSTONE CAPITAL WEALTH ADVISORSCRD 123764

Advisory firm

Filed advisory firm office: Henderson, NV

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CASSADY WEALTH & RETIREMENT PLANNING L.L.C.CRD 309710

Advisory firm

Filed advisory firm office: Henderson, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COLLABORATIVE FUND ADVISORSCRD 327121

Advisory firm

Filed advisory firm office: Reno, NV

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CURTIS WEALTH MANAGEMENT LLCCRD 312245

Advisory firm

Filed advisory firm office: Henderson, NV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DIAZO, LLCCRD 324419

Advisory firm

Filed advisory firm office: Henderson, NV

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
DIGITAL ALPHA ADVISORS, LLCCRD 286351

Advisory firm

Filed advisory firm office: Henderson, NV

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DTCP USA LLCCRD 297884

Advisory firm

Filed advisory firm office: Las Vegas, NV

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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