The Top Financial Advisors in Nevada

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The Wealth Consulting Group, based in Las Vegas, is a the top-rated advisory firm in the Silver State. Clients of this fee-based firm include individuals and high-net-worth individuals, retirement plans, charitable organizations, corporations and other business entities. While the firm doesn't have a set account minimum, it offers certain investment programs that do. 

Choosing this firm gives you access to a few staff members who hold various professional certifications, including Certified Financial Planners™ (CFPs®), Chartered Financial Analyst (CFA), chartered alternative investment analyst (CAIA), chartered financial consultant (ChFC) and chartered life underwriter (CLU).

As a fee-based firm, advisors can collect commissions and are subject to a potential conflict of interest as a result. However, as a fiduciary, the firm is legally obligated to act in the clients' best interests.

The Wealth Consulting Group is a doing business as (DBA) name of WCG Wealth Advisors, LLC. The firm is registered with the SEC and based in Las Vegas. It was formed in October 2014. 

In general, the firm provides the following types of services: financial planning, portfolio management and selection of other advisors. Portfolio management services include, but are not limited to, the following: investment strategy, asset allocation, risk tolerance, personal investment policy, asset selection and regular portfolio monitoring. Its finanancial planning services may address a client's insurance needs, tax strategy, cash flow, retirement plan, estate plan, business succession plan, education savings goals, among other areas.  

The Wealth Consulting Group emphasizes asset allocation, portfolio monitoring and rebalancing, while using investments such as mutual funds, exchange-traded funds (ETFs), equities, fixed income, real estate investment trusts (REITs) and variable annuity subaccounts. The firm also offers model portfolios, third-party manager programs and digital platforms, blending personalized guidance with professional and algorithm-based strategies.

It firm uses a mix of fundamental, technical and cyclical analysis to create investment advice when managing assets. The decision to implement a long-term or short-term trading strategy depends on the analysis and is based on the objectives and risk tolerance of clients. 

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The Investment Counsel Company (ICC) is a fee-only advisor that offers a comprehensive suite of services tailored to meet the diverse needs of its clients. 

These include estate planning, tax planning and insurance planning. Additionally, the firm provides investment advisory services, assists in searching for qualified plan providers and independent managers, and offers consulting services on both investment-related and non-investment-related matters.

Founded in 1987, ICC is the oldest firm on this list. Today, it has nearly $2 billion in assets under management. Its client base is primarily made up of high-net-worth individuals, but it also serves individuals below the high-net-worth threshold, retirement plans, charities and businesses. You'll generally need $3 million to become a client, although the firm may accept new clients with less than $1 million to invest. 

The ICC team features Certified Financial Planners™ (CFP®), Chartered Financial Analysts (CFA), certified investment management analysts (CIMA) and accredited investment fiduciary analysts (AIFA). As a fee-only practice, ICC representatives do not sell third-party investment products or insurance policies for additional compensention. This reduces the number of potential conflicts of interest the firm has. 

The firm adopts a strategic approach to investing that includes both long-term purchases, where securities are held for at least one year, and short-term purchases, involving securities sold within a year. The firm tailors its investment strategies based on several key client characteristics such as their investment time horizon, liquidity needs, risk tolerance and desired rate of return. This personalized approach aims to ensure that each client's financial goals and requirements are carefully considered in the management of their portfolios.

Their investment portfolio typically includes individual stocks, bonds and other fixed-income securities, mutual funds, ETFs and investments managed by independent managers. Additionally, they invest in money market funds and private investment funds.

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One Wealth Map, previously known as H&H Retirement Design and Management, Inc., provides investment management and financial planning services to a client base of individuals and high-net-worth individuals. The firm develops personalized financial plans that cover tax and cash flow planning, retirement and estate planning, insurance reviews and broader wealth oversight. 

Clients can choose among service tiers that range from portfolio management and rebalancing to full financial plan integration using the eMoney platform. The firm requires a minimum of $1 million in assets for investment management services, although exceptions may be made for family members or related accounts. For financial planning, clients pay fixed fees starting at $5,500, depending on complexity.

The firm operates on a fee-based model. Its advisors may earn commissions from insurance transactions, which presents potential conflicts of interest, though clients are not required to use them for implementation. Despite these potential conflicts, the firm and its representatives must act in clients' best interests when acting in an advisory capacity (rather than a sales capacity).

One Wealth Map’s investment philosophy centers on constructing layered portfolios that balance fixed-income holdings with equities. It employs fundamental and technical analysis while managing portfolios in line with clients’ goals, time horizons and risk tolerance. 

The firm invests across a wide range of assets including exchange-listed securities, mutual funds, government and municipal bonds, options strategies and real estate investment trusts, but generally avoids private equity and variable annuities. Portfolios are reviewed at least annually, with adjustments made for changes in tax considerations, cash flows or client objectives.

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RB Capital Management in Reno provides investment management and financial planning services. The firm builds customized portfolios that take into account a client’s goals, financial situation, tax considerations and risk tolerance. Its services include ongoing portfolio management, hedging strategies, fixed income portfolio design and comprehensive financial planning that incorporates factors such as age, wealth and investment objectives. 

Founded in 2000, the firm works with individuals, high-net-worth individuals, corporations, retirement plans, charties and trusts. It does not impose a strict account minimum, but fees are based on a percentage of assets under management. Financial planning can also be offered separately for an hourly fee.

As a fee-based practice, some RB Capital representatives may receive commissions for insurance sales, which creates a potential conflict of interest. Keep in mind that the firm and its advisors must abide by fiduciary duty.

The team at RB Capital Management includes advisors who hold the Certified Financial Planner™ (CFP®), certified investment management analyst (CIMA) and accredited investment fiduciary (AIF) designations. 

Its investment philosophy emphasizes asset allocation and diversification across economic sectors and asset classes. Portfolios typically include equities, fixed income, and alternative investments such as commodities, real estate and precious metals. The firm frequently uses hedged strategies, such as covered call writing, to reduce downside exposure. Its approach is long-term, does not rely on market timing, and is continually adjusted as market conditions change.

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Arista Wealth Management is a fee-based advisory firm located in Las Vegas. The firm provides clients with a range of financial services that include investment management, retirement planning, financial planning and wealth consulting. The firm works with individuals and families, retirement plans, non-profits, unions, corporations and accredited investors. Clients do not face a minimum account size, but there is a $5,000 annual minimum fee. 

Arista’s services cover areas such as budgeting, retirement income planning, education planning, insurance analysis, estate coordination, charitable planning and business advisory. For employer plan sponsors, the firm assists with creating investment policy statements, reviewing plan investment options and offering employee education workshops.

The firm generally charges fees based on assets under management or flat retainer arrangements, but it is not exclusively fee-only. Some of Arista's advisors may receive commissions for insurance sales or through affiliated private real estate offerings, which creates potential conflicts of interest. 

Advisors on staff hold the Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF) and qualified 401(k) administrtator designations. 

In terms of investment approach, the firm emphasizes long-term, diversified portfolios and primarily uses low-cost index mutual funds and ETFs, such as those from Vanguard and Dimensional Fund Advisors. It relies on modern portfolio theory and model portfolios to guide asset allocation, while also offering access to private real estate investments through its affiliate. Portfolios are reviewed and rebalanced regularly to align with client goals, risk tolerance and time horizons.

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American Wealth Management, founded in 1988, is an SEC-registered investment advisory firm that provides discretionary investment management, financial planning and retirement plan advice. The firm also manages third-party investment programs and offers model strategies to financial advisors. 

Its planning services cover a wide range of needs, including retirement, tax considerations, stock options, insurance analysis, education funding, charitable giving, debt management and cash flow planning. Clients include individuals above and below the high-net-worth mark, pension and profit-sharing plans, charitable organizations, corporations and business entities. The firm generally requires a $300,000 minimum account size, though it may accept smaller accounts at its discretion.

The firm is fee-based, meaning advisors may receive commissions or other compensation from securities or insurance transactions, creating potential conflicts of interest. However, the firm has a fiduciary duty to its clients to act in their best interests and disclose conflicts of interest. 

The team at American Wealth Management includes Certified Financial Planners™ (CFP®), Chartered Financial Analysts (CFA) and accredited investment fiduciaries (AIF).

American Wealth Management’s investment approach combines proprietary quantitative research with discretionary management. Strategies are primarily implemented through mutual funds, ETFs, and, when appropriate, individual stocks or bonds. Portfolios may also include fixed income, commodities and international securities. 

The firm offers both tactical and balanced strategies, including risk-profiled allocations, sector-based portfolios, dividend-focused strategies and fixed income ladders. Its process emphasizes trend analysis and risk management, aiming to reduce equity exposure during severe market declines while maintaining diversified exposure across asset classes to support long-term growth and income objectives.

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Kingsbridge Wealth Management, located in Las Vegas, has been in business since in 2009. The firm provides advisory services to a relatively small client base of high-net-worth individuals, indivdiuals below the high-net-worth mark and charities. 

Its service offerings include discretionary investment management through separately managed accounts, financial planning and consulting. Planning services may address investment, retirement, estate, charitable, education and business needs, with optional concierge services such as bill payment. Clients also have access to the FICA For Advisors cash management program, which places deposits in insured bank and credit union accounts, though this program is not subject to investment management.

The firm typically requires clients to have $5 million in investable assets to establish a managed account, though this minimum may be adjusted at the firm’s discretion. For financial planning services, fixed fees range from $1,000 to $50,000 depending on scope. Advisory fees for portfolio management are charged as a percentage of assets under management. 

Kingsbridge has a small team that includes a Certified Financial Planner™ (CFP®), as well as a certified private wealth advisor (CPWA) and certified investment management analyst (CIMA). However, the firm operates on a fee-based model, meaning its advisors and affiliates can receive additional compensation such as placement fees and referral arrangements, which may create conflicts of interest. 

Kingsbridge’s investment approach emphasizes systematic allocation, global diversification and tax efficiency. Portfolios may include equities, fixed income, mutual funds, ETFs, options and alternative investments. The firm often uses index-based strategies to gain asset class exposure at lower cost and risk, while tailoring portfolios to client objectives and tolerance for risk.

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Aljian Capital Management (ACM) is a fee-based firm in Carson City that works with individuals, high-net-worth individuals, pension and profit sharing plans, corporations and other business entities. Notably, the firm does not require a minimum account balance to engage its services.

ACM, which was founded in 2013, offers portfolio management services that include ongoing investment management, along with financial planning support to help clients meet their financial goals.  

While it does not sell securities for commissions within advisory accounts, one of ACM's representatives is licensed to sell insurance products and may receive compensation from such sales, which creates a potential conflict of interest.

The firm’s investment approach uses several types of analysis, including fundamental, technical, charting and cyclical methods. Strategies may include long-term and short-term purchases, trading, short sales, margin transactions and option writing. Client portfolios typically hold a mix of ETFs, mutual funds, individual stocks and bonds and other securities. Cash balances are often placed in money market funds, certificates of deposit, commercial paper or government-backed debt instruments. Portfolios are tailored to each client’s goals and risk tolerance, with periodic reviews and adjustments made as needed.

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Peterson Wealth Management is a fee-based firm founded in 2004 that registered as an investment advisor in 2017. Peterson provides investment advisory and financial planning services to a client base dominated by individuals and high-net-worth individuals. The firm also offers services to retirement plans and businesses. 

Peterson provides comprehensive portfolio management that combines investment management with financial planning, along with standalone consulting in areas such as retirement, estate, tax, education, insurance, real estate and business planning. There is no stated account minimum, but financial planning services require a two-hour minimum engagement.

The firm follows a fee-based compensation model. Its advisors may earn commissions for the sale of securities and insurance products, which creates potential conflicts of interest, though the firm discloses these conflicts and notes that clients are not required to purchase such products through them.

Peterson Wealth Management’s investment approach relies on asset allocation strategies tailored to clients’ goals, risk tolerance and time horizons. Portfolios may include equities, fixed income securities, ETFs, mutual funds, commodities, real estate, derivatives, insurance products, private equity and other alternative assets. Both strategic and more active allocation methods are used, and portfolios are monitored and rebalanced as needed.

The firm employs a mix of fundamental, technical, cyclical, sector and quantitative analysis to inform its decisions, with the goal of creating diversified portfolios that balance risk and return over time.

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Buckley Wealth Management is a fee-only financial advisory firm that works with individuals both above and below the high-net-worth threshold, trusts, estates, charities, retirement plans, corporations and other businesses. Located in Las Vegas, Buckley has no set account minimum.

As a fee-only firm, Buckley advisors do not sell securities or insurance for commissions. Members of the Buckley team hold certifications like the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA) designations. 

Dedicated to providing individuals and institutional clients a wide array of investment advisory services, Buckley Wealth Management is a limited liability company formed in Nevada in 2017. The firm is primarily owned by Brian J. Buckley via the Brian J. and Susan E. Buckley Family Trust. 

Services like retirement projections and investing, estate planning, the creation of trusts and tax management are some of the hallmarks of this firm. As such, client information and communication is very important. The firm relies on the information and feedback that clients provide to carry out these services. 

The analysis methods that the firm uses include charting, cyclical analysis, fundamental analysis and technical analysis. 

The investment strategies that it uses include asset allocation, ETFs, fixed-income securities, long-term purchases, mutual funds, third-party money manager analysis and active trading (i.e. buying and selling securities with the intention of holding for a short duration).