Top 10 advisors in Reno
We’ve curated a list of the best financial advisors in Reno, take a look at it below
Find an advisor in Reno| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $6,107,388,811 | 26 advisors | ||
| 2 | $3,855,302,523 | 226 advisors | ||
| 3 | $628,339,624 | 14 advisors | ||
| 4 | $496,533,364 | 6 advisors | ||
| 5 | $245,306,103 | 22 advisors | ||
| 6 | $216,292,088 | 3 advisors | ||
| 7 | $184,473,975 | 5 advisors | ||
| 8 | $162,468,255 | 11 advisors | ||
| 9 | $134,856,421 | 2 advisors | ||
| 10 | $77,811,000 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Reno, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Reno. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Guided Choice Asset Management, Inc.
Assets under management
$6,107,388,811
Fee structure
A percentage of assets under your management
Fixed fees
IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
2. Belpointe Asset Management LLC
Assets under management
$3,855,302,523
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Rb Capital Management, LLC
Assets under management
$628,339,624
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Kent Lake Capital LLC
Assets under management
$496,533,364
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Fortis Capital Advisors, LLC
Assets under management
$245,306,103
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
6. Wealthspire Advisors
Assets under management
$216,292,088
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Open Window Financial Solutions, Ltd.
Assets under management
$184,473,975
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
8. Elevage Partners, LLC
Assets under management
$162,468,255
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
9. Vantage Wealth Planning
Assets under management
$134,856,421
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Gw Financial
Assets under management
$77,811,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Financial Consulting
Your first meeting is free.