Nevada's absence of state income tax makes it one of the most attractive states for investors and retirees. Las Vegas, Reno, and Henderson host a large and growing financial advisory market serving high-net-worth relocators from California and other high-tax states. Nevada advisors specialize in tax-efficient relocation strategies, asset protection planning (Nevada has strong trust laws), real estate portfolio management, and entertainment industry wealth management. The state's favorable trust and estate laws also attract dynasty trust planning.
Henderson, Nevada
LAUNCH Retirement is a retirement planning firm based in Henderson, Nevada. The firm specializes in retirement planning services and operates in English.
View detailsHenderson, Nevada
Kore Wealth Management is an investment advisor based in Henderson, Nevada, offering investment management and wealth management services. The firm operates in English and holds a 5-star rating on Google based on client reviews.
View detailsHenderson, Nevada
White Aspen Capital is an investment advisory firm based in Henderson, Nevada. The firm offers financial planning, insurance analysis, and investment management services to clients. Additional details about credentials, fee structures, or specific specialties are not currently available.
View detailsIncline Village, Nevada
Wirehouse
Merrill Lynch Wealth Management operates in Incline Village, Nevada, offering investment management and wealth management services. The firm provides financial planning and investment management to clients. English is spoken at this location.
View detailsIncline Village, Nevada
Abundance Wealth Solutions, based in Incline Village, Nevada, provides financial planning services with specialties in retirement planning and small business advisory. The firm holds a 5-star rating on Google based on six reviews. Additional details regarding credentials and fee structure are not publicly available.
View detailsLas Vegas, Nevada
Signature Wealth & Tax is a Las Vegas-based firm offering insurance analysis and tax planning services. The firm operates in English and has a 5-star rating from Google reviews.
View detailsLas Vegas, Nevada
Asset Preservation Wealth & Tax Financial Advisors is based in Las Vegas, Nevada. The firm provides estate planning, financial planning, investment management, and retirement planning services. They specialize in estate planning and retirement planning.
View detailsLas Vegas, Nevada
Independent RIA
Link Financial Advisory is an independent registered investment advisor based in Las Vegas, Nevada. The firm provides investment management, retirement planning, and wealth management services to clients. Link Financial Advisory holds a 5-star rating on Google based on client reviews.
View detailsLas Vegas, Nevada
Dynamic Financial Advisors serves clients in Las Vegas with retirement planning and investment management services. The firm provides financial planning as a core offering. English-speaking clients can reach them in Nevada.
View detailsLas Vegas, Nevada
Imagine Financial Group, LLC is an investment management firm based in Las Vegas, Nevada. The firm provides investment management services to clients and operates in English.
View detailsLas Vegas, Nevada
American Retirement Advisors is based in Las Vegas, Nevada and provides financial planning and insurance analysis services. The firm specializes in insurance planning. Services are offered in English.
View detailsLas Vegas, Nevada
Bauman Wealth Advisors is a Las Vegas-based firm providing financial planning, investment management, and tax planning services. The firm operates in English and has received positive client feedback on Google.
View detailsLas Vegas, Nevada
Strategic Wealth Design, based in Las Vegas, Nevada, provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm serves clients in English and Tagalog.
View detailsLas Vegas, Nevada
Insurance-Based
Northwestern Mutual in Las Vegas provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates as an insurance-based advisor and conducts business in English.
View detailsNorth Las Vegas, Nevada
Battle Born Financial Advisor & Health Insurance Brokerage is located in North Las Vegas and provides financial planning, insurance analysis, and retirement planning services. The firm specializes in debt management, insurance planning, and retirement planning. Services are available in English.
View detailsReno, Nevada
Insurance-Based
Ronette Santos, CFP, provides financial planning and investment management services through Northwestern Mutual in Reno, Nevada. Services include insurance analysis, retirement planning, and wealth management. Santos holds the Certified Financial Planner credential and works primarily in English
View detailsReno, Nevada
Wealthspire is an investment management firm based in Reno, Nevada. The firm offers financial planning and investment management services. English is spoken.
View detailsReno, Nevada
Fee-Only
Alchemy Wealth Management is a fee-only advisory firm in Reno, Nevada, specializing in investment management, retirement planning, and tax strategy. The firm provides financial planning, investment management, retirement planning, and tax planning services and operates as a fiduciary. It serves clients in English and maintains a 5-star rating on Google.
View detailsReno, Nevada
The Bernard Wealth Management Group is based in Reno, Nevada and provides investment management and wealth management services. The firm works with clients in English.
View detailsReno, Nevada
Sierra Management Group is an investment advisory firm based in Reno, Nevada. The firm provides services to clients in English.
View detailsReno, Nevada
Carson Wealth is based in Reno, Nevada and provides estate planning, retirement planning, investment management, and wealth management services. The firm's advisors hold CLU credentials. Services are available in English.
View detailsReno, Nevada
MC2 Wealth Solutions LLC is an investment advisory firm based in Reno, Nevada. The firm provides services to clients in English.
View detailsReno, Nevada
Sanchez Gaunt Capital Management, LLC is based in Reno, Nevada and provides financial planning services. The firm serves clients in English and Spanish.
View detailsReno, Nevada
Creative Planning, based in Reno, Nevada, provides estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning for clients seeking to organize and structure their assets.
View detailsReno, Nevada
Wolf Pack Wealth serves clients in Reno and Sparks with estate planning, financial planning, insurance analysis, and investment management. The firm specializes in insurance planning as part of its service offerings. Services are conducted in English.
View detailsReno, Nevada
MacLean Financial Group is located in Reno, Nevada and provides financial planning and insurance analysis services. The firm operates in English and holds a 3-star rating based on customer reviews.
View detailsReno, Nevada
Truckee Financial Group is based in Reno, Nevada and provides financial planning and retirement planning services. The firm specializes in retirement planning for its clients. They operate in English.
View detailsReno, Nevada
Insurance-Based
Richard Green, Financial Advisor at Eagle Strategies in Reno, Nevada, provides financial planning and insurance analysis services. The firm specializes in retirement planning and investment management. Eagle Strategies operates on an insurance-based model and conducts business in English.
View detailsReno, Nevada
Trident Capital Advisors is a Reno-based firm providing financial planning and investment management services. The firm specializes in investment management for clients seeking portfolio guidance and financial planning support.
View detailsReno, Nevada
Insurance-Based
Northwestern Mutual in Reno, Nevada offers financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates as an insurance-based advisor and conducts business in English.
View detailsReno, Nevada
Wirehouse
Merrill Lynch Wealth Management in Reno, Nevada provides financial planning and investment management services. As a wirehouse firm, the practice offers wealth management and investment management to clients. English is spoken at the office.
View detailsThis listing shows advisory firms with offices in Nevada. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.