The Top Financial Advisors in Nevada

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GuidedChoice Asset Management is a San Diego-based financial advisor firm, with offices in Reno, that strives for personalization by utilizing diversified allocation, retirement spending, risk/reward balance and scenario analysis. The firm specializes in working with defined contribution retirement plans and their participants, with billions in assets under management (AUM). The fee-only financial advisor has a massive client base of over 70,000 clients.

GuidedChoice Asset Management Background

GuidedChoice, which was founded in 1999, is a subsidiary of GuidedChoice.com, Inc. The financial services provider is an independent firm that specializes in retirement plan advisory service. Sherrie E. Grabot is the firm’s founder and chief executive officer (CEO), while Louis van Zijl serves as the firm’s chief operating officer (COO). Today, the firm manages over $6.6 billion in assets under management across its five advisors. 

GuidedChoice Asset Management Investment Strategy

The firm says it strives to provide investment allocations that allow individuals to reach retirement income goals with appropriate levels of risk. To create personalized plans, the firm uses a software model to combine client needs with actuarial data, probability analysis and mean-variance optimization.

The firm also offers individuals within qualified plans a range of investment options, including open-ended mutual funds, exchange-traded funds (ETFs), money market funds, money market deposit accounts, exchange-listed securities, stable value funds, separate and commingled trusts, real estate investment trusts, guaranteed investment contracts and variable and fixed annuities. 

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The Wealth Consulting Group, based in Las Vegas, is a fee-based firm. Clients of the firm include individuals, individual retirement accounts, banks and thrift institutions, retirement plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and other business entities. However, the firm generally provides investment advice to individuals and high-net-worth individuals, as well as corporate clients. The investment minimum at the firm varies by account type. 

Choosing this firm gives you access to a few staff members who hold various professional certifications, including Certified Financial Planners™ (CFPs®), 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. As a fiduciary, the firm is legally obligated to act in the clients' best interests.

The Wealth Consulting Group Background

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. The firm is owned by the 1970 Lee Trust and Jimmy Lee is its managing member. 

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. In general, the firm provides the following types of services: financial planning, portfolio management and selection of other advisors.

The Wealth Consulting Group Investment Strategy

The Wealth Consulting Group emphasizes continuous and regular account supervision. It also does this by planning ahead for taxes, as well as for other formidable costs and risks. Aside from managing your assets, the firm will also craft strategies around any estate plans, trusts or philanthropic dreams you might have. 

Portfolios consist of individual stocks or bonds, exchange-traded funds (ETFs), options, mutual funds and other public and private securities or investments.

The 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 is a fee-only advisor that primarily works with individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. The firm 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.

The Investment Counsel Company Background

The firm was founded in 1987. The firm is owned by multiple parties including the Garcia Family Trust dated 8/29/91, along with Randy A. Garcia and Staci R. Garcia. Randy Garcia serves as the firm's CEO and Chief Investment Officer. Today, the firm manages more than $1.6 billion in assets under management (AUM) across its 8 advisors. 

The Investment Counsel Company Investment Strategy

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 ensures 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, exchange-traded funds (ETFs) and investments managed by independent managers. Additionally, they invest in money market funds and private investment funds.

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RB Capital Management is a fee-based firm that caters to high-net-worth individuals, corporations, foundations, retirement plans and trusts. It has no set account minimum.

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

RB Capital Management Background

RB Capital Management is a limited liability company organized in Delaware. The firm has been registered as an investment advisor since August 2000. The founder and principal owner of the firm is Rob Ballan, who brings 30-plus years of professional investment expertise to the role. Ballan is responsible for the overall performance of RB Capital Management, as well as the analysis and oversight of the firm's sub-advisors. The firm also offers financial planning services and a wrap fee program.

For investment management specifically, it offers asset allocation and diversification, distribution of wealth across a range of economic sectors and strategies, due diligence on all investments, client-focused personalized portfolios, continuous monitoring and a fee based on account balance. Clients also have the room to request certain uses or restrictions on how their money is used.

RB Capital Management Investment Strategy

As an investment advisor, the firm focuses on hedged strategies and managed fixed-income portfolios. The firm's goal is to maximize client returns while limiting risk. It does this by developing diversified, personalized portfolios. 

The process at RB Capital Management begins with a client interview to understand the situation and risk. Then the firm creates an action plan, designed for the long term. It uses a combination of fixed-income, equities and alternative investments such as precious metals, real estate and commodities.

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American Wealth Management (AWM) serves many individuals, including high-net-worth individuals. Additionally, the fee-based firm also works with businesses, investment companies, trusts, estates, charitable organizations and pension and profit-sharing plans. The firm generally requires a minimum of $300,000 to open an account, though it may waive or lower the requirement at its discretion.

Some staff members at this firm have various certifications, including Certified Financial Planners™ (CFPs®), Chartered Financial Analyst (CFA), accredited investment fiduciary (AIF) and chartered market technician (CMT).

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

American Wealth Management Background

The firm was established in 1988. It is principally owned by the firm’s president, Laif Meidell, who has been in the financial industry for more than 23 years. The rest of the firm has an average of more than 20 years of experience.

Because there is no one-size-fits-all approach for financial management clients, this firm offers a wide range of services, including the following:

• Pre- or post-retirement planning
• Estate planning and review
• Income tax impact evaluation
• Insurance planning
• Planning for savings
• Charitable giving
• Employee benefit usage
• Budgeting
• Debt management

Furthermore, besides wrap-fee programs, AWM provides various principal types of advisory services, including discretionary investment management services and financial planning services.

American Wealth Management Investment Strategy

AWM generally implements client investment strategies by investing the assets under management (AUM) in funds, including ETFs and mutual funds. The firm may purchase individual stocks and bonds depending on what the client requires. 

The firm's tactical investment strategies focus on total return. Other investment strategies may also involve high portfolio turnover, but the firm's core investment strategies tend to have lower turnover and take tax considerations more into account.

American Wealth Management makes independent discretionary investment decisions for its clients’ accounts. In doing so, it reviews quantitative data that is generated by its proprietary system. 

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Arista Wealth Management is a fee-based advisory firm located in  Las Vegas. The investment minimum for clients at this firm is $250,000. Clients of the firm include individuals (including high-net-worth individuals), businesses, retirement plans and charitable organizations. 

Certifications on the firm's staff include the accredited investment fiduciary (AIF) and Certified Financial Planner™ (CFP®) designations.

Arista Wealth Management is a fee-based firm, as advisors collect additional compensation as a result of their recommendations and are subject to a potential conflict of interest as a result. As a fiduciary, however, the firm is legally obligated to act in the clients' best interests.

Arista Wealth Management Background

Arista Wealth Management has been in business since 2006 when it was founded by firm president Paul Moffat. Moffat is a 20-year veteran of the investment industry and was named a "Five Star Wealth Manager" by Five Star Professional in 2014. The firm is under the ownership of Starcrest Trust.

If you're looking for hands-on investment management and financial planning, Arista can oblige. Some of your service options include investment planning, retirement planning, tax planning, estate planning, education cost planning, insurance analysis, asset allocation development and more. The majority of these offerings are available as a simple consulting service as well.

Arista Wealth Management Investment Strategy

Advisors at the firm use several methods of analysis in their investment strategy, as well as research produced by other firms and academics. Some of the methods of analysis they use are technical analysis, fundamental analysis, modern portfolio theory, charting, asset correlation and academic-based financial research. The firm uses these research and analysis techniques in order to look for continued historical patterns that can be used as a guide for current decisions.

In terms of strategies, the firm focuses on long-term purchases, margin transactions and passive investing.

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At the American Retirement Planning Group (ARPG), the account minimum required to become an investment management client is $10,000. The firm serves individuals, high-net-worth individuals, retirement plans, trusts, foundations and corporations.

ARPG is a fee-based firm whose advisors collect commissions and are subject to a potential conflict of interest as a result. You may be offered insurance by this firm, which could result in compensation for your advisor if you accept. As a fiduciary, however, the firm is legally obligated to act in the clients' best interests.

American Retirement Planning Group Background

American Retirement Planning Group has been in business since 1991. the firm is principally owned by Matthew D. Dahl, who also serves as chief investment officer and chief compliance officer. ARPG's self-described mission is to “understand your financial situation” and offer “highly competent investment management techniques to help you reach your goals.”

Depending on what’s most important to you, the firm will determine concrete goals for your finances. Once both sides are comfortable that everything has been communicated, ARPG will come up with a custom proposal to fit your needs. 

American Retirement Planning Group Investment Strategy

When analyzing investments, the firm uses both fundamental and technical analysis. It invests in individual stocks, bonds, ETFs, mutual funds and money market accounts as well as insurance companies' separate accounts.

If a harsh drop in the market occurs while your assets are invested with ARPG, the firm immediately pulls your investments and places them in short-term government bonds or cash equivalents in an attempt to protect them. ARPG claims that policies like this one have helped it to maintain a high client retention rate. 

The firm relies heavily on modern portfolio theory, which attempts to maximize returns based on your risk tolerance. Its investment system focuses on the long-term. 

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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. 

Buckley Wealth Management Background

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. 

Buckley Wealth Management Investment Strategy

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).

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Since 2009, Kingsbridge Wealth Management (KWM) has been providing discretionary investment advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, trusts and estates. At a minimum, you’ll need $5 million to open an account with Kingsbridge Wealth Management, which is the largest account minimum of any firm on our Nevada state list. 

The firm’s staff also holds several financial qualifications, including the Certified Financial Planner™ (CFP®) and certified public accountant (CPA) designations. Its president is both a certified investment management analyst (CIMA) and a certified private wealth advisor (CPWA).

KWM is a fee-based firm, as advisors collect third-party commissions on top of client-paid fees and are subject to a potential conflict of interest as a result. However, because the firm’s advisors are fiduciaries, they’re legally required to act in your best interest at all times.

Kingsbridge Wealth Management Background

The principal owner of KWM is David J. Dunn. Dunn also serves as the firm’s president.The firm offers a variety of services, including separately managed accounts, private fund management, as well as financial planning and consulting services.

Kingsbridge Wealth Management Investment Strategy

KWM follows a general systematic investment strategy using the following steps: 

• Based on a client’s investment objectives and risk tolerance, KWM determines an allocation across fixed-income investments, equities, cash equivalents and alternative investments.
• For each client account, KWM will then determine strategic asset allocation targets for each asset class utilized in a client’s account. KWM will not begin constructing a client’s account portfolio until the client approves the asset class allocation model.
• Once the asset class allocation model is approved by the client, KWM begins constructing the client’s account portfolio according to the model. 

Furthermore, as part of its investment strategy, the firm emphasizes broad global diversification and selecting asset classes that have a relatively low correlation with each other. 

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Aljian Capital Management is a fee-based firm that caters to a diverse clientele including individuals, high net worth individuals, pension and profit sharing plans, corporations, as well as limited liability companies and other business entities. Notably, the firm does not require a minimum account balance to engage its services.

As a fee-based firm, advisors collect commissions and can potentially create a conflict of interest. However, the firm is a fiduciary and is legally obligated to act in its client's best interests at all times.

Aljian Capital Management Background

Aljian Capital Management was founded in 2013. The firm is managed by trustees Jim Aljian and Denise Aljian, under a trust ownership structure. The firm works with more than 400 individual clients and manages more than $445 million across its three advisors.

Aljian Capital Management Investment Strategy

The firm employs a variety of investment strategies tailored to meet the diverse needs of its clients which include long-term and short-term purchases, margin transactions and option writing. The firm carefully considers each client's current financial situation, available resources, financial objectives and risk tolerance, which creates a comprehensive approach that ensures investment decisions are well-aligned with individual client profiles and financial aspirations.