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Find Retirement Advisors for Retirement Planning in Nevada

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Nevada, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Nevada

Last Updated - April 24, 2025

Nevada has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 68 non-vetted advisors in your local area. These retirement advisors in Nevada have an average of 40 years of experience.

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List of Qualified Retirement Planning Advisors in Nevada

advisor

Qualifications
Firm CRD# 111243
Series 7, 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Nevada (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3883 Howard Hughes Pkwy, Suite 500
Las Vegas, NV, 89169
$17,032,495,600838
A percentage of AUM, Fixed fees
2

200 S Virginia Street, Suite 310
Reno, NV, 89501
$6,645,705,5459956928
A percentage of AUM, Fixed fees, Other (IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB)
3

8475 W. Sunset Road, Suite 101,
Las Vegas, NV, 89113
$6,522,387,22016327149
A percentage of AUM, Hourly charges, Fixed fees
4

8925 West Post Road, 2nd Floor
Las Vegas, NV, 89148
$5,194,180,77621408264
A percentage of AUM, Hourly charges, Fixed fees
5

10845 Griffith Peak Drive, 2/F,
Las Vegas, NV, 89135
$4,662,466,7192845
A percentage of AUM, Performance Based
6

500 Damonte Ranch Parkway, Building 700, Unit 700
Reno, NV, 89521
$4,300,001,52122446215
A percentage of AUM, Hourly charges, Fixed fees
7

9440 West Sahara Avenue, Suite 215
Las Vegas, NV, 89117
$4,059,517,8793936
A percentage of AUM, Fixed fees, Performance Based
8

1001 Tahoe Blvd,
Incline Village, NV, 89451
$2,286,673,2488225
A percentage of AUM, Performance Based
9

3535 Executive Terminal Drive, Suite 110, Ste 110
Henderson, NV, 89052
$1,813,040,5491118
A percentage of AUM, Performance Based
10

10000 W. Charleston Blvd., Suite 280
Las Vegas, NV, 89135
$1,640,536,319178311
A percentage of AUM, Fixed fees
11

1980 Festival Plaza Drive, Suite 300
Las Vegas, NV, 89135
$1,101,210,000131413
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (ACCOUNTING CLIENTS)
12

8876 Spanish Ridge Avenue, Suite 202
Las Vegas, NV, 89148
$993,217,542162814
A percentage of AUM, Hourly charges, Fixed fees
13

One E. Liberty, Suite 504,
Reno, NV, 89501-2107
$973,800,173129324
A percentage of AUM, Performance Based
14

5365 Reno Corporate Dr., Suite 200
Reno, NV, 89511
$717,584,687133514
A percentage of AUM, Hourly charges, Fixed fees
15

570 Hammill Lane,
Reno, NV, 89511
$694,306,4108719
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Nevada

QualificationsFirm CRD# 156226

Assets Under Management $17,032,495,600

No. Of Clients83

Clients Per Financial Advisor10

KEYSTATE ADVISORY, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 112674

Assets Under Management $6,645,705,545

No. Of Clients99569

Clients Per Financial Advisor3556

GUIDED CHOICE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Reno, Nevada. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 99569 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 305585

Assets Under Management $6,522,387,220

No. Of Clients16327

Clients Per Financial Advisor110

THE AMERIFLEX GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16327 clients. The team consists of 149 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 173194

Assets Under Management $5,194,180,776

No. Of Clients21408

Clients Per Financial Advisor81

THE WEALTH CONSULTING GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21408 clients. The team consists of 264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 309535

Assets Under Management $4,662,466,719

No. Of Clients28

Clients Per Financial Advisor1

SIMPLIFY ASSET MANAGEMENT INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 143440

Assets Under Management $4,300,001,521

No. Of Clients22446

Clients Per Financial Advisor104

BELPOINTE ASSET MANAGEMENT LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22446 clients. The team consists of 215 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 308609

Assets Under Management $4,059,517,879

No. Of Clients39

Clients Per Financial Advisor1

DALTON INVESTMENTS, INC. is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 104751

Assets Under Management $2,286,673,248

No. Of Clients82

Clients Per Financial Advisor3

ZAZOVE ASSOCIATES LLC is a financial advisory firm situated in Incline Village, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 286351

Assets Under Management $1,813,040,549

No. Of Clients11

Clients Per Financial Advisor1

DIGITAL ALPHA ADVISORS, LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 19608

Assets Under Management $1,640,536,319

No. Of Clients1783

Clients Per Financial Advisor162

THE INVESTMENT COUNSEL COMPANY is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1783 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 171750

Assets Under Management $1,101,210,000

No. Of Clients1314

Clients Per Financial Advisor101

ONE WEALTH MAP, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1314 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Commission Based
  • Other (ACCOUNTING CLIENTS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
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QualificationsFirm CRD# 141504

Assets Under Management $993,217,542

No. Of Clients1628

Clients Per Financial Advisor116

ARISTA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1628 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTING (INVESTMENT/NON-INVESTMENT))
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QualificationsFirm CRD# 107568

Assets Under Management $973,800,173

No. Of Clients1293

Clients Per Financial Advisor54

NAVELLIER & ASSOCIATES INC is a financial advisory firm situated in Reno, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1293 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (UIT)
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QualificationsFirm CRD# 125678

Assets Under Management $717,584,687

No. Of Clients1335

Clients Per Financial Advisor95

RB CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $718M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1335 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 122205

Assets Under Management $694,306,410

No. Of Clients871

Clients Per Financial Advisor97

AMERICAN WEALTH MANAGEMENT is a financial advisory firm situated in Reno, Nevada. With a nearly $694M assets under management, the firm specializes in crafting personalized retirement planning solutions for 871 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

Retirement Planners Near You

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