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Find Retirement Advisors for Retirement Planning in Nevada, Crystal Bay
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Crystal Bay, Nevada (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169 | $17,032,495,600 | 83 | 8 | A percentage of AUM, Fixed fees |
| 2 | 200 S Virginia Street, Suite 310 Reno, NV, 89501 | $6,645,705,545 | 99569 | 28 | 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 | $6,522,387,220 | 16327 | 149 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148 | $5,194,180,776 | 21408 | 264 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 10845 Griffith Peak Drive, 2/F, Las Vegas, NV, 89135 | $4,662,466,719 | 28 | 45 | A percentage of AUM, Performance Based |
| 6 | 500 Damonte Ranch Parkway, Building 700, Unit 700 Reno, NV, 89521 | $4,300,001,521 | 22446 | 215 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 9440 West Sahara Avenue, Suite 215 Las Vegas, NV, 89117 | $4,059,517,879 | 39 | 36 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 1001 Tahoe Blvd, Incline Village, NV, 89451 | $2,286,673,248 | 82 | 25 | A percentage of AUM, Performance Based |
| 9 | 3535 Executive Terminal Drive, Suite 110, Ste 110 Henderson, NV, 89052 | $1,813,040,549 | 11 | 18 | A percentage of AUM, Performance Based |
| 10 | 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135 | $1,640,536,319 | 1783 | 11 | A percentage of AUM, Fixed fees |
| 11 | 1980 Festival Plaza Drive, Suite 300 Las Vegas, NV, 89135 | $1,101,210,000 | 1314 | 13 | 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 | $993,217,542 | 1628 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | One E. Liberty, Suite 504, Reno, NV, 89501-2107 | $973,800,173 | 1293 | 24 | A percentage of AUM, Performance Based |
| 14 | 5365 Reno Corporate Dr., Suite 200 Reno, NV, 89511 | $717,584,687 | 1335 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 570 Hammill Lane, Reno, NV, 89511 | $694,306,410 | 871 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Crystal Bay, 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
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
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
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
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
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
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
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
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
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
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
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))
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)
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
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
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