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Find Retirement Advisors for Retirement Planning in Nevada, Reno
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 Reno, Nevada (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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) |
| 2 | 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 |
| 3 | One E. Liberty, Suite 504, Reno, NV, 89501-2107 | $973,800,173 | 1293 | 24 | A percentage of AUM, Performance Based |
| 4 | 5365 Reno Corporate Dr., Suite 200 Reno, NV, 89511 | $717,584,687 | 1335 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 570 Hammill Lane, Reno, NV, 89511 | $694,306,410 | 871 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 4785 Caughlin Parkway, Reno, NV, 89519 | $584,987,740 | 2 | 3 | A percentage of AUM, Performance Based |
| 7 | 5485 Kietzke Lane, Reno, NV, 89511 | $306,690,413 | 26 | 10 | A percentage of AUM, Performance Based |
| 8 | 4741 Caughlin Parkway, Suite 3 Reno, NV, 89519 | $245,790,589 | 346 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 5190 Neil Road, Suite 450 Reno, NV, 89502 | $193,526,938 | 470 | 6 | Hourly charges, Fixed fees |
| 10 | 3748 Lakeside Dr., Suite 100 Reno, NV, 89509 | $169,747,735 | 663 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 6170 Ridgeview Court, Suite F, Reno, NV, 89519 | $160,401,212 | 291 | 1 | A percentage of AUM |
| 12 | 98 Winter Street Reno, Reno, NV, 89503 | $150,725,592 | 1835 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 5470 Kietzke Lane, Suite 300 Reno, NV, 89511 | $143,776,268 | 1140 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 14 | 540 W. Plumb Lane, #201 Reno, NV, 89509 | $107,719,114 | 316 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 5470 Kietzke Lane, Suite 300 Reno, NV, 89511 | $93,514,000 | 262 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Reno, Nevada
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# 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# 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
QualificationsFirm CRD# 323259
Assets Under Management $584,987,740
No. Of Clients2
Clients Per Financial Advisor1
PILGRIM GLOBAL ADVISORS LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $585M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 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# 141335
Assets Under Management $306,690,413
No. Of Clients26
Clients Per Financial Advisor3
HALLADOR INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Reno, Nevada. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 10 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
- Selection for other advisors
QualificationsFirm CRD# 131562
Assets Under Management $245,790,589
No. Of Clients346
Clients Per Financial Advisor58
OPEN WINDOW FINANCIAL SOLUTIONS, LTD. is a financial advisory firm situated in Reno, Nevada. With a nearly $246M assets under management, the firm specializes in crafting personalized retirement planning solutions for 346 clients. The team consists of 6 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# 108724
Assets Under Management $193,526,938
No. Of Clients470
Clients Per Financial Advisor78
SCHULTZ FINANCIAL GROUP INCORPORATED is a financial advisory firm situated in Reno, Nevada. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 470 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 173929
Assets Under Management $169,747,735
No. Of Clients663
Clients Per Financial Advisor332
VANTAGE WEALTH PLANNING is a financial advisory firm situated in Reno, Nevada. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 clients. The team consists of 2 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
QualificationsFirm CRD# 120805
Assets Under Management $160,401,212
No. Of Clients291
Clients Per Financial Advisor291
PARADIGM CAPITAL MANAGEMENT is a financial advisory firm situated in Reno, Nevada. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 296847
Assets Under Management $150,725,592
No. Of Clients1835
Clients Per Financial Advisor918
GK WEALTH MANAGEMENT LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1835 clients. The team consists of 2 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
QualificationsFirm CRD# 158386
Assets Under Management $143,776,268
No. Of Clients1140
Clients Per Financial Advisor114
ELEVAGE PARTNERS, LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1140 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 319373
Assets Under Management $107,719,114
No. Of Clients316
Clients Per Financial Advisor105
ATHENA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Reno, Nevada. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 316 clients. The team consists of 3 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
- Selection for other advisors
QualificationsFirm CRD# 110478
Assets Under Management $93,514,000
No. Of Clients262
Clients Per Financial Advisor44
GW FINANCIAL is a financial advisory firm situated in Reno, Nevada. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 262 clients. The team consists of 6 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
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
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