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Find Retirement Advisors for Retirement Planning in Winnemucca, Nevada

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 you 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.

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FHN FINANCIAL MAIN STREET ADVISORS, LLC
10655 Park Run Drive, Suite 120
Las Vegas, NV, 89144
$21,495,960,000305
A Percentage of AUM, Hourly charges, Fixed Fees
2
KEYSTATE ADVISORY, LLC
3883 Howard Hughes Pkwy, Suite 500
Las Vegas, NV, 89169
$16,666,770,5891278
A Percentage of AUM, Fixed Fees
3
GUIDED CHOICE ASSET MANAGEMENT, INC.
200 S Virginia Street, Suite 310
Reno, NV, 89501
$6,107,388,81110644326
A Percentage of AUM, Fixed Fees, Other (IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB)
4
BELPOINTE ASSET MANAGEMENT LLC
500 Damonte Ranch Parkway, Building 700, Unit 700
Reno, NV, 89521
$3,855,302,52316063226
A Percentage of AUM, Hourly charges, Fixed Fees
5
THE AMERIFLEX GROUP
8475 W. Sunset Road, Suite 101,
Las Vegas, NV, 89113
$3,423,013,375658885
A Percentage of AUM, Hourly charges, Fixed Fees
6
THE WEALTH CONSULTING GROUP
8925 West Post Road, 2nd Floor
Las Vegas, NV, 89148
$2,795,803,92011436272
A Percentage of AUM, Hourly charges, Fixed Fees
7
DALTON INVESTMENTS, INC.
4220 S. Maryland Parkway, Suite 205a
Las Vegas, NV, 89119
$2,406,511,6723239
A Percentage of AUM, Fixed Fees, Performance Based
8
ZAZOVE ASSOCIATES LLC
1001 Tahoe Blvd,
Incline Village, NV, 89451
$2,278,112,1868225
A Percentage of AUM, Performance Based
9
TRASIMENE CAPITAL MANAGEMENT, LLC
1701 Village Center Circle,
Las Vegas, NV, 89134
$2,096,495,91619
A Percentage of AUM, Fixed Fees, Performance Based
10
TOMALES BAY CAPITAL
5940 S Rainbow Blvd, Ste 400 Pmb 86804
Las Vegas, NV, 89118-2507
$1,845,109,012334
A Percentage of AUM, Performance Based
11
DIGITAL ALPHA ADVISORS, LLC
3535 Executive Terminal Drive, Suite 110, Ste 110
Henderson, NV, 89052
$1,415,612,243817
A Percentage of AUM, Performance Based
12
THE INVESTMENT COUNSEL COMPANY
10000 W. Charleston Blvd., Suite 280
Las Vegas, NV, 89135
$1,180,739,616139718
A Percentage of AUM, Fixed Fees
13
LEGALIST
195 Hwy. 50, No. 7172-210
Stateline, NV, 89449
$819,690,6271134
A Percentage of AUM, Other (CARRIED INTEREST)
14
NAVELLIER & ASSOCIATES INC
One E. Liberty, Suite 504,
Reno, NV, 89501-2107
$661,151,580143824
A Percentage of AUM, Performance Based
15
EVOLUTION CAPITAL MANAGEMENT LLC
10 Stateline Road,
Crystal Bay, NV, 89402
$645,926,042613
Performance Based

Information on Top Retirement Planning firms in Winnemucca, Nevada

QualificationsFirm CRD# 133719

Assets Under Management $21,495,960,000

No. Of Clients30

Clients Per Financial Advisor6

FHN FINANCIAL MAIN STREET ADVISORS, LLC is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 5 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

  • Portfolio Management for Business
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QualificationsFirm CRD# 156226

Assets Under Management $16,666,770,589

No. Of Clients127

Clients Per Financial Advisor16

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 127 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 Business
View Full Profile

QualificationsFirm CRD# 112674

Assets Under Management $6,107,388,811

No. Of Clients106443

Clients Per Financial Advisor4094

GUIDED CHOICE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Reno, Nevada. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 106443 clients. The team consists of 26 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
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QualificationsFirm CRD# 143440

Assets Under Management $3,855,302,523

No. Of Clients16063

Clients Per Financial Advisor71

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 16063 clients. The team consists of 226 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 305585

Assets Under Management $3,423,013,375

No. Of Clients6588

Clients Per Financial Advisor78

THE AMERIFLEX GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6588 clients. The team consists of 85 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 173194

Assets Under Management $2,795,803,920

No. Of Clients11436

Clients Per Financial Advisor42

THE WEALTH CONSULTING GROUP is a financial advisory firm situated in Las Vegas, Nevada. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11436 clients. The team consists of 272 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 308609

Assets Under Management $2,406,511,672

No. Of Clients32

Clients Per Financial Advisor1

DALTON INVESTMENTS, INC. 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 32 clients. The team consists of 39 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 104751

Assets Under Management $2,278,112,186

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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 306793

Assets Under Management $2,096,495,916

No. Of Clients1

Clients Per Financial Advisor0

TRASIMENE CAPITAL MANAGEMENT, LLC 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 1 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
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 298932

Assets Under Management $1,845,109,012

No. Of Clients33

Clients Per Financial Advisor8

TOMALES BAY CAPITAL 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 33 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 286351

Assets Under Management $1,415,612,243

No. Of Clients8

Clients Per Financial Advisor0

DIGITAL ALPHA ADVISORS, LLC is a financial advisory firm situated in Henderson, Nevada. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 17 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
View Full Profile

QualificationsFirm CRD# 19608

Assets Under Management $1,180,739,616

No. Of Clients1397

Clients Per Financial Advisor78

THE INVESTMENT COUNSEL COMPANY 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 1397 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 297876

Assets Under Management $819,690,627

No. Of Clients11

Clients Per Financial Advisor0

LEGALIST is a financial advisory firm situated in Stateline, Nevada. With a nearly $820M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107568

Assets Under Management $661,151,580

No. Of Clients1438

Clients Per Financial Advisor60

NAVELLIER & ASSOCIATES INC is a financial advisory firm situated in Reno, Nevada. With a nearly $661M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1438 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
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 161668

Assets Under Management $645,926,042

No. Of Clients6

Clients Per Financial Advisor0

EVOLUTION CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Crystal Bay, Nevada. With a nearly $646M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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