Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | FHN FINANCIAL MAIN STREET ADVISORS, LLC 10655 Park Run Drive, Suite 120 Las Vegas, NV, 89144 | $21,495,960,000 | 30 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169 | $16,666,770,589 | 127 | 8 | A Percentage of AUM, Fixed Fees |
3 | GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501 | $6,107,388,811 | 106443 | 26 | 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 | $3,855,302,523 | 16063 | 226 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | THE AMERIFLEX GROUP 8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113 | $3,423,013,375 | 6588 | 85 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148 | $2,795,803,920 | 11436 | 272 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | DALTON INVESTMENTS, INC. 4220 S. Maryland Parkway, Suite 205a Las Vegas, NV, 89119 | $2,406,511,672 | 32 | 39 | A Percentage of AUM, Fixed Fees, Performance Based |
8 | ZAZOVE ASSOCIATES LLC 1001 Tahoe Blvd, Incline Village, NV, 89451 | $2,278,112,186 | 82 | 25 | A Percentage of AUM, Performance Based |
9 | TRASIMENE CAPITAL MANAGEMENT, LLC 1701 Village Center Circle, Las Vegas, NV, 89134 | $2,096,495,916 | 1 | 9 | 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 | $1,845,109,012 | 33 | 4 | A Percentage of AUM, Performance Based |
11 | DIGITAL ALPHA ADVISORS, LLC 3535 Executive Terminal Drive, Suite 110, Ste 110 Henderson, NV, 89052 | $1,415,612,243 | 8 | 17 | A Percentage of AUM, Performance Based |
12 | THE INVESTMENT COUNSEL COMPANY 10000 W. Charleston Blvd., Suite 280 Las Vegas, NV, 89135 | $1,180,739,616 | 1397 | 18 | A Percentage of AUM, Fixed Fees |
13 | LEGALIST 195 Hwy. 50, No. 7172-210 Stateline, NV, 89449 | $819,690,627 | 11 | 34 | A Percentage of AUM, Other (CARRIED INTEREST) |
14 | NAVELLIER & ASSOCIATES INC One E. Liberty, Suite 504, Reno, NV, 89501-2107 | $661,151,580 | 1438 | 24 | A Percentage of AUM, Performance Based |
15 | EVOLUTION CAPITAL MANAGEMENT LLC 10 Stateline Road, Crystal Bay, NV, 89402 | $645,926,042 | 6 | 13 | Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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