AdvisorGrade

Financial advisers in Reno, NV

22 registered investment adviser firms in Reno managing $22.4B in assets, based on public SEC Form ADV filings.

Guided Choice Asset Management, INC.

Reno, NV · Est. 2002

Regional
Fee-based
AUM
$8.5B
Per adviser
$1.7B
Advisers
5

No reported disclosures

Belpointe Asset Management LLC

Reno, NV · Est. 2008

NationalInternational
Fee-based
AUM
$7.6B
Per adviser
$50M
Advisers
151

No reported disclosures

Navellier & Associates INC

Reno, NV · Est. 1987

Local
Fee-only
AUM
$1.1B
Per adviser
$551M
Advisers
2

Rb Capital Management, LLC

Reno, NV · Est. 2003

RegionalInternational
Fee-based
AUM
$931M
Per adviser
$66M
Advisers
14

No reported disclosures

Pilgrim Global Advisors LLC

Reno, NV · Est. 2022

LocalInternational
Fee-only
AUM
$884M
Per adviser
$221M
Advisers
4

No reported disclosures

American Wealth Management

Reno, NV · Est. 2009

Local
Fee-based
AUM
$761M
Per adviser
$152M
Advisers
5

No reported disclosures

Sanchez Gaunt Capital Management, LLC

Reno, NV · Est. 2025

Local
Fee-only
AUM
$286M
Per adviser
$95M
Advisers
3

No reported disclosures

Open Window Financial Solutions, Ltd.

Reno, NV · Est. 2018

Local
Fee-based
AUM
$284M
Per adviser
$95M
Advisers
3

No reported disclosures

Hallador Investment Advisors, INC.

Reno, NV · Est. 2006

Local
Fee-only
AUM
$271M
Per adviser
$68M
Advisers
4

No reported disclosures

Vantage Wealth Planning

Reno, NV · Est. 2022

Local
Fee-based
AUM
$265M
Per adviser
$88M
Advisers
3

No reported disclosures

Gk Wealth Management LLC

Reno, NV · Est. 2023

Local
Fee-based
AUM
$259M
Per adviser
$52M
Advisers
5

No reported disclosures

Schultz Financial Group Incorporated

Reno, NV · Est. 1983

Local
Fee-based
AUM
$215M
Per adviser
$54M
Advisers
4

No reported disclosures

Athena Wealth Management, LLC

Reno, NV · Est. 2024

Regional
Fee-based
AUM
$174M
Per adviser
$174M
Advisers
1

No reported disclosures

Paradigm Capital Management

Reno, NV · Est. 2020

Local
Fee-only
AUM
$173M
Per adviser
$173M
Advisers
1

No reported disclosures

Elevage Partners, LLC

Reno, NV · Est. 2018

Regional
Fee-based
AUM
$155M
Per adviser
$31M
Advisers
5

No reported disclosures

Collaborative Fund Advisors

Reno, NV · Est. 2023

Regional
Fee-only
AUM
$145M
Per adviser
$21M
Advisers
7

No reported disclosures

Gw Financial

Reno, NV · Est. 1983

Local
Fee-based
AUM
$134M
Per adviser
$67M
Advisers
2

No reported disclosures

Sierra Management Group

Reno, NV · Est. 2026

Local
Fee-only
AUM
$127M
Per adviser
$64M
Advisers
2

No reported disclosures

Universal Value Advisors

Reno, NV · Est. 2017

Local
Fee-only
AUM
$52M
Per adviser
$13M
Advisers
4

No reported disclosures

Fund Asset Managers

Reno, NV · Est. 2024

LocalInternational
Fee-only
AUM
$25M
Per adviser
$5M
Advisers
5

No reported disclosures

Resource Capital Management, LLC

Reno, NV · Est. 2015

Local
Fee-based
AUM
$180,000
Per adviser
$180,000
Advisers
1

No reported disclosures

Thoughtful Money LLC

Reno, NV · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures