Top Financial Advisors in Reno, Nevada

FinanceHQ’s team of experts conducted thorough research on financial advisors in Reno. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Reno range from $85M to $19B in AUM, and have an average of 27 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Reno, NVInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

We selected Savant Wealth Management as one of the top financial advisors in Reno due to its comprehensive financial services. Savant offers wealth management, investment management, financial planning, estate planning, tax advisory, and company retirement plans. With a commitment to acting in their clients' best interests, they provide independent and fee-only financial guidance to individuals, families, and businesses nationwide. This financial advisory firm was founded in 1986 and is based in Rockford, IL.

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Rb capital management logo

RB Capital Management

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About RB Capital Management

Reno, NVInvestment Advisor Firm
Assets Managed: $628,339,624Total Number of Advisors: 11In Business Since: 2000

RB Capital Management is a top advisor in Reno because they specialize in portfolio management, tax efficiency, capital preservation, and retirement plans. With over $625 million in managed assets, RB Capital Management is known for its expertise in hedged strategies and managed fixed-income portfolios. Founded in 2000 and headquartered in Reno, they offer personalized and effective investment solutions to individuals, businesses, trusts, and foundations.

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American wealth management logo

American Wealth Management

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About American Wealth Management

Reno, NVInvestment Advisor Firm
Assets Managed: $501,408,277Total Number of Advisors: 5In Business Since: 1988

Founded in 1988 and headquartered in Reno, American Wealth Management is a top financial advisor company that works closely with clients in the same area. They specialize in financial planning, investment management, estate planning, risk management, and tax planning. With their four-step process and a team of experienced advisors, they aim to strengthen clients' financial well-being and help them pursue their goals and aspirations in life.

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Cornerstone

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About Cornerstone

Reno, NVInvestment Advisor Firm
Assets Managed: $364,362,754Total Number of Advisors: 4In Business Since: 2004

We chose Cornerstone as one of the top financial advisors in Reno because of their comprehensive suite of services. They specialize in wealth management, income planning, tax planning, investment management, estate planning, and legacy planning. With an unwavering fiduciary commitment, Cornerstone offers a holistic approach to financial well-being. Founded in 2004 and headquartered in Reno, they provide sound financial planning, institutional investments, tax efficiency, and time-proven estate planning.

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Legacy wealth firm logo

Legacy Wealth Planning

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About Legacy Wealth Planning

Reno, NVInvestment Advisor Firm
Assets Managed: $343,116,393Total Number of Advisors: 7In Business Since: 2006

If you need a boutique advisor service, Legacy Wealth Planning serves people in Reno with a team of five financial advisers and three dedicated staff members specializing in retirement planning, asset management, and education planning. As a registered representative with LPL Financial, they prioritize compliance and efficient trading. Founded in 2006 and headquartered in Reno, Legacy Wealth Planning is dedicated to preserving and managing wealth for clients and future generations.

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Open window financial logo

Open Window Financial Solutions

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About Open Window Financial Solutions

Reno, NVhttps://adviserinfo.sec.gov/firm/summary/131562
Assets Managed: $184,473,975Total Number of Advisors: 3In Business Since: 2004

Open Window Financial Solutions is an inter-generational financial advisory firm founded in 2004 and headquartered in Reno. They specialize in financial planning, wealth management, retirement planning, tax efficiency, debt management, and charitable giving. With a focus on providing objective and transparent advice, they prioritize clients' financial well-being and offer highly customized services tailored to their unique needs and goals.

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Paradigm capital management logo

Paradigm Capital Management

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About Paradigm Capital Management

Reno, NVInvestment Advisor Firm
Assets Managed: $133,885,693Total Number of Advisors: 2In Business Since: 1996

Founded in 1996, Paradigm Capital Management is an independent investment advisory firm headquartered in Reno. They specialize in portfolio management and wealth management services. Paradigm prioritizes client care, offering personalized investment portfolios and comprehensive financial planning to help clients achieve their financial goals at every stage of life.

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GW Financial

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About GW Financial

Reno, NVInvestment Advisor Firm
Assets Managed: $93,514,000Total Number of Advisors: 3In Business Since: 1982

As one of the best advisors in Reno, GW Financial is a seasoned, independent, fee-only wealth management and financial planning firm. Led by President & Wealth Manager Julie Anderson Bray, CFP, they prioritize clients committed to achieving their financial goals. Founded in 1982 and headquartered in Reno, GW Financial offers expertise in areas such as investment management, financial planning, wealth transfer, insurance planning, and financial education. Focusing on nurturing long-term relationships and providing comprehensive financial guidance, their mission is to empower individuals, families, and organizations to attain financial peace of mind.

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Universal value advisors logo

Universal Value Advisors

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About Universal Value Advisors

Reno, NVInvestment Advisor Firm
Assets Managed: $84,560,736Total Number of Advisors: 3In Business Since: 2005

Universal Value Advisors is a Reno-based financial advisor company founded in 2005. They specialize in investment management, utilizing their SMART investing approach that combines meticulous scrutiny and over 40 years of experience to ensure investments are made at a discount to intrinsic value, safeguarding against unexpected setbacks. They challenge conventional investment wisdom and prioritize capital preservation, advocating for the TINA strategy and integrating bonds into portfolios for consistent returns and to counter market volatility.

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Frequently Asked Questions

What are the key considerations when choosing a top financial advisor in Reno?

When selecting a top financial advisor in Reno, evaluating their qualifications, experience, and fees is essential. Look for advisors with relevant credentials, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designations. Additionally, consider their track record and whether they have experience in areas that align with your financial goals. Finally, understand their fee structure, whether fee-only, fee-based, or commission-based, to ensure transparency in compensation.

Are there specific tax advantages for Nevada residents related to Health Savings Accounts (HSAs)?

Health Savings Accounts (HSAs) offer Nevada residents, including those in Reno, unique tax advantages. Contributions to HSAs are tax-deductible, and withdrawals for qualified medical expenses are tax-free. A financial advisor in Reno can help you maximize these tax benefits by developing a strategy that aligns with your healthcare needs and financial goals. They can guide you in setting up and managing your HSA, ensuring you take full advantage of the tax advantages provided by this valuable healthcare savings tool.

Are there advisors in Reno that specialize in retirement planning?

Absolutely, in Reno, you can find financial advisors specializing in retirement planning through our fintech platform. FinanceHQ can match you with a professional adept at tailoring strategies to meet your retirement goals, providing personalized advice and leveraging cutting-edge tools. Explore our resources to connect with a skilled advisor who aligns with your financial aspirations in retirement.

Are there any specific tax implications for renting out a vacation home in Reno?

Renting out a vacation home in Reno does come with tax implications. Your rental income is generally subject to federal and state income taxes. However, you may be eligible for deductions related to property expenses and depreciation. Consulting with a qualified tax advisor or CPA is advisable to ensure you understand and comply with the local tax regulations and to maximize any potential tax benefits.

What are the specific retirement plans available for small business owners in Reno?

Small business owners in Reno have various retirement plan options to choose from, depending on the size and structure of their business. These options include Simplified Employee Pension (SEP) IRAs, Solo 401(k)s, and SIMPLE IRAs. Each plan has distinct features and benefits, and a financial advisor in Reno can assist in selecting the most suitable option based on your business objectives and retirement goals. Their guidance can help you make informed decisions about retirement planning, ensuring the best possible outcome for your business and personal financial future.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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