Financial Advisors in Reno, Nevada

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.

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.

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.

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.

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.

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.

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.

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.

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.