Clients per advisor for Independent firms in Nevada

In Nevada, independent financial advisors tend to serve more clients per advisor than the typical national independent firm, with a median of 40 clients compared to the national median of 26. This suggests that advisors in Nevada may be balancing personalized service with a moderately larger client base, potentially reflecting a mix of advisors who are growing their practices and those managing a broader clientele. With 133 independent firms in the state, clients may find a range of service models—from more intimate, relationship-focused advisors to those operating at a scale that supports efficiency and accessibility. This diversity offers options depending on the level of attention and service a client desires.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Bird Spring Financial LLC	Very Low 1	1	1	1
Hawken Wealth Management	Very Low 1	1	1	1
Hatchet Financial, LLC	Very Low 2	2	1	1
Panthera Capital LLC	Very Low 2	2	1	1
La Loma Capital	Very Low 2	2	1	1
Nomad Financial	Very Low 2	2	1	1
Red Rock Capital Management LLC	Very Low 3	3	1	1
Options Best Financial	Very Low 3	3	1	1
Secondwind Asset Management LLC	Very Low 4	4	1	1
Conte Asset Management, LLC	Very Low 4	4	1	1
Wise Wealth Solutions, LLC	Very Low 4	4	1	1
Oceanair Wealth	Very Low 5	5	1	1
Kaitz Investments Inc.	Very Low 5	5	1	1
Concordia Capital LLC	Very Low 5	5	1	1
SG Financial Group, LLC	Very Low 6	6	1	1
Wolf Pack Wealth	Very Low 6	6	1	1
Interval Capital Management, LLC	Very Low 6	6	1	1
Clarity Council Financial, LLC	Very Low 7	7	1	1
Fraser Asset Management	Very Low 7	7	1	1
Oresund Capital LLC	Very Low 8	8	1	1
Motta Wealth Management LLC	Very Low 8	8	1	1
Herrington Investment Solutions	Very Low 8	8	1	2
Echo Wealth Partners	Very Low 9	9	1	1
FD Ball Investment Advisors, LLC	Very Low 9	9	1	1
Cornerstone Financial Advisors Ltd.	Low 10	10	1	1
Smith, Blair	Low 10	10	1	1
Discretionary Inc.	Low 10	10	1	1
Michael Mellberg Investment Advisor	Low 11	11	1	1
Just Advisors	Low 11	11	1	1
PivotPoint Advisors, LLC	Low 11	11	1	1
Sterling Wealth Management	Low 11	11	1	1
MLD Investment Advisory, Inc.	Low 12	12	1	1
Desert Capital Advisors, LLC	Low 12	12	1	1
Alta Financial Group	Low 12	12	1	1
Spirit Investment Advisors	Low 12	12	1	1
Private Wealth Management LLC	Low 12	12	1	1
ERK Wealth Advisors, LLC	Low 13	13	1	1
Wealth in Yourself LLC	Low 13	13	1	1
Wealth Team LLC	Low 13	13	1	1
Houssels Capital Management, LLC	Low 14	14	1	1
Deeringer Wealth Management, LLC	Low 15	15	1	1
Planned Security Advisors LLC	Low 16	16	1	1
Darby Wealth Planning LLC	Low 19	19	1	1
DNA Financial	Low 19	19	1	2
Pilot Wealth Strategies	Low 19	19	1	1
GSP Financial Strategies	Low 20	20	1	1
Softwealth	Typical 21	21	1	1
Cadenza Financial Planning	Typical 21	21	1	1
Western Level Advisors LLC	Typical 24	24	1	1
Caleb Lawrence Registered Investment Adviser Inc.	Typical 26	26	1	1
Avalon Wealth Partners	Typical 26	26	1	1
Ulta Wealth Management, LLC	Typical 27	27	1	1
Heinz Global Asset Management, Inc.	Typical 28	28	1	1
Gajardo Wealth Management LLC	Typical 28	28	1	1
YH&C Investments Inc.	Typical 29	29	1	1
Klaraos, LLC	Typical 30	30	1	1
Managed Wealth Advantage, LLC	Typical 30	30	1	1
Edgemont Investment Management, LLC	Typical 32	32	1	1
Rader Wealth Management LLC	Typical 33	33	1	1
Cgr Financial	Typical 33	33	1	1
Purposeful Planning	Typical 33	33	1	1
CSW Partners, LLC	Typical 34	34	1	1
Artience Capital Management, LLC	Typical 34	34	1	1
Infinity Wealth Coaching, LLC	Typical 35	35	1	1
InvestiFI Wealth Management LLC	High 36	36	1	1
MW Investment Advisor, LLC	High 38	38	1	1
Ignis Capital Advisors LLC	High 40	40	1	1
Cubed Systems	High 40	40	1	1
Alpine Asset Management	High 41	41	1	1
Buff Your Finances	High 41	41	1	1
Cadger Tax and Financial Inc.	High 43	43	1	1
Trident Capital Advisors, LLC	High 43	43	1	1
Heritage Grove Wealth Management, LLC	High 44	44	1	1
Sullivan Capital Management	High 44	44	1	1
Randolph & Associates, LLC	High 45	45	1	1
Dogwood Capital Management	High 45	45	1	1
Ruesoff Asset Management LLC	High 48	48	1	1
A to Z Asset Advisors, LLC	High 48	48	1	1
Firmament Financial	High 52	52	1	1
Stryker Financial	High 53	53	1	1
Compass Financial, LLC	High 53	53	1	1
Forthright Finances LLC	High 54	54	1	1
MFA Global Consulting Group LLC	High 58	58	1	1
G&S Wealth Management LLC	High 59	59	1	1
Vomund Investment Management, LLC	High 61	61	1	1
Bray Capital Group LLC	High 61	61	1	1
Silver Anchor Financial, LLC	High 63	63	1	1
Sparrow Wealth Management	High 64	64	1	1
Lal Ltd.	High 65	65	1	1
Retirement Wealth Center Inc	High 66	66	1	1
Strategic Portfolio Advisors	Very High 69	69	1	1
Whiterock Financial, LLC	Very High 69	69	1	1
Squires Law & Squires Investments, LLC	Very High 71	71	1	1
McCurdy Financial Solutions	Very High 74	74	1	1
Encompass Financial Planning	Very High 74	74	1	1
NTACT Retirement Solutions	Very High 75	75	1	2
Solaris Private Wealth Management	Very High 76	76	1	1
Monocot Wealth Management, LLC	Very High 78	78	1	1
Prakash Investment Advisors LLC	Very High 80	80	1	1
Conway Partners	Very High 81	81	1	2
Foothills Capital Management, LLC	Very High 90	90	1	1
Outlook Capital Management, LLC	Very High 90	90	1	2
Sierra Nevada Wealth Management, LLC	Very High 93	93	1	1
Atlas Peak Advisors, Inc.	Very High 94	94	1	1
Capital Management Analytics	Very High 99	99	1	1
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors	Very High 101	101	1	1
Straight Line Investment Group, LLC	Very High 106	106	1	1
Boyd Investment Services	Very High 106	106	1	1
Columbia Benefits, LLC	Very High 109	109	1	1
Perpetual Capital Advisors, LLC	Very High 111	111	1	1
Vivuto, LLC	Very High 111	111	1	1
Legacy & Wealth Financial Advisors	Very High 112	112	1	1
Mountain View Financial Advisors	Very High 113	113	1	1
CSLA Financial Inc	Very High 122	122	1	1
Paradigm Capital Management	Very High 125	125	1	1
Palermo Wealth Management, LLC	Very High 129	129	1	1
JHP Planning, LLC	Very High 145	145	1	1
Olympus Peaks Financial, LLC	Very High 163	163	1	1
RJJ Pasadena Securities, Inc.	Very High 165	165	1	2
Pembroke Asset Advisors, LLC	Very High 168	168	1	2
KMI Wealth Advisors	Very High 186	186	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Ascend Wealth Management LLC	Very High 216	216	1	1
Sentinel Wealth Strategies	Very High 220	220	1	1
Financial Planning Advisors, Inc.	Very High 225	225	1	1
CDFinancial	Very High 249	249	1	1
NuWealth Advisors, LLC	Very High 260	260	1	1
C2C Wealth Management, LLC	Very High 324	324	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
Crinite Financial Strategies	Very High 405	405	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Clients per advisor for Independent firms serving clients in Nevada