Clients per advisor for Supported firms serving clients in Nevada

In Nevada, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 262 firms operating in this category, the median client load per advisor is 72, exceeding the typical range of 35 to 60 clients seen nationally. This suggests that Nevada advisors often manage larger client bases, which may indicate more streamlined, process-driven practices designed for efficiency and scalability. For clients, this could mean access to advisors who balance personalized service with the ability to serve a broader clientele, potentially offering a mix of relationship focus and operational structure.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Mk Strategic Equities	Very Low 2	7	3	3
Global Macro Asset Management LLC	Very Low 5	9	2	2
Nest Egg Financial Advisors	Very Low 6	11	2	2
Sunset Retirement Advisors LLC	Very Low 7	21	3	3
HG Wealth Partners LLC	Very Low 8	23	3	3
Zulu Dreams Capital LLC	Very Low 8	16	2	3
Sierra Legacy Group	Very Low 8	24	3	7
Uprise Advisers LLC	Very Low 8	32	4	5
Cunningham Investment Management, LLC	Very Low 9	26	3	4
GT Investment Management, LLC	Very Low 9	35	4	4
Bodhi Tree Capital Management, LLC	Very Low 9	18	2	2
Legacy Financial Group	Very Low 10	29	3	7
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Bruderman Private wealth	Very Low 11	33	3	5
RightWise Wealth	Very Low 12	35	3	4
Global Key Advisors	Very Low 12	47	4	6
Vita Planning Group LLC	Very Low 13	50	4	12
Innovation Partners LLC	Very Low 13	26	2	305
Olson Consulting LLC	Very Low 14	28	2	3
Ratio Capital	Very Low 14	42	3	3
Blackwatch Financial Group, LLC	Very Low 14	28	2	2
CM Capital Partners	Very Low 14	56	4	4
Springreef LLC	Very Low 15	29	2	2
PARK, MILLER, LLC	Very Low 15	44	3	4
RSW Wealth Management	Very Low 16	31	2	2
Lifestyle Planning, LLC	Very Low 18	54	3	3
Nautical Star Financial Group LLC	Very Low 18	72	4	5
M Stevens Wealth Advisors, LLC	Very Low 19	37	2	2
Park River Advisors	Very Low 19	38	2	2
Kamichu Wealth Management LLC	Very Low 20	20	1	8
Applied Wealth Management	Very Low 21	82	4	4
QCI Partners LLC	Very Low 21	42	2	3
USA Asset Management, LLC	Very Low 21	42	2	3
Elevate Planners	Low 22	44	2	2
Seasonal Strategy	Low 23	45	2	2
Wold Financial Group	Low 24	72	3	3
Mok Capital Management	Low 25	74	3	3
Fairway Asset Management, LLC	Low 25	74	3	4
3rd Creek Investments	Low 25	100	4	4
SunStreet Securities, LLC	Low 25	50	2	18
Fern Financial Group, LLC	Low 26	77	3	3
Vannoy Advisory Group, Inc.	Low 27	54	2	2
Vistica Wealth Advisors, LLC	Low 27	109	4	5
Incline Investment Advisors, LLC	Low 28	110	4	5
Schultz Financial Group Incorporated	Low 28	110	4	4
Topturn Capital, LLC	Low 28	83	3	5
Essential Partners LLC	Low 28	56	2	2
Integra Financial, Inc.	Low 28	113	4	5
Latitude Investment Group	Low 29	87	3	3
Open Window Financial Solutions, Ltd.	Low 30	91	3	6
Strategic Investment Advisors, Inc.	Low 32	64	2	2
Experience Your Wealth, LLC	Low 33	65	2	3
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Legacy Bridge Private Family Offices	Low 33	66	2	8
TEAM Elevated Asset Management	Low 34	67	2	2
Dorado Wealth Management LLC	Low 34	68	2	2
White Aspen Capital LLC	Low 34	68	2	2
Mulholland & Kuperstock Asset Management, LLC	Low 35	70	2	2
Reflection Asset Management	Low 35	70	2	3
Abundant Wealth Strategies	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Backbone Planning Partners LLC	Low 36	109	3	4
McBroom & Associates, LLC	Low 37	110	3	4
Keystone Wealth Advisors, LLC	Low 37	74	2	2
Coho Advisory Services, LLC	Low 37	148	4	4
BSIAS Advisors, LLC	Low 37	74	2	2
Victory Wealth Services, LLC	Low 37	149	4	4
The Retirement Solutions Group	Low 38	75	2	3
1776 Wealth LLC	Low 38	75	2	2
Datalign	Low 38	38	1	20
Freedom Family Office, LLC	Low 39	116	3	10
Melissa Matson LLC	Low 39	118	3	3
Actuarial Direct LLC	Typical 41	82	2	2
Davies Financial Advisors, Inc.	Typical 42	125	3	10
Manhattan Global Asset Management LLC	Typical 42	42	1	2
Gilpin Wealth Management LLC	Typical 42	169	4	4
Holton & Kosanke Wealth Management, LLC	Typical 42	127	3	3
Finance Wisdom	Typical 43	128	3	4
GKV Capital Management Co Inc	Typical 43	172	4	4
Wiser Advisor Group	Typical 43	130	3	3
Moler Capital Management	Typical 44	87	2	3
Change Wealth Advisors	Typical 44	87	2	2
Argo Wealth Advisory, LLC	Typical 45	90	2	2
Compass Capital Investments LLC	Typical 45	135	3	3
Gw Financial	Typical 47	93	2	3
Strategic Advocates, LLC	Typical 47	141	3	3
Medicus Wealth Planning, Inc.	Typical 49	194	4	5
Holistic Finance LLC	Typical 50	198	4	5
Capstone Capital Wealth Advisors	Typical 50	198	4	4
AdvoWealth Advisors, LLC	Typical 51	101	2	2
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Grow With Me	Typical 51	153	3	3
UTA LLC	Typical 51	102	2	2
Money Managers, Inc.	Typical 51	153	3	4
Curtis Wealth Management LLC	Typical 53	105	2	2
Burr Financial Services, LLC	Typical 53	159	3	3
FSG Financial Services, Inc.	Typical 54	163	3	3
American Wealth Administration Group LLC	Typical 56	167	3	3
EFC Wealth Management Firm, Inc.	Typical 56	168	3	5
Core Financial	Typical 58	115	2	5
Poulos Advisors, Inc.	Typical 58	115	2	3
Mench Financial Inc	Typical 58	175	3	4
Righthand Capital, LLC	Typical 59	118	2	3
Village Wealth Advisors	Typical 60	240	4	4
Oak Asset Management, LLC	Typical 61	242	4	4
Trace Wealth Advisors	Typical 62	62	1	1
American Financial Management, Ltd.	Typical 62	124	2	2
Fullcircle Wealth LLC	Typical 62	187	3	3
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Westwood Wealth Management	Typical 63	126	2	3
Daviman Financial, LLC	Typical 63	190	3	6
Cavalot Capital	High 65	129	2	2
Murray Financial Services, Inc.	High 65	129	2	3
Winans Investments	High 66	264	4	4
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
Financial Futures	High 68	204	3	5
Syrios Wealth Management Group	High 69	137	2	3
First Wilshire Securities Management, Inc.	High 69	275	4	9
Private Wealth Solutions, LLC	High 69	275	4	5
Shira Ridge Wealth Management	High 69	277	4	6
Legacy Investment Services, LLC	High 69	277	4	4
Rubey & Rust Capital Management, LLC	High 70	140	2	3
Cannon Capital Management, Inc.	High 70	211	3	8
Tres Wealth Management Group, LLC	High 71	141	2	2
AlpenGlobal Capital, LLC	High 71	141	2	4
Octavia Investments LLC	High 71	71	1	1
SilverOak Investments, LLC	High 71	142	2	4
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
Investable Wealth, LLC	High 72	143	2	2
Position Wealth	High 72	215	3	3
Gebhardt Group, Inc	High 75	225	3	7
The William Allan Corporation	High 75	226	3	12
Davidson Kahn Capital Management, LLC	High 78	233	3	4
Capital Trust Advisors	High 78	234	3	4
IQVestment, LLC	High 78	235	3	5
Harold Davidson & Associates, Inc.	High 79	237	3	7
Darrow Wealth Group	High 81	161	2	2
Sierra Management Group	High 81	162	2	2
Investable	High 81	81	1	4
Ketron Financial LLC	High 84	252	3	3
Measured Financial	High 84	253	3	3
Diazo, LLC	High 85	339	4	9
Bowers Wealth Management, Inc.	High 85	170	2	2
Mainstream Capital Management	High 85	170	2	4
NWM Advisors, LLC	High 86	171	2	2
Alessandra Capital Management, LLC	High 86	172	2	3
Wallace Advisory Group, LLC	High 87	87	1	4
Rice Financial Consulting, Inc.	High 88	351	4	5
Sequoia Wealth Management Group	High 89	89	1	3
Snider Advisors	High 89	357	4	4
TJT Capital Group, LLC	High 91	181	2	4
Cohesion Wealth Management, LLC	High 91	364	4	5
Summit Wealth Management Group, Inc.	High 92	366	4	4
Urban Wealth Management (UWM)	High 92	275	3	5
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Golden Years Financial, LLC	High 93	279	3	3
MKT Advisors LLC	High 94	374	4	6
Pring Turner	High 94	188	2	4
Hippocratic Financial Advisors	High 96	382	4	29
Lake Avenue Financial LLC	High 98	293	3	5
AIO Financial, LLC	High 99	197	2	4
Alchemy Wealth Management	High 99	198	2	2
Dachtler Wealth Advisors, LLC	High 99	198	2	4
Nixon Capital LLC	High 100	199	2	2
ORBA Wealth Advisors, LLC	High 102	102	1	16
Cambridge Financial Group, Inc.	High 102	306	3	6
Wealthspring	High 102	409	4	7
Blueprint Investments and Tax Planning	High 103	205	2	2
Integrated Planning & Investments	High 103	205	2	2
FamilyWealth Asset Management	High 103	413	4	4
Authentikos Wealth Advisory LLC	High 105	419	4	5
Templeton Financial Services Inc.	High 105	315	3	4
Pacific Excel Wealth Advisors, Inc.	Very High 106	106	1	3
FOX & HOLLAND INVESTING LLC	Very High 107	214	2	2
Physician Wealth Solutions	Very High 107	107	1	1
Fifr	Very High 107	214	2	2
Heisten Wrenn Private Wealth, LLC	Very High 108	216	2	3
McCarthy Asset Management, Inc.	Very High 109	218	2	4
Baybridge Capital Group, LLC	Very High 110	219	2	4
Blue Capital	Very High 111	443	4	7
Turner Capital Investments, LLC	Very High 111	333	3	4
TABR Capital Management, LLC	Very High 112	223	2	3
Altura Wealth Advisors Inc.	Very High 112	448	4	12
MFA Wealth Services	Very High 112	224	2	3
BCD Advisors	Very High 112	448	4	4
Your Private Client Group, Inc.	Very High 113	225	2	2
Sun Group Wealth Partners LLC	Very High 114	341	3	7
Kahn Brothers Advisors LLC	Very High 114	342	3	6
OneSource Wealth Management	Very High 115	229	2	2
Lighthouse Financial Services Inc	Very High 115	458	4	6
SkyOak Capital, Inc.	Very High 118	236	2	5
Torrey-Payne Wealth Management	Very High 119	237	2	2
Altum Wealth Advisors	Very High 120	240	2	3
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Winters Financial Group, Inc.	Very High 122	244	2	3
Finley Financial, LLC	Very High 124	124	1	1
Embarcadero Capital Advisors, Inc.	Very High 125	250	2	2
Sterling Retirement Group of Sacramento	Very High 126	503	4	4
Goldman Lancaster, Inc.	Very High 127	380	3	5
Pacific Sun Financial Corp	Very High 127	382	3	4
Hesen & Haslam	Very High 131	261	2	5
Capstone RIA	Very High 131	262	2	3
Vantage Wealth Planning	Very High 133	398	3	4
Advisifi LLC	Very High 133	133	1	6
Favor Wealth Advisors, LLC	Very High 133	133	1	3
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Wisdom Wealth Investment Advisors LLC	Very High 135	270	2	2
Hansen & Associates Financial Group Inc.	Very High 136	545	4	4
R2 Wealth Management Partners	Very High 143	430	3	3
Athena Wealth Management, LLC	Very High 144	144	1	3
Arrian Investments, Inc.	Very High 147	442	3	5
von Adelung Wealth Management	Very High 148	296	2	5
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
The Clark Group Asset Management	Very High 153	458	3	5
Pinnacle Wealth Management, LLC	Very High 153	458	3	5
Luedtke & Associates	Very High 157	470	3	5
Spectrum Wealth Advisory Group, LLC	Very High 162	646	4	5
Evermont Wealth	Very High 165	496	3	4
Pacific Capital Associates	Very High 166	497	3	6
Financial Institution Services, LLC	Very High 166	332	2	4
Bell & Brown Wealth Advisors, LLC	Very High 167	500	3	3
Chokshi & Queen Wealth Advisors	Very High 170	678	4	4
APEX Investment Group	Very High 173	519	3	6
Abound Financial	Very High 175	525	3	3
Read & Powell Financial Services, LLC	Very High 176	529	3	3
Veritas Wealth Advisors	Very High 186	371	2	3
Fiduciary Solutions LLC	Very High 188	563	3	3
Interwest Investment Advisors, Inc	Very High 195	389	2	2
Wealthguard Advisors, Inc.	Very High 195	390	2	5
Fund Advisors of America Inc	Very High 195	585	3	3
Axiom Investment Management LLC	Very High 201	201	1	10
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Periope, LC	Very High 209	628	3	3
Clay Northam Wealth Management	Very High 210	420	2	2
Copperline Wealth Management & Planning	Very High 215	430	2	3
Private Wealth Group, LLC	Very High 228	228	1	2
Solano Wealth Advisors	Very High 228	456	2	7
Fairchild Financial Advisors, Inc.	Very High 247	247	1	3
NBW Capital LLC	Very High 252	0	1	3
Larson Williams Wealth Advisors, LLC	Very High 255	509	2	2
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Sanchez Gaunt Capital Management, LLC	Very High 277	830	3	5
Retirement Planning Specialists, Inc.	Very High 278	556	2	2
Portfolio Wealth Advisors	Very High 283	283	1	3
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
Fisher & Wiens Wealth Management, LLC	Very High 300	300	1	1
Money Script Wealth Management, PLLC	Very High 310	310	1	11
Arroyo Investment Group, LLC	Very High 335	335	1	8
Gunderson Capital Management	Very High 347	694	2	4
Asia Pacific Financial Management Group, Inc.	Very High 354	1,417	4	9
R2 Wealth Management Partners	Very High 369	737	2	8
Peterson Wealth Management, LLC	Very High 381	1,144	3	7
American Retirement Planning Group Inc	Very High 398	796	2	5
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Redwood Coast Financial Partners	Very High 494	987	2	4
Arta Finance	Very High 522	1,043	2	68
Pacifica Partners Capital Management	Very High 544	544	1	10
Preston Investments	Very High 842	2,526	3	4
Chiron Capital Management, LLC	Very High 896	896	1	6

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