Clients per advisor for Supported firms serving clients in Nevada

In Nevada, supported financial advisory firms tend to have a higher client load per advisor compared to the national pattern. With 238 firms operating in this category, the median number of clients per advisor is 81, notably above the national median of 47. This suggests that Nevada advisors in supported firms often manage larger client bases, which may indicate a more scalable, process-driven approach to client service. For consumers, this could mean access to firms that balance efficiency with broad client reach, potentially offering lower minimums or fees, though possibly with less individualized attention than firms with smaller client loads.

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
Chiron Capital Management, LLC	Very High 896	896	1	6
Preston Investments	Very High 842	2,526	3	4
Pacifica Partners Capital Management	Very High 544	544	1	10
Arta Finance	Very High 522	1,043	2	68
Redwood Coast Financial Partners	Very High 494	987	2	4
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
American Retirement Planning Group Inc	Very High 398	796	2	5
Peterson Wealth Management, LLC	Very High 381	1,144	3	7
R2 Wealth Management Partners	Very High 369	737	2	8
Asia Pacific Financial Management Group, Inc.	Very High 354	1,417	4	9
Gunderson Capital Management	Very High 347	694	2	4
Arroyo Investment Group, LLC	Very High 335	335	1	8
Money Script Wealth Management, PLLC	Very High 310	310	1	11
Fisher & Wiens Wealth Management, LLC	Very High 300	300	1	1
Its Asset Management, L.P.	Very High 293	586	2	9
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Portfolio Wealth Advisors	Very High 283	283	1	3
Retirement Planning Specialists, Inc.	Very High 278	556	2	2
Sanchez Gaunt Capital Management, LLC	Very High 277	830	3	5
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Larson Williams Wealth Advisors, LLC	Very High 255	509	2	2
NBW Capital LLC	Very High 252	0	1	3
Fairchild Financial Advisors, Inc.	Very High 247	247	1	3
Solano Wealth Advisors	Very High 228	456	2	7
Private Wealth Group, LLC	Very High 228	228	1	2
Copperline Wealth Management & Planning	Very High 215	430	2	3
Clay Northam Wealth Management	Very High 210	420	2	2
Periope, LC	Very High 209	628	3	3
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Axiom Investment Management LLC	Very High 201	201	1	10
Wealthguard Advisors, Inc.	Very High 195	390	2	5
Fund Advisors of America Inc	Very High 195	585	3	3
Interwest Investment Advisors, Inc	Very High 195	389	2	2
Fiduciary Solutions LLC	Very High 188	563	3	3
Veritas Wealth Advisors	Very High 186	371	2	3
Read & Powell Financial Services, LLC	Very High 176	529	3	3
Abound Financial	Very High 175	525	3	3
APEX Investment Group	Very High 173	519	3	6
Chokshi & Queen Wealth Advisors	Very High 170	678	4	4
Bell & Brown Wealth Advisors, LLC	Very High 167	500	3	3
Financial Institution Services, LLC	Very High 166	332	2	4
Pacific Capital Associates	Very High 166	497	3	6
Evermont Wealth	Very High 165	496	3	4
Spectrum Wealth Advisory Group, LLC	Very High 162	646	4	5
Luedtke & Associates	Very High 157	470	3	5
The Clark Group Asset Management	Very High 153	458	3	5
Pinnacle Wealth Management, LLC	Very High 153	458	3	5
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
von Adelung Wealth Management	Very High 148	296	2	5
Arrian Investments, Inc.	Very High 147	442	3	5
Athena Wealth Management, LLC	Very High 144	144	1	3
R2 Wealth Management Partners	Very High 143	430	3	3
Hansen & Associates Financial Group Inc.	Very High 136	545	4	4
Wisdom Wealth Investment Advisors LLC	Very High 135	270	2	2
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
Vantage Wealth Planning	Very High 133	398	3	4
Capstone RIA	Very High 131	262	2	3
Hesen & Haslam	Very High 131	261	2	5
Pacific Sun Financial Corp	Very High 127	382	3	4
Goldman Lancaster, Inc.	Very High 127	380	3	5
Sterling Retirement Group of Sacramento	Very High 126	503	4	4
Embarcadero Capital Advisors, Inc.	Very High 125	250	2	2
Finley Financial, LLC	Very High 124	124	1	1
Winters Financial Group, Inc.	Very High 122	244	2	3
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Altum Wealth Advisors	Very High 120	240	2	3
Torrey-Payne Wealth Management	Very High 119	237	2	2
SkyOak Capital, Inc.	Very High 118	236	2	5
Lighthouse Financial Services Inc	Very High 115	458	4	6
OneSource Wealth Management	Very High 115	229	2	2
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Sun Group Wealth Partners LLC	Very High 114	341	3	7
Your Private Client Group, Inc.	Very High 113	225	2	2
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
TABR Capital Management, LLC	Very High 112	223	2	3
Turner Capital Investments, LLC	Very High 111	333	3	4
Blue Capital	Very High 111	443	4	7
Baybridge Capital Group, LLC	Very High 110	219	2	4
McCarthy Asset Management, Inc.	Very High 109	218	2	4
Heisten Wrenn Private Wealth, LLC	Very High 108	216	2	3
FOX & HOLLAND INVESTING LLC	High 107	214	2	2
Physician Wealth Solutions	High 107	107	1	1
Fifr	High 107	214	2	2
Pacific Excel Wealth Advisors, Inc.	High 106	106	1	3
Templeton Financial Services Inc.	High 105	315	3	4
Authentikos Wealth Advisory LLC	High 105	419	4	5
FamilyWealth Asset Management	High 103	413	4	4
Integrated Planning & Investments	High 103	205	2	2
Blueprint Investments and Tax Planning	High 103	205	2	2
Wealthspring	High 102	409	4	7
ORBA Wealth Advisors, LLC	High 102	102	1	16
Cambridge Financial Group, Inc.	High 102	306	3	6
Nixon Capital LLC	High 100	199	2	2
Alchemy Wealth Management	High 99	198	2	2
Dachtler Wealth Advisors, LLC	High 99	198	2	4
AIO Financial, LLC	High 99	197	2	4
Lake Avenue Financial LLC	High 98	293	3	5
Hippocratic Financial Advisors	High 96	382	4	29
Pring Turner	High 94	188	2	4
MKT Advisors LLC	High 94	374	4	6
Golden Years Financial, LLC	High 93	279	3	3
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Urban Wealth Management (UWM)	High 92	275	3	5
Summit Wealth Management Group, Inc.	High 92	366	4	4
Cohesion Wealth Management, LLC	High 91	364	4	5
TJT Capital Group, LLC	High 91	181	2	4
Snider Advisors	High 89	357	4	4
Sequoia Wealth Management Group	High 89	89	1	3
Rice Financial Consulting, Inc.	High 88	351	4	5
Wallace Advisory Group, LLC	High 87	87	1	4
Alessandra Capital Management, LLC	High 86	172	2	3
NWM Advisors, LLC	High 86	171	2	2
Bowers Wealth Management, Inc.	High 85	170	2	2
Mainstream Capital Management	High 85	170	2	4
Diazo, LLC	High 85	339	4	9
Measured Financial	High 84	253	3	3
Ketron Financial LLC	High 84	252	3	3
Sierra Management Group	High 81	162	2	2
Investable	High 81	81	1	4
Darrow Wealth Group	High 81	161	2	2
Village Wealth Advisors	High 80	240	4	4
Harold Davidson & Associates, Inc.	High 79	237	3	7
IQVestment, LLC	High 78	235	3	5
Capital Trust Advisors	High 78	234	3	4
Davidson Kahn Capital Management, LLC	High 78	233	3	4
The William Allan Corporation	High 75	226	3	12
Gebhardt Group, Inc	High 75	225	3	7
Position Wealth	High 72	215	3	3
Investable Wealth, LLC	High 72	143	2	2
Stewardship Partners Investment Counsel, Inc.	High 71	142	2	4
SilverOak Investments, LLC	High 71	142	2	4
Octavia Investments LLC	High 71	71	1	1
Tres Wealth Management Group, LLC	High 71	141	2	2
AlpenGlobal Capital, LLC	High 71	141	2	4
Cannon Capital Management, Inc.	High 70	211	3	8
Rubey & Rust Capital Management, LLC	High 70	140	2	3
Shira Ridge Wealth Management	High 69	277	4	6
Legacy Investment Services, LLC	High 69	277	4	4
Private Wealth Solutions, LLC	Typical 69	275	4	5
First Wilshire Securities Management, Inc.	Typical 69	275	4	9
Syrios Wealth Management Group	High 69	137	2	3
Financial Futures	High 68	204	3	5
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
Winans Investments	Typical 66	264	4	4
Cavalot Capital	High 65	129	2	2
Murray Financial Services, Inc.	High 65	129	2	3
Daviman Financial, LLC	High 63	190	3	6
Westwood Wealth Management	Typical 63	126	2	3
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Fullcircle Wealth LLC	Typical 62	187	3	3
American Financial Management, Ltd.	Typical 62	124	2	2
Trace Wealth Advisors	Typical 62	62	1	1
Oak Asset Management, LLC	Typical 61	242	4	4
Mench Financial Inc	Typical 58	175	3	4
Core Financial	Typical 58	115	2	5
Poulos Advisors, Inc.	Typical 58	115	2	3
EFC Wealth Management Firm, Inc.	Typical 56	168	3	5
American Wealth Administration Group LLC	Typical 56	167	3	3
FSG Financial Services, Inc.	Typical 54	163	3	3
Burr Financial Services, LLC	Typical 53	159	3	3
Curtis Wealth Management LLC	Typical 53	105	2	2
UTA LLC	Typical 51	102	2	2
Grow With Me	Typical 51	153	3	3
Money Managers, Inc.	Typical 51	153	3	4
ProAthlete Wealth Management LLC	Typical 51	203	4	5
AdvoWealth Advisors, LLC	Typical 51	101	2	2
Capstone Capital Wealth Advisors	Typical 50	198	4	4
Holistic Finance LLC	Typical 50	198	4	5
Medicus Wealth Planning, Inc.	Typical 49	194	4	5
Strategic Advocates, LLC	Typical 47	141	3	3
Gw Financial	Typical 47	93	2	3
Argo Wealth Advisory, LLC	Typical 45	90	2	2
Compass Capital Investments LLC	Typical 45	135	3	3
Moler Capital Management	Typical 44	87	2	3
Change Wealth Advisors	Typical 44	87	2	2
Wiser Advisor Group	Typical 43	130	3	3
GKV Capital Management Co Inc	Low 43	172	4	4
Finance Wisdom	Typical 43	128	3	4
Holton & Kosanke Wealth Management, LLC	Typical 42	127	3	3
Gilpin Wealth Management LLC	Low 42	169	4	4
Manhattan Global Asset Management LLC	Typical 42	42	1	2
Davies Financial Advisors, Inc.	Typical 42	125	3	10
Actuarial Direct LLC	Typical 41	82	2	2
Melissa Matson LLC	Typical 39	118	3	3
Righthand Capital, LLC	Typical 39	118	2	3
Freedom Family Office, LLC	Typical 39	116	3	10
Datalign	Low 38	38	1	20
The Retirement Solutions Group	Low 38	75	2	3
1776 Wealth LLC	Low 38	75	2	2
Victory Wealth Services, LLC	Low 37	149	4	4
BSIAS Advisors, LLC	Low 37	74	2	2
Keystone Wealth Advisors, LLC	Low 37	74	2	2
Coho Advisory Services, LLC	Low 37	148	4	4
McBroom & Associates, LLC	Low 37	110	3	4
Backbone Planning Partners LLC	Low 36	109	3	4
Abundant Wealth Strategies	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Mulholland & Kuperstock Asset Management, LLC	Low 35	70	2	2
Reflection Asset Management	Low 35	70	2	3
White Aspen Capital LLC	Low 34	68	2	2
Dorado Wealth Management LLC	Low 34	68	2	2
TEAM Elevated Asset Management	Low 34	67	2	2
Legacy Bridge Private Family Offices	Low 33	66	2	8
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Experience Your Wealth, LLC	Low 33	65	2	3
Strategic Investment Advisors, Inc.	Low 32	64	2	2
Open Window Financial Solutions, Ltd.	Low 30	91	3	6
Latitude Investment Group	Low 29	87	3	3
Integra Financial, Inc.	Very Low 28	113	4	5
Essential Partners LLC	Low 28	56	2	2
Topturn Capital, LLC	Low 28	83	3	5
Incline Investment Advisors, LLC	Very Low 28	110	4	5
Schultz Financial Group Incorporated	Very Low 28	110	4	4
Vistica Wealth Advisors, LLC	Very Low 27	109	4	5
Vannoy Advisory Group, Inc.	Low 27	54	2	2
Fern Financial Group, LLC	Low 26	77	3	3
SunStreet Securities, LLC	Low 25	50	2	18
3rd Creek Investments	Very Low 25	100	4	4
Fairway Asset Management, LLC	Low 25	74	3	4
Mok Capital Management	Low 25	74	3	3
Wold Financial Group	Low 24	72	3	3
Seasonal Strategy	Low 23	45	2	2
Elevate Planners	Low 22	44	2	2
QCI Partners LLC	Low 21	42	2	3
USA Asset Management, LLC	Low 21	42	2	3
Applied Wealth Management	Very Low 21	82	4	4
Kamichu Wealth Management LLC	Low 20	20	1	8
Park River Advisors	Very Low 19	38	2	2
M Stevens Wealth Advisors, LLC	Very Low 19	37	2	2
Nautical Star Financial Group LLC	Very Low 18	72	4	5
Lifestyle Planning, LLC	Very Low 18	54	3	3
RSW Wealth Management	Very Low 16	31	2	2
PARK, MILLER, LLC	Very Low 15	44	3	4
Springreef LLC	Very Low 15	29	2	2
Ratio Capital	Very Low 14	42	3	3
Olson Consulting LLC	Very Low 14	28	2	3
CM Capital Partners	Very Low 14	56	4	4
Blackwatch Financial Group, LLC	Very Low 14	28	2	2
Innovation Partners LLC	Very Low 13	26	2	305
Vita Planning Group LLC	Very Low 13	50	4	12
Global Key Advisors	Very Low 12	47	4	6
RightWise Wealth	Very Low 12	35	3	4
Bruderman Private wealth	Very Low 11	33	3	5
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Legacy Financial Group	Very Low 10	29	3	7
Bodhi Tree Capital Management, LLC	Very Low 9	18	2	2
GT Investment Management, LLC	Very Low 9	35	4	4
Cunningham Investment Management, LLC	Very Low 9	26	3	4
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
HG Wealth Partners LLC	Very Low 8	23	3	3
Sunset Retirement Advisors LLC	Very Low 7	21	3	3
Nest Egg Financial Advisors	Very Low 6	11	2	2
Global Macro Asset Management LLC	Very Low 5	9	2	2
Mk Strategic Equities	Very Low 2	7	3	3
Zacks Intelligence LLC	Very Low 1	1	1	7

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