Best Financial Advisors in Reno, Nevada

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

A financial advisor can help you build a plan for a solid financial future. Ready for a financial advisor in Reno? 

Start with Benzinga’s list of the best financial advisors in Reno, Nevada to find the best firm for you. 

Best Financial Advisors in Reno, Nevada Near You:

  • Best for Wide Range of Services: Sage Financial Advisors, Inc.
  • Best Robo-Advisor: M1 Finance
  • Best for Integrative Personal Planning: Schultz Financial Group Inc.
  • Best Mobile App: Betterment
  • Best Portfolio Analysis: Personal Capital
  • Best for Fiduciary Planning: Nevada Retirement Planners, LLC 
  • Best for Families: Legacy Wealth Planning, LLC

Best for Wide Range of Services: Sage Financial Advisors, Inc.

Sage Financial Advisors is an independent advisory firm in Reno, Nevada. The firm has been in operation for more than 20 years. Sage is a relationship-centered firm, and you can expect client education, unique financial insights and honest feedback.

It offers a full suite of financial services, including:

  • Wealth management
  • Business services
  • Retirement planning
  • Personal financial services

Sage also has strategic alliances with other key professionals like investment firms, custodians, attorneys, CPAs, bankers, appraisers, management consultants and insurers.

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SAGE FINANCIAL ADVISORS INC

SAGE FINANCIAL ADVISORS INC

$146,203,038
  • A percentage of assets under your management
  • Hourly charges
$750,000
3
162
Yes
94
4
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Address

110 COUNTRY ESTATES CIRCLE SUITE 3 RENO NV, 89511

Phone number

775-324-7244

Best For
Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance is an intelligent money management platform that lets you manage your financial future seamlessly for free. With M1 you can: 

  • Make money transfers, set up direct deposits and spend with a debit card.
  • Invest in fractional shares, build a customized portfolio and automate your investment schedule.
  • Borrow up to 35% of your portfolio’s value at low rates.

Upgrade to the M1 Plus account for $125 to gain more perks. You can borrow at 2% and earn 1% cash back. No account balance is required for any M1 account. 

Best for Integrative Personal Planning: Schultz Financial Group Inc.

Schultz Financial Group (SFG) is an advisory firm that has offered financial planning, investment management and family office services for more than 30 years. 

SFG specializes in integrative personal planning. This means your advisor will explore all aspects of your life — physical, psychological and intellectual needs as well as your financial needs. This approach seeks to increase not only the value of your portfolio, but the quality of your life.

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SCHULTZ FINANCIAL GROUP INCORPORATED

SCHULTZ FINANCIAL GROUP INCORPORATED

$216,384,306
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum
6
70
Yes
24
4
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

10765 DOUBLE R BLVD SUITE 200 RENO NV, 89521

Phone number

775-850-5620

Best For
ETF Investors

Best Mobile App: Betterment

Betterment is an app that enables you to invest in a range of funds based on your risk level of risk. It also handles the trading and rebalancing for you. Choose between 2 plans: Digital and Premium.

Betterment Digital’s annual fee is 0.25% and requires no minimum balance. You can get personalized financial advice, low-cost globally diversified investment portfolios, advanced tax-saving strategies and much more.

Betterment Premium’s annual fee is 0.40% and requires at least $100,000 in investable assets. Beyond the benefits you get with the digital plan, you also get in-depth investment advice on stocks, IRAs, 401(k)s and unlimited access to a Certified Financial Planner™ (CFP®).

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NAVELLIER & ASSOCIATES INC

NAVELLIER & ASSOCIATES INC

$1,247,514,207
  • A percentage of assets under your management
  • Performance-based fees
$1,000,000
14
1,604
Yes
27
6
  • Educational seminars/workshops
Address

ONE E. LIBERTY, SUITE 504 RENO NV, 89501-2107

Phone number

775-785-2300

Best For
High Net Worth Individuals

Best Portfolio Analysis: Personal Capital

Personal Capital gives you a complete view of all your accounts in 1 secure platform. It helps you easily budget your finances and track where you spent your money. You can also get access to its free investment management tools to track a multi-asset portfolio.

Personal Capital offers managed services if you have at least $100,000 in investable assets. Its advisors can help you with tax optimization strategies and create goals to meet your long- and short-term goals.

Best for Fiduciary Planning: Nevada Retirement Planners, LLC 

Nevada Retirement Planners is a locally-owned independent firm. It offers fiduciary services, so it does not have any vendor agreements and looks out for your best interests.

The firm provides a broad range of financial services including active investment management, social security income planning, retirement income planning and estate planning. You can also find support for wealth transfer planning, education planning and much more.

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NEVADA RETIREMENT PLANNERS, LLC

NEVADA RETIREMENT PLANNERS, LLC

$471,327
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
No minimum
4
N/A
No
21
2
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Address

275 HILL STREET SUITE 210 RENO NV, 89501

Phone number

775-674-2222

Best for Families: Legacy Wealth Planning, LLC

Legacy Wealth Planning is a registered investment advisory firm that focuses on managing and preserving your wealth for you and your family. The firm specializes in 3 types of planning:

  • Retirement planning. The firm helps you plan a secure and comfortable retirement and offers multiple plans like a 401(k), IRA and profit sharing.
  • Asset management. It constructs individual investment portfolios and helps you meet your financial goals.
  • Education planning. The firm will help you create a strategy for a college savings plan to balance capital appreciation and preservation.

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LEGACY WEALTH PLANNING, LLC

LEGACY WEALTH PLANNING, LLC

$263,700,000
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum
7
615
Yes
7
6
  • Financial planning services
Address

10599 DOUBLE R BLVD RENO NV, 89521

Phone number

775-850-2500

Frequently Asked Questions

Q

How can I research the background of my financial advisor?

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How can I research the background of my financial advisor?
asked
A
1

You can find all the information you need about your financial advisor through 2 official websites — investment adviser public disclosure (IAPD) and BrokerCheck.

answered
Q

Do financial advisors check your credit?

1
Do financial advisors check your credit?
asked
A
1

Financial advisors typically do not check your credit unless it is necessary as a part of your plan.

answered
Q

Do I need a financial advisor for retirement?

1
Do I need a financial advisor for retirement?
asked
A
1

If you lack the time or skill to manage your finances, hiring a financial advisor for retirement can be helpful. A financial advisor can create a comprehensive plan and investment strategy to ensure you are financially stable at the time of retirement.

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Find the Right Financial Advisor in Reno

Research several firms and the services offered before you commit to a financial advisor. The right financial advisor can add immense value to your future and ensure you’re prepared for whatever it may offer.

Methodology

To determine the top financial advisors in Reno, Nevada, we pored through all SEC-registered advisory firms who have an office in Reno. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.