Clients per advisor for Independent firms serving clients in Nevada

Most financial advisors serve between 50 and 90 clients, though the number varies widely depending on the firm, client type, and service model. How many clients an advisor serves can tell you a lot about how they work and what kind of experience to expect.

In Nevada, independent financial advisors tend to have a higher median client load than the national median for their category, with 27 clients per advisor compared to 18 nationally. Among the 151 independent advisors in the state, client counts range broadly—from as few as 2 to over 200—indicating a diverse mix of practices. This distribution suggests that some advisors are likely in the early stages of building their client base, while others may be intentionally maintaining a smaller, more focused practice. Higher client counts can reflect advisors who have grown their capacity or adopted more scalable service models, while lower counts often point to a more personalized, relationship-driven approach.

What this means for you is that there is no single “right” number of clients per advisor. A lower client load often means more individualized attention, while a higher load can indicate greater efficiency and potentially lower costs. Use this metric alongside others to find an advisor whose approach aligns with your preferences for service and engagement. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Independent firms active in Nevada 151 firms
Very Low 0-2 per advisor
Low 2-12
Typical 12-36
High 36-94
Very High 94-207
5th 20th 40th 60th 80th 95th

Median: 27

Firm
Clients/advisor
Clients
Advisors in USA
Advisors in NV
Aldrich Investment Management logo Aldrich Investment Management
Very Low 0
—
1
1
Ashcroft Green Advisors, LLC logo Ashcroft Green Advisors, LLC
Very Low 0
—
1
1
Brinker Asset Management
Very Low 0
—
1
—
Caskwise Capital Inc
Very Low 0
—
1
1
ClearPath Investment, LLC
Very Low 0
—
1
1
Ensourceful, Inc. logo Ensourceful, Inc.
Very Low 0
—
1
1
Financial Fitness
Very Low 0
—
1
1
Franklin Advisors Corp
Very Low 0
—
1
1
GAO Investments logo GAO Investments
Very Low 0
—
1
1
Harvest Wealth Design & Management, LLC
Very Low 0
—
1
1
Holocron Holdings logo Holocron Holdings
Very Low 0
—
1
1
H.S. Financial, Inc. logo H.S. Financial, Inc.
Very Low 0
—
1
—
InnoSight Wealth Management LLC
Very Low 0
—
1
1
Macdonald Wealth Associates LLC logo Macdonald Wealth Associates LLC
Very Low 0
—
1
1
Maierhofer Wealth logo Maierhofer Wealth
Very Low 0
—
1
1
MAV Wealth, LLC logo MAV Wealth, LLC
Very Low 0
—
1
1
McKinney-X LLC
Very Low 0
—
1
1
Miller Asset Management LLC logo Miller Asset Management LLC
Very Low 0
—
1
1
Navigator Wealth Advisors
Very Low 0
—
1
1
NLRK LLC dba Newbean Capital LLC logo NLRK LLC dba Newbean Capital LLC
Very Low 0
—
1
1
Oak Bay Financial, LLC
Very Low 0
—
1
1
Omnivest logo Omnivest
Very Low 0
—
1
—
Patrick J. Keating Investment Management, LLC
Very Low 0
—
1
1
Trica Wealth Planning, LLC logo Trica Wealth Planning, LLC
Very Low 0
—
1
1
Virtuoso Wealth Management logo Virtuoso Wealth Management
Very Low 0
—
1
1
Winder Wealth Management LLC logo Winder Wealth Management LLC
Very Low 0
—
1
1
Winston Wealth Strategies, LLC
Very Low 0
—
1
1
Bird Spring Financial LLC logo Bird Spring Financial LLC
Very Low 1
1
1
1
Hawken Wealth Management
Very Low 1
1
1
1
Hatchet Financial, LLC
Low 2
2
1
1
La Loma Capital
Low 2
2
1
1
NONE
Low 2
2
1
1
Panthera Capital LLC logo Panthera Capital LLC
Low 2
2
1
1
Options Best Financial
Low 3
3
1
1
Conte Asset Management, LLC
Low 4
4
1
1
Red Rock Capital Management LLC logo Red Rock Capital Management LLC
Low 4
4
1
1
Secondwind Asset Management LLC
Low 4
4
1
1
Cogwheel Wealth Management, LLC
Low 5
5
1
1
Kaitz Investments Inc.
Low 5
5
1
1
Oceanair Wealth logo Oceanair Wealth
Low 5
5
1
1
Interval Capital Management, LLC logo Interval Capital Management, LLC
Low 6
6
1
1
SG Financial Group, LLC
Low 6
6
1
1
Wolf Pack Wealth logo Wolf Pack Wealth
Low 6
6
1
1
Clarity Council Financial, LLC logo Clarity Council Financial, LLC
Low 7
7
1
1
Fraser Asset Management logo Fraser Asset Management
Low 7
7
1
1
Herrington Investment Solutions logo Herrington Investment Solutions
Low 8
8
1
—
Oresund Capital LLC
Low 8
8
1
1
Echo Wealth Partners logo Echo Wealth Partners
Low 9
9
1
1
FD Ball Investment Advisors, LLC
Low 9
9
1
1
Shidoosh Wealth Management LLC logo Shidoosh Wealth Management LLC
Low 9
9
1
—
Cornerstone Financial Advisors Ltd. logo Cornerstone Financial Advisors Ltd.
Low 10
10
1
1
Discretionary Inc. logo Discretionary Inc.
Low 10
10
1
1
Smith, Blair
Low 10
10
1
1
Just Advisors logo Just Advisors
Low 11
11
1
1
Michael Mellberg Investment Advisor logo Michael Mellberg Investment Advisor
Low 11
11
1
1
PivotPoint Advisors, LLC logo PivotPoint Advisors, LLC
Low 11
11
1
1
Sterling Wealth Management logo Sterling Wealth Management
Low 11
11
1
1
Alta Financial Group logo Alta Financial Group
Typical 12
12
1
—
Desert Capital Advisors, LLC logo Desert Capital Advisors, LLC
Typical 12
12
1
1
MLD Investment Advisory, Inc.
Typical 12
12
1
1
Private Wealth Management LLC
Typical 12
12
1
1
Spirit Investment Advisors logo Spirit Investment Advisors
Typical 12
12
1
1
ERK Wealth Advisors, LLC
Typical 13
13
1
1
Sagebrush Wealth Partners logo Sagebrush Wealth Partners
Typical 13
13
1
1
Wealth in Yourself LLC logo Wealth in Yourself LLC
Typical 13
13
1
1
Houssels Capital Management, LLC
Typical 14
14
1
1
Deeringer Wealth Management, LLC logo Deeringer Wealth Management, LLC
Typical 15
15
1
—
Darby Wealth Planning LLC logo Darby Wealth Planning LLC
Typical 19
19
1
1
DNA Financial logo DNA Financial
Typical 19
19
1
1
Pilot Wealth Strategies logo Pilot Wealth Strategies
Typical 19
19
1
—
GSP Financial Strategies logo GSP Financial Strategies
Typical 20
20
1
1
Cadenza Financial Planning logo Cadenza Financial Planning
Typical 21
21
1
—
Softwealth logo Softwealth
Typical 21
21
1
1
Caleb Lawrence Registered Investment Adviser Inc. logo Caleb Lawrence Registered Investment Adviser Inc.
Typical 26
26
1
1
Ulta Wealth Management, LLC logo Ulta Wealth Management, LLC
Typical 27
27
1
1
Wealth Team LLC logo Wealth Team LLC
Typical 27
27
1
—
Gajardo Wealth Management LLC logo Gajardo Wealth Management LLC
Typical 28
28
1
—
Heinz Global Asset Management, Inc.
Typical 28
28
1
1
YH&C Investments Inc. logo YH&C Investments Inc.
Typical 29
29
1
1
Klaraos, LLC logo Klaraos, LLC
Typical 30
30
1
1
Managed Wealth Advantage, LLC logo Managed Wealth Advantage, LLC
Typical 30
30
1
—
Western Level Advisors LLC logo Western Level Advisors LLC
Typical 30
30
1
1
Edgemont Investment Management, LLC logo Edgemont Investment Management, LLC
Typical 32
32
1
1
Cgr Financial logo Cgr Financial
Typical 33
33
1
1
Purposeful Planning logo Purposeful Planning
Typical 33
33
1
1
Rader Wealth Management LLC
Typical 33
33
1
1
Artience Capital Management, LLC logo Artience Capital Management, LLC
Typical 34
34
1
1
CSW Partners, LLC
Typical 34
34
1
—
Avalon Wealth Partners logo Avalon Wealth Partners
Typical 35
35
1
1
Infinity Wealth Coaching, LLC logo Infinity Wealth Coaching, LLC
Typical 35
35
1
1
InvestiFI Wealth Management LLC logo InvestiFI Wealth Management LLC
High 36
36
1
—
MW Investment Advisor, LLC logo MW Investment Advisor, LLC
High 38
38
1
1
Cubed Systems
High 40
40
1
1
Ignis Capital Advisors LLC logo Ignis Capital Advisors LLC
High 40
40
1
1
Alpine Asset Management logo Alpine Asset Management
High 41
41
1
1
Buff Your Finances logo Buff Your Finances
High 41
41
1
—
Cadger Tax and Financial Inc. logo Cadger Tax and Financial Inc.
High 43
43
1
—
Trident Capital Advisors, LLC logo Trident Capital Advisors, LLC
High 43
43
1
1
Sullivan Capital Management logo Sullivan Capital Management
High 44
44
1
1
Dogwood Capital Management logo Dogwood Capital Management
High 45
45
1
—
Randolph & Associates, LLC
High 45
45
1
1
A to Z Asset Advisors, LLC logo A to Z Asset Advisors, LLC
High 48
48
1
—
Firmament Financial logo Firmament Financial
High 52
52
1
1
Compass Financial, LLC logo Compass Financial, LLC
High 53
53
1
—
Forthright Finances LLC logo Forthright Finances LLC
High 54
54
1
—
MFA Global Consulting Group LLC logo MFA Global Consulting Group LLC
High 58
58
1
—
G&S Wealth Management LLC
High 59
59
1
1
Bray Capital Group LLC logo Bray Capital Group LLC
High 61
61
1
1
Vomund Investment Management, LLC logo Vomund Investment Management, LLC
High 61
61
1
1
Silver Anchor Financial, LLC logo Silver Anchor Financial, LLC
High 63
63
1
1
Lal Ltd.
High 65
65
1
1
Retirement Wealth Center Inc logo Retirement Wealth Center Inc
High 66
66
1
—
Strategic Portfolio Advisors
High 69
69
1
1
Whiterock Financial, LLC logo Whiterock Financial, LLC
High 69
69
1
1
Squires Law & Squires Investments, LLC logo Squires Law & Squires Investments, LLC
High 71
71
1
1
Encompass Financial Planning logo Encompass Financial Planning
High 74
74
1
—
McCurdy Financial Solutions logo McCurdy Financial Solutions
High 74
74
1
—
NTACT Retirement Solutions logo NTACT Retirement Solutions
High 75
75
1
1
Monocot Wealth Management, LLC logo Monocot Wealth Management, LLC
High 78
78
1
1
Foothills Capital Management, LLC
High 90
90
1
—
Atlas Peak Advisors, Inc. logo Atlas Peak Advisors, Inc.
Very High 94
94
1
1
Capital Management Analytics logo Capital Management Analytics
Very High 99
99
1
—
Sierra Nevada Wealth Management, LLC logo Sierra Nevada Wealth Management, LLC
Very High 99
99
1
1
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors logo Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
Very High 101
101
1
—
Boyd Investment Services
Very High 106
106
1
1
Straight Line Investment Group, LLC
Very High 106
106
1
—
Columbia Benefits, LLC logo Columbia Benefits, LLC
Very High 109
109
1
—
Perpetual Capital Advisors, LLC logo Perpetual Capital Advisors, LLC
Very High 111
111
1
1
Vivuto, LLC logo Vivuto, LLC
Very High 111
111
1
—
Legacy & Wealth Financial Advisors logo Legacy & Wealth Financial Advisors
Very High 112
112
1
—
Mountain View Financial Advisors logo Mountain View Financial Advisors
Very High 113
113
1
1
Legacy Wealth Group logo Legacy Wealth Group
Very High 117
117
1
1
CSLA Financial Inc logo CSLA Financial Inc
Very High 122
122
1
—
Paradigm Capital Management logo Paradigm Capital Management
Very High 125
125
1
1
Palermo Wealth Management, LLC logo Palermo Wealth Management, LLC
Very High 129
129
1
—
JHP Planning, LLC logo JHP Planning, LLC
Very High 145
145
1
—
J Sohn, Llc.
Very High 156
156
1
1
Pembroke Asset Advisors, LLC logo Pembroke Asset Advisors, LLC
Very High 168
168
1
1
Legacy Cornerstone Wealth LLC logo Legacy Cornerstone Wealth LLC
Very High 181
181
1
—
KMI Wealth Advisors logo KMI Wealth Advisors
Very High 186
186
1
1
Thoughtful Money LLC logo Thoughtful Money LLC
Very High 187
187
1
1
Fitbux RIA LLC
Very High 193
193
1
—
Alchemy Wealth Management logo Alchemy Wealth Management
Very High 198
198
1
1
Ascend Wealth Management LLC logo Ascend Wealth Management LLC
Very High 216
216
1
—
Sentinel Wealth Strategies
Very High 220
220
1
—
Financial Planning Advisors, Inc. logo Financial Planning Advisors, Inc.
Very High 225
225
1
—
Embarcadero Capital Advisors, Inc. logo Embarcadero Capital Advisors, Inc.
Very High 250
250
1
—
CDFinancial logo CDFinancial
Very High 253
253
1
—
NuWealth Advisors, LLC
Very High 260
260
1
—
Crinite Financial Strategies logo Crinite Financial Strategies
Very High 405
405
1
1
Interwest Investment Advisors, Inc logo Interwest Investment Advisors, Inc
Very High 420
420
1
—
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