Clients per advisor for Supported firms serving clients in Nevada

Most financial advisors serve between 50 and 90 clients, though this number can vary widely based on the firm’s size, client focus, and service approach. The number of clients an advisor manages offers valuable insight into how they operate and the kind of experience you might expect. Advisors at supported firms—those with 1 to 4 advisors or managing over $200 million in assets—typically balance manageable client loads with the ability to grow beyond solo practice limitations.

In Nevada, there are 153 supported firms with a median of about 42 clients per advisor, slightly below the broader national median of 45. This distribution ranges from very low client counts up to over 270 clients per advisor, indicating a diverse mix of advisory models. Some Nevada firms prioritize highly personalized, relationship-driven service with fewer clients per advisor, while others adopt more scalable, process-driven approaches to serve larger client bases efficiently. This spread suggests that whether you prefer close, individualized attention or a more streamlined experience, you’ll find advisors in Nevada fitting both styles.

For you, understanding the number of clients per advisor helps clarify what kind of service to expect. Lower client counts often mean more personalized attention, while higher counts may reflect efficiency and broader access but potentially less individualized time. There’s no single “right” number—it depends on your preferences and priorities. Use this metric alongside others to find an advisor whose approach aligns with your needs. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms active in Nevada 153 firms
Very Low 0-13 per advisor
Low 13-34
Typical 34-54
High 54-103
Very High 103-277
5th 20th 40th 60th 80th 95th

Median: 42

Firm
Clients/advisor
Clients
Advisors in USA
Advisors in NV
Strategic Retirement Advisors, LLC logo Strategic Retirement Advisors, LLC
Very High 945
945
1
—
Redwood Coast Financial Partners logo Redwood Coast Financial Partners
Very High 493
987
2
—
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
—
American Retirement Planning Group Inc logo American Retirement Planning Group Inc
Very High 398
796
2
2
Peterson Wealth Management, LLC logo Peterson Wealth Management, LLC
Very High 381
1,144
3
3
Asia Pacific Financial Management Group, Inc. logo Asia Pacific Financial Management Group, Inc.
Very High 354
1,417
4
—
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 276
830
3
3
Larson Williams Wealth Advisors, LLC logo Larson Williams Wealth Advisors, LLC
Very High 254
509
2
—
345 Investment Advisory, LLC
Very High 233
933
4
—
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Very High 215
430
2
—
Fiduciary Solutions LLC
Very High 187
563
3
—
Veritas Wealth Advisors logo Veritas Wealth Advisors
Very High 185
371
2
2
Read & Powell Financial Services, LLC logo Read & Powell Financial Services, LLC
Very High 176
529
3
3
Financial Institution Services, LLC logo Financial Institution Services, LLC
Very High 166
332
2
1
C2C Wealth Management, LLC logo C2C Wealth Management, LLC
Very High 162
324
2
1
Bangerter Financial Services, Inc. logo Bangerter Financial Services, Inc.
Very High 158
317
2
—
Money Script Wealth Management, PLLC logo Money Script Wealth Management, PLLC
Very High 155
310
2
—
von Adelung Wealth Management logo von Adelung Wealth Management
Very High 148
296
2
—
Athena Wealth Management, LLC logo Athena Wealth Management, LLC
Very High 144
144
1
1
Golden Years Financial, LLC logo Golden Years Financial, LLC
Very High 139
279
2
2
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
1
Favor Wealth Advisors, LLC logo Favor Wealth Advisors, LLC
Very High 133
133
1
—
Vantage Wealth Planning logo Vantage Wealth Planning
Very High 132
398
3
3
Finley Financial, LLC logo Finley Financial, LLC
Very High 124
124
1
1
Torrey-Payne Wealth Management logo Torrey-Payne Wealth Management
Very High 118
237
2
—
SkyOak Capital, Inc. logo SkyOak Capital, Inc.
Very High 118
236
2
2
Diazo, LLC logo Diazo, LLC
Very High 113
339
3
3
Powerhouse Financial Advisors, Inc. logo Powerhouse Financial Advisors, Inc.
Very High 113
226
2
1
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
—
Dale Q. Rice Investment Management
Very High 108
108
1
1
FOX & HOLLAND INVESTING LLC logo FOX & HOLLAND INVESTING LLC
Very High 107
214
2
—
Physician Wealth Solutions logo Physician Wealth Solutions
Very High 107
107
1
1
Templeton Financial Services Inc. logo Templeton Financial Services Inc.
Very High 105
315
3
—
Integrated Planning & Investments logo Integrated Planning & Investments
Very High 102
205
2
—
AIO Financial, LLC logo AIO Financial, LLC
High 98
197
2
—
Blueprint Investments and Tax Planning
High 96
193
2
1
Brightree Wealth Management, LLC logo Brightree Wealth Management, LLC
High 95
191
2
2
Urban Wealth Management or UWM logo Urban Wealth Management or UWM
High 91
275
3
2
BCD Advisors logo BCD Advisors
High 89
268
3
—
Bowers Wealth Management, Inc. logo Bowers Wealth Management, Inc.
High 85
170
2
1
Measured Financial logo Measured Financial
High 84
253
3
—
RJJ Pasadena Securities, Inc.
High 82
165
2
2
Sierra Management Group logo Sierra Management Group
High 81
162
2
2
Darrow Wealth Group logo Darrow Wealth Group
High 80
161
2
—
Davidson Kahn Capital Management, LLC logo Davidson Kahn Capital Management, LLC
High 77
233
3
—
Capital Trust Advisors logo Capital Trust Advisors
High 77
231
3
1
Gebhardt Group, Inc logo Gebhardt Group, Inc
High 75
225
3
—
Position Wealth logo Position Wealth
High 71
215
3
—
Octavia Investments LLC logo Octavia Investments LLC
High 71
71
1
1
Silveroak Investments, LLC logo Silveroak Investments, LLC
High 71
142
2
1
Tres Wealth Management Group, LLC
High 70
141
2
—
Rubey & Rust Capital Management, LLC logo Rubey & Rust Capital Management, LLC
High 70
140
2
2
South Cove Financial, LLC logo South Cove Financial, LLC
High 69
208
3
1
Private Wealth Solutions, LLC logo Private Wealth Solutions, LLC
High 68
275
4
—
Financial Futures logo Financial Futures
High 68
204
3
1
Cavalot Capital logo Cavalot Capital
High 64
129
2
1
Holm & Cawley Financial Group LLC logo Holm & Cawley Financial Group LLC
High 61
245
4
3
Oak Asset Management, LLC logo Oak Asset Management, LLC
High 60
242
4
—
Righthand Capital, LLC logo Righthand Capital, LLC
High 59
118
2
—
Core Financial logo Core Financial
High 57
115
2
1
Poulos Advisors, Inc. logo Poulos Advisors, Inc.
High 57
115
2
—
Arlington Wealth Management logo Arlington Wealth Management
High 56
224
4
1
EFC Wealth Management Firm LLC logo EFC Wealth Management Firm LLC
High 56
168
3
—
One Wealth Map, LLC logo One Wealth Map, LLC
High 55
223
4
1
McBroom & Associates, LLC
High 55
110
2
2
FSG Financial Services, Inc.
High 54
163
3
—
Burr Financial Services, LLC
Typical 53
159
3
1
Curtis Wealth Management LLC logo Curtis Wealth Management LLC
Typical 52
105
2
1
Grow With Me logo Grow With Me
Typical 51
153
3
2
Money Managers, Inc. logo Money Managers, Inc.
Typical 51
153
3
2
Uta Llc logo Uta Llc
Typical 51
102
2
1
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 50
203
4
—
AdvoWealth Advisors, LLC logo AdvoWealth Advisors, LLC
Typical 50
101
2
2
Medicus Wealth Planning, Inc. logo Medicus Wealth Planning, Inc.
Typical 48
194
4
1
Daviman Financial, LLC logo Daviman Financial, LLC
Typical 47
190
4
—
Gw Financial logo Gw Financial
Typical 46
93
2
1
Compass Capital Investments LLC
Typical 45
135
3
—
Sequoia Wealth Management Group logo Sequoia Wealth Management Group
Typical 44
89
2
2
Paragon Investing, LLC logo Paragon Investing, LLC
Typical 43
175
4
1
Change Wealth Advisors logo Change Wealth Advisors
Typical 43
87
2
—
Moler Capital Management logo Moler Capital Management
Typical 43
87
2
1
Finance Wisdom logo Finance Wisdom
Typical 42
128
3
—
Holton & Kosanke Wealth Management, LLC logo Holton & Kosanke Wealth Management, LLC
Typical 42
127
3
—
Gilpin Wealth Management LLC logo Gilpin Wealth Management LLC
Typical 42
169
4
1
Manhattan Global Asset Management LLC logo Manhattan Global Asset Management LLC
Typical 42
42
1
1
Actuarial Direct LLC
Typical 41
82
2
1
Conway Partners logo Conway Partners
Typical 40
81
2
1
Prakash Investment Advisors LLC
Typical 40
80
2
1
Melissa Matson LLC logo Melissa Matson LLC
Typical 39
118
3
3
Fern Financial Group, LLC logo Fern Financial Group, LLC
Typical 38
77
2
—
Victory Wealth Services, LLC logo Victory Wealth Services, LLC
Typical 37
149
4
—
BSIAS Advisors, LLC
Typical 37
74
2
—
Backbone Planning Partners LLC logo Backbone Planning Partners LLC
Typical 36
109
3
1
Abundant Wealth Strategies logo Abundant Wealth Strategies
Typical 35
71
2
2
Experience Your Wealth, LLC logo Experience Your Wealth, LLC
Typical 35
70
2
—
Mulholland & Kuperstock Asset Management, LLC logo Mulholland & Kuperstock Asset Management, LLC
Typical 35
70
2
—
White Aspen Capital LLC logo White Aspen Capital LLC
Typical 34
68
2
2
TEAM Elevated Asset Management logo TEAM Elevated Asset Management
Typical 33
67
2
—
Open Window Financial Solutions, Ltd. logo Open Window Financial Solutions, Ltd.
Low 30
91
3
3
Keystone Wealth Advisors, LLC logo Keystone Wealth Advisors, LLC
Low 30
90
3
3
Latitude Investment Group logo Latitude Investment Group
Low 29
87
3
—
Essential Partners LLC logo Essential Partners LLC
Low 28
56
2
—
Olson Consulting LLC logo Olson Consulting LLC
Low 28
28
1
—
Incline Investment Advisors, LLC logo Incline Investment Advisors, LLC
Low 27
110
4
2
3rd Creek Investments logo 3rd Creek Investments
Low 25
100
4
4
SunStreet Securities, LLC logo SunStreet Securities, LLC
Low 25
50
2
1
Mok Capital Management logo Mok Capital Management
Low 24
74
3
—
Sg Financial logo Sg Financial
Low 24
48
2
2
The Retirement Solutions Group logo The Retirement Solutions Group
Low 24
72
3
—
Seasonal Strategy logo Seasonal Strategy
Low 22
45
2
1
Elevate Planners logo Elevate Planners
Low 22
44
2
—
QCI Partners LLC logo QCI Partners LLC
Low 21
42
2
2
USA Asset Management, LLC logo USA Asset Management, LLC
Low 21
42
2
—
Applied Wealth Management logo Applied Wealth Management
Low 20
82
4
—
Kamichu Wealth Management LLC
Low 20
20
1
1
Lifestyle Planning, LLC logo Lifestyle Planning, LLC
Low 19
58
3
—
Park River Advisors logo Park River Advisors
Low 19
38
2
—
M Stevens Wealth Advisors, LLC logo M Stevens Wealth Advisors, LLC
Low 18
37
2
2
Vita Planning Group LLC logo Vita Planning Group LLC
Low 16
50
3
1
Bruderman Private Wealth logo Bruderman Private Wealth
Low 16
33
2
1
Poder Wealth Advisors logo Poder Wealth Advisors
Low 16
33
2
—
RSW Wealth Management logo RSW Wealth Management
Low 15
31
2
2
PARK, MILLER, LLC logo PARK, MILLER, LLC
Low 14
44
3
1
Springreef LLC logo Springreef LLC
Low 14
29
2
—
Blackwatch Financial Group, LLC
Low 14
28
2
1
CM Capital Partners logo CM Capital Partners
Low 14
56
4
—
Ratio Capital logo Ratio Capital
Low 14
42
3
1
Zor Capital, LLC logo Zor Capital, LLC
Low 13
40
3
—
Innovation Partners LLC logo Innovation Partners LLC
Low 13
26
2
—
RightWise Wealth logo RightWise Wealth
Very Low 12
37
3
1
Global Key Advisors logo Global Key Advisors
Very Low 11
47
4
1
Zulu Dreams Capital LLC logo Zulu Dreams Capital LLC
Very Low 11
22
2
—
Legacy Financial Group logo Legacy Financial Group
Very Low 9
29
3
—
Bodhi Tree Capital Management, LLC logo Bodhi Tree Capital Management, LLC
Very Low 9
18
2
2
Cunningham Investment Management, LLC logo Cunningham Investment Management, LLC
Very Low 8
26
3
3
Sierra Legacy Group logo Sierra Legacy Group
Very Low 8
24
3
1
Uprise Advisers LLC logo Uprise Advisers LLC
Very Low 8
32
4
—
HG Wealth Partners LLC
Very Low 5
23
4
1
Nest Egg Financial Advisors logo Nest Egg Financial Advisors
Very Low 5
11
2
2
Sunset Retirement Advisors LLC logo Sunset Retirement Advisors LLC
Very Low 5
21
4
1
Global Macro Asset Management LLC logo Global Macro Asset Management LLC
Very Low 4
9
2
2
Mk Strategic Equities logo Mk Strategic Equities
Very Low 2
7
3
3
Endowment Partners LLC logo Endowment Partners LLC
Very Low 2
2
1
1
Nomad Financial logo Nomad Financial
Very Low 1
2
2
—
Atlas Wealth Management
Very Low 0
—
1
1
Chaos Solved, Inc. logo Chaos Solved, Inc.
Very Low 0
—
2
—
Forthright Partnerstm logo Forthright Partnerstm
Very Low 0
—
3
3
Full Focus Capital Management logo Full Focus Capital Management
Very Low 0
—
2
2
IM Wealth logo IM Wealth
Very Low 0
—
2
—
Momentum Capital Management logo Momentum Capital Management
Very Low 0
—
2
1
Nevada Retirement Planners, LLC logo Nevada Retirement Planners, LLC
Very Low 0
—
2
2
Solaris Strategic Wealth logo Solaris Strategic Wealth
Very Low 0
—
2
—
Williamson Price Modern Wealth Management LLC logo Williamson Price Modern Wealth Management LLC
Very Low 0
—
2
2
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