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 per advisor offers insight into how an advisor structures their practice and the kind of experience you might expect as a client.

In Nevada, supported firms—which typically have 1 to 4 advisors or manage over $200 million in assets—serve a median of 43 clients per advisor, slightly below the national median of 48. The distribution ranges broadly, with some advisors managing as few as zero clients and others handling up to 278. This spread suggests a mix of advisory styles in the state: some firms prioritize highly personalized, relationship-driven service with fewer clients per advisor, while others operate more scalable, process-oriented models that accommodate larger client loads. The diversity reflects different stages of firm development and strategic choices about balancing growth and client attention.

For you, understanding where an advisor falls within this range can help clarify what kind of service to expect. Lower client counts often mean more individualized attention, while higher counts may indicate more streamlined, efficient practices that can serve more clients but with less direct time per person. There’s no single “right” number—it depends on your preferences for personalization versus scalability. 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 146 firms
Very Low 0-14 per advisor
Low 14-35
Typical 35-54
High 54-99
Very High 99-278
5th 20th 40th 60th 80th 95th

Median: 43

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in NV
Chiron Capital Management, LLC logo Chiron Capital Management, LLC
Very High 896
896
1
Redwood Coast Financial Partners logo Redwood Coast Financial Partners
Very High 494
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
Money Script Wealth Management, PLLC logo Money Script Wealth Management, PLLC
Very High 310
310
1
Golden Years Financial, LLC logo Golden Years Financial, LLC
Very High 279
279
1
1
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 277
830
3
3
Larson Williams Wealth Advisors, LLC logo Larson Williams Wealth Advisors, LLC
Very High 255
509
2
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Very High 215
430
2
Interwest Investment Advisors, Inc logo Interwest Investment Advisors, Inc
Very High 195
389
2
Fiduciary Solutions LLC
Very High 188
563
3
Veritas Wealth Advisors logo Veritas Wealth Advisors
Very High 186
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
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
Advisifi LLC logo Advisifi LLC
High 133
133
1
1
Favor Wealth Advisors, LLC logo Favor Wealth Advisors, LLC
High 133
133
1
Vantage Wealth Planning logo Vantage Wealth Planning
High 133
398
3
3
Embarcadero Capital Advisors, Inc. logo Embarcadero Capital Advisors, Inc.
High 125
250
2
Finley Financial, LLC logo Finley Financial, LLC
High 124
124
1
1
Torrey-Payne Wealth Management logo Torrey-Payne Wealth Management
High 119
237
2
SkyOak Capital, Inc. logo SkyOak Capital, Inc.
High 118
236
2
2
BCD Advisors logo BCD Advisors
High 112
448
4
MFA Wealth Services logo MFA Wealth Services
High 112
224
2
FOX & HOLLAND INVESTING LLC logo FOX & HOLLAND INVESTING LLC
High 107
214
2
Physician Wealth Solutions logo Physician Wealth Solutions
High 107
107
1
1
Templeton Financial Services Inc. logo Templeton Financial Services Inc.
High 105
315
3
Integrated Planning & Investments logo Integrated Planning & Investments
High 103
205
2
Blueprint Investments and Tax Planning
High 103
205
2
1
Alchemy Wealth Management logo Alchemy Wealth Management
High 99
198
2
1
AIO Financial, LLC logo AIO Financial, LLC
High 99
197
2
Whalen Financial logo Whalen Financial
High 98
391
4
4
Urban Wealth Management (UWM) logo Urban Wealth Management (UWM)
Typical 92
275
3
3
Sequoia Wealth Management Group logo Sequoia Wealth Management Group
Typical 89
89
1
1
Bowers Wealth Management, Inc. logo Bowers Wealth Management, Inc.
Typical 85
170
2
1
Diazo, LLC logo Diazo, LLC
Typical 85
339
4
3
Measured Financial logo Measured Financial
Typical 84
253
3
Sierra Management Group logo Sierra Management Group
Typical 81
162
2
2
Darrow Wealth Group logo Darrow Wealth Group
Typical 81
161
2
Davidson Kahn Capital Management, LLC logo Davidson Kahn Capital Management, LLC
Typical 78
233
3
Capital Trust Advisors logo Capital Trust Advisors
Typical 77
231
3
1
The William Allan Corporation logo The William Allan Corporation
Typical 75
226
3
Gebhardt Group, Inc logo Gebhardt Group, Inc
Typical 75
225
3
Position Wealth logo Position Wealth
Typical 72
215
3
Octavia Investments LLC logo Octavia Investments LLC
Typical 71
71
1
1
SilverOak Investments, LLC logo SilverOak Investments, LLC
Typical 71
142
2
1
Tres Wealth Management Group, LLC
Typical 71
141
2
Rubey & Rust Capital Management, LLC logo Rubey & Rust Capital Management, LLC
Typical 70
140
2
2
Shira Ridge Wealth Management logo Shira Ridge Wealth Management
Typical 69
277
4
Legacy Investment Services, LLC logo Legacy Investment Services, LLC
Typical 69
277
4
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
Typical 69
275
4
Private Wealth Solutions, LLC logo Private Wealth Solutions, LLC
Typical 69
275
4
Winans Investments logo Winans Investments
Typical 66
264
4
4
Cavalot Capital logo Cavalot Capital
Typical 65
129
2
Daviman Financial, LLC logo Daviman Financial, LLC
Typical 63
190
3
Oak Asset Management, LLC logo Oak Asset Management, LLC
Typical 61
242
4
Righthand Capital, LLC logo Righthand Capital, LLC
Typical 59
118
2
Poulos Advisors, Inc. logo Poulos Advisors, Inc.
Typical 58
115
2
Core Financial logo Core Financial
Typical 58
115
2
1
EFC Wealth Management Firm LLC logo EFC Wealth Management Firm LLC
Low 56
168
3
FSG Financial Services, Inc.
Low 54
163
3
Burr Financial Services, LLC
Low 53
159
3
1
Curtis Wealth Management LLC logo Curtis Wealth Management LLC
Low 53
105
2
1
Money Managers, Inc. logo Money Managers, Inc.
Low 51
153
3
2
Grow With Me logo Grow With Me
Low 51
153
3
2
UTA LLC logo UTA LLC
Low 51
102
2
1
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Low 51
203
4
AdvoWealth Advisors, LLC logo AdvoWealth Advisors, LLC
Low 51
101
2
2
Capstone Capital Wealth Advisors logo Capstone Capital Wealth Advisors
Low 50
198
4
4
Medicus Wealth Planning, Inc. logo Medicus Wealth Planning, Inc.
Low 49
194
4
1
Gw Financial logo Gw Financial
Low 47
93
2
1
Keystone Wealth Advisors, LLC logo Keystone Wealth Advisors, LLC
Low 45
90
2
2
Compass Capital Investments LLC
Low 45
135
3
Moler Capital Management logo Moler Capital Management
Low 44
87
2
1
Change Wealth Advisors logo Change Wealth Advisors
Low 44
87
2
Finance Wisdom logo Finance Wisdom
Low 43
128
3
Holton & Kosanke Wealth Management, LLC logo Holton & Kosanke Wealth Management, LLC
Low 42
127
3
Gilpin Wealth Management LLC logo Gilpin Wealth Management LLC
Low 42
169
4
1
Manhattan Global Asset Management LLC logo Manhattan Global Asset Management LLC
Low 42
42
1
1
Actuarial Direct LLC
Low 41
82
2
1
Melissa Matson LLC logo Melissa Matson LLC
Low 39
118
3
3
Fern Financial Group, LLC logo Fern Financial Group, LLC
Low 39
77
2
Victory Wealth Services, LLC logo Victory Wealth Services, LLC
Low 37
149
4
Coho Advisory Services, LLC logo Coho Advisory Services, LLC
Low 37
148
4
BSIAS Advisors, LLC
Low 37
74
2
McBroom & Associates, LLC
Low 37
110
3
3
Backbone Planning Partners LLC logo Backbone Planning Partners LLC
Low 36
109
3
1
Abundant Wealth Strategies logo Abundant Wealth Strategies
Low 36
71
2
2
Mulholland & Kuperstock Asset Management, LLC logo Mulholland & Kuperstock Asset Management, LLC
Low 35
70
2
White Aspen Capital LLC logo White Aspen Capital LLC
Low 34
68
2
2
TEAM Elevated Asset Management logo TEAM Elevated Asset Management
Low 34
67
2
Experience Your Wealth, LLC logo Experience Your Wealth, LLC
Low 33
65
2
Open Window Financial Solutions, Ltd. logo Open Window Financial Solutions, Ltd.
Low 30
91
3
3
Latitude Investment Group logo Latitude Investment Group
Low 29
87
3
Essential Partners LLC logo Essential Partners LLC
Low 28
56
2
Incline Investment Advisors, LLC logo Incline Investment Advisors, LLC
Low 28
110
4
2
Schultz Financial Group Incorporated logo Schultz Financial Group Incorporated
Low 28
110
4
4
Vannoy Advisory Group, Inc. logo Vannoy Advisory Group, Inc.
Very Low 27
54
2
3rd Creek Investments logo 3rd Creek Investments
Very Low 25
100
4
4
The Retirement Solutions Group logo The Retirement Solutions Group
Very Low 25
75
3
3
SunStreet Securities, LLC logo SunStreet Securities, LLC
Very Low 25
50
2
1
Mok Capital Management logo Mok Capital Management
Very Low 25
74
3
Seasonal Strategy logo Seasonal Strategy
Very Low 23
45
2
1
Elevate Planners logo Elevate Planners
Very Low 22
44
2
QCI Partners LLC logo QCI Partners LLC
Very Low 21
42
2
2
USA Asset Management, LLC logo USA Asset Management, LLC
Very Low 21
42
2
Applied Wealth Management logo Applied Wealth Management
Very Low 21
82
4
Kamichu Wealth Management LLC
Very Low 20
20
1
1
Park River Advisors logo Park River Advisors
Very Low 19
38
2
CM Capital Partners logo CM Capital Partners
Very Low 19
56
3
M Stevens Wealth Advisors, LLC logo M Stevens Wealth Advisors, LLC
Very Low 19
37
2
2
Nautical Star Financial Group LLC logo Nautical Star Financial Group LLC
Very Low 18
72
4
1
Lifestyle Planning, LLC logo Lifestyle Planning, LLC
Very Low 18
54
3
RSW Wealth Management logo RSW Wealth Management
Very Low 16
31
2
2
PARK, MILLER, LLC logo PARK, MILLER, LLC
Very Low 15
44
3
1
Springreef LLC logo Springreef LLC
Very Low 15
29
2
Olson Consulting LLC logo Olson Consulting LLC
Very Low 14
28
2
1
Blackwatch Financial Group, LLC
Very Low 14
28
2
1
Ratio Capital logo Ratio Capital
Very Low 14
42
3
1
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
Vita Planning Group LLC logo Vita Planning Group LLC
Very Low 13
50
4
1
Global Key Advisors logo Global Key Advisors
Very Low 12
47
4
1
RightWise Wealth logo RightWise Wealth
Very Low 12
35
3
1
Bruderman Private wealth logo Bruderman Private wealth
Very Low 11
33
3
1
Legacy Financial Group logo Legacy Financial Group
Very Low 10
29
3
Bodhi Tree Capital Management, LLC logo Bodhi Tree Capital Management, LLC
Very Low 9
18
2
2
GT Investment Management, LLC logo GT Investment Management, LLC
Very Low 9
35
4
Cunningham Investment Management, LLC logo Cunningham Investment Management, LLC
Very Low 9
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
Zulu Dreams Capital LLC logo Zulu Dreams Capital LLC
Very Low 8
16
2
HG Wealth Partners LLC
Very Low 8
23
3
1
Sunset Retirement Advisors LLC logo Sunset Retirement Advisors LLC
Very Low 7
21
3
1
Nest Egg Financial Advisors logo Nest Egg Financial Advisors
Very Low 6
11
2
2
Global Macro Asset Management LLC logo Global Macro Asset Management LLC
Very Low 5
9
2
2
Mk Strategic Equities logo Mk Strategic Equities
Very Low 2
7
3
3
Full Focus Capital Management logo Full Focus Capital Management
Very Low 0
2
2
SG Financial logo SG Financial
Very Low 0
2
2
Chaos Solved, Inc. logo Chaos Solved, Inc.
Very Low 0
2
Nevada Retirement Planners, LLC logo Nevada Retirement Planners, LLC
Very Low 0
2
2
Momentum Capital Management logo Momentum Capital Management
Very Low 0
2
1
Solaris Strategic Wealth logo Solaris Strategic Wealth
Very Low 0
3
Forthright Partnerstm logo Forthright Partnerstm
Very Low 0
3
3
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