Ways to browse Independent advisors serving Nevada

Pick a specialty to browse more Independent advisors serving Nevada.

Browse by specialty

Find advisors serving Nevada who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	643
Wealth management	548
Executive	381
Active portfolio management	339
Options & derivatives strategies	338
Retirement plans for business owners (SEP, solo 401k)	313
Private / alternative investments	306
Retirement income strategy	306
Retired	304
General retirement planning	242
Tax-loss harvesting	239
Income planning	197
Concentrated stock management	196
College savings (529s, UTMA, etc.)	179
Annuities	150
Charitable giving & philanthropy	144
Equity compensation tax strategy	126
ESG / Sustainable investing	126
Passive / index investing	115
General estate planning guidance	101
Cash flow / budgeting	100
General tax planning	95
Real estate investing	87
Business succession planning	86
Business exit / sale strategy	73
Tax strategies for small businesses	70
Business ownership considerations	57
Retirement withdrawal strategies	48
Debt management	35
Social Security optimization	34
Approaching retirement	30
Long-term care insurance	29
Mid-Career Professionals	27
Self-Employed	26
Factor investing / smart beta	24
Life insurance needs analysis	19
Charitable giving tax strategies	17
Business sale tax planning	15
Divorce financial planning	13
Multi-generational wealth transfer	13
HENRY (High Earners, Not Rich Yet)	12
Equity Recipients (RS/RSU, SOP, ESPP)	9
Roth conversion strategy	9
Attorney	8
Planning for children with special needs	8
Retired	7
Established Professionals	6
Values-based investing	6
Business Financial Management	5
Young Professionals	5
Doctor or Medical Professional	4
Family Business	4
Military & Veterans	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support