Large-firm financial advisors in Nevada
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a large-firm financial advisor in Nevada if you're navigating complex financial decisions that benefit from extensive resources and a broad team of experts. Without the right experience, advisors may overlook how Nevada's unique tax environment—no state income tax but higher sales and property taxes—affects your overall financial picture.
- Federal tax focus. Since Nevada has no state income tax, ask how they optimize your federal tax strategy alongside sales and property tax considerations.
- Resource access. Large firms often provide specialized teams; confirm how your advisor leverages this network for your specific needs.
- Business-friendly planning. If you're an entrepreneur, check how they incorporate Nevada's business policies into your financial plan.
- Experience depth. Large firms vary widely; inquire about your advisor's years handling complex cases within Nevada's tax and regulatory landscape.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeremy Shih Chieh C
Series 66
Las Vegas, NV
J.P. Morgan Securities
Jeremy Shih Chieh Chen at J.P. Morgan Securities offers wealth management services within a large firm setting in Las Vegas, which can be beneficial for navigating Nevada's unique tax environment. With a 0.30% annual AUM fee and experience as a founder and business owner, he brings practical insight for executives and entrepreneurs, differentiating him from advisors with longer tenure but less direct business ownership experience.
Experience: 3 years
Avg account: $318,381
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Tanner J
Series 66
Reno, NV
Wells Fargo Advisors
Tanner Johnson is equipped to assist with complex financial decisions in Nevada through his role at Wells Fargo Advisors, a large firm offering extensive resources and proprietary research tools. With specialties including business exit strategies and cash flow budgeting, he also serves high-net-worth clients and founders, bringing a practical perspective from his own entrepreneurial background and three years of industry experience in Reno.
Experience: 4 years
Avg account: $514,335
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Artem R
Series 66
Henderson, NV
Fidelity
Artem Rusakov is equipped to assist with wealth management and cash flow budgeting within Nevada's unique tax environment, leveraging his role at Fidelity, a large firm known for extensive resources. With four years of industry experience and a Series 66 designation, he offers personalized financial plans tailored to family needs, distinguishing him from others by combining large-firm support with a client-focused approach in Henderson, NV.
Experience: 4 years
Avg account: $234,793
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Steven M
CFP®, Series 63, Series 65
Las Vegas, NV
Steward Partners Investment Advisory, LLC
Steven Miller's 28 years of experience and CFP® certification equip him to navigate Nevada's unique tax environment, especially for high-net-worth clients seeking large-firm resources. At Steward Partners Investment Advisory, LLC, managing over $28 billion in assets, he offers flat-fee and hourly financial planning options, combining proprietary and third-party investment strategies, which may provide more tailored solutions compared to advisors with narrower firm resources or fee structures.
Experience: 28 years
Avg account: $831,870
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Aaron T
CFP®, Series 63, Series 65
Las Vegas, NV
Raymond James Financial
Aaron Tellez's 25 years of experience and CFP® certification equip him to navigate Nevada's unique tax environment, especially for retirement and business succession planning. Operating within Raymond James Financial, a large firm, he offers flat-fee and hourly planning services, leveraging extensive firm resources and research tools to support diverse clients including business owners and retirees in Las Vegas.
Experience: 25 years
Avg account: $700,796
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