Top financial advisors working with high-net-worth individuals 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.
If you have significant assets and complex financial goals, working with a high-net-worth advisor can help you navigate the unique challenges of managing wealth in Nevada. Without specialized knowledge, it's easy to overlook how state-specific taxes and business-friendly policies affect 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 taxes.
- Wealth preservation tactics. Confirm how they approach protecting assets from sales tax impacts and other local levies.
- Entrepreneurial insight. If you own a business, check how they integrate Nevada's business-friendly environment into your financial plan.
- Experience with complex portfolios. High-net-worth clients often have diverse investments; ask how they manage risk and growth across multiple asset types.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney specializes in wealth management and tax planning for high-net-worth individuals in Nevada, leveraging 25 years of experience and a flat-fee structure starting at $5,000. His firm focuses on discretionary portfolio management with tailored strategies across stocks, bonds, and ETFs, serving a small client base with $123 million in assets, which may offer more personalized attention compared to larger firms.
Experience: 25 years
Avg account: $10,519,387
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Tanner J
Series 66
Reno, NV
Wells Fargo Advisors
Tanner Johnson, based in Reno, NV, works with high-net-worth clients at Wells Fargo Advisors, a large firm offering diverse investment and fee-based financial planning services. With four years of industry experience and a Series 66 designation, he brings expertise in business exit strategies and cash flow management, distinguishing him through his background as a founder and business owner.
Experience: 4 years
Avg account: $514,335
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Steven M
CFP®, Series 63, Series 65
Las Vegas, NV
Steward Partners Investment Advisory, LLC
Steven Miller's extensive 29-year experience and CFP® certification equip him to manage the complex financial needs of high-net-worth individuals in Nevada, including business sale tax planning and concentrated stock management. Affiliated with Steward Partners Investment Advisory, a large SEC-registered firm managing $36.7 billion, he offers negotiable flat fees and serves executives and business owners, distinguishing him from advisors with smaller firm affiliations or narrower specialties.
Experience: 29 years
Avg account: $831,870
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Kimberly H
Series 63, Series 65
Las Vegas, NV
Wells Fargo Clearing
Kimberly Hunter is well-equipped to assist high-net-worth individuals in Nevada, leveraging 36 years of experience and her role at Wells Fargo Clearing, a large firm known for IPS-driven advisory processes and diverse financial products. Her flat-fee structure and background as a retired founder/business owner differentiate her by combining seasoned expertise with practical entrepreneurial insight, suitable for managing complex portfolios and optimizing federal tax strategies.
Experience: 36 years
Avg account: $475,575
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John B
Series 65
Glenbrook, NV
Bowers Wealth Management, Inc.
John Bowers specializes in passive and index investing, serving high-net-worth clients in Glenbrook, Nevada, with 18 years of industry experience. His firm manages $298 million in discretionary assets, focusing on long-term growth through personalized strategies using Fidelity mutual funds and ETFs, differentiating him with a strong emphasis on independent, research-driven portfolio management.
Experience: 18 years
Avg account: $1,726,733
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