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Same-Day Financial Advisors in Reno, NV
Can't wait a week? These financial advisors in Reno offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Reno, NV by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Financial Mentor with a 4.9-star rating from 74 Google reviews and an RNM Score of 80/100. Also in the top tier: Alchemy Wealth Management and GK WEALTH MANAGEMENT. The average rating across all listed financial advisors in Reno is 5 stars from 18 reviews per business on average.
Financial advisors in Reno typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Reno, Nevada is home to a variety of financial advisors who offer services such as investment management, retirement planning, and wealth management. Consumers in the Reno area should research local advisors' qualifications, services, and fees when searching for a financial advisor to work with.
- ✓Reno has a range of financial advisor firms and individual advisors to choose from
- ✓Advisors offer services like investment management, retirement planning, and wealth management
- ✓Consumers should research an advisor's qualifications, services, and fees before selecting one
Best Overall
Platinum Wealth Management
Platinum Wealth Management stands out as the top-ranked firm due to its comprehensive wealth management services and strong local reputation in Reno.
Most Reviewed
Edward Jones - Financial Advisor: Dan Dooley, CFP®|ChFC®|AAMS®
A high review count indicates broad client experience and trust, helping consumers gauge service consistency and satisfaction.
When choosing a financial advisor in Reno, consider your specific needs such as retirement planning or investment management, and schedule initial consultations to compare communication styles and fee structures.
How to Choose a Financial Advisor in Reno
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Reno, NV area
- • Fee-only or fee-based compensation structure
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the right financial plan for my specific needs?
- • Can you provide references from other Reno, NV clients?
Red flags
- ⚠ Advisors who receive commissions from selling specific financial products
- ⚠ Lack of transparency around fees and costs
- ⚠ Unwillingness to provide detailed information about their background and qualifications
In Nevada, financial advisors must be licensed as investment advisor representatives and may also need insurance licenses depending on the services they provide. Be sure to verify their credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
18
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 74 reviews, this Reno financial advisor is highly trusted.
1480 Marsh Ave, Reno, NV 89509, USARated 5.0 stars from 37 reviews, achieving exceptional client satisfaction.
3301 S Virginia St, Reno, NV 89502, USAFinancial Advisors Rankings in Reno, NV
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Financial Mentor1480 Marsh Ave, Reno, NV 89509, USA | 4.9★ | 74 |
| #2 | Alchemy Wealth Management3301 S Virginia St, Reno, NV 89502, USA | 5.0★ | 37 |
| #3 | GK WEALTH MANAGEMENT98 Winter St, Reno, NV 89503, USA | 5.0★ | 35 |
| #4 | Edward Jones - Financial Advisor: Dan Dooley, CFP®|ChFC®|AAMS®534 Lander St, Reno, NV 89509, USA | 5.0★ | 6 |
| #5 | Peterson Wealth Management2255 Green Vista Dr #403, Sparks, NV 89431, USA | 4.8★ | 43 |
| #6 | Prime Capital Financial, Formerly Cornerstone Comprehensive Wealth Management9628 Prototype Ct, Reno, NV 89521, USA | 5.0★ | 29 |
| #7 | Abshire Family Financial50 S Virginia St STE #319, Reno, NV 89501, USA | 4.9★ | 34 |
| #8 | Art of Wealth Management410 California Ave Suite 200, Reno, NV 89509, USA | 5.0★ | 17 |
| #9 | Platinum Wealth Management5335 Kietzke Ln Suite 207, Reno, NV 89511, USA | 5.0★ | 10 |
| #10 | Christopher Mulloy - Private Wealth Advisor, Ameriprise Financial Services, LLC1225 Financial Blvd Ste 735, Reno, NV 89502, USA | 5.0★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Reno
Rated 5.0 stars from six Google reviews in Reno, Nevada.
534 Lander St, Reno, NV 89509, USA
Praised by clients for exceptional service, with a 4.8-star rating from 43 reviews.
2255 Green Vista Dr #403, Sparks, NV 89431, USA
Rated 5.0 stars from 29 glowing Google reviews, this trusted advisor stands out.
9628 Prototype Ct, Reno, NV 89521, USA
Exceptional 4.9-star rating from 34 reviews in Reno, NV.
50 S Virginia St STE #319, Reno, NV 89501, USA
Rated 5.0 stars from 17 glowing Google reviews by local clients.
410 California Ave Suite 200, Reno, NV 89509, USA
Rated 5.0 stars from 10 Google reviews, this Reno financial advisor is highly recommended by clients.
5335 Kietzke Ln Suite 207, Reno, NV 89511, USA
5.0 stars from 9 Google reviews, reflecting exceptional client satisfaction.
1225 Financial Blvd Ste 735, Reno, NV 89502, USA
This financial advisor in Reno has no Google reviews yet.
570 Hammill Ln, Reno, NV 89511, USA
Trusted by locals with a perfect 4.9-star rating from 7 reviews.
50 W Liberty St # 500, Reno, NV 89501, USA
Rated 4.9 stars from 11 Google reviews for trusted financial guidance in Reno.
1755 E Plumb Ln Ste 158, Reno, NV 89502, USA
Rated 5.0 stars from 9 Google reviews, this Reno financial advisor is highly recommended.
835 Maestro Dr, Reno, NV 89511, USA
Trusted by clients with a perfect 5.0 rating from 8 Google reviews.
10599 Double R Blvd, Reno, NV 89521, USA
5.0★ average rating from 6 Google reviews by local clients in Reno.
140 W Huffaker Ln Suite 507, Reno, NV 89511, USA
Rated 5.0 stars from four Google reviews, this local advisor is highly recommended.
110 Country Estates Cir # 3, Reno, NV 89511, USA
5.0 stars from 2 reviews, reflecting strong early client satisfaction.
10765 Double R Blvd Ste 202, Reno, NV 89521, USA
Rated 5.0 stars from 2 reviews, clients report exceptional satisfaction with their service.
5520 Kietzke Ln Ste 430, Reno, NV 89511, USA
Earns a perfect 5.0-star rating from its first two Google reviews.
3590 W Plumb Ln B, Reno, NV 89509, USA
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Financial Advisors in Reno, NV — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Financial Mentor | 80/100 | 4.9 ★ | 74 |
| 2 | Alchemy Wealth Management | 78/100 | 5.0 ★ | 37 |
| 3 | GK WEALTH MANAGEMENT | 78/100 | 5.0 ★ | 35 |
| 4 | Edward Jones - Financial Advisor: Dan Dooley, CFP®|ChFC®|AAMS® | 69/100 | 5.0 ★ | 6 |
| 5 | Peterson Wealth Management | 75/100 | 4.8 ★ | 43 |
| 6 | Prime Capital Financial, Formerly Cornerstone Comprehensive Wealth Management | 77/100 | 5.0 ★ | 29 |
| 7 | Abshire Family Financial | 76/100 | 4.9 ★ | 34 |
| 8 | Art of Wealth Management | 74/100 | 5.0 ★ | 17 |
| 9 | Platinum Wealth Management | 71/100 | 5.0 ★ | 10 |
| 10 | Christopher Mulloy - Private Wealth Advisor, Ameriprise Financial Services, LLC | 71/100 | 5.0 ★ | 9 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Reno
What is a fiduciary financial advisor and why does it matter in Reno?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Reno, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Reno?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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