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Financial Advisors in Reno, NV: 2026 rankings

84 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Reno: Financial Mentor, RFA Score 76/100; 4.9★ from 74 Google reviews.

  2. 38

    Most-reviewed: Evergreen Home Loans Reno NMLS 1641922, 105 Google reviews at 5.0★, the most of 84 ranked; ranked #38.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

84 Reno financial advisors are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 financial advisors in Reno at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Reno at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Financial Mentor764.9★ (74)Reno—Top score
2Karo Galusi - COUNTRY Financial Agent754.9★ (97)Sparks, 4 mi away——
3IPX1031: Russell Marsan755.0★ (55)Reno——
4Art of Wealth Management745.0★ (44)Reno——
5Bridget Evans - COUNTRY Financial Agent744.8★ (51)Reno——
6GK WEALTH MANAGEMENT735.0★ (36)Reno——
7Alchemy Wealth Management735.0★ (36)Reno——
8Tri-Life Wealth735.0★ (35)RenoSat · Sun · Evenings—
9Abshire Family Financial734.9★ (36)Reno——
10Peterson Wealth Management734.9★ (44)Sparks, 3 mi away——

All 84 financial advisors in Reno, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Reno

    #1 Financial Mentor

    Based in Reno

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 74 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1480 Marsh Ave, Reno, NV 89509
    View profile for Financial Mentor(775) 560-2420

  4. #4 Art of Wealth Management

    Based in Reno

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon–Thu 7:30 AM–4 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    410 California Ave Ste 200, Reno, NV 89509
    View profile for Art of Wealth Management(775) 515-0010

  22. #22 Legacy Wealth Planning

    Based in Reno

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 6:30 AM–4 PM · Fri 6:30 AM–1 PM · Sat–Sun closed
    Address
    10599 Double R Blvd, Reno, NV 89521
    View profile for Legacy Wealth Planning(775) 850-2500

  23. #23 GPS Wealth Advisors

    Based in Reno

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    835 Maestro Dr, Reno, NV 89511
    View profile for GPS Wealth Advisors(775) 853-1503

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 84 ranked financial advisors here; the rest are on their profiles.

financial advisors in Reno, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Great Basin Federal Credit Union694.0★ (48)6 mi
27Truckee Financial Group695.0★ (9)In Reno
28First Command Financial Advisor - Mike Mays, CMFA™695.0★ (9)In Reno
29Edward Jones - Financial Advisor: Ally Johnson, AAMS®685.0★ (8)In Reno
30Cindy Ledbetter - COUNTRY Financial Representative685.0★ (8)In Reno
31Matthew Jeannes - Financial Advisor, Ameriprise Financial Services, LLC685.0★ (7)In Reno
32Edward Jones - Financial Advisor: Brian T Allman, CFP®|CFA®685.0★ (7)In Reno
33Great Basin Financial Services Steve Lindquist Wealth Advisor685.0★ (11)6 mi
34Edward Jones - Financial Advisor: Dan Dooley, CFP®|ChFC®|AAMS®685.0★ (6)In Reno
35Fidelity Investments674.4★ (7)In Reno
36Alliance Trust Company674.3★ (7)In Reno
37Spirit Capital674.7★ (6)In Reno
38Evergreen Home Loans Reno NMLS 1641922675.0★ (105)In Reno
39Abundance Wealth Solutions675.0★ (5)In Reno
40JR Clausen CPAs675.0★ (5)In Reno
41Wealthspire675.0★ (5)In Reno
42Edward Jones - Financial Advisor: Kevin Mccarthy675.0★ (5)In Reno
43Edward Jones - Financial Advisor: Brian M Farley, CFP®|CEPA®674.8★ (14)11 mi
44Smruti's Financial Consultancy - Professional Financial Consultant Service675.0★ (4)In Reno
45Wolf Pack Wealth - Reno & Sparks675.0★ (4)In Reno
46L Lovie Wealth Management675.0★ (4)In Reno
47Edward Jones - Financial Advisor: Kyle Wilsey, AAMS®675.0★ (4)In Reno
48Rob Moore - COUNTRY Financial Representative675.0★ (4)In Reno
49Jill Lyons665.0★ (82)In Reno
50Charles Schwab662.9★ (38)In Reno

Also serving Reno

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Reno
BusinessGoogle ratingDistance
Dennis Eckmeyer, ChFC , CLU , LUTCF5.0★ (1)In Reno
Edward Jones - Financial Advisor: Cara L Koeritz5.0★ (2)In Reno
Edward Jones - Financial Advisor: Jacqueline E Garol, CFP®|CEPA®|AAMS®5.0★ (2)In Reno
Edward Jones - Financial Advisor: Lisa Schober5.0★ (2)In Reno
Edward Jones - Financial Advisor: Robert Moretti Jr, CFP®5.0★ (2)In Reno
Edward Jones - Financial Advisor: Tyler A Cox, CFP®5.0★ (2)In Reno
Edward Jones - Financial Advisor: Will Cornelius3.0★ (2)In Reno
James Sande - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)In Reno
Jordan Potter - Thrivent4.5★ (2)In Reno
Karen Vibe - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Reno
Northwestern Mutual5.0★ (1)In Reno
Northwestern Mutual Financial5.0★ (2)In Reno
PAT MEIDELL - Financial Advisor5.0★ (2)In Reno
Prutzman Wealth Management5.0★ (2)In Reno
RPM Consulting Group3.0★ (2)In Reno
Soren Lancaster - Thrivent5.0★ (2)In Reno
Stifel5.0★ (1)In Reno
TCI Wealth Advisors3.0★ (2)In Reno
TLC Financial5.0★ (2)In Reno
Wells Fargo Advisors5.0★ (1)In Reno

How we ranked Reno financial advisors

We scored 84 Reno financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Reno data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Reno: frequently asked questions

Which financial advisor has the highest RFA Score in Reno?

By RFA Score, the highest-ranked financial advisor in Reno, NV is Financial Mentor with an RFA Score of 76/100. It has 4.9★ from 74 Google reviews. Karo Galusi - COUNTRY Financial Agent (#2) and IPX1031: Russell Marsan (#3) follow. We ranked 84 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Reno?

RankedFinancialAdvisors ranks 84 financial advisors serving Reno, NV. 45 of them are based in Reno; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Reno work on weekends?

7 of 84 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Tri-Life Wealth (#8) and DebtConsolidationCare (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Reno financial advisors have?

The median Google rating among 84 rated financial advisors in Reno is 5.0★, with a median of 9 reviews. Evergreen Home Loans Reno NMLS 1641922 has the most, 105 reviews, and ranks #38. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Reno count in this ranking?

Yes, if they are within 25 mi of the Reno city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Reno ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Reno a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Reno

  1. November 2026: RFA Scores recalculated for 84 financial advisors serving Reno.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Reno pages