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Financial Advisors in Truckee, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Truckee: Financial Mentor, RFA Score 70/100; 4.9★ from 74 Google reviews.

  2. 31

    Most-reviewed: Loral Langemeier, 173 Google reviews at 5.0★, the most of 70 ranked; ranked #31.

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

70 Truckee financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 70 rated firms.

Top 10 financial advisors in Truckee 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 Truckee at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Financial Mentor704.9★ (74)Reno, 23 mi awayTop score
2IPX1031: Russell Marsan695.0★ (55)Reno, 23 mi away—
3Art of Wealth Management685.0★ (44)Reno, 24 mi away—
4Marc Blatt: Primerica - Financial Services685.0★ (6)Truckee—
5Bridget Evans - COUNTRY Financial Agent684.8★ (51)Reno, 23 mi away—
6Nest Egg Financial Advisors685.0★ (5)Truckee—
7GK WEALTH MANAGEMENT675.0★ (36)Reno, 24 mi away—
8Alchemy Wealth Management675.0★ (36)Reno, 24 mi away—
9Abundance Wealth Solutions675.0★ (15)Carson City, 13 mi away—
10Abshire Family Financial674.9★ (36)Reno, 24 mi away—

All 70 financial advisors in Truckee, 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 Truckee

    #1 Financial Mentor

    Based in Reno, 23 mi away

    70/100RFA 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

  3. #3 Art of Wealth Management

    Based in Reno, 24 mi away

    68/100RFA Score

    Ranked #3 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

  7. #7 GK WEALTH MANAGEMENT

    Based in Reno, 24 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    98 Winter St, Reno, NV 89503
    View profile for GK WEALTH MANAGEMENT(775) 235-8391

  8. #8 Alchemy Wealth Management

    Based in Reno, 24 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3301 S Virginia St, Reno, NV 89502
    View profile for Alchemy Wealth Management(775) 380-0080

  11. #11 Prime Capital Financial, Formerly Cornerstone Comprehensive Wealth Management

    Based in Reno, 24 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    9628 Prototype Ct, Reno, NV 89521
    View profile for Prime Capital Financial, Formerly Cornerstone Comprehensive Wealth Management(775) 853-9033

  12. #12 BMO Bank N.A Branches

    Based in Truckee

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 2.9★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11202 Donner Pass Rd, Truckee, CA 96161
    View profile for BMO Bank N.A Branches(530) 582-3050

  13. #13 Charles Schwab

    Based in Truckee

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2:30 PM · Sat–Sun closed
    Address
    10770 Donner Pass Rd #103, Truckee, CA 96161
    View profile for Charles Schwab(530) 448-8038

  25. #25 Truckee Financial Group

    Based in Reno, 23 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–6 PM · Sun 12 PM–8 PM
    Address
    675 W Moana Ln Ste 206, Reno, NV 89509
    View profile for Truckee Financial Group(775) 360-3292

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 70 ranked financial advisors here; the rest are on their profiles.

financial advisors in Truckee, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Legacy Wealth Planning635.0★ (10)24 mi
27GPS Wealth Advisors635.0★ (10)24 mi
28Edward Jones - Financial Advisor: Ally Johnson, AAMS®635.0★ (8)22 mi
29Cindy Ledbetter - COUNTRY Financial Representative635.0★ (8)23 mi
30First Command Financial Advisor - Mike Mays, CMFA™635.0★ (9)25 mi
31Loral Langemeier635.0★ (173)24 mi
32Matthew Jeannes - Financial Advisor, Ameriprise Financial Services, LLC625.0★ (7)23 mi
33Edward Jones - Financial Advisor: Brian T Allman, CFP®|CFA®625.0★ (7)23 mi
34Fidelity Investments624.4★ (7)23 mi
35Edward Jones - Financial Advisor: Dan Dooley, CFP®|ChFC®|AAMS®625.0★ (6)24 mi
36Alliance Trust Company624.3★ (7)24 mi
37Edward Jones - Financial Advisor: Kyle Wilsey, AAMS®625.0★ (4)21 mi
38Spirit Capital624.7★ (6)24 mi
39Wealthspire625.0★ (5)23 mi
40Edward Jones - Financial Advisor: Kevin Mccarthy625.0★ (5)23 mi
41Evergreen Home Loans Reno NMLS 1641922625.0★ (105)22 mi
42JR Clausen CPAs615.0★ (5)24 mi
43Abundance Wealth Solutions615.0★ (5)24 mi
44Edward Jones - Financial Advisor: John E Dooley III615.0★ (5)24 mi
45Bank of America (with Drive-thru ATM)613.4★ (14)25 mi
46Edward Jones - Financial Advisor: Chris Craft, ChFC®615.0★ (3)20 mi
47Bullis & Company LLC615.0★ (5)25 mi
48Rob Moore - COUNTRY Financial Representative615.0★ (4)23 mi
49Smruti's Financial Consultancy - Professional Financial Consultant Service615.0★ (4)24 mi
50Wolf Pack Wealth - Reno & Sparks615.0★ (4)24 mi

Also serving Truckee

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 Truckee
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Adam Kwiecinski5.0★ (1)In Truckee
Edward Jones - Financial Advisor: Bruce H TurnerIn Truckee
Edward Jones - Financial Advisor: Bryan RozmarynowskiIn Truckee
Edward Jones - Financial Advisor: Jacqueline E Garol, CFP®|CEPA®|AAMS®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Michael R Murphy, CFP®|RICP®5.0★ (1)In Truckee
Edward Jones - Financial Advisor: Robert Moretti Jr, CFP®5.0★ (2)23 mi
Edward Jones - Financial Advisor: Tyler A Cox, CFP®5.0★ (2)22 mi
James Sande - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)21 mi
Karen Vibe - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)23 mi
NICH Capital PartnersIn Truckee
Northwestern MutualIn Truckee
Pacific Crest Wealth PlanningIn Truckee
PAT MEIDELL - Financial Advisor5.0★ (2)23 mi
Paul Warmerdam - Raymond JamesIn Truckee
Prutzman Wealth Management5.0★ (2)24 mi
Softwealth- Financial Advisor5.0★ (2)16 mi
Steve Crowder - Private Client AdvisorIn Truckee
TCI Wealth Advisors3.0★ (2)21 mi
U.S. Bancorp Advisors - Financial Advisors: TruckeeIn Truckee
Wells Fargo AdvisorsIn Truckee

How we ranked Truckee financial advisors

We scored 70 Truckee 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 Truckee 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 Truckee: frequently asked questions

Which financial advisor has the highest RFA Score in Truckee?

By RFA Score, the highest-ranked financial advisor in Truckee, CA is Financial Mentor with an RFA Score of 70/100. It has 4.9★ from 74 Google reviews. IPX1031: Russell Marsan (#2) and Art of Wealth Management (#3) follow. We ranked 70 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Truckee?

RankedFinancialAdvisors ranks 70 financial advisors serving Truckee, CA. 5 of them are based in Truckee; 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 Truckee work on weekends?

5 of 70 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are DebtConsolidationCare (#22) and Truckee Financial Group (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Truckee financial advisors have?

The median Google rating among 70 rated financial advisors in Truckee is 5.0★, with a median of 8 reviews. Loral Langemeier has the most, 173 reviews, and ranks #31. 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 Truckee count in this ranking?

Yes, if they are within 25 mi of the Truckee 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 Truckee 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 Truckee 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 Truckee

  1. November 2026: RFA Scores recalculated for 70 financial advisors serving Truckee.

More financial advisors and Truckee pages