The Wealth Consulting Group, headquartered in Las Vegas, NV, is a reputable regional investment advisory firm with a comprehensive range of financial services. With a total workforce of 131 dedicated employees, nearly all of whom are specialized investment advisors, they possess a wealth of expertise to guide clients towards their financial goals. The firm manages an impressive average of approximately $69,150,000 in assets per investment advisor, which aligns with the industry average. The compensation structure at The Wealth Consulting Group offers various options, including a percentage of assets under management, ensuring that their advisors are incentivized to provide exceptional service and maximize client returns. Their extensive client base of over 4,590 individuals entrusts the firm with a substantial amount of assets under management, totaling over $2,795,804,000. While the majority of the assets managed cater to high-net-worth individuals, The Wealth Consulting Group also possesses the capability to effectively handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Moreover, the firm exclusively operates with discretionary authority over all the assets they manage, further enhancing their ability to make informed investment decisions on behalf of their clients. The Wealth Consulting Group has established a notable presence in the industry with 35 offices strategically located throughout the region. Their success can be attributed, in part, to their team of seasoned advisors, including notable individuals such as Jimmy Lee, Victor Orozco, and William Oconnell, who bring a wealth of experience to the firm.

Forthright Capital Advisory, based out of Las Vegas, NV, is a reputable local investment advisory firm with a strong track record of success. With three offices, they cater to a diverse clientele, boasting over 40 individual clients and managing a substantial $6,290,000 in assets. Specializing in employer 401K plans and individual investment management, Forthright Capital Advisory possesses the necessary expertise to navigate the complexities of these portfolios. With a commitment to providing exceptional service, they offer a range of compensation structures tailored to their clients' needs. These include a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive personalized financial guidance that aligns with their specific objectives. Forthright Capital Advisory takes pride in its team of highly qualified professionals. The firm employs a total of six individuals, all of whom are dedicated to delivering comprehensive investment advisory services. Each investment advisor at the firm manages an average of approximately $1,050,000 in assets under management, exemplifying their expertise in handling substantial portfolios. Among the firm's notable advisors are Whittney Harvey, Camille Liljequist, and Rachel Salazar Chung, who possess extensive experience and have been with the firm for many years. Their depth of knowledge and tenure contribute to the firm's strong reputation and trusted relationships with clients. Forthright Capital Advisory's commitment to professionalism, client-centered approach, and proven results make them a trusted choice for individuals and employers seeking reliable investment advisory services in the Las Vegas area.

Schultz Financial Group Incorporated, based out of Reno, NV, is a local investment advisory firm with a strong presence in the financial industry. With six employees in total, five of whom specialize in providing expert investment advisory services, they have established themselves as a reliable partner for individuals seeking financial guidance. The firm manages an impressive average of approximately $101,920,000 in assets under management per investment advisor, which aligns with the industry average. Schultz Financial Group Incorporated prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management. With over 70 individual clients and a remarkable $178,134,000 in assets under management, the company primarily caters to high-net-worth individuals. While their focus lies predominantly on managing assets for these clients, they also possess the capability to handle employer funds, further expanding their reach and expertise. Operating out of two offices, Schultz Financial Group Incorporated has fostered a strong team of advisors, including Jennifer Specter, Russell Schultz, and Vicki Schultz, who have been with the firm for an extended period. Their experience and dedication contribute to the firm's success and reputation within the industry. With a commitment to delivering tailored investment solutions and providing exceptional client service, Schultz Financial Group Incorporated continues to build lasting relationships with their clients while effectively managing and growing their assets under management.

Paradigm Capital Management, based in Reno, NV, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions. With its headquarters strategically located in Reno, the firm serves a diverse clientele, offering personalized investment advisory services tailored to meet their unique goals and objectives. Comprising two skilled and experienced advisors, Paradigm Capital Management is committed to assisting clients in managing their financial assets. With an average of $66,940,000 in assets under management per investment advisor, the firm's expertise is in line with industry standards. Paradigm Capital Management adopts a flexible compensation structure, including a percentage of assets under management. While their focus primarily centers on managing discretionary assets, the firm also possesses the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. The firm specializes in serving high-net-worth individuals, with over 50 individual clients entrusting them with a substantial $133,886,000 in assets under management. Among the experienced team of registered advisors, Bruce Harvey and John Nunn stand out as the longest-tenured professionals at Paradigm Capital Management. Driven by a commitment to excellence, Paradigm Capital Management combines financial expertise, in-depth market knowledge, and a client-centric approach to deliver optimal investment strategies and portfolio management solutions. Clients can rely on the firm's unwavering dedication to achieving their financial aspirations while navigating the ever-changing landscape of the financial markets.

American Wealth Management, based out of Reno, NV, is a leading local investment advisory firm with a strong track record in managing assets. With over 670 individual clients, they oversee an impressive $501,408,000 in assets under management. Specializing in employer 401Ks and individual portfolios, American Wealth Management has established themselves as experts in this space, earning the trust of their clients. Committed to providing comprehensive financial services, American Wealth Management offers a range of options, serving as a registered representative of a broker-dealer, insurance broker, or agent. Their team of nine dedicated professionals includes five investment advisors, each averaging approximately $100,280,000 in assets under management. This places them in line with the industry average, showcasing their ability to handle substantial portfolios. With a strong focus on discretionary asset management, American Wealth Management ensures that 98% of the assets they oversee are managed with expert guidance. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This adaptability allows them to cater to the unique needs of their diverse client base effectively. At American Wealth Management, experience is highly valued. Notably, the firm boasts some of the longest-tenured advisors in the industry, including Dong-Joon Lee, Patricia Meidell, and Laif Meidell. Their expertise, combined with a commitment to personalized service and prudent investment strategies, sets American Wealth Management apart as a trusted partner in helping clients achieve their financial goals.

Investment Management Consultants, a small investment advisory firm based out of Las Vegas, NV, has established itself as a trusted partner in wealth management. With over 140 individual clients, their extensive experience spans managing a diverse range of assets worth over $275,485,000. Their commitment to providing personalized financial solutions sets them apart in the industry. While 401K and individual accounts make up less than 30% of their assets under management, Investment Management Consultants boasts the expertise and capability to effectively manage employer funds. Notably, 34% of the assets they oversee are discretionary, showcasing their ability to navigate complex investment landscapes. The firm's compensation structure is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This approach ensures alignment with their clients' needs and objectives. With two highly skilled investment advisors, Investment Management Consultants maintains an impressive average of approximately $137,740,000 in assets under management per advisor, surpassing industry standards. Bradley Davies and Gary Miller, both longstanding registered advisors, contribute their extensive knowledge and experience to the firm's success. As a client-focused organization, Investment Management Consultants prioritizes building lasting relationships and delivering exceptional service. Their Las Vegas office serves as a hub for innovative financial strategies, ensuring their clients receive tailored solutions that meet their individual goals. Through their unwavering commitment to excellence, Investment Management Consultants remains dedicated to helping clients achieve financial prosperity.

Arista Wealth Management, LLC is a reputable local investment advisory firm based in Las Vegas, NV. With a singular office location, the firm boasts a dedicated team of ten professionals, six of whom specialize in investment advisory services. They have developed expertise in managing an average of around $82,760,000 in assets per investment advisor, aligning with the industry average. Arista Wealth Management utilizes a flexible compensation structure, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. With a notable track record, the firm has successfully cultivated a significant portion of their assets under management from employer 401Ks and individual clients, indicating their proficiency in this particular area. Impressively, Arista Wealth Management exercises discretion over a substantial 79% of the assets they oversee, enabling them to make informed investment decisions on behalf of their clients. Serving a diverse clientele, they manage a considerable portfolio for over 260 individual clients, amounting to more than $496,550,000 in assets under management. The firm takes pride in its experienced team, with key advisors like Edward Degree, Lisa Bacon-Soiberg, and Paul Moffat contributing their extensive knowledge. Arista Wealth Management distinguishes itself by prioritizing personalized financial solutions and establishing enduring relationships with their clients. With a commitment to providing tailored strategies and sound financial advice, Arista Wealth Management stands as a trusted partner in helping clients achieve their financial goals.

Peterson Wealth Management, LLC, a small investment advisory firm based out of Sparks, NV, has established a solid reputation in the financial industry. With over 860 individual clients, they have amassed an impressive $150,611,000 in assets under management. The firm operates from two offices, providing convenient access to their diverse clientele. Distinguishing themselves in the market, Peterson Wealth Management, LLC has developed substantial expertise in managing employer 401Ks and individual accounts, which collectively make up approximately half of their assets under management. With a steadfast commitment to delivering exceptional service, the firm manages all client assets on a discretionary basis, ensuring proactive decision-making and strategic portfolio management. The compensation structure at Peterson Wealth Management, LLC offers clients flexibility, incorporating various types such as a percentage of assets under management and hourly charges. This approach allows clients to select a payment option that aligns with their unique financial goals. The firm boasts a team of seven highly skilled employees, three of whom provide dedicated investment advisory services. With an average of $50,200,000 in assets under management per investment advisor, Peterson Wealth Management, LLC maintains an industry-average level of productivity. Notably, several of the firm's longest-tenured advisors, including Jess Peterson, Andrew Peterson, and Donald Peterson, bring a wealth of experience and insight to the organization. In summary, Peterson Wealth Management, LLC is a trusted partner for individuals and businesses seeking comprehensive and personalized financial guidance. Through their expertise, commitment to discretion, and array of compensation options, they strive to help clients achieve their long-term financial objectives.

Whalen Financial, a small investment advisory firm headquartered in Las Vegas, NV, serves a diverse client base of over 300 individuals, with an impressive total of more than $115,955,000 in assets under management. Operating from a single office, Whalen Financial has established a strong presence in the Las Vegas area. With extensive experience in managing employer 401Ks and individual accounts, Whalen Financial has gained a solid reputation in this space. Approximately half of their assets under management originate from these sources, demonstrating their expertise and proficiency in meeting the unique needs of both employers and individuals. The firm's compensation structure encompasses various options, including a percentage of assets under management and fixed fees. This flexibility allows Whalen Financial to tailor their services to suit the preferences of their diverse client base. Whalen Financial boasts a team of four employees, all dedicated to providing investment advisory services. With an average of approximately $28,990,000 in assets under management per investment advisor, the team showcases their ability to deliver personalized attention and value to their clients. Ledawn Gries, Andrew Whalen, and Carl Aschenbrenner are among the firm's longest-tenured advisors, bringing their extensive experience and expertise to the table. Their presence contributes to Whalen Financial's success in offering comprehensive financial guidance and building lasting client relationships. Operating under a discretionary management approach, Whalen Financial ensures that all the assets they oversee receive careful and informed decision-making. With a commitment to excellence and a client-centric focus, Whalen Financial strives to help clients achieve their financial objectives and provide exceptional service in the Las Vegas community.

Summit Portfolio Management LLC, based out of Las Vegas, NV, is a reputable investment advisory firm with a strong track record. With over 50 individual clients, the company manages an impressive $147,838,000 in assets. While 401K and individual accounts account for less than 30% of their assets under management, Summit Portfolio Management LLC possesses the expertise to handle employer funds as well. Remarkably, 96% of the assets they oversee are discretionary, reflecting the trust and confidence their clients place in their investment strategies. The firm primarily caters to high net worth individuals, leveraging their extensive knowledge and experience to maximize returns. Their compensation structure is diverse, including a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have flexible options tailored to their needs. Summit Portfolio Management LLC operates from a single office in Las Vegas, NV, and boasts a dedicated team of four professionals who are solely focused on providing exceptional investment advisory services. Each investment advisor at the firm manages an average of approximately $36,960,000 in assets, demonstrating their ability to handle substantial portfolios effectively. Notably, the firm's success can be attributed to its experienced advisors, some of whom have been with the company for an extended period. Key personnel like Brandon Cruz, Matthew Ravenscroft, and Timothy Bock contribute their expertise and deep understanding of the investment landscape to benefit their valued clients. Summit Portfolio Management LLC stands as a trusted partner, offering personalized investment solutions and a commitment to achieving financial goals.

Guided Choice Asset Management, Inc. is a leading investment advisory firm located in Reno, NV. With one office serving their clientele, the company prides itself on delivering exceptional financial guidance and wealth management solutions. With a team of 26 dedicated professionals, including five specialized investment advisors, Guided Choice Asset Management, Inc. is committed to providing personalized service to meet the unique needs of their clients. With an impressive track record, Guided Choice Asset Management, Inc. manages an average of $1,221,480,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers flexibility and includes various types such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. While 401K and individual accounts account for less than 30% of their assets under management, Guided Choice Asset Management, Inc. possesses the expertise to effectively manage employer funds. Remarkably, the company exercises full discretion over all the assets they manage, instilling trust and confidence in their clients. Guided Choice Asset Management, Inc. boasts an extensive client base, serving over 77,510 individual clients with a remarkable $6,107,389,000 in assets under management. Their commitment to excellence, combined with their comprehensive approach to wealth management, has established them as a preferred choice for individuals seeking expert financial advice and long-term investment strategies. With a strong presence in the local community, Guided Choice Asset Management, Inc. continues to make a positive impact on the financial well-being of their clients.

3rd Creek Investments is a reputable investment advisory firm headquartered in Incline Village, NV. With a single office, the company boasts a dedicated team of three employees, all of whom offer exceptional investment advisory services. Leveraging their expertise, they manage an impressive average of $37,210,000 in assets per investment advisor. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for their clients. While 401K and individual accounts make up less than 30% of their managed assets, 3rd Creek Investments possesses the capability to effectively handle employer funds. Notably, a substantial 92% of the assets they manage are under their discretionary authority, emphasizing their commitment to providing comprehensive investment solutions tailored to their clients' needs. In addition to their core investment advisory services, 3rd Creek Investments extends their expertise to offer accountant or accounting firm services. This diversified approach further solidifies their position as a trusted financial partner for their clients. With a client base exceeding 50 individuals, 3rd Creek Investments manages an impressive $111,637,000 in assets under management. The firm takes pride in their team of experienced advisors, with notable long-tenured professionals like Gwen Straley, Dave Straley, and Harris Kirschner, who consistently deliver exceptional financial guidance to their clients. Through their commitment to personalized investment strategies and dedication to client success, 3rd Creek Investments has established a strong reputation as a trusted partner in helping individuals achieve their financial goals.