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.

Legacy Wealth Planning, LLC is a highly reputable investment advisory firm located in Reno, NV. With over 390 individual clients and more than $343,116,000 in assets under management, they have established themselves as trusted partners in wealth planning. With their main office in Reno, they offer comprehensive financial services to clients seeking expert guidance. Legacy Wealth Planning, LLC specializes in managing assets on a discretionary basis. Their extensive experience in the field allows them to effectively handle a diverse range of investments, including employer 401Ks and individual portfolios. Their commitment to delivering tailored solutions sets them apart, ensuring that each client receives personalized attention and strategies that align with their unique financial goals. The firm's compensation structure is designed to accommodate various needs, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the option that suits them best, enhancing transparency and aligning incentives between the firm and its clients. With a dedicated team of 10 employees, including seven experienced investment advisors, Legacy Wealth Planning, LLC is well-equipped to provide top-tier financial advisory services. Their average assets under management per investment advisor amount to approximately $49,020,000, which aligns with industry standards. Notably, Legacy Wealth Planning, LLC boasts a team of seasoned professionals, with Jon Park, Martin McClellan, and Mark Levy among their longest-tenured advisors. Their expertise and commitment to their clients have contributed to the firm's success and outstanding reputation in the industry. Overall, Legacy Wealth Planning, LLC stands out as a reliable partner for individuals and employers alike, offering comprehensive wealth planning services tailored to each client's unique needs.

Cornerstone is a small investment advisory firm based out of Reno, NV, with one office. With a total of 11 employees, four of them specialize in providing investment advisory services. The firm boasts an average of approximately $91,090,000 in assets under management per investment advisor, which aligns with the industry average. Cornerstone's compensation structure incorporates various types, including a percentage of assets under management. Their expertise lies in managing assets from employer 401Ks and individual clients, which collectively account for around half of their assets under management. Notably, all the assets they manage are discretionary, providing flexibility in implementing investment strategies. With a substantial client base, Cornerstone serves over 440 individual clients and oversees a significant amount of assets totaling over $364,363,000. The firm takes pride in its longevity and stability, with advisors such as Jeffrey Martin, Curtis Slothower, and Christopher Abts having held tenured positions within the company. Cornerstone's mission is to provide comprehensive investment advisory services to clients, leveraging their expertise and experience to help individuals and businesses achieve their financial goals. Through a client-centered approach, the firm aims to build long-term relationships by delivering tailored investment strategies and personalized advice. As a trusted partner in wealth management, Cornerstone strives to deliver consistent results, providing peace of mind to their clients as they navigate the complexities of the financial markets. With a focus on integrity, transparency, and exceptional service, Cornerstone stands as a reliable choice for individuals and organizations seeking professional investment advisory services.