Open Window Financial Solutions, Ltd. is a reputable investment advisory firm based out of Reno, NV, specializing in providing comprehensive financial solutions to high net worth individuals. With a total of five dedicated employees, three of whom are experienced investment advisors, the company maintains a strong focus on delivering exceptional service and achieving superior financial outcomes for their clients. As a testament to their expertise, Open Window Financial Solutions manages an impressive average of approximately $1,084,650,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is diverse, including a percentage of assets under management, ensuring alignment of interests with their clients. With over 40 individual clients entrusting them with their financial affairs, Open Window Financial Solutions oversees a substantial portfolio of over $184,474,000 in assets under management. The firm's specialization lies in managing the assets of high net worth individuals, with a significant majority of their managed assets dedicated to this client segment. While 401(k) and individual accounts account for less than 30% of their assets under management, the company possesses the capacity to effectively handle employer funds. Open Window Financial Solutions operates from two well-established offices and has cultivated a team of experienced advisors. Among the firm's most tenured advisors are Gregory Avera, Eric Hollen, and Joseph Hollen, who bring a wealth of industry knowledge and expertise to their respective roles. With a commitment to discretion and a personalized approach, Open Window Financial Solutions, Ltd. distinguishes itself as a trusted partner in navigating the complex world of investments, providing tailored strategies to help clients achieve their financial goals.

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.

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.

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.

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.

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.

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.

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.

Wealthguard Advisors, Inc. is a reputable small investment advisory firm headquartered in Placerville, CA. With a single office, they operate within the local community, providing personalized financial guidance and investment strategies. With a team of six dedicated professionals, three of whom specialize in investment advisory services, Wealthguard Advisors, Inc. offers expert guidance to clients seeking to grow and protect their wealth. With an impressive average of approximately $43,630,000 in assets under management per investment advisor, Wealthguard Advisors, Inc. has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure is flexible, offering options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and aligning their interests with those of their clients. A significant portion of Wealthguard Advisors, Inc.'s assets under management, nearly half, comes from employer 401Ks and individuals. Their extensive experience in this area allows them to navigate the complexities of retirement planning and optimize investment strategies for long-term financial success. The firm operates under a discretionary management approach, giving them full authority to make investment decisions on behalf of their clients. This discretionary model ensures a streamlined and efficient process, enabling Wealthguard Advisors, Inc. to adapt quickly to market trends and seize opportunities as they arise. With over 360 individual clients and an impressive $130,881,000 in assets under management, Wealthguard Advisors, Inc. has built a robust client base. The firm takes pride in its team of seasoned advisors, including Matthew Murdock, Adam Anderson, and Blake Anderson, who bring their extensive knowledge and expertise to the table. Wealthguard Advisors, Inc. stands as a trusted partner for individuals and businesses in Placerville, CA, offering comprehensive investment advisory services tailored to meet the unique financial goals of each client.