Best Financial Planners in Reno (2026 Rankings)


Top rated spots for Financial Planner
How we rank these businesses
We use public Google Maps data. Businesses with fewer reviews but high ratings are marked asHidden Gemsto give new businesses a fair shot.
Navigating your financial future in Reno requires expert guidance. We've curated a list of top financial planners to help you achieve your wealth-building goals with confidence.
Alchemy Wealth Management
Vibe: Professional, TrustworthyTL;DR: The undisputed champion for comprehensive financial strategies.
Alchemy Wealth Management stands out for its exceptional service and client-focused approach. They specialize in crafting personalized financial plans designed to grow and protect your wealth. Expect a dedicated team committed to your long-term financial success.
GK WEALTH MANAGEMENT
Vibe: Client-centric, StrategicGK Wealth Management is recognized for its robust strategies and commitment to client prosperity. Their team focuses on delivering tailored financial solutions to meet diverse needs. Clients often praise their proactive communication and insightful advice.
CORNERSTONE Comprehensive Wealth Management
Vibe: Solid, ReliableCornerstone Comprehensive Wealth Management provides a foundational approach to your financial planning needs. They are dedicated to building secure financial futures for their clients through meticulous planning. Their strong reputation is built on a bedrock of trust and consistent results.
Great Basin Financial Services Steve Lindquist Wealth Advisor
Vibe: Personalized, LocalSteve Lindquist at Great Basin Financial Services offers a personalized touch to wealth advising. He focuses on understanding individual client goals to create effective financial roadmaps. This local advisor is known for his attentive service and commitment to the Reno community.
Platinum Wealth Management
Vibe: Exclusive, PremiumPlatinum Wealth Management offers a premium experience in financial planning services. They aim to provide high-level expertise for those seeking sophisticated wealth strategies. Clients can expect dedicated attention and a focus on optimizing financial portfolios.
GPS Wealth Advisors
Vibe: Guided, Forward-thinkingGPS Wealth Advisors acts as your guide to navigating the complexities of financial planning. They focus on charting a clear course towards your financial objectives. Their team is dedicated to providing strategic advice for sustained growth.
Edward Jones - Financial Advisor: Dan Dooley, CFP®|ChFC®|AAMS®
Vibe: Approachable, DedicatedTL;DR: A trusted local advisor for personalized financial guidance.
Dan Dooley at Edward Jones is a highly-rated advisor offering personalized financial planning. With multiple certifications, he brings a wealth of knowledge to help clients achieve their goals. This is a great option for those seeking a dedicated, local financial partner.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Financial Mentor
Vibe: Educational, EmpoweringFinancial Mentor provides comprehensive resources and guidance for individuals looking to improve their financial literacy. They focus on empowering clients with the knowledge to make informed decisions. Expect a supportive environment dedicated to your financial education.
Abshire Family Financial
Vibe: Family-oriented, ComprehensiveAbshire Family Financial specializes in creating tailored financial plans for families and individuals. They are committed to providing clear, actionable advice to secure your financial future. Their approach emphasizes building long-term relationships based on trust and understanding.
Peterson Wealth Management
Vibe: Developing, FocusedPeterson Wealth Management is working to establish its presence in the Reno financial planning scene. They aim to provide focused advice to help clients navigate their financial journeys. This firm is dedicated to building a solid foundation for client wealth.
Methodology
Rankings based on Google Maps customer sentiment and review volume.
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