Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Incline Village, NV

Every SEC-registered investment adviser representative at a firm office in Incline Village, with the firms that employ the most of them.

The short answer

58 registered advisors work in Incline Village; the most are at Wells Fargo Clearing Services, LLC (6). 10 list the CFP designation and 31 are also registered broker representatives.

Firms with the most advisors in Incline Village

FirmAdvisors in Incline Village
Wells Fargo Clearing Services, LLC news6
Morgan Stanley news5
Prospera Financial Services, Inc.4
3rd Creek Investments3
Incline Investment Advisors, LLC3
Bodhi Tree Capital Management, LLC2
Incline Investment Management, LLC2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Sierra Summit Advisors LLC2
UBS Financial Services Inc. news2
Wells Fargo Advisors Financial Network, LLC news2
Atlas Peak Advisors, Inc.1
Blueprint Investments And Tax Planning1
Castle Coast Wealth, LLC1
Cavalot Capital1
Cerity Partners LLC news1
Consolidated Portfolio Review Corp.1
Conte Asset Management, LLC1
Conway Partners1
Corient news1
Equitable Advisors, LLC news1
Global Retirement Partners LLC1
Independent Advisor Alliance, LLC1
Just Advisors1

Advisors in Incline Village, A to Z

CFP advisors in Incline Village →

Other cities in Nevada

All of Nevada →

Las Vegas 1,253Reno 581Henderson 330Carson City 43Sparks 35Minden 19Elko 18North Las Vegas 18Gardnerville 17Zephyr Cove 11Pahrump 9Boulder City 7Zepher Cove 7Dayton 6Mesquite 6Crystal Bay 5Glenbrook 5

Questions

How many financial advisors are in Incline Village, NV?

58 investment adviser representatives are registered at firm offices in Incline Village, Nevada, according to the SEC's Investment Adviser Public Disclosure records. 31 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Incline Village?

Wells Fargo Clearing Services, LLC, with 6 registered advisors in Incline Village, followed by Morgan Stanley with 5.

How do I check a financial advisor in Incline Village?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.