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For asset managers

Ranking, Nevada

Independent RIAs with the biggest asset gains over one year in Nevada

As of October 2, 2026, Belpointe Asset Management LLC ranked #1 in Nevada in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $1.6 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Nevada
Rank Firm City Increase
1 Belpointe Asset Management LLC Reno $1.6 billion
2 The Wealth Consulting Group Las Vegas $830.1 million
3 Navellier & Associates Inc Reno $427.2 million
4 The Investment Counsel Company Las Vegas $343.0 million
5 Sanchez Gaunt Capital Management, LLC Reno $285.8 million
6 Manhattan Global Asset Management LLC Las Vegas $205.5 million
7 Arista Wealth Management, LLC Las Vegas $173.3 million
8 Sierra Summit Advisors LLC Incline Village $143.2 million
9 Argos Wealth Advisors LLC Las Vegas $141.8 million
10 Palisade Investments, LLC Zephyr Cove $139.7 million
11 RB Capital Management, LLC Reno $113.4 million
12 Bauman Wealth Advisors Las Vegas $88.1 million
13 Octavia Investments LLC Las Vegas $78.2 million
14 Mission Financial Group, LLC Las Vegas $78.1 million
15 Alaethes Wealth, LLC Glenbrook $73.8 million
16 Brightree Wealth Management, LLC Las Vegas $71.0 million
17 GK Wealth Management LLC Reno $66.6 million
18 American Wealth Management Reno $66.2 million
19 Vantage Wealth Planning Reno $66.1 million
20 Buckley Wealth Las Vegas $60.8 million
21 Bowers Wealth Management, Inc. Glenbrook $58.6 million
22 Finley Financial, LLC Las Vegas $57.5 million
23 Aljian Capital Management Carson City $52.0 million
24 Pandora Wealth, Inc. Las Vegas $49.0 million
25 Capstone Capital Wealth Advisors Henderson $47.9 million
26 Adaptive Wealth Engineering Las Vegas $44.3 million
27 Diazo, LLC Henderson $43.7 million
28 Forthright Capital Las Vegas $42.7 million
29 3rd Creek Investments Incline Village $42.5 million
30 Physician Wealth Solutions North Las Vegas $42.3 million
31 Conway Partners Incline Village $42.1 million
32 Open Window Financial Solutions, Ltd. Reno $38.6 million
33 Financial Institution Services, LLC Las Vegas $38.2 million
34 Moler Capital Management Las Vegas $36.5 million
35 Athena Wealth Management, LLC Reno $33.3 million
36 Prakash Investment Advisors LLC Las Vegas $31.1 million
37 Whalen Financial Las Vegas $30.7 million
38 Sensible Portfolios, LLC Reno $27.1 million
39 Curtis Wealth Management LLC Henderson $26.9 million
40 McBroom & Associates, LLC Las Vegas $26.8 million
41 Dale Q. Rice Investment Management Henderson $24.0 million
42 GW Financial Reno $23.5 million
43 South Cove Financial, LLC Henderson $23.4 million
44 Skyoak Capital, Inc. Las Vegas $22.9 million
45 Rubey & Rust Capital Management, LLC Crystal Bay $20.3 million
46 Schultz Financial Group Incorporated Reno $18.5 million
47 Kamichu Wealth Management LLC Las Vegas $18.1 million
48 Ulta Wealth Management, LLC Las Vegas $14.1 million
49 Read & Powell Financial Services, LLC Elko $13.0 million
50 Paradigm Capital Management Reno $13.0 million
51 Urban Wealth Management or Uwm Henderson $10.4 million
52 Artience Capital Management, LLC Gardnerville $8.5 million
53 Elevage Partners, LLC Reno $7.5 million
54 Backbone Planning Partners LLC Las Vegas $6.9 million

54 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.