Ranking, Nevada
Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Nevada
As of October 2, 2026, Belpointe Asset Management LLC ranked #1 in Nevada in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
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.
| 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 | The Ameriflex Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Las Vegas | $302.5 million |
| 6 | Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million |
| 7 | Manhattan Global Asset Management LLC | Las Vegas | $205.5 million |
| 8 | Arista Wealth Management, LLC | Las Vegas | $173.3 million |
| 9 | Sierra Summit Advisors LLC | Incline Village | $143.2 million |
| 10 | Argos Wealth Advisors LLC | Las Vegas | $141.8 million |
| 11 | Palisade Investments, LLC | Zephyr Cove | $139.7 million |
| 12 | Cassady Wealth & Retirement Planning L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Henderson | $136.3 million |
| 13 | RB Capital Management, LLC | Reno | $113.4 million |
| 14 | Bauman Wealth Advisors | Las Vegas | $88.1 million |
| 15 | Octavia Investments LLC | Las Vegas | $78.2 million |
| 16 | Mission Financial Group, LLC | Las Vegas | $78.1 million |
| 17 | Alaethes Wealth, LLC | Glenbrook | $73.8 million |
| 18 | Brightree Wealth Management, LLC | Las Vegas | $71.0 million |
| 19 | GK Wealth Management LLC | Reno | $66.6 million |
| 20 | American Wealth Management | Reno | $66.2 million |
| 21 | Vantage Wealth Planning | Reno | $66.1 million |
| 22 | Buckley Wealth | Las Vegas | $60.8 million |
| 23 | American Retirement Planning Group Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Las Vegas | $58.7 million |
| 24 | Bowers Wealth Management, Inc. | Glenbrook | $58.6 million |
| 25 | Finley Financial, LLC | Las Vegas | $57.5 million |
| 26 | Aljian Capital Management | Carson City | $52.0 million |
| 27 | Pandora Wealth, Inc. | Las Vegas | $49.0 million |
| 28 | Capstone Capital Wealth Advisors | Henderson | $47.9 million |
| 29 | Adaptive Wealth Engineering | Las Vegas | $44.3 million |
| 30 | Diazo, LLC | Henderson | $43.7 million |
| 31 | Forthright Capital | Las Vegas | $42.7 million |
| 32 | 3rd Creek Investments | Incline Village | $42.5 million |
| 33 | Physician Wealth Solutions | North Las Vegas | $42.3 million |
| 34 | Conway Partners | Incline Village | $42.1 million |
| 35 | Open Window Financial Solutions, Ltd. | Reno | $38.6 million |
| 36 | Financial Institution Services, LLC | Las Vegas | $38.2 million |
| 37 | Moler Capital Management | Las Vegas | $36.5 million |
| 38 | Athena Wealth Management, LLC | Reno | $33.3 million |
| 39 | Prakash Investment Advisors LLC | Las Vegas | $31.1 million |
| 40 | Whalen Financial | Las Vegas | $30.7 million |
| 41 | Peterson Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Sparks | $28.8 million |
| 42 | Sensible Portfolios, LLC | Reno | $27.1 million |
| 43 | Curtis Wealth Management LLC | Henderson | $26.9 million |
| 44 | McBroom & Associates, LLC | Las Vegas | $26.8 million |
| 45 | Dale Q. Rice Investment Management | Henderson | $24.0 million |
| 46 | GW Financial | Reno | $23.5 million |
| 47 | South Cove Financial, LLC | Henderson | $23.4 million |
| 48 | Skyoak Capital, Inc. | Las Vegas | $22.9 million |
| 49 | Rubey & Rust Capital Management, LLC | Crystal Bay | $20.3 million |
| 50 | Schultz Financial Group Incorporated | Reno | $18.5 million |
| 51 | Kamichu Wealth Management LLC | Las Vegas | $18.1 million |
| 52 | Ulta Wealth Management, LLC | Las Vegas | $14.1 million |
| 53 | Read & Powell Financial Services, LLC | Elko | $13.0 million |
| 54 | Paradigm Capital Management | Reno | $13.0 million |
| 55 | Urban Wealth Management or Uwm | Henderson | $10.4 million |
| 56 | Artience Capital Management, LLC | Gardnerville | $8.5 million |
| 57 | Elevage Partners, LLC | Reno | $7.5 million |
| 58 | Backbone Planning Partners LLC | Las Vegas | $6.9 million |
| 59 | Axos Invest, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Las Vegas | $3.8 million |
59 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms, nationally
- RIA market data for Nevada
- Largest wealth firms by assets under management, including broker-dealer firms in Nevada
- Fastest-growing wealth firms over one year, including broker-dealer firms in Nevada
- Fastest-growing wealth firms over three years, including broker-dealer firms in Nevada
- Fastest-growing wealth firms over five years, including broker-dealer firms in Nevada
- Wealth firms with the most clients, including broker-dealer firms in Nevada
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Nevada
- Wealth firms with the most accounts, including broker-dealer firms in Nevada
- Wealth firms with the most advisory staff, including broker-dealer firms in Nevada
- Wealth firms with the most high net worth clients, including broker-dealer firms in Nevada
- Wealth firms with the most CFP professionals, including broker-dealer firms in Nevada
- Newest wealth firms, including broker-dealer firms in Nevada
Biggest asset gains by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.