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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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms 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 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

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.