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For asset managers

Ranking, Nevada

Independent RIAs with the fastest client growth over one year in Nevada

As of October 2, 2026, Forthright Capital ranked #1 in Nevada in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 55.2%, from a base of 636.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 fastest client growth over one year in Nevada
Rank Firm City Growth Starting value
1 Forthright Capital Las Vegas 55.2% 636
2 Bauman Wealth Advisors Las Vegas 26.1% 391
3 Palisade Investments, LLC Zephyr Cove 24.4% 537
4 Sierra Summit Advisors LLC Incline Village 22.5% 129
5 The Investment Counsel Company Las Vegas 21.3% 338
6 Arista Wealth Management, LLC Las Vegas 21.3% 437
7 Diazo, LLC Henderson 16.9% 290
8 Belpointe Asset Management LLC Reno 16.2% 6,638
9 Mission Financial Group, LLC Las Vegas 13.6% 332
10 Bowers Wealth Management, Inc. Glenbrook 12.6% 151
11 Vantage Wealth Planning Reno 11.7% 384
12 Sensible Portfolios, LLC Reno 8.8% 159
13 RB Capital Management, LLC Reno 5.5% 614
14 Paradigm Capital Management Reno 5.0% 119
15 Argos Wealth Advisors LLC Las Vegas 4.7% 233
16 Adaptive Wealth Engineering Las Vegas 4.6% 108
17 Winans Investments Las Vegas 3.4% 267
18 Physician Wealth Solutions North Las Vegas 2.8% 108
19 Read & Powell Financial Services, LLC Elko 2.5% 517
20 Skyoak Capital, Inc. Las Vegas 1.5% 264
21 Rubey & Rust Capital Management, LLC Crystal Bay 1.4% 143
22 The Wealth Consulting Group Las Vegas 1.2% 13,109
23 American Wealth Management Reno 1.1% 887
24 Navellier & Associates Inc Reno 1.0% 1,308
25 Buckley Wealth Las Vegas 0.9% 224
26 Financial Institution Services, LLC Las Vegas 0.6% 330
27 Aljian Capital Management Carson City 0.5% 434
28 Finley Financial, LLC Las Vegas 0.0% 124
28 Open Window Financial Solutions, Ltd. Reno 0.0% 101
28 Dale Q. Rice Investment Management Henderson 0.0% 121
31 Elevage Partners, LLC Reno -0.8% 371
32 Schultz Financial Group Incorporated Reno -0.9% 117
33 Backbone Planning Partners LLC Las Vegas -0.9% 110
34 Capstone Capital Wealth Advisors Henderson -1.5% 203
35 Whalen Financial Las Vegas -2.0% 408
36 Athena Wealth Management, LLC Reno -3.2% 155
37 Burr Financial Services, LLC Sparks -5.4% 168
38 GK Wealth Management LLC Reno -12.6% 611
39 Brightree Wealth Management, LLC Las Vegas -12.8% 219
40 Pandora Wealth, Inc. Las Vegas -17.4% 132
41 One Wealth Map, LLC Las Vegas -24.4% 299
42 Urban Wealth Management or Uwm Henderson -39.7% 473
43 South Cove Financial, LLC Henderson -55.9% 472

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

More rankings

Client growth 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.