Ranking, Nevada

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Nevada

As of October 2, 2026, Cassady Wealth & Retirement Planning L.L.C. ranked #1 in Nevada in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 95.7%, from a base of 235.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Nevada
Rank	Firm	City	Growth	Starting value
1	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	95.7%	235
2	Forthright Capital	Las Vegas	55.2%	636
3	Bauman Wealth Advisors	Las Vegas	26.1%	391
4	Palisade Investments, LLC	Zephyr Cove	24.4%	537
5	Sierra Summit Advisors LLC	Incline Village	22.5%	129
6	The Investment Counsel Company	Las Vegas	21.3%	338
7	Arista Wealth Management, LLC	Las Vegas	21.3%	437
8	Diazo, LLC	Henderson	16.9%	290
9	Belpointe Asset Management LLC	Reno	16.2%	6,638
10	Mission Financial Group, LLC	Las Vegas	13.6%	332
11	Bowers Wealth Management, Inc.	Glenbrook	12.6%	151
12	Vantage Wealth Planning	Reno	11.7%	384
13	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	8.8%	1,051
14	Sensible Portfolios, LLC	Reno	8.8%	159
15	RB Capital Management, LLC	Reno	5.5%	614
16	Paradigm Capital Management	Reno	5.0%	119
17	Argos Wealth Advisors LLC	Las Vegas	4.7%	233
18	Adaptive Wealth Engineering	Las Vegas	4.6%	108
19	Winans Investments	Las Vegas	3.4%	267
20	Physician Wealth Solutions	North Las Vegas	2.8%	108
21	Read & Powell Financial Services, LLC	Elko	2.5%	517
22	Skyoak Capital, Inc.	Las Vegas	1.5%	264
23	Rubey & Rust Capital Management, LLC	Crystal Bay	1.4%	143
24	The Wealth Consulting Group	Las Vegas	1.2%	13,109
25	American Wealth Management	Reno	1.1%	887
26	Navellier & Associates Inc	Reno	1.0%	1,308
27	Buckley Wealth	Las Vegas	0.9%	224
28	Financial Institution Services, LLC	Las Vegas	0.6%	330
29	Aljian Capital Management	Carson City	0.5%	434
30	Finley Financial, LLC	Las Vegas	0.0%	124
30	Open Window Financial Solutions, Ltd.	Reno	0.0%	101
30	Dale Q. Rice Investment Management	Henderson	0.0%	121
33	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	-0.7%	16,799
34	Elevage Partners, LLC	Reno	-0.8%	371
35	Schultz Financial Group Incorporated	Reno	-0.9%	117
36	Backbone Planning Partners LLC	Las Vegas	-0.9%	110
37	Capstone Capital Wealth Advisors	Henderson	-1.5%	203
38	Whalen Financial	Las Vegas	-2.0%	408
39	Athena Wealth Management, LLC	Reno	-3.2%	155
40	Burr Financial Services, LLC	Sparks	-5.4%	168
41	GK Wealth Management LLC	Reno	-12.6%	611
42	Brightree Wealth Management, LLC	Las Vegas	-12.8%	219
43	Pandora Wealth, Inc.	Las Vegas	-17.4%	132
44	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	-18.3%	1,065
45	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	-22.5%	8,764
46	One Wealth Map, LLC	Las Vegas	-24.4%	299
47	Urban Wealth Management or Uwm	Henderson	-39.7%	473
48	South Cove Financial, LLC	Henderson	-55.9%	472

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

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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.