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For asset managers
AdvisorIQ

Ranking, Nevada

Fastest-growing wealth firms over three years, including broker-dealer firms in Nevada

As of October 2, 2026, The Ameriflex Group ranked #1 in Nevada in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 41.3%, from a base of $3.4 billion.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Rank Firm City Growth Starting value
1 The Ameriflex Group Broker-dealer affiliated Las Vegas 41.3% $3.4 billion
2 Octavia Investments LLC Las Vegas 37.4% $126.2 million
3 Arista Wealth Management, LLC Las Vegas 34.3% $496.6 million
4 Mission Financial Group, LLC Las Vegas 33.4% $130.8 million
5 The Wealth Consulting Group Las Vegas 30.9% $2.8 billion
6 Diazo, LLC Henderson 30.1% $100.7 million
7 Bowers Wealth Management, Inc. Glenbrook 26.1% $148.8 million
8 Navellier & Associates Inc Reno 25.6% $661.2 million
9 One Wealth Map, LLC Las Vegas 25.3% $146.2 million
10 Belpointe Asset Management LLC Reno 25.3% $3.9 billion
11 Vantage Wealth Planning Reno 25.2% $134.9 million
12 McBroom & Associates, LLC Las Vegas 24.9% $124.2 million
13 Whalen Financial Las Vegas 24.3% $116.0 million
14 Alaethes Wealth, LLC Glenbrook 24.0% $269.1 million
15 GK Wealth Management LLC Reno 24.0% $135.9 million
16 Aljian Capital Management Carson City 23.7% $331.9 million
17 The Investment Counsel Company Las Vegas 22.7% $1.2 billion
18 3rd Creek Investments Incline Village 22.4% $111.6 million
19 Financial Institution Services, LLC Las Vegas 22.2% $141.9 million
20 Finley Financial, LLC Las Vegas 21.8% $143.9 million
21 Peterson Wealth Management, LLC Broker-dealer affiliated Sparks 18.6% $150.6 million
22 American Retirement Planning Group Inc Broker-dealer affiliated Las Vegas 18.5% $209.3 million
23 Palisade Investments, LLC Zephyr Cove 18.4% $393.5 million
24 Rubey & Rust Capital Management, LLC Crystal Bay 17.3% $236.2 million
25 Open Window Financial Solutions, Ltd. Reno 15.5% $184.5 million
26 Kingsbridge Wealth Management, Inc. Las Vegas 15.0% $308.3 million
27 American Wealth Management Reno 14.9% $501.4 million
28 Physician Wealth Solutions North Las Vegas 14.1% $201.2 million
29 RB Capital Management, LLC Reno 14.0% $628.3 million
30 Adaptive Wealth Engineering Las Vegas 13.1% $147.8 million
31 Read & Powell Financial Services, LLC Elko 11.7% $114.5 million
32 Moler Capital Management Las Vegas 11.4% $147.3 million
33 Argos Wealth Advisors LLC Las Vegas 9.9% $782.3 million
34 Buckley Wealth Las Vegas 9.9% $485.2 million
35 Ulta Wealth Management, LLC Las Vegas 9.7% $110.8 million
36 Urban Wealth Management or Uwm Henderson 9.5% $161.9 million
37 Artience Capital Management, LLC Gardnerville 9.3% $112.5 million
38 Capstone Capital Wealth Advisors Henderson 9.2% $313.8 million
39 Paradigm Capital Management Reno 9.0% $133.9 million
40 Skyoak Capital, Inc. Las Vegas 8.7% $170.9 million
41 Winans Investments Las Vegas 7.6% $245.2 million
42 Schultz Financial Group Incorporated Reno 6.6% $177.4 million
43 Kamichu Wealth Management LLC Las Vegas 4.0% $229.2 million
44 Axos Invest, Inc Broker-dealer affiliated Las Vegas -0.8% $154.5 million
45 Elevage Partners, LLC Reno -1.6% $162.5 million
46 Sequoia Wealth Management Group Gardnerville -4.8% $276.7 million

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

More rankings

Fastest growing, 3 years 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.