{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Fastest-growing independent RIAs over three years in Nevada","lead":"As of October 2, 2026, Octavia Investments LLC ranked #1 in Nevada in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 37.4%, from a base of $126.2 million.","as_of":"2026-10-02","facts":{"ranking":"Fastest-growing independent RIAs over three years","how_it_is_computed":"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.","unit":"pct","scope":"Nevada","firms_listed":42,"rows":[{"rank":1,"crd":167721,"firm":"Octavia Investments LLC","city":"Las Vegas","state":"NV","value":0.373664809423097,"base_value":126173502,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167721/"},{"rank":2,"crd":141504,"firm":"Arista Wealth Management, LLC","city":"Las Vegas","state":"NV","value":0.342632503618334,"base_value":496550178,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141504/"},{"rank":3,"crd":311876,"firm":"Mission Financial Group, LLC","city":"Las Vegas","state":"NV","value":0.334455606485918,"base_value":130835566,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311876/"},{"rank":4,"crd":173194,"firm":"The Wealth Consulting Group","city":"Las Vegas","state":"NV","value":0.309406577656914,"base_value":2795803920,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173194/"},{"rank":5,"crd":324419,"firm":"Diazo, LLC","city":"Henderson","state":"NV","value":0.300826921576153,"base_value":100659345,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324419/"},{"rank":6,"crd":145476,"firm":"Bowers Wealth Management, Inc.","city":"Glenbrook","state":"NV","value":0.261226527709046,"base_value":148795805,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145476/"},{"rank":7,"crd":107568,"firm":"Navellier & Associates Inc","city":"Reno","state":"NV","value":0.256001645539633,"base_value":661151580,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107568/"},{"rank":8,"crd":171750,"firm":"One Wealth Map, LLC","city":"Las Vegas","state":"NV","value":0.252776057467381,"base_value":146194860,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171750/"},{"rank":9,"crd":143440,"firm":"Belpointe Asset Management LLC","city":"Reno","state":"NV","value":0.252639762285327,"base_value":3855302523,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/143440/"},{"rank":10,"crd":173929,"firm":"Vantage Wealth Planning","city":"Reno","state":"NV","value":0.252021293599111,"base_value":134856421,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173929/"},{"rank":11,"crd":151187,"firm":"McBroom & Associates, LLC","city":"Las Vegas","state":"NV","value":0.249213093558511,"base_value":124186813,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151187/"},{"rank":12,"crd":311869,"firm":"Whalen Financial","city":"Las Vegas","state":"NV","value":0.243499901352344,"base_value":115954523,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311869/"},{"rank":13,"crd":304920,"firm":"Alaethes Wealth, LLC","city":"Glenbrook","state":"NV","value":0.240154098484735,"base_value":269056276,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304920/"},{"rank":14,"crd":296847,"firm":"GK Wealth Management LLC","city":"Reno","state":"NV","value":0.239531748036503,"base_value":135894901,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296847/"},{"rank":15,"crd":167381,"firm":"Aljian Capital Management","city":"Carson City","state":"NV","value":0.236775780838624,"base_value":331853569,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167381/"},{"rank":16,"crd":19608,"firm":"The Investment Counsel Company","city":"Las Vegas","state":"NV","value":0.227018843481718,"base_value":1180739616,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/19608/"},{"rank":17,"crd":115945,"firm":"3rd Creek Investments","city":"Incline Village","state":"NV","value":0.224461242433682,"base_value":111637019,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115945/"},{"rank":18,"crd":145269,"firm":"Financial Institution Services, LLC","city":"Las Vegas","state":"NV","value":0.221565359320446,"base_value":141917858,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145269/"},{"rank":19,"crd":131442,"firm":"Finley Financial, LLC","city":"Las Vegas","state":"NV","value":0.217665956799518,"base_value":143909232,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131442/"},{"rank":20,"crd":124776,"firm":"Palisade Investments, LLC","city":"Zephyr Cove","state":"NV","value":0.183734036808708,"base_value":393519104,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124776/"},{"rank":21,"crd":282776,"firm":"Rubey & Rust Capital Management, LLC","city":"Crystal Bay","state":"NV","value":0.172721177838633,"base_value":236249725,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282776/"},{"rank":22,"crd":131562,"firm":"Open Window Financial Solutions, Ltd.","city":"Reno","state":"NV","value":0.155225068765268,"base_value":184473975,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131562/"},{"rank":23,"crd":165560,"firm":"Kingsbridge Wealth Management, Inc.","city":"Las Vegas","state":"NV","value":0.150364390795274,"base_value":308294361,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165560/"},{"rank":24,"crd":122205,"firm":"American Wealth Management","city":"Reno","state":"NV","value":0.14895572958763,"base_value":501408277,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122205/"},{"rank":25,"crd":151570,"firm":"Physician Wealth Solutions","city":"North Las Vegas","state":"NV","value":0.141081271867292,"base_value":201158690,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151570/"},{"rank":26,"crd":125678,"firm":"RB Capital Management, LLC","city":"Reno","state":"NV","value":0.139873677070454,"base_value":628339624,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125678/"},{"rank":27,"crd":111243,"firm":"Adaptive Wealth Engineering","city":"Las Vegas","state":"NV","value":0.131166080006182,"base_value":147838377,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111243/"},{"rank":28,"crd":130189,"firm":"Read & Powell Financial Services, LLC","city":"Elko","state":"NV","value":0.117415188625253,"base_value":114453643,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130189/"},{"rank":29,"crd":106969,"firm":"Moler Capital Management","city":"Las Vegas","state":"NV","value":0.114348257146803,"base_value":147277381,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106969/"},{"rank":30,"crd":144481,"firm":"Argos Wealth Advisors LLC","city":"Las Vegas","state":"NV","value":0.0991968675466182,"base_value":782309186,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144481/"},{"rank":31,"crd":285823,"firm":"Buckley Wealth","city":"Las Vegas","state":"NV","value":0.0989332460745542,"base_value":485232848,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285823/"},{"rank":32,"crd":310879,"firm":"Ulta Wealth Management, LLC","city":"Las Vegas","state":"NV","value":0.0973751771701765,"base_value":110836623,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310879/"},{"rank":33,"crd":285633,"firm":"Urban Wealth Management or Uwm","city":"Henderson","state":"NV","value":0.0949310884459187,"base_value":161887066,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285633/"},{"rank":34,"crd":150762,"firm":"Artience Capital Management, LLC","city":"Gardnerville","state":"NV","value":0.0925134709518358,"base_value":112469924,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150762/"},{"rank":35,"crd":123764,"firm":"Capstone Capital Wealth Advisors","city":"Henderson","state":"NV","value":0.0917805256242443,"base_value":313832667,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123764/"},{"rank":36,"crd":120805,"firm":"Paradigm Capital Management","city":"Reno","state":"NV","value":0.0899973908210803,"base_value":133885693,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/120805/"},{"rank":37,"crd":154248,"firm":"Skyoak Capital, Inc.","city":"Las Vegas","state":"NV","value":0.0866576609489034,"base_value":170862603,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154248/"},{"rank":38,"crd":107125,"firm":"Winans Investments","city":"Las Vegas","state":"NV","value":0.0761911997354827,"base_value":245180000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107125/"},{"rank":39,"crd":108724,"firm":"Schultz Financial Group Incorporated","city":"Reno","state":"NV","value":0.0659800747072838,"base_value":177364986,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108724/"},{"rank":40,"crd":295412,"firm":"Kamichu Wealth Management LLC","city":"Las 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reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Fastest-growing independent RIAs over three years, nationally","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/"},{"title":"RIA market data for Nevada","url":"https://advisoriq.com/ria/states/nevada/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/nevada/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/nevada/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}