Ranking, Nevada
Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 46.2%, from a base of $1.4 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 five years between the SEC snapshots of October 4, 2021 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: 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 | 46.2% | $1.4 billion |
| 2 | Belpointe Asset Management LLC | Reno | 29.6% | $2.1 billion |
| 3 | The Wealth Consulting Group | Las Vegas | 23.9% | $2.2 billion |
| 4 | Arista Wealth Management, LLC | Las Vegas | 21.9% | $446.1 million |
| 5 | Mission Financial Group, LLC | Las Vegas | 21.7% | $116.5 million |
| 6 | Alaethes Wealth, LLC | Glenbrook | 21.1% | $197.4 million |
| 7 | Sequoia Wealth Management Group | Gardnerville | 17.7% | $105.4 million |
| 8 | Whalen Financial | Las Vegas | 15.8% | $107.1 million |
| 9 | American Wealth Management | Reno | 14.6% | $384.3 million |
| 10 | Open Window Financial Solutions, Ltd. | Reno | 14.6% | $143.8 million |
| 11 | McBroom & Associates, LLC | Las Vegas | 13.5% | $128.8 million |
| 12 | The Investment Counsel Company | Las Vegas | 13.4% | $1.2 billion |
| 13 | Aljian Capital Management | Carson City | 13.0% | $340.9 million |
| 14 | 3rd Creek Investments | Incline Village | 12.4% | $114.0 million |
| 15 | Palisade Investments, LLC | Zephyr Cove | 12.0% | $370.3 million |
| 16 | Bowers Wealth Management, Inc. | Glenbrook | 11.8% | $171.3 million |
| 17 | RB Capital Management, LLC | Reno | 11.7% | $534.9 million |
| 18 | Adaptive Wealth Engineering | Las Vegas | 11.7% | $123.3 million |
| 19 | Finley Financial, LLC | Las Vegas | 11.0% | $154.2 million |
| 20 | Kingsbridge Wealth Management, Inc. | Las Vegas | 10.7% | $282.5 million |
| 21 | Rubey & Rust Capital Management, LLC | Crystal Bay | 10.5% | $231.5 million |
| 22 | One Wealth Map, LLC | Las Vegas | 9.7% | $181.1 million |
| 23 | 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 | 9.7% | $158.2 million |
| 24 | Physician Wealth Solutions | North Las Vegas | 9.6% | $188.8 million |
| 25 | Paradigm Capital Management | Reno | 9.4% | $110.8 million |
| 26 | Skyoak Capital, Inc. | Las Vegas | 9.0% | $142.2 million |
| 27 | 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 | 8.2% | $234.5 million |
| 28 | Moler Capital Management | Las Vegas | 7.7% | $140.6 million |
| 29 | Capstone Capital Wealth Advisors | Henderson | 7.4% | $285.4 million |
| 30 | Read & Powell Financial Services, LLC | Elko | 7.4% | $111.8 million |
| 31 | Urban Wealth Management or Uwm | Henderson | 6.8% | $152.6 million |
| 32 | Schultz Financial Group Incorporated | Reno | 6.8% | $154.5 million |
| 33 | Argos Wealth Advisors LLC | Las Vegas | 6.0% | $774.8 million |
| 34 | Buckley Wealth | Las Vegas | 5.8% | $484.6 million |
| 35 | Navellier & Associates Inc | Reno | 5.8% | $990.0 million |
| 36 | Winans Investments | Las Vegas | 4.5% | $245.6 million |
| 37 | GW Financial | Reno | 2.2% | $119.9 million |
| 38 | Elevage Partners, LLC | Reno | -3.6% | $185.4 million |
| 39 | Kamichu Wealth Management LLC | Las Vegas | -5.3% | $339.4 million |
| 40 | 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 | -5.9% | $204.6 million |
40 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Fastest-growing wealth firms over five years, including broker-dealer firms, nationally
- RIA market data for Nevada
- Largest wealth firms by assets under management, including broker-dealer firms in Nevada
- Fastest-growing wealth firms over one year, including broker-dealer firms in Nevada
- Fastest-growing wealth firms over three years, including broker-dealer firms in Nevada
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Nevada
- Wealth firms with the most clients, including broker-dealer firms in Nevada
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Nevada
- Wealth firms with the most accounts, including broker-dealer firms in Nevada
- Wealth firms with the most advisory staff, including broker-dealer firms in Nevada
- Wealth firms with the most high net worth clients, including broker-dealer firms in Nevada
- Wealth firms with the most CFP professionals, including broker-dealer firms in Nevada
- Newest wealth firms, including broker-dealer firms in Nevada
Fastest growing, 5 years by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.