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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.

Fastest-growing wealth firms over five years, including broker-dealer firms in Nevada
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, 5 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.