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For asset managers
AdvisorIQ

Ranking, Nevada

Fastest-growing wealth firms 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 fastest-growing wealth firms over one year, including broker-dealer firms, with 87.5%, from a base of $155.8 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Cassady Wealth & Retirement Planning L.L.C. Broker-dealer affiliated Henderson 87.5% $155.8 million
2 Bauman Wealth Advisors Las Vegas 74.4% $118.3 million
3 Brightree Wealth Management, LLC Las Vegas 65.7% $108.0 million
4 Navellier & Associates Inc Reno 48.4% $882.8 million
5 GK Wealth Management LLC Reno 34.6% $192.2 million
6 Conway Partners Incline Village 33.9% $124.2 million
7 Mission Financial Group, LLC Las Vegas 33.5% $232.8 million
8 Vantage Wealth Planning Reno 33.3% $198.6 million
9 Octavia Investments LLC Las Vegas 31.4% $248.9 million
10 Finley Financial, LLC Las Vegas 28.5% $202.3 million
11 Palisade Investments, LLC Zephyr Cove 27.2% $513.0 million
12 3rd Creek Investments Incline Village 26.1% $162.5 million
13 Adaptive Wealth Engineering Las Vegas 26.1% $169.7 million
14 Belpointe Asset Management LLC Reno 26.1% $6.0 billion
15 Diazo, LLC Henderson 24.6% $177.9 million
16 Bowers Wealth Management, Inc. Glenbrook 24.4% $240.0 million
17 Prakash Investment Advisors LLC Las Vegas 23.9% $130.3 million
18 Athena Wealth Management, LLC Reno 23.7% $140.6 million
19 Sierra Summit Advisors LLC Incline Village 22.5% $637.6 million
20 Curtis Wealth Management LLC Henderson 22.2% $121.6 million
21 Moler Capital Management Las Vegas 21.8% $167.3 million
22 GW Financial Reno 21.3% $110.3 million
23 Pandora Wealth, Inc. Las Vegas 20.8% $236.0 million
24 American Retirement Planning Group Inc Broker-dealer affiliated Las Vegas 20.3% $289.4 million
25 The Investment Counsel Company Las Vegas 18.7% $1.8 billion
26 Dale Q. Rice Investment Management Henderson 18.1% $132.6 million
27 Financial Institution Services, LLC Las Vegas 17.4% $220.4 million
28 Arista Wealth Management, LLC Las Vegas 16.8% $1.0 billion
29 Alaethes Wealth, LLC Glenbrook 16.8% $439.4 million
30 Physician Wealth Solutions North Las Vegas 16.5% $256.6 million
31 Sensible Portfolios, LLC Reno 16.2% $167.5 million
32 South Cove Financial, LLC Henderson 16.1% $145.0 million
33 Whalen Financial Las Vegas 16.0% $192.3 million
34 Argos Wealth Advisors LLC Las Vegas 15.8% $897.2 million
35 Open Window Financial Solutions, Ltd. Reno 15.7% $245.8 million
36 The Wealth Consulting Group Las Vegas 15.2% $5.4 billion
37 RB Capital Management, LLC Reno 13.9% $817.2 million
38 Capstone Capital Wealth Advisors Henderson 13.3% $360.5 million
39 Peterson Wealth Management, LLC Broker-dealer affiliated Sparks 12.9% $222.3 million
40 McBroom & Associates, LLC Las Vegas 12.5% $215.2 million
41 Skyoak Capital, Inc. Las Vegas 11.7% $196.3 million
42 Ulta Wealth Management, LLC Las Vegas 10.6% $132.4 million
43 Buckley Wealth Las Vegas 10.4% $583.2 million
44 American Wealth Management Reno 9.5% $694.3 million
45 Schultz Financial Group Incorporated Reno 9.4% $196.3 million
46 Aljian Capital Management Carson City 9.0% $575.8 million
47 Read & Powell Financial Services, LLC Elko 8.9% $146.7 million
48 Paradigm Capital Management Reno 8.1% $160.4 million
49 Kamichu Wealth Management LLC Las Vegas 7.6% $240.0 million
50 Artience Capital Management, LLC Gardnerville 6.1% $138.2 million
51 Rubey & Rust Capital Management, LLC Crystal Bay 5.6% $360.7 million
52 Urban Wealth Management or Uwm Henderson 5.2% $202.1 million
53 Elevage Partners, LLC Reno 5.1% $147.0 million
54 The Ameriflex Group Broker-dealer affiliated Las Vegas 3.2% $9.4 billion
55 Axos Invest, Inc Broker-dealer affiliated Las Vegas 2.6% $147.0 million
56 Sequoia Wealth Management Group Gardnerville -1.0% $240.9 million
57 Kingsbridge Wealth Management, Inc. Las Vegas -4.1% $489.3 million
58 Winans Investments Las Vegas -7.4% $330.1 million
59 Burr Financial Services, LLC Sparks -11.1% $155.4 million
60 One Wealth Map, LLC Las Vegas -73.9% $1.1 billion

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

More rankings

Fastest growing 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.