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For asset managers

Ranking, Nevada

Independent RIAs with the most accounts in Nevada

As of October 2, 2026, The Wealth Consulting Group ranked #1 in Nevada in AdvisorIQ's ranking of independent RIAs with the most accounts, with 21,593.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Nevada
Rank Firm City Most accounts
1 The Wealth Consulting Group Las Vegas 21,593
2 Belpointe Asset Management LLC Reno 18,990
3 The Investment Counsel Company Las Vegas 2,210
4 Arista Wealth Management, LLC Las Vegas 1,979
5 Sanchez Gaunt Capital Management, LLC Reno 1,725
6 RB Capital Management, LLC Reno 1,534
7 Forthright Capital Las Vegas 1,363
8 GK Wealth Management LLC Reno 1,330
9 Navellier & Associates Inc Reno 1,321
10 Palisade Investments, LLC Zephyr Cove 1,214
11 Mission Financial Group, LLC Las Vegas 1,068
12 Aljian Capital Management Carson City 1,049
13 Bauman Wealth Advisors Las Vegas 1,043
14 Financial Institution Services, LLC Las Vegas 966
15 One Wealth Map, LLC Las Vegas 932
16 American Wealth Management Reno 897
17 Diazo, LLC Henderson 876
18 Urban Wealth Management or Uwm Henderson 837
19 Vantage Wealth Planning Reno 829
20 Whalen Financial Las Vegas 825
21 Elevage Partners, LLC Reno 790
22 Skyoak Capital, Inc. Las Vegas 671
23 Read & Powell Financial Services, LLC Elko 642
24 Powerhouse Financial Advisors, Inc. Minden 621
25 Buckley Wealth Las Vegas 614
26 Capstone Capital Wealth Advisors Henderson 551
27 Winans Investments Las Vegas 512
28 Rubey & Rust Capital Management, LLC Crystal Bay 511
29 Athena Wealth Management, LLC Reno 498
30 Sierra Summit Advisors LLC Incline Village 484
31 Schultz Financial Group Incorporated Reno 478
32 Black Card Circle Las Vegas 470
33 Physician Wealth Solutions North Las Vegas 459
34 3rd Creek Investments Incline Village 436
35 Bowers Wealth Management, Inc. Glenbrook 425
36 Adaptive Wealth Engineering Las Vegas 414
37 Holm & Cawley Financial Group LLC Las Vegas 412
38 Moler Capital Management Las Vegas 386
39 Pembroke Asset Advisors, LLC Henderson 381
40 Veritas Wealth Advisors Reno 371
41 Backbone Planning Partners LLC Las Vegas 360
42 Monocot Wealth Management, LLC Las Vegas 344
43 Alaethes Wealth, LLC Glenbrook 339
44 Silveroak Investments, LLC Las Vegas 332
45 Sequoia Wealth Management Group Gardnerville 327
46 Mountain View Financial Advisors Las Vegas 321
47 Open Window Financial Solutions, Ltd. Reno 319
48 Burr Financial Services, LLC Sparks 314
49 Paradigm Capital Management Reno 312
50 Grow with Me Las Vegas 309
51 Sensible Portfolios, LLC Reno 305
52 Curtis Wealth Management LLC Henderson 303
53 Octavia Investments LLC Las Vegas 294
53 Perpetual Capital Advisors, LLC Reno 294
55 Finley Financial, LLC Las Vegas 290
56 Prakash Investment Advisors LLC Las Vegas 284
57 Golden Years Financial, LLC Las Vegas 279
58 Abundant Wealth Strategies Las Vegas 278
59 RJJ Pasadena Securities, Inc. Henderson 276
60 Incline Investment Advisors, LLC Incline Village 274
61 Blueprint Investments and Tax Planning Incline Village 268
62 GW Financial Reno 266
62 Dale Q. Rice Investment Management Henderson 266
64 Cavalot Capital Incline Village 265
65 Sierra Management Group Reno 264
66 McBroom & Associates, LLC Las Vegas 257
67 Money Managers, Inc. Las Vegas 255
68 Legacy Wealth Group Las Vegas 251
69 Argos Wealth Advisors LLC Las Vegas 246
70 Keystone Wealth Advisors, LLC Reno 236
71 Conway Partners Incline Village 229
72 South Cove Financial, LLC Henderson 208
73 Atlas Peak Advisors, Inc. Incline Village 203
74 Alchemy Wealth Management Reno 198
75 Brightree Wealth Management, LLC Las Vegas 191
76 Kmi Wealth Advisors Reno 179
77 White Aspen Capital LLC Henderson 166
78 Alpine Asset Management Zephyr Cove 156
79 Boyd Investment Services Henderson 154
80 J Sohn, LLC. Not reported 147
81 Cubed Systems Las Vegas 134
82 Seasonal Strategy Reno 123
83 Artience Capital Management, LLC Gardnerville 118
83 Melissa Matson LLC Henderson 118
85 Global Key Advisors Las Vegas 112
85 Darby Wealth Planning LLC Las Vegas 112
87 Nest Egg Financial Advisors Incline Village 109
87 Pandora Wealth, Inc. Las Vegas 109
89 Equity Advisors, LLC Zepher Cove 108
90 Kamichu Wealth Management LLC Las Vegas 103
91 Sierra Nevada Wealth Management, LLC Dayton 99
91 Ignis Capital Advisors LLC Las Vegas 99
93 Strategic Portfolio Advisors Las Vegas 90
94 AK Investing Las Vegas 89
95 SG Financial Henderson 88
96 Edgemont Investment Management, LLC Las Vegas 87
96 Western Level Advisors LLC Reno 87
98 Trident Capital Advisors, LLC Reno 84
99 Lal Ltd. Las Vegas 82
99 Actuarial Direct LLC Pahrump 82

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most accounts 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.