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Ranking, Nevada

Wealth firms with the most accounts, including broker-dealer firms in Nevada

As of October 2, 2026, The Ameriflex Group ranked #1 in Nevada in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 30,843.

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

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.

Wealth firms with the most accounts, including broker-dealer firms in Nevada
Rank Firm City Most accounts
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 30,843
2 The Wealth Consulting Group Las Vegas 21,593
3 Belpointe Asset Management LLC Reno 18,990
4 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 6,794
5 The Investment Counsel Company Las Vegas 2,210
6 Arista Wealth Management, LLC Las Vegas 1,979
7 Sanchez Gaunt Capital Management, LLC Reno 1,725
8 RB Capital Management, LLC Reno 1,534
9 Forthright Capital Las Vegas 1,363
10 GK Wealth Management LLC Reno 1,330
11 Navellier & Associates Inc Reno 1,321
12 Palisade Investments, LLC Zephyr Cove 1,214
13 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 1,145
14 Mission Financial Group, LLC Las Vegas 1,068
15 Aljian Capital Management Carson City 1,049
16 Bauman Wealth Advisors Las Vegas 1,043
17 Financial Institution Services, LLC Las Vegas 966
18 One Wealth Map, LLC Las Vegas 932
19 American Wealth Management Reno 897
20 Diazo, LLC Henderson 876
21 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 870
22 Urban Wealth Management or Uwm Henderson 837
23 Vantage Wealth Planning Reno 829
24 Whalen Financial Las Vegas 825
25 Elevage Partners, LLC Reno 790
26 Cassady Wealth & Retirement Planning L.L.C. 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. Henderson 685
27 Skyoak Capital, Inc. Las Vegas 671
28 Read & Powell Financial Services, LLC Elko 642
29 Powerhouse Financial Advisors, Inc. Minden 621
30 Buckley Wealth Las Vegas 614
31 Capstone Capital Wealth Advisors Henderson 551
32 Winans Investments Las Vegas 512
33 Rubey & Rust Capital Management, LLC Crystal Bay 511
34 Athena Wealth Management, LLC Reno 498
35 Sierra Summit Advisors LLC Incline Village 484
36 Schultz Financial Group Incorporated Reno 478
37 Black Card Circle Las Vegas 470
38 Physician Wealth Solutions North Las Vegas 459
39 3rd Creek Investments Incline Village 436
40 Bowers Wealth Management, Inc. Glenbrook 425
41 Adaptive Wealth Engineering Las Vegas 414
42 Holm & Cawley Financial Group LLC Las Vegas 412
43 Moler Capital Management Las Vegas 386
44 Pembroke Asset Advisors, LLC Henderson 381
45 Veritas Wealth Advisors Reno 371
46 Backbone Planning Partners LLC Las Vegas 360
47 Monocot Wealth Management, LLC Las Vegas 344
48 Alaethes Wealth, LLC Glenbrook 339
49 Silveroak Investments, LLC Las Vegas 332
50 Sequoia Wealth Management Group Gardnerville 327
51 Mountain View Financial Advisors Las Vegas 321
52 Open Window Financial Solutions, Ltd. Reno 319
53 Burr Financial Services, LLC Sparks 314
54 Paradigm Capital Management Reno 312
55 Grow with Me Las Vegas 309
56 Sensible Portfolios, LLC Reno 305
57 Curtis Wealth Management LLC Henderson 303
58 Octavia Investments LLC Las Vegas 294
58 Perpetual Capital Advisors, LLC Reno 294
60 Finley Financial, LLC Las Vegas 290
61 Prakash Investment Advisors LLC Las Vegas 284
62 Golden Years Financial, LLC Las Vegas 279
63 Abundant Wealth Strategies Las Vegas 278
64 RJJ Pasadena Securities, Inc. Henderson 276
65 Incline Investment Advisors, LLC Incline Village 274
66 Blueprint Investments and Tax Planning Incline Village 268
67 GW Financial Reno 266
67 Dale Q. Rice Investment Management Henderson 266
69 Cavalot Capital Incline Village 265
70 Sierra Management Group Reno 264
71 McBroom & Associates, LLC Las Vegas 257
72 Money Managers, Inc. Las Vegas 255
73 Legacy Wealth Group Las Vegas 251
74 Crinite Financial Strategies 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 249
75 Argos Wealth Advisors LLC Las Vegas 246
76 Keystone Wealth Advisors, LLC Reno 236
77 Conway Partners Incline Village 229
78 South Cove Financial, LLC Henderson 208
79 Atlas Peak Advisors, Inc. Incline Village 203
80 Alchemy Wealth Management Reno 198
81 Brightree Wealth Management, LLC Las Vegas 191
82 Kmi Wealth Advisors Reno 179
83 White Aspen Capital LLC Henderson 166
84 Alpine Asset Management Zephyr Cove 156
85 Boyd Investment Services Henderson 154
86 J Sohn, LLC. Not reported 147
87 Cubed Systems Las Vegas 134
88 Seasonal Strategy Reno 123
89 Artience Capital Management, LLC Gardnerville 118
89 Melissa Matson LLC Henderson 118
91 Global Key Advisors Las Vegas 112
91 Darby Wealth Planning LLC Las Vegas 112
93 Nest Egg Financial Advisors Incline Village 109
93 Pandora Wealth, Inc. Las Vegas 109
95 Equity Advisors, LLC Zepher Cove 108
96 Kamichu Wealth Management LLC Las Vegas 103
97 Sierra Nevada Wealth Management, LLC Dayton 99
97 Ignis Capital Advisors LLC Las Vegas 99
99 Strategic Portfolio Advisors Las Vegas 90
100 AK Investing Las Vegas 89

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.