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For asset managers
AdvisorIQ

Ranking, Nevada

Wealth firms with the most advisory staff, 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 advisory staff, including broker-dealer firms, with 181.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Rank Firm City Most advisory staff
1 The Ameriflex Group Broker-dealer affiliated Las Vegas 181
2 Belpointe Asset Management LLC Reno 151
3 The Wealth Consulting Group Las Vegas 131
4 Forthright Capital Las Vegas 21
5 RB Capital Management, LLC Reno 14
6 The Investment Counsel Company Las Vegas 11
7 Arista Wealth Management, LLC Las Vegas 10
7 Argos Wealth Advisors LLC Las Vegas 10
7 Axos Invest, Inc Broker-dealer affiliated Las Vegas 10
10 Bauman Wealth Advisors Las Vegas 8
11 Palisade Investments, LLC Zephyr Cove 7
12 Black Card Circle Las Vegas 6
13 Adaptive Wealth Engineering Las Vegas 5
13 American Wealth Management Reno 5
13 Elevage Partners, LLC Reno 5
13 One Wealth Map, LLC Las Vegas 5
13 Urban Wealth Management or Uwm Henderson 5
13 Buckley Wealth Las Vegas 5
13 GK Wealth Management LLC Reno 5
13 Equity Advisors, LLC Zepher Cove 5
13 Cassady Wealth & Retirement Planning L.L.C. Broker-dealer affiliated Henderson 5
13 Mission Financial Group, LLC Las Vegas 5
13 Sierra Summit Advisors LLC Incline Village 5
24 Winans Investments Las Vegas 4
24 Schultz Financial Group Incorporated Reno 4
24 3rd Creek Investments Incline Village 4
24 Holm & Cawley Financial Group LLC Las Vegas 4
24 Kingsbridge Wealth Management, Inc. Las Vegas 4
24 Incline Investment Advisors, LLC Incline Village 4
24 Whalen Financial Las Vegas 4
24 Diazo, LLC Henderson 4
24 Pandora Wealth, Inc. Las Vegas 4
24 Atlas Wealth Management Las Vegas 4
34 Capstone Capital Wealth Advisors Henderson 3
34 Read & Powell Financial Services, LLC Elko 3
34 Open Window Financial Solutions, Ltd. Reno 3
34 Money Managers, Inc. Las Vegas 3
34 Skyoak Capital, Inc. Las Vegas 3
34 Aljian Capital Management Carson City 3
34 Global Key Advisors Las Vegas 3
34 Vantage Wealth Planning Reno 3
34 South Cove Financial, LLC Henderson 3
34 Peterson Wealth Management, LLC Broker-dealer affiliated Sparks 3
34 Golden Years Financial, LLC Las Vegas 3
34 Grow with Me Las Vegas 3
34 Alaethes Wealth, LLC Glenbrook 3
34 Forthright Partnerstm Las Vegas 3
34 Keystone Wealth Advisors, LLC Reno 3
34 Burr Financial Services, LLC Sparks 3
34 Rightwise Wealth Las Vegas 3
34 Backbone Planning Partners LLC Las Vegas 3
34 Sanchez Gaunt Capital Management, LLC Reno 3
34 Wells Capital Advisors LLC Las Vegas 3
54 RJJ Pasadena Securities, Inc. Henderson 2
54 Moler Capital Management Las Vegas 2
54 Navellier & Associates Inc Reno 2
54 American Retirement Planning Group Inc Broker-dealer affiliated Las Vegas 2
54 GW Financial Reno 2
54 Sensible Portfolios, LLC Reno 2
54 Seasonal Strategy Reno 2
54 Financial Institution Services, LLC Las Vegas 2
54 Bowers Wealth Management, Inc. Glenbrook 2
54 McBroom & Associates, LLC Las Vegas 2
54 Prakash Investment Advisors LLC Las Vegas 2
54 Bodhi Tree Capital Management, LLC Incline Village 2
54 J Sohn, LLC. Not reported 2
54 Global Macro Asset Management LLC Las Vegas 2
54 Rubey & Rust Capital Management, LLC Crystal Bay 2
54 Ratio Capital Las Vegas 2
54 RSW Wealth Management Reno 2
54 M Stevens Wealth Advisors, LLC Las Vegas 2
54 Abundant Wealth Strategies Las Vegas 2
54 Nest Egg Financial Advisors Incline Village 2
54 Brightree Wealth Management, LLC Las Vegas 2
54 Sierra Management Group Reno 2
54 White Aspen Capital LLC Henderson 2
54 Cavalot Capital Incline Village 2
54 Curtis Wealth Management LLC Henderson 2
54 Conway Partners Incline Village 2
54 Full Focus Capital Management Las Vegas 2
54 SG Financial Henderson 2
54 Nevada Retirement Planners, LLC Reno 2
54 Momentum Capital Management Reno 2
54 Legacy Wealth Group Las Vegas 2
85 Vomund Investment Management, LLC Incline Village 1
85 Caleb Lawrence Registered Investment Adviser Inc. Reno 1
85 Randolph & Associates, LLC Las Vegas 1
85 Sullivan Capital Management Incline Village 1
85 Edgemont Investment Management, LLC Las Vegas 1
85 Klaraos, LLC Reno 1
85 Lal Ltd. Las Vegas 1
85 MLD Investment Advisory, Inc. Henderson 1
85 Cornerstone Financial Advisors Ltd. Henderson 1
85 Ntact Retirement Solutions Las Vegas 1
85 Paradigm Capital Management Reno 1
85 Houssels Capital Management, LLC Las Vegas 1
85 Boyd Investment Services Henderson 1
85 Crinite Financial Strategies Broker-dealer affiliated Las Vegas 1
85 Smith, Blair Carson City 1
85 MW Investment Advisor, LLC Las Vegas 1
85 YH&C Investments Inc. Las Vegas 1
85 Finley Financial, LLC Las Vegas 1
85 Strategic Portfolio Advisors Las Vegas 1
85 Trilogy Investment Management, LLC Not reported 1
85 Private Wealth Management LLC Las Vegas 1
85 Sierra Nevada Wealth Management, LLC Dayton 1
85 GSP Financial Strategies Las Vegas 1
85 Veritas Wealth Advisors Reno 1
85 Artience Capital Management, LLC Gardnerville 1
85 Physician Wealth Solutions North Las Vegas 1
85 La Loma Capital Zephyr Cove 1
85 MK Strategic Equities Dayton 1
85 Patrick J. Keating Investment Management, LLC Las Vegas 1
85 Whiterock Financial, LLC Las Vegas 1
85 Heinz Global Asset Management, Inc. Gardnerville 1
85 FD Ball Investment Advisors, LLC Las Vegas 1
85 G&S Wealth Management LLC Elko 1
85 Resource Capital Management, LLC Reno 1
85 Qci Partners LLC Henderson 1
85 Oresund Capital LLC Reno 1
85 Octavia Investments LLC Las Vegas 1
85 Virtuoso Wealth Management Henderson 1
85 Atlas Peak Advisors, Inc. Incline Village 1
85 NLRK LLC DBA Newbean Capital LLC Reno 1
85 Pembroke Asset Advisors, LLC Henderson 1
85 Alpine Asset Management Zephyr Cove 1
85 Cubed Systems Las Vegas 1
85 Softwealth Reno 1
85 Monocot Wealth Management, LLC Las Vegas 1
85 Sterling Wealth Management Las Vegas 1
85 Gao Investments Las Vegas 1
85 Cogwheel Wealth Management, LLC Las Vegas 1
85 Harvest Wealth Design & Management, LLC Las Vegas 1
85 Perpetual Capital Advisors, LLC Reno 1
85 Rader Wealth Management LLC Las Vegas 1
85 Silveroak Investments, LLC Las Vegas 1
85 Blueprint Investments and Tax Planning Incline Village 1
85 Tresco Financial, LLC Las Vegas 1
85 Melissa Matson LLC Henderson 1
85 Bray Capital Group LLC Henderson 1
85 Kamichu Wealth Management LLC Las Vegas 1
85 Mountain View Financial Advisors Las Vegas 1
85 Purposeful Planning Las Vegas 1
85 CGR Financial Henderson 1
85 Fraser Asset Management Las Vegas 1
85 Panthera Capital LLC Incline Village 1
85 Darby Wealth Planning LLC Las Vegas 1
85 MacDonald Wealth Associates LLC Las Vegas 1
85 Interval Capital Management, LLC Las Vegas 1
85 Options Best Financial Gardnerville 1
85 Red Rock Capital Management LLC Las Vegas 1
85 Firmament Financial Reno 1
85 Fed Advisors, Inc Henderson 1
85 Trident Capital Advisors, LLC Reno 1
85 AK Investing Las Vegas 1
85 Clarity Council Financial, LLC Las Vegas 1
85 Actuarial Direct LLC Pahrump 1
85 Dale Q. Rice Investment Management Henderson 1
85 Ulta Wealth Management, LLC Las Vegas 1
85 Alchemy Wealth Management Reno 1
85 Sequoia Wealth Management Group Gardnerville 1
85 Michael Mellberg Investment Advisor Reno 1
85 Desert Capital Advisors, LLC Henderson 1
85 Kmi Wealth Advisors Reno 1
85 Hawken Wealth Management Reno 1
85 Cadenza Financial Planning Not reported 1
85 Athena Wealth Management, LLC Reno 1
85 Spirit Investment Advisors Henderson 1
85 Bird Spring Financial LLC Las Vegas 1
85 Wealth in Yourself LLC Zephyr Cove 1
85 Western Level Advisors LLC Reno 1
85 Dna Financial Las Vegas 1
85 Winder Wealth Management LLC Las Vegas 1
85 Echo Wealth Partners Las Vegas 1
85 SG Financial Group, LLC Henderson 1
85 Clearpath Investment, LLC Las Vegas 1
85 Avalon Wealth Partners Henderson 1
85 Discretionary Inc. Reno 1
85 Ensourceful, Inc. Henderson 1
85 Maierhofer Wealth Stagecoach 1
85 Winston Wealth Strategies, LLC Reno 1
85 Wolf Pack Wealth Reno 1
85 Squires Law & Squires Investments, LLC Reno 1
85 Manhattan Global Asset Management LLC Las Vegas 1
85 Haynes Investment Advisors LLC Reno 1
85 Oceanair Wealth Las Vegas 1
85 Hatchet Financial, LLC Reno 1
85 Ignis Capital Advisors LLC Las Vegas 1
85 Erk Wealth Advisors, LLC Las Vegas 1
85 McKinney-X LLC North Las Vegas 1
85 Navigator Wealth Advisors Las Vegas 1
85 Caskwise Capital Inc Reno 1
85 Powerhouse Financial Advisors, Inc. Minden 1
85 Oak Bay Financial, LLC Henderson 1
85 Ashcroft Green Advisors, LLC Reno 1
85 Trica Wealth Planning, LLC Las Vegas 1
85 Sagebrush Wealth Partners Elko 1
85 Franklin Advisors Corp Henderson 1
85 Innosight Wealth Management LLC Las Vegas 1
85 Mav Wealth, LLC Las Vegas 1
85 Aldrich Investment Management Henderson 1
85 Williamson Price Modern Wealth Management LLC Reno 1
85 Miller Asset Management LLC Henderson 1
85 Holocron Holdings Pahrump 1

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

More rankings

Most advisory staff 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.