# Independent RIAs with the most advisory staff in Nevada

As of October 2, 2026, Belpointe Asset Management LLC ranked #1 in Nevada in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 151.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-advisory-staff/nevada/

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Nevada
- firms_listed: 198
- rows: rank: 1, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, state: NV, value: 151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143440/; rank: 2, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, state: NV, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173194/; rank: 3, crd: 323596, firm: Forthright Capital, city: Las Vegas, state: NV, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323596/; rank: 4, crd: 125678, firm: RB Capital Management, LLC, city: Reno, state: NV, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125678/; rank: 5, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, state: NV, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/19608/; rank: 6, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, state: NV, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141504/; rank: 6, crd: 144481, firm: Argos Wealth Advisors LLC, city: Las Vegas, state: NV, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144481/; rank: 8, crd: 153061, firm: Bauman Wealth Advisors, city: Las Vegas, state: NV, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153061/; rank: 9, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, state: NV, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124776/; rank: 10, crd: 290342, firm: Black Card Circle, city: Las Vegas, state: NV, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290342/; rank: 11, crd: 111243, firm: Adaptive Wealth Engineering, city: Las Vegas, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111243/; rank: 11, crd: 122205, firm: American Wealth Management, city: Reno, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122205/; rank: 11, crd: 158386, firm: Elevage Partners, LLC, city: Reno, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158386/; rank: 11, crd: 171750, firm: One Wealth Map, LLC, city: Las Vegas, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171750/; rank: 11, crd: 285633, firm: Urban Wealth Management or Uwm, city: Henderson, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285633/; rank: 11, crd: 285823, firm: Buckley Wealth, city: Las Vegas, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285823/; rank: 11, crd: 296847, firm: GK Wealth Management LLC, city: Reno, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296847/; rank: 11, crd: 300031, firm: Equity Advisors, LLC, city: Zepher Cove, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300031/; rank: 11, crd: 311876, firm: Mission Financial Group, LLC, city: Las Vegas, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311876/; rank: 11, crd: 328151, firm: Sierra Summit Advisors LLC, city: Incline Village, state: NV, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328151/; rank: 21, crd: 107125, firm: Winans Investments, city: Las Vegas, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107125/; rank: 21, crd: 108724, firm: Schultz Financial Group Incorporated, city: Reno, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108724/; rank: 21, crd: 115945, firm: 3rd Creek Investments, city: Incline Village, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115945/; rank: 21, crd: 150601, firm: Holm & Cawley Financial Group LLC, city: Las Vegas, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150601/; rank: 21, crd: 165560, firm: Kingsbridge Wealth Management, Inc., city: Las Vegas, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165560/; rank: 21, crd: 293331, firm: Incline Investment Advisors, LLC, city: Incline Village, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293331/; rank: 21, crd: 311869, firm: Whalen Financial, city: Las Vegas, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311869/; rank: 21, crd: 324419, firm: Diazo, LLC, city: Henderson, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324419/; rank: 21, crd: 331816, firm: Pandora Wealth, Inc., city: Las Vegas, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331816/; rank: 21, crd: 343059, firm: Atlas Wealth Management, city: Las Vegas, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343059/; rank: 31, crd: 123764, firm: Capstone Capital Wealth Advisors, city: Henderson, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123764/; rank: 31, crd: 130189, firm: Read & Powell Financial Services, LLC, city: Elko, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130189/; rank: 31, crd: 131562, firm: Open Window Financial Solutions, Ltd., city: Reno, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131562/; rank: 31, crd: 151602, firm: Money Managers, Inc., city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151602/; rank: 31, crd: 154248, firm: Skyoak Capital, Inc., city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154248/; rank: 31, crd: 167381, firm: Aljian Capital Management, city: Carson City, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167381/; rank: 31, crd: 170269, firm: Global Key Advisors, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170269/; rank: 31, crd: 173929, firm: Vantage Wealth Planning, city: Reno, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173929/; rank: 31, crd: 284554, firm: South Cove Financial, LLC, city: Henderson, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284554/; rank: 31, crd: 286458, firm: Golden Years Financial, LLC, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286458/; rank: 31, crd: 299304, firm: Grow with Me, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299304/; rank: 31, crd: 304920, firm: Alaethes Wealth, LLC, city: Glenbrook, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304920/; rank: 31, crd: 317358, firm: Forthright Partnerstm, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317358/; rank: 31, crd: 317823, firm: Keystone Wealth Advisors, LLC, city: Reno, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317823/; rank: 31, crd: 323114, firm: Burr Financial Services, LLC, city: Sparks, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323114/; rank: 31, crd: 324252, firm: Rightwise Wealth, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324252/; rank: 31, crd: 326699, firm: Backbone Planning Partners LLC, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326699/; rank: 31, crd: 336187, firm: Sanchez Gaunt Capital Management, LLC, city: Reno, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336187/; rank: 31, crd: 342411, firm: Wells Capital Advisors LLC, city: Las Vegas, state: NV, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342411/; rank: 50, crd: 8425, firm: RJJ Pasadena Securities, Inc., city: Henderson, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/8425/; rank: 50, crd: 106969, firm: Moler Capital Management, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106969/; rank: 50, crd: 107568, firm: Navellier & Associates Inc, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107568/; rank: 50, crd: 110478, firm: GW Financial, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110478/; rank: 50, crd: 121045, firm: Sensible Portfolios, LLC, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121045/; rank: 50, crd: 134456, firm: Seasonal Strategy, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134456/; rank: 50, crd: 145269, firm: Financial Institution Services, LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145269/; rank: 50, crd: 145476, firm: Bowers Wealth Management, Inc., city: Glenbrook, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145476/; rank: 50, crd: 151187, firm: McBroom & Associates, LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151187/; rank: 50, crd: 163994, firm: Prakash Investment Advisors LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163994/; rank: 50, crd: 166017, firm: Bodhi Tree Capital Management, LLC, city: Incline Village, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166017/; rank: 50, crd: 169967, firm: J Sohn, LLC., city: not stated, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169967/; rank: 50, crd: 171568, firm: Global Macro Asset Management LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171568/; rank: 50, crd: 282776, firm: Rubey & Rust Capital Management, LLC, city: Crystal Bay, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282776/; rank: 50, crd: 283357, firm: Ratio Capital, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283357/; rank: 50, crd: 284240, firm: RSW Wealth Management, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284240/; rank: 50, crd: 291482, firm: M Stevens Wealth Advisors, LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291482/; rank: 50, crd: 292295, firm: Abundant Wealth Strategies, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292295/; rank: 50, crd: 297602, firm: Nest Egg Financial Advisors, city: Incline Village, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297602/; rank: 50, crd: 304721, firm: Brightree Wealth Management, LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304721/; rank: 50, crd: 307227, firm: Sierra Management Group, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307227/; rank: 50, crd: 308370, firm: White Aspen Capital LLC, city: Henderson, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308370/; rank: 50, crd: 312088, firm: Cavalot Capital, city: Incline Village, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312088/; rank: 50, crd: 312245, firm: Curtis Wealth Management LLC, city: Henderson, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312245/; rank: 50, crd: 319013, firm: Conway Partners, city: Incline Village, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319013/; rank: 50, crd: 332780, firm: Full Focus Capital Management, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332780/; rank: 50, crd: 334710, firm: SG Financial, city: Henderson, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334710/; rank: 50, crd: 337989, firm: Nevada Retirement Planners, LLC, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337989/; rank: 50, crd: 339546, firm: Momentum Capital Management, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339546/; rank: 50, crd: 340152, firm: Legacy Wealth Group, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340152/; rank: 80, crd: 108137, firm: Vomund Investment Management, LLC, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108137/; rank: 80, crd: 108368, firm: Caleb Lawrence Registered Investment Adviser Inc., city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108368/; rank: 80, crd: 108817, firm: Randolph & Associates, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108817/; rank: 80, crd: 112365, firm: Sullivan Capital Management, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112365/; rank: 80, crd: 114136, firm: Edgemont Investment Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114136/; rank: 80, crd: 115044, firm: Klaraos, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115044/; rank: 80, crd: 117748, firm: Lal Ltd., city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117748/; rank: 80, crd: 118571, firm: MLD Investment Advisory, Inc., city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118571/; rank: 80, crd: 119299, firm: Cornerstone Financial Advisors Ltd., city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119299/; rank: 80, crd: 119382, firm: Ntact Retirement Solutions, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119382/; rank: 80, crd: 120805, firm: Paradigm Capital Management, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120805/; rank: 80, crd: 121086, firm: Houssels Capital Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121086/; rank: 80, crd: 121782, firm: Boyd Investment Services, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121782/; rank: 80, crd: 125134, firm: Smith, Blair, city: Carson City, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125134/; rank: 80, crd: 129695, firm: MW Investment Advisor, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129695/; rank: 80, crd: 129823, firm: YH&C Investments Inc., city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129823/; rank: 80, crd: 131442, firm: Finley Financial, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131442/; rank: 80, crd: 132825, firm: Strategic Portfolio Advisors, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132825/; rank: 80, crd: 134197, firm: Trilogy Investment Management, LLC, city: not stated, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134197/; rank: 80, crd: 137770, firm: Private Wealth Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137770/; rank: 80, crd: 145304, firm: Sierra Nevada Wealth Management, LLC, city: Dayton, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145304/; rank: 80, crd: 145725, firm: GSP Financial Strategies, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145725/; rank: 80, crd: 149762, firm: Veritas Wealth Advisors, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149762/; rank: 80, crd: 150762, firm: Artience Capital Management, LLC, city: Gardnerville, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150762/; rank: 80, crd: 151570, firm: Physician Wealth Solutions, city: North Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151570/; rank: 80, crd: 152440, firm: La Loma Capital, city: Zephyr Cove, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152440/; rank: 80, crd: 152853, firm: MK Strategic Equities, city: Dayton, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152853/; rank: 80, crd: 153642, firm: Patrick J. Keating Investment Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153642/; rank: 80, crd: 155140, firm: Whiterock Financial, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155140/; rank: 80, crd: 155610, firm: Heinz Global Asset Management, Inc., city: Gardnerville, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155610/; rank: 80, crd: 155944, firm: FD Ball Investment Advisors, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155944/; rank: 80, crd: 155999, firm: G&S Wealth Management LLC, city: Elko, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155999/; rank: 80, crd: 162781, firm: Resource Capital Management, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162781/; rank: 80, crd: 163567, firm: Qci Partners LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163567/; rank: 80, crd: 166773, firm: Oresund Capital LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166773/; rank: 80, crd: 167721, firm: Octavia Investments LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167721/; rank: 80, crd: 169518, firm: Virtuoso Wealth Management, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169518/; rank: 80, crd: 169648, firm: Atlas Peak Advisors, Inc., city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169648/; rank: 80, crd: 170423, firm: NLRK LLC DBA Newbean Capital LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170423/; rank: 80, crd: 172999, firm: Pembroke Asset Advisors, LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172999/; rank: 80, crd: 174703, firm: Alpine Asset Management, city: Zephyr Cove, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174703/; rank: 80, crd: 174967, firm: Cubed Systems, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174967/; rank: 80, crd: 175315, firm: Softwealth, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175315/; rank: 80, crd: 282687, firm: Monocot Wealth Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282687/; rank: 80, crd: 283916, firm: Sterling Wealth Management, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283916/; rank: 80, crd: 284665, firm: Gao Investments, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284665/; rank: 80, crd: 285988, firm: Cogwheel Wealth Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285988/; rank: 80, crd: 286130, firm: Harvest Wealth Design & Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286130/; rank: 80, crd: 288594, firm: Perpetual Capital Advisors, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288594/; rank: 80, crd: 289152, firm: Rader Wealth Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289152/; rank: 80, crd: 290935, firm: Silveroak Investments, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290935/; rank: 80, crd: 291591, firm: Blueprint Investments and Tax Planning, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291591/; rank: 80, crd: 291722, firm: Tresco Financial, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291722/; rank: 80, crd: 293806, firm: Melissa Matson LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293806/; rank: 80, crd: 294339, firm: Bray Capital Group LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294339/; rank: 80, crd: 295412, firm: Kamichu Wealth Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295412/; rank: 80, crd: 297765, firm: Mountain View Financial Advisors, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297765/; rank: 80, crd: 299221, firm: Purposeful Planning, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299221/; rank: 80, crd: 299833, firm: CGR Financial, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299833/; rank: 80, crd: 300121, firm: Fraser Asset Management, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300121/; rank: 80, crd: 300224, firm: Panthera Capital LLC, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300224/; rank: 80, crd: 300291, firm: Darby Wealth Planning LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300291/; rank: 80, crd: 300318, firm: MacDonald Wealth Associates LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300318/; rank: 80, crd: 300411, firm: Interval Capital Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300411/; rank: 80, crd: 301027, firm: Options Best Financial, city: Gardnerville, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301027/; rank: 80, crd: 301926, firm: Red Rock Capital Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301926/; rank: 80, crd: 304536, firm: Firmament Financial, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304536/; rank: 80, crd: 304650, firm: Fed Advisors, Inc, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304650/; rank: 80, crd: 305177, firm: Trident Capital Advisors, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305177/; rank: 80, crd: 305293, firm: AK Investing, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305293/; rank: 80, crd: 306858, firm: Clarity Council Financial, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306858/; rank: 80, crd: 309970, firm: Actuarial Direct LLC, city: Pahrump, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309970/; rank: 80, crd: 310614, firm: Dale Q. Rice Investment Management, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310614/; rank: 80, crd: 310879, firm: Ulta Wealth Management, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310879/; rank: 80, crd: 311022, firm: Alchemy Wealth Management, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311022/; rank: 80, crd: 311268, firm: Sequoia Wealth Management Group, city: Gardnerville, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311268/; rank: 80, crd: 311833, firm: Michael Mellberg Investment Advisor, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311833/; rank: 80, crd: 312715, firm: Desert Capital Advisors, LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312715/; rank: 80, crd: 313218, firm: Kmi Wealth Advisors, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313218/; rank: 80, crd: 313385, firm: Hawken Wealth Management, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313385/; rank: 80, crd: 314193, firm: Cadenza Financial Planning, city: not stated, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314193/; rank: 80, crd: 319373, firm: Athena Wealth Management, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319373/; rank: 80, crd: 319383, firm: Spirit Investment Advisors, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319383/; rank: 80, crd: 321140, firm: Bird Spring Financial LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321140/; rank: 80, crd: 322123, firm: Wealth in Yourself LLC, city: Zephyr Cove, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322123/; rank: 80, crd: 323014, firm: Western Level Advisors LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323014/; rank: 80, crd: 323069, firm: Dna Financial, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323069/; rank: 80, crd: 324342, firm: Winder Wealth Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324342/; rank: 80, crd: 324584, firm: Echo Wealth Partners, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324584/; rank: 80, crd: 324737, firm: SG Financial Group, LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324737/; rank: 80, crd: 326217, firm: Clearpath Investment, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326217/; rank: 80, crd: 327255, firm: Avalon Wealth Partners, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327255/; rank: 80, crd: 329342, firm: Discretionary Inc., city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329342/; rank: 80, crd: 330819, firm: Ensourceful, Inc., city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330819/; rank: 80, crd: 331501, firm: Maierhofer Wealth, city: Stagecoach, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331501/; rank: 80, crd: 332891, firm: Winston Wealth Strategies, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332891/; rank: 80, crd: 333926, firm: Wolf Pack Wealth, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333926/; rank: 80, crd: 333991, firm: Squires Law & Squires Investments, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333991/; rank: 80, crd: 334452, firm: Manhattan Global Asset Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334452/; rank: 80, crd: 335068, firm: Haynes Investment Advisors LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335068/; rank: 80, crd: 335107, firm: Oceanair Wealth, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335107/; rank: 80, crd: 335969, firm: Hatchet Financial, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335969/; rank: 80, crd: 336410, firm: Ignis Capital Advisors LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336410/; rank: 80, crd: 336797, firm: Erk Wealth Advisors, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336797/; rank: 80, crd: 337889, firm: McKinney-X LLC, city: North Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337889/; rank: 80, crd: 338223, firm: Navigator Wealth Advisors, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338223/; rank: 80, crd: 338889, firm: Caskwise Capital Inc, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338889/; rank: 80, crd: 338952, firm: Powerhouse Financial Advisors, Inc., city: Minden, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338952/; rank: 80, crd: 339012, firm: Oak Bay Financial, LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339012/; rank: 80, crd: 340587, firm: Ashcroft Green Advisors, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340587/; rank: 80, crd: 341055, firm: Trica Wealth Planning, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341055/; rank: 80, crd: 341168, firm: Sagebrush Wealth Partners, city: Elko, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341168/; rank: 80, crd: 341347, firm: Franklin Advisors Corp, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341347/; rank: 80, crd: 341872, firm: Innosight Wealth Management LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341872/; rank: 80, crd: 341886, firm: Mav Wealth, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341886/; rank: 80, crd: 342178, firm: Aldrich Investment Management, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342178/; rank: 80, crd: 342501, firm: Williamson Price Modern Wealth Management LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342501/; rank: 80, crd: 342757, firm: Miller Asset Management LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342757/; rank: 80, crd: 343224, firm: Holocron Holdings, city: Pahrump, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343224/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [RIA market data for Nevada](https://advisoriq.com/ria/states/nevada/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/nevada/

License: https://advisoriq.com/license/