# Independent RIAs with the most CFP professionals 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 CFP professionals, with 37.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 71
- rows: rank: 1, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, state: NV, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173194/; rank: 2, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, state: NV, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143440/; rank: 3, 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: 3, crd: 122205, firm: American Wealth Management, city: Reno, state: NV, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122205/; rank: 5, crd: 125678, firm: RB 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/125678/; rank: 6, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/19608/; rank: 6, 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: 6, crd: 131562, firm: Open Window Financial Solutions, Ltd., city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131562/; rank: 6, crd: 173929, firm: Vantage Wealth Planning, city: Reno, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173929/; rank: 6, crd: 324419, firm: Diazo, LLC, city: Henderson, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324419/; rank: 6, crd: 326699, firm: Backbone Planning Partners LLC, city: Las Vegas, state: NV, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326699/; rank: 12, crd: 107568, firm: Navellier & Associates Inc, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107568/; rank: 12, crd: 115945, firm: 3rd Creek Investments, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115945/; rank: 12, crd: 121045, firm: Sensible Portfolios, LLC, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121045/; rank: 12, crd: 123764, firm: Capstone Capital Wealth Advisors, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123764/; rank: 12, 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: 12, 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: 12, crd: 134456, firm: Seasonal Strategy, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134456/; rank: 12, crd: 141504, firm: Arista 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/141504/; rank: 12, crd: 144481, firm: Argos 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/144481/; rank: 12, crd: 145269, firm: Financial Institution Services, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145269/; rank: 12, 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: 12, crd: 145476, firm: Bowers Wealth Management, Inc., city: Glenbrook, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145476/; rank: 12, 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: 12, crd: 151187, firm: McBroom & 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/151187/; rank: 12, 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: 12, 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: 12, crd: 153061, firm: Bauman 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/153061/; rank: 12, crd: 154248, firm: Skyoak Capital, Inc., city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154248/; rank: 12, 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: 12, crd: 171750, firm: One Wealth Map, LLC, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171750/; rank: 12, 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: 12, 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: 12, 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: 12, crd: 284554, firm: South Cove Financial, LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284554/; rank: 12, crd: 285633, firm: Urban Wealth Management or Uwm, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285633/; rank: 12, crd: 285823, firm: Buckley Wealth, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285823/; rank: 12, 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: 12, 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: 12, crd: 290342, firm: Black Card Circle, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290342/; rank: 12, crd: 292295, firm: Abundant Wealth Strategies, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292295/; rank: 12, 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: 12, crd: 296847, firm: GK 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/296847/; rank: 12, crd: 297602, firm: Nest Egg Financial Advisors, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297602/; rank: 12, 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: 12, crd: 300031, firm: Equity Advisors, LLC, city: Zepher Cove, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300031/; rank: 12, 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: 12, 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: 12, crd: 304920, firm: Alaethes Wealth, LLC, city: Glenbrook, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304920/; rank: 12, 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: 12, crd: 307227, firm: Sierra Management Group, city: Reno, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307227/; rank: 12, crd: 308370, firm: White Aspen Capital LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308370/; rank: 12, crd: 312088, firm: Cavalot Capital, city: Incline Village, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312088/; rank: 12, crd: 312245, firm: Curtis Wealth Management LLC, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312245/; rank: 12, 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: 12, crd: 317358, firm: Forthright Partnerstm, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317358/; rank: 12, 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: 12, 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: 12, crd: 323596, firm: Forthright Capital, city: Las Vegas, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323596/; rank: 12, 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: 12, 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: 12, 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: 12, 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: 12, crd: 334710, firm: SG Financial, city: Henderson, state: NV, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334710/; rank: 12, 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: 12, crd: 336187, firm: Sanchez Gaunt 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/336187/; rank: 12, 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: 12, 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: 12, 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: 12, 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: 12, 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/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/nevada/

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