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RIA directory Rankings Most clients Nevada
Ranking, Nevada
Independent RIAs with the most clients 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 clients, with 13,265.
Include wirehouses and broker-dealer firms
Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients in Nevada
Rank
Firm
City
Most clients
1
The Wealth Consulting Group
Las Vegas
13,265
2
Belpointe Asset Management LLC
Reno
7,713
3
Navellier & Associates Inc
Reno
1,321
4
Forthright Capital
Las Vegas
987
5
American Wealth Management
Reno
897
6
Sanchez Gaunt Capital Management, LLC
Reno
830
7
Palisade Investments, LLC
Zephyr Cove
668
8
RB Capital Management, LLC
Reno
648
9
GK Wealth Management LLC
Reno
534
10
Read & Powell Financial Services, LLC
Elko
530
10
Arista Wealth Management, LLC
Las Vegas
530
12
Nevada Retirement Planners, LLC
Reno
529
13
Bauman Wealth Advisors
Las Vegas
493
14
Black Card Circle
Las Vegas
470
15
Aljian Capital Management
Carson City
436
16
Vantage Wealth Planning
Reno
429
17
The Investment Counsel Company
Las Vegas
410
18
Whalen Financial
Las Vegas
400
19
Mission Financial Group, LLC
Las Vegas
377
20
Veritas Wealth Advisors
Reno
371
21
Elevage Partners, LLC
Reno
368
22
Diazo, LLC
Henderson
339
23
Financial Institution Services, LLC
Las Vegas
332
24
Urban Wealth Management or Uwm
Henderson
285
25
Golden Years Financial, LLC
Las Vegas
279
26
Winans Investments
Las Vegas
276
27
Skyoak Capital, Inc.
Las Vegas
268
28
Holm & Cawley Financial Group LLC
Las Vegas
251
29
Argos Wealth Advisors LLC
Las Vegas
244
30
One Wealth Map, LLC
Las Vegas
226
30
Buckley Wealth
Las Vegas
226
30
Powerhouse Financial Advisors, Inc.
Minden
226
33
South Cove Financial, LLC
Henderson
208
34
Capstone Capital Wealth Advisors
Henderson
200
35
Alchemy Wealth Management
Reno
198
36
Blueprint Investments and Tax Planning
Incline Village
193
37
Brightree Wealth Management, LLC
Las Vegas
191
37
Kmi Wealth Advisors
Reno
191
39
Money Managers, Inc.
Las Vegas
188
40
Sensible Portfolios, LLC
Reno
173
41
RJJ Pasadena Securities, Inc.
Henderson
170
41
Bowers Wealth Management, Inc.
Glenbrook
170
43
Pembroke Asset Advisors, LLC
Henderson
168
43
Sierra Management Group
Reno
168
45
Burr Financial Services, LLC
Sparks
159
46
Sierra Summit Advisors LLC
Incline Village
158
47
J Sohn, LLC.
Not reported
156
48
Grow with Me
Las Vegas
153
49
Athena Wealth Management, LLC
Reno
150
50
Rubey & Rust Capital Management, LLC
Crystal Bay
145
51
Silveroak Investments, LLC
Las Vegas
142
52
Mountain View Financial Advisors
Las Vegas
130
53
Cavalot Capital
Incline Village
129
54
Keystone Wealth Advisors, LLC
Reno
128
55
Paradigm Capital Management
Reno
125
56
Finley Financial, LLC
Las Vegas
124
57
Dale Q. Rice Investment Management
Henderson
121
58
Melissa Matson LLC
Henderson
118
58
Legacy Wealth Group
Las Vegas
118
60
Schultz Financial Group Incorporated
Reno
116
61
McBroom & Associates, LLC
Las Vegas
114
61
Perpetual Capital Advisors, LLC
Reno
114
63
Adaptive Wealth Engineering
Las Vegas
113
64
Physician Wealth Solutions
North Las Vegas
111
65
Incline Investment Advisors, LLC
Incline Village
110
66
Backbone Planning Partners LLC
Las Vegas
109
66
Pandora Wealth, Inc.
Las Vegas
109
68
3rd Creek Investments
Incline Village
108
68
Equity Advisors, LLC
Zepher Cove
108
70
Boyd Investment Services
Henderson
106
70
Curtis Wealth Management LLC
Henderson
106
72
Alaethes Wealth, LLC
Glenbrook
104
73
Open Window Financial Solutions, Ltd.
Reno
101
74
Sierra Nevada Wealth Management, LLC
Dayton
99
75
Atlas Peak Advisors, Inc.
Incline Village
96
76
Trident Capital Advisors, LLC
Reno
94
77
GW Financial
Reno
93
78
Strategic Portfolio Advisors
Las Vegas
90
78
Sequoia Wealth Management Group
Gardnerville
90
80
Moler Capital Management
Las Vegas
87
80
AK Investing
Las Vegas
87
82
Prakash Investment Advisors LLC
Las Vegas
85
83
Qci Partners LLC
Henderson
84
84
Actuarial Direct LLC
Pahrump
82
84
Conway Partners
Incline Village
82
86
Monocot Wealth Management, LLC
Las Vegas
78
86
Abundant Wealth Strategies
Las Vegas
78
88
Ntact Retirement Solutions
Las Vegas
75
88
Whiterock Financial, LLC
Las Vegas
75
90
Octavia Investments LLC
Las Vegas
73
90
Squires Law & Squires Investments, LLC
Reno
73
92
White Aspen Capital LLC
Henderson
70
93
Lal Ltd.
Las Vegas
65
94
Vomund Investment Management, LLC
Incline Village
61
94
G&S Wealth Management LLC
Elko
61
94
Bray Capital Group LLC
Henderson
61
97
SG Financial
Henderson
53
98
Caleb Lawrence Registered Investment Adviser Inc.
Reno
52
98
Kingsbridge Wealth Management, Inc.
Las Vegas
52
98
Firmament Financial
Reno
52
98
Western Level Advisors LLC
Reno
52
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most clients 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 .