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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.