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AdvisorIQ

Ranking, Nevada

Independent RIAs with the most high net worth 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 high net worth clients, with 4,214.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 The Wealth Consulting Group Las Vegas 4,214
2 Belpointe Asset Management LLC Reno 1,321
3 Navellier & Associates Inc Reno 1,264
4 The Investment Counsel Company Las Vegas 384
5 American Wealth Management Reno 200
6 RB Capital Management, LLC Reno 198
7 Arista Wealth Management, LLC Las Vegas 161
8 Aljian Capital Management Carson City 154
9 Palisade Investments, LLC Zephyr Cove 136
10 Sierra Summit Advisors LLC Incline Village 135
11 GK Wealth Management LLC Reno 125
12 Buckley Wealth Las Vegas 124
13 Sanchez Gaunt Capital Management, LLC Reno 116
14 Sensible Portfolios, LLC Reno 102
15 Vantage Wealth Planning Reno 99
16 Capstone Capital Wealth Advisors Henderson 92
17 Pandora Wealth, Inc. Las Vegas 85
18 Bowers Wealth Management, Inc. Glenbrook 81
18 Alaethes Wealth, LLC Glenbrook 81
20 Finley Financial, LLC Las Vegas 78
21 Physician Wealth Solutions North Las Vegas 77
22 Dale Q. Rice Investment Management Henderson 71
22 Squires Law & Squires Investments, LLC Reno 71
24 Paradigm Capital Management Reno 70
24 One Wealth Map, LLC Las Vegas 70
24 Conway Partners Incline Village 70
27 Brightree Wealth Management, LLC Las Vegas 69
27 Whalen Financial Las Vegas 69
29 Winans Investments Las Vegas 67
30 Open Window Financial Solutions, Ltd. Reno 65
31 RJJ Pasadena Securities, Inc. Henderson 61
31 Prakash Investment Advisors LLC Las Vegas 61
31 Athena Wealth Management, LLC Reno 61
34 Octavia Investments LLC Las Vegas 60
34 Mission Financial Group, LLC Las Vegas 60
36 McBroom & Associates, LLC Las Vegas 58
36 Sequoia Wealth Management Group Gardnerville 58
38 Schultz Financial Group Incorporated Reno 57
39 Adaptive Wealth Engineering Las Vegas 56
39 Read & Powell Financial Services, LLC Elko 56
39 Incline Investment Advisors, LLC Incline Village 56
42 Burr Financial Services, LLC Sparks 54
43 GW Financial Reno 52
43 Urban Wealth Management or Uwm Henderson 52
45 Financial Institution Services, LLC Las Vegas 50
46 Diazo, LLC Henderson 46
47 Argos Wealth Advisors LLC Las Vegas 45
47 Skyoak Capital, Inc. Las Vegas 45
47 Kingsbridge Wealth Management, Inc. Las Vegas 45
47 Sierra Management Group Reno 45
47 Curtis Wealth Management LLC Henderson 45
52 Moler Capital Management Las Vegas 44
52 Veritas Wealth Advisors Reno 44
52 Bauman Wealth Advisors Las Vegas 44
52 Rubey & Rust Capital Management, LLC Crystal Bay 44
56 3rd Creek Investments Incline Village 42
56 Manhattan Global Asset Management LLC Las Vegas 42
58 Grow with Me Las Vegas 38
59 Monocot Wealth Management, LLC Las Vegas 34
59 Black Card Circle Las Vegas 34
61 Global Key Advisors Las Vegas 31
62 Seasonal Strategy Reno 29
63 Vomund Investment Management, LLC Incline Village 28
63 Holm & Cawley Financial Group LLC Las Vegas 28
63 Heinz Global Asset Management, Inc. Gardnerville 28
66 Sullivan Capital Management Incline Village 26
66 Pembroke Asset Advisors, LLC Henderson 26
66 Backbone Planning Partners LLC Las Vegas 26
69 Ulta Wealth Management, LLC Las Vegas 24
70 Elevage Partners, LLC Reno 23
70 Alpine Asset Management Zephyr Cove 23
72 Artience Capital Management, LLC Gardnerville 22
72 Qci Partners LLC Henderson 22
72 Mountain View Financial Advisors Las Vegas 22
72 Powerhouse Financial Advisors, Inc. Minden 22
76 Boyd Investment Services Henderson 21
76 Atlas Peak Advisors, Inc. Incline Village 21
78 Edgemont Investment Management, LLC Las Vegas 20
78 Money Managers, Inc. Las Vegas 20
78 Cubed Systems Las Vegas 20
81 Abundant Wealth Strategies Las Vegas 19
81 Cavalot Capital Incline Village 19
83 Bodhi Tree Capital Management, LLC Incline Village 18
84 Strategic Portfolio Advisors Las Vegas 17
84 Purposeful Planning Las Vegas 17
86 YH&C Investments Inc. Las Vegas 16
86 Whiterock Financial, LLC Las Vegas 16
88 South Cove Financial, LLC Henderson 15
89 Klaraos, LLC Reno 14
89 Softwealth Reno 14
89 Silveroak Investments, LLC Las Vegas 14
89 Alchemy Wealth Management Reno 14
93 MLD Investment Advisory, Inc. Henderson 12
93 Houssels Capital Management, LLC Las Vegas 12
93 RSW Wealth Management Reno 12
93 Perpetual Capital Advisors, LLC Reno 12
93 Trident Capital Advisors, LLC Reno 12
93 Spirit Investment Advisors Henderson 12
93 Western Level Advisors LLC Reno 12
100 Nest Egg Financial Advisors Incline Village 11
100 Firmament Financial Reno 11
100 Keystone Wealth Advisors, LLC Reno 11

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

More rankings

Most high net worth 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.