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AdvisorIQ

Ranking, Nevada

Wealth firms with the most high net worth clients, including broker-dealer firms in Nevada

As of October 2, 2026, The Wealth Consulting Group ranked #1 in Nevada in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 4,214.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 The Ameriflex Group Broker-dealer affiliated Las Vegas 2,229
3 Belpointe Asset Management LLC Reno 1,321
4 Navellier & Associates Inc Reno 1,264
5 The Investment Counsel Company Las Vegas 384
6 American Wealth Management Reno 200
7 RB Capital Management, LLC Reno 198
8 Arista Wealth Management, LLC Las Vegas 161
9 Aljian Capital Management Carson City 154
10 Palisade Investments, LLC Zephyr Cove 136
11 Sierra Summit Advisors LLC Incline Village 135
12 GK Wealth Management LLC Reno 125
13 Buckley Wealth Las Vegas 124
14 Sanchez Gaunt Capital Management, LLC Reno 116
15 Sensible Portfolios, LLC Reno 102
16 Vantage Wealth Planning Reno 99
17 Capstone Capital Wealth Advisors Henderson 92
18 Peterson Wealth Management, LLC Broker-dealer affiliated Sparks 86
19 Pandora Wealth, Inc. Las Vegas 85
20 Bowers Wealth Management, Inc. Glenbrook 81
20 Alaethes Wealth, LLC Glenbrook 81
22 Finley Financial, LLC Las Vegas 78
23 Physician Wealth Solutions North Las Vegas 77
24 Cassady Wealth & Retirement Planning L.L.C. Broker-dealer affiliated Henderson 75
25 Dale Q. Rice Investment Management Henderson 71
25 Squires Law & Squires Investments, LLC Reno 71
27 Paradigm Capital Management Reno 70
27 One Wealth Map, LLC Las Vegas 70
27 Conway Partners Incline Village 70
30 Brightree Wealth Management, LLC Las Vegas 69
30 Whalen Financial Las Vegas 69
32 Winans Investments Las Vegas 67
33 Open Window Financial Solutions, Ltd. Reno 65
34 RJJ Pasadena Securities, Inc. Henderson 61
34 Prakash Investment Advisors LLC Las Vegas 61
34 Athena Wealth Management, LLC Reno 61
37 Octavia Investments LLC Las Vegas 60
37 Mission Financial Group, LLC Las Vegas 60
39 McBroom & Associates, LLC Las Vegas 58
39 Sequoia Wealth Management Group Gardnerville 58
41 Schultz Financial Group Incorporated Reno 57
42 Adaptive Wealth Engineering Las Vegas 56
42 Read & Powell Financial Services, LLC Elko 56
42 Incline Investment Advisors, LLC Incline Village 56
45 Burr Financial Services, LLC Sparks 54
46 American Retirement Planning Group Inc Broker-dealer affiliated Las Vegas 52
46 GW Financial Reno 52
46 Urban Wealth Management or Uwm Henderson 52
49 Financial Institution Services, LLC Las Vegas 50
50 Diazo, LLC Henderson 46
51 Argos Wealth Advisors LLC Las Vegas 45
51 Skyoak Capital, Inc. Las Vegas 45
51 Kingsbridge Wealth Management, Inc. Las Vegas 45
51 Sierra Management Group Reno 45
51 Curtis Wealth Management LLC Henderson 45
56 Moler Capital Management Las Vegas 44
56 Veritas Wealth Advisors Reno 44
56 Bauman Wealth Advisors Las Vegas 44
56 Rubey & Rust Capital Management, LLC Crystal Bay 44
60 3rd Creek Investments Incline Village 42
60 Manhattan Global Asset Management LLC Las Vegas 42
62 Grow with Me Las Vegas 38
63 Monocot Wealth Management, LLC Las Vegas 34
63 Black Card Circle Las Vegas 34
65 Global Key Advisors Las Vegas 31
66 Seasonal Strategy Reno 29
67 Vomund Investment Management, LLC Incline Village 28
67 Holm & Cawley Financial Group LLC Las Vegas 28
67 Heinz Global Asset Management, Inc. Gardnerville 28
70 Sullivan Capital Management Incline Village 26
70 Pembroke Asset Advisors, LLC Henderson 26
70 Backbone Planning Partners LLC Las Vegas 26
73 Ulta Wealth Management, LLC Las Vegas 24
74 Elevage Partners, LLC Reno 23
74 Alpine Asset Management Zephyr Cove 23
76 Artience Capital Management, LLC Gardnerville 22
76 Qci Partners LLC Henderson 22
76 Mountain View Financial Advisors Las Vegas 22
76 Powerhouse Financial Advisors, Inc. Minden 22
80 Boyd Investment Services Henderson 21
80 Atlas Peak Advisors, Inc. Incline Village 21
82 Edgemont Investment Management, LLC Las Vegas 20
82 Money Managers, Inc. Las Vegas 20
82 Cubed Systems Las Vegas 20
85 Abundant Wealth Strategies Las Vegas 19
85 Cavalot Capital Incline Village 19
87 Bodhi Tree Capital Management, LLC Incline Village 18
88 Strategic Portfolio Advisors Las Vegas 17
88 Purposeful Planning Las Vegas 17
90 YH&C Investments Inc. Las Vegas 16
90 Whiterock Financial, LLC Las Vegas 16
92 South Cove Financial, LLC Henderson 15
93 Klaraos, LLC Reno 14
93 Softwealth Reno 14
93 Silveroak Investments, LLC Las Vegas 14
93 Alchemy Wealth Management Reno 14
97 MLD Investment Advisory, Inc. Henderson 12
97 Houssels Capital Management, LLC Las Vegas 12
97 RSW Wealth Management Reno 12
97 Perpetual Capital Advisors, LLC Reno 12
97 Trident Capital Advisors, LLC Reno 12
97 Spirit Investment Advisors Henderson 12
97 Western Level Advisors LLC Reno 12

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.