# Newest independent RIAs in Nevada

As of October 2, 2026, Holm & Cawley Financial Group LLC ranked #1 in Nevada in AdvisorIQ's ranking of newest independent RIAs, with $128.8 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Nevada
- firms_listed: 27
- rows: rank: 1, crd: 150601, firm: Holm & Cawley Financial Group LLC, city: Las Vegas, state: NV, value: 128816000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150601/; rank: 2, crd: 307227, firm: Sierra Management Group, city: Reno, state: NV, value: 127071586, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307227/; rank: 3, crd: 137770, firm: Private Wealth Management LLC, city: Las Vegas, state: NV, value: 126232643, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137770/; rank: 4, crd: 8425, firm: RJJ Pasadena Securities, Inc., city: Henderson, state: NV, value: 115223002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/8425/; rank: 5, crd: 338952, firm: Powerhouse Financial Advisors, Inc., city: Minden, state: NV, value: 108231666, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338952/; rank: 6, crd: 340152, firm: Legacy Wealth Group, city: Las Vegas, state: NV, value: 67402000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340152/; rank: 7, crd: 304650, firm: Fed Advisors, Inc, city: Henderson, state: NV, value: 5820575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304650/; rank: 8, crd: 329342, firm: Discretionary Inc., city: Reno, state: NV, value: 1400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329342/; rank: 9, crd: 341168, firm: Sagebrush Wealth Partners, city: Elko, state: NV, value: 260000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341168/; rank: 10, crd: 300318, firm: MacDonald Wealth Associates LLC, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300318/; rank: 10, crd: 331501, firm: Maierhofer Wealth, city: Stagecoach, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331501/; rank: 10, crd: 332780, firm: Full Focus Capital Management, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332780/; rank: 10, crd: 338223, firm: Navigator Wealth Advisors, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338223/; rank: 10, crd: 338889, firm: Caskwise Capital Inc, city: Reno, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338889/; rank: 10, crd: 339012, firm: Oak Bay Financial, LLC, city: Henderson, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339012/; rank: 10, crd: 339546, firm: Momentum Capital Management, city: Reno, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339546/; rank: 10, crd: 340587, firm: Ashcroft Green Advisors, LLC, city: Reno, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340587/; rank: 10, crd: 341055, firm: Trica Wealth Planning, LLC, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341055/; rank: 10, crd: 341347, firm: Franklin Advisors Corp, city: Henderson, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341347/; rank: 10, crd: 341872, firm: Innosight Wealth Management LLC, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341872/; rank: 10, crd: 341886, firm: Mav Wealth, LLC, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341886/; rank: 10, crd: 342178, firm: Aldrich Investment Management, city: Henderson, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342178/; rank: 10, crd: 342411, firm: Wells Capital Advisors LLC, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342411/; rank: 10, crd: 342501, firm: Williamson Price Modern Wealth Management LLC, city: Reno, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342501/; rank: 10, crd: 342757, firm: Miller Asset Management LLC, city: Henderson, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342757/; rank: 10, crd: 343059, firm: Atlas Wealth Management, city: Las Vegas, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343059/; rank: 10, crd: 343224, firm: Holocron Holdings, city: Pahrump, state: NV, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343224/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/nevada/

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