IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

City

Independent RIAs in Henderson, Nevada

As of October 2, 2026, 28 independent wealth management RIAs with their main office in Henderson, Nevada reported $1.8 billion in regulatory assets under management; the largest by assets was Capstone Capital Wealth Advisors, with $408.4 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
28
Regulatory assets under management
$1.8 billion
Average per firm
$65.1 million
SEC-registered, of those listed
7 of 28 (25.0%)

Firms by assets

Independent RIAs in Henderson, Nevada, largest first
#FirmRegistrationRAUMAccounts
1 Capstone Capital Wealth Advisors SEC $408.4 million 551
2 Diazo, LLC SEC $221.6 million 876
3 Urban Wealth Management or Uwm SEC $212.5 million 837
4 South Cove Financial, LLC SEC $168.4 million 208
5 Dale Q. Rice Investment Management SEC $156.6 million 266
6 Curtis Wealth Management LLC SEC $148.5 million 303
7 RJJ Pasadena Securities, Inc. SEC $115.2 million 276
8 Desert Capital Advisors, LLC State $81.6 million 36
9 Qci Partners LLC State $80.1 million 42
10 Pembroke Asset Advisors, LLC State $53.1 million 381
11 Boyd Investment Services State $52.6 million 154
12 Spirit Investment Advisors State $22.3 million 20
13 MLD Investment Advisory, Inc. State $18.8 million 32
14 SG Financial State $18.1 million 88
15 White Aspen Capital LLC State $18.0 million 166
16 Melissa Matson LLC State $15.0 million 118
17 Avalon Wealth Partners State $10.4 million 67
18 Cornerstone Financial Advisors Ltd. State $6.4 million 25
19 Fed Advisors, Inc State $5.8 million 36
20 CGR Financial State $5.3 million 33
21 SG Financial Group, LLC State $2.6 million 10
22 Bray Capital Group LLC State $2.0 million 77
23 Virtuoso Wealth Management State $222,879 4
24 Aldrich Investment Management State $0 0
25 Ensourceful, Inc. State $0 0
26 Franklin Advisors Corp State $0 0
27 Miller Asset Management LLC State $0 0
28 Oak Bay Financial, LLC State $0 0

Independent RIAs in Nevada, including every city.

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.