City
Wealth management firms in Henderson, Nevada
As of October 2, 2026, 29 wealth management firms, including broker-dealer firms, with their main office in Henderson, Nevada reported $2.1 billion in regulatory assets under management; the largest by assets was Capstone Capital Wealth Advisors, with $408.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 29
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $73.0 million
- SEC-registered, of those listed
- 8 of 29 (27.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Capstone Capital Wealth Advisors | SEC | $408.4 million | 551 |
| 2 | Cassady Wealth & Retirement Planning L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $292.1 million | 685 |
| 3 | Diazo, LLC | SEC | $221.6 million | 876 |
| 4 | Urban Wealth Management or Uwm | SEC | $212.5 million | 837 |
| 5 | South Cove Financial, LLC | SEC | $168.4 million | 208 |
| 6 | Dale Q. Rice Investment Management | SEC | $156.6 million | 266 |
| 7 | Curtis Wealth Management LLC | SEC | $148.5 million | 303 |
| 8 | RJJ Pasadena Securities, Inc. | SEC | $115.2 million | 276 |
| 9 | Desert Capital Advisors, LLC | State | $81.6 million | 36 |
| 10 | Qci Partners LLC | State | $80.1 million | 42 |
| 11 | Pembroke Asset Advisors, LLC | State | $53.1 million | 381 |
| 12 | Boyd Investment Services | State | $52.6 million | 154 |
| 13 | Spirit Investment Advisors | State | $22.3 million | 20 |
| 14 | MLD Investment Advisory, Inc. | State | $18.8 million | 32 |
| 15 | SG Financial | State | $18.1 million | 88 |
| 16 | White Aspen Capital LLC | State | $18.0 million | 166 |
| 17 | Melissa Matson LLC | State | $15.0 million | 118 |
| 18 | Avalon Wealth Partners | State | $10.4 million | 67 |
| 19 | Cornerstone Financial Advisors Ltd. | State | $6.4 million | 25 |
| 20 | Fed Advisors, Inc | State | $5.8 million | 36 |
| 21 | CGR Financial | State | $5.3 million | 33 |
| 22 | SG Financial Group, LLC | State | $2.6 million | 10 |
| 23 | Bray Capital Group LLC | State | $2.0 million | 77 |
| 24 | Virtuoso Wealth Management | State | $222,879 | 4 |
| 25 | Aldrich Investment Management | State | $0 | 0 |
| 26 | Ensourceful, Inc. | State | $0 | 0 |
| 27 | Franklin Advisors Corp | State | $0 | 0 |
| 28 | Miller Asset Management LLC | State | $0 | 0 |
| 29 | Oak Bay Financial, LLC | State | $0 | 0 |
Wealth management firms 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.