City
Wealth management firms in Incline Village, Nevada
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Incline Village, Nevada reported $1.6 billion in regulatory assets under management; the largest by assets was Sierra Summit Advisors LLC, with $780.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $131.9 million
- SEC-registered, of those listed
- 3 of 12 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sierra Summit Advisors LLC | SEC | $780.8 million | 484 |
| 2 | 3rd Creek Investments | SEC | $204.9 million | 436 |
| 3 | Conway Partners | SEC | $166.3 million | 229 |
| 4 | Incline Investment Advisors, LLC | State | $91.8 million | 274 |
| 5 | Atlas Peak Advisors, Inc. | State | $86.8 million | 203 |
| 6 | Vomund Investment Management, LLC | State | $64.5 million | 63 |
| 7 | Cavalot Capital | State | $64.1 million | 265 |
| 8 | Nest Egg Financial Advisors | State | $37.2 million | 109 |
| 9 | Bodhi Tree Capital Management, LLC | State | $31.0 million | 9 |
| 10 | Blueprint Investments and Tax Planning | State | $28.2 million | 268 |
| 11 | Sullivan Capital Management | State | $25.6 million | 44 |
| 12 | Panthera Capital LLC | State | $1.4 million | 2 |
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.