# Independent RIAs in Nevada

As of October 2, 2026, 200 independent wealth management RIAs based in Nevada reported $38.7 billion in regulatory assets under management; the largest by assets was Belpointe Asset Management LLC, with $7.6 billion.

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

## Facts

- state: Nevada
- code: NV
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 87519, firms: 200, median_raum: 54015076.5, raum: 38669785527, advisory_employees: 695, avg_account: 441844.462653824, band_100m_250m: 34, band_100m_250m_raum: 5847019932, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 4, band_1b_5b_raum: 5732044252, band_250m_500m: 17, band_250m_500m_raum: 5242485598, band_500m_1b: 7, band_500m_1b_raum: 4909574575, band_5b_10b: 2, band_5b_10b_raum: 13854377621, band_lt100m: 108, band_lt100m_raum: 3084283549, bd_affiliated_share: 0.005, cfp_professionals: 149, clients: 44500, custody_share: 0.25, employees: 917, fee_aum_pct_share: 0.96, fee_commissions_share: 0.015, fee_fixed_share: 0.58, fee_hourly_share: 0.515, fee_other_share: 0.08, fee_performance_share: 0.085, fee_subscription_share: 0.035, financial_planning_share: 0.71, firms_with_raum: 172, iars: 724, mean_raum: 224824334.459302, new_firms: 27, p25_raum: 10996788.25, p75_raum: 182919208.25, p90_raum: 310381267.1, raum_discretionary: 35963882485, top100_share: 0.978526705057099, top10_share: 0.587307394972302, independent_sec: accounts: 77646, firms: 66, median_raum: 222958975, raum: 35558137099, advisory_employees: 518, avg_account: 457951.949862195, band_100m_250m: 33, band_100m_250m_raum: 5721082835, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 4, band_1b_5b_raum: 5732044252, band_250m_500m: 17, band_250m_500m_raum: 5242485598, band_500m_1b: 7, band_500m_1b_raum: 4909574575, band_5b_10b: 2, band_5b_10b_raum: 13854377621, band_lt100m: 2, band_lt100m_raum: 98572218, bd_affiliated_share: 0, cfp_professionals: 115, clients: 37561, custody_share: 0.484848484848485, employees: 720, fee_aum_pct_share: 0.96969696969697, fee_commissions_share: 0.0151515151515152, fee_fixed_share: 0.606060606060606, fee_hourly_share: 0.5, fee_other_share: 0.0454545454545455, fee_performance_share: 0.0606060606060606, fee_subscription_share: 0.0151515151515152, financial_planning_share: 0.772727272727273, firms_with_raum: 65, iars: 537, mean_raum: 547048263.061538, new_firms: 6, p25_raum: 161458039, p75_raum: 327047230, p90_raum: 870682023.2, raum_discretionary: 33392917396, raum_growth_1y: 0.471788065523481, successions: 0, top10_share: 0.638701935896375, state: accounts: 9873, firms: 134, median_raum: 20900000, raum: 3111648428, advisory_employees: 177, avg_account: 315167.469664742, band_100m_250m: 1, band_100m_250m_raum: 125937097, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 106, band_lt100m_raum: 2985711331, bd_affiliated_share: 0.00746268656716418, cfp_professionals: 34, clients: 6939, custody_share: 0.134328358208955, employees: 197, fee_aum_pct_share: 0.955223880597015, fee_commissions_share: 0.0149253731343284, fee_fixed_share: 0.567164179104478, fee_hourly_share: 0.522388059701492, fee_other_share: 0.0970149253731343, fee_performance_share: 0.0970149253731343, fee_subscription_share: 0.0447761194029851, financial_planning_share: 0.67910447761194, firms_with_raum: 107, iars: 187, mean_raum: 29080826.4299065, new_firms: 21, p25_raum: 4987222, p75_raum: 48257344, p90_raum: 71244955.2, raum_discretionary: 2570965089, top100_share: 0.998664352963978, top10_share: 0.293548439721096
- broker_dealer_affiliated_not_included: firms: 6, raum: 10760394367
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 22; as_of: 2019-10-01, value: 24; as_of: 2020-10-01, value: 32; as_of: 2021-10-04, value: 38; as_of: 2022-10-03, value: 40; as_of: 2023-10-05, value: 39; as_of: 2024-10-01, value: 38; as_of: 2025-09-02, value: 40; as_of: 2026-10-02, value: 66, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 5807873821; as_of: 2019-10-01, value: 6160536888; as_of: 2020-10-01, value: 8229489382; as_of: 2021-10-04, value: 14677789869; as_of: 2022-10-03, value: 19845112336; as_of: 2023-10-05, value: 15299735989; as_of: 2024-10-01, value: 19938062895; as_of: 2025-09-02, value: 24159821602; as_of: 2026-10-02, value: 35558137099, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 16261; as_of: 2019-10-01, value: 18117; as_of: 2020-10-01, value: 30954; as_of: 2021-10-04, value: 43076; as_of: 2022-10-03, value: 45353; as_of: 2023-10-05, value: 49405; as_of: 2024-10-01, value: 67368; as_of: 2025-09-02, value: 60987; as_of: 2026-10-02, value: 77646, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 186493200; as_of: 2019-10-01, value: 170493995.5; as_of: 2020-10-01, value: 162174099; as_of: 2021-10-04, value: 176172721; as_of: 2022-10-03, value: 192822327.5; as_of: 2023-10-05, value: 170862603; as_of: 2024-10-01, value: 178423304.5; as_of: 2025-09-02, value: 208757945; as_of: 2026-10-02, value: 222958975
- top_10: largest: rank: 1, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 7577693628; rank: 2, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 6276683993; rank: 3, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 2181261991; rank: 4, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 1310001115; rank: 5, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 1201806676; rank: 6, crd: 144481, firm: Argos Wealth Advisors LLC, city: Las Vegas, value: 1038974470; rank: 7, crd: 125678, firm: RB Capital Management, LLC, city: Reno, value: 930603372; rank: 8, crd: 328151, firm: Sierra Summit Advisors LLC, city: Incline Village, value: 780800000; rank: 9, crd: 122205, firm: American Wealth Management, city: Reno, value: 760503793; rank: 10, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 652721964, fastest-growing: rank: 1, crd: 153061, firm: Bauman Wealth Advisors, city: Las Vegas, value: 0.744251028095287; rank: 2, crd: 304721, firm: Brightree Wealth Management, LLC, city: Las Vegas, value: 0.657415925925926; rank: 3, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 0.483860947395702; rank: 4, crd: 296847, firm: GK Wealth Management LLC, city: Reno, value: 0.346477116304322; rank: 5, crd: 319013, firm: Conway Partners, city: Incline Village, value: 0.339404026036985; rank: 6, crd: 311876, firm: Mission Financial Group, LLC, city: Las Vegas, value: 0.33541343770414; rank: 7, crd: 173929, firm: Vantage Wealth Planning, city: Reno, value: 0.332897161208905; rank: 8, crd: 167721, firm: Octavia Investments LLC, city: Las Vegas, value: 0.314205061647107; rank: 9, crd: 131442, firm: Finley Financial, LLC, city: Las Vegas, value: 0.284516025530106; rank: 10, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 0.272393635643108, fastest-growing-3-year: rank: 1, crd: 167721, firm: Octavia Investments LLC, city: Las Vegas, value: 0.373664809423097; rank: 2, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 0.342632503618334; rank: 3, crd: 311876, firm: Mission Financial Group, LLC, city: Las Vegas, value: 0.334455606485918; rank: 4, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 0.309406577656914; rank: 5, crd: 324419, firm: Diazo, LLC, city: Henderson, value: 0.300826921576153; rank: 6, crd: 145476, firm: Bowers Wealth Management, Inc., city: Glenbrook, value: 0.261226527709046; rank: 7, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 0.256001645539633; rank: 8, crd: 171750, firm: One Wealth Map, LLC, city: Las Vegas, value: 0.252776057467381; rank: 9, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 0.252639762285327; rank: 10, crd: 173929, firm: Vantage Wealth Planning, city: Reno, value: 0.252021293599111, fastest-growing-5-year: rank: 1, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 0.295659014182686; rank: 2, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 0.238599774816233; rank: 3, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 0.219233182534006; rank: 4, crd: 311876, firm: Mission Financial Group, LLC, city: Las Vegas, value: 0.216929556125658; rank: 5, crd: 304920, firm: Alaethes Wealth, LLC, city: Glenbrook, value: 0.2105901839286; rank: 6, crd: 311268, firm: Sequoia Wealth Management Group, city: Gardnerville, value: 0.17718995447663; rank: 7, crd: 311869, firm: Whalen Financial, city: Las Vegas, value: 0.157938451331692; rank: 8, crd: 122205, firm: American Wealth Management, city: Reno, value: 0.146261563512293; rank: 9, crd: 131562, firm: Open Window Financial Solutions, Ltd., city: Reno, value: 0.146197013877801; rank: 10, crd: 151187, firm: McBroom & Associates, LLC, city: Las Vegas, value: 0.134559636292299, biggest-asset-gains: rank: 1, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 1567235774; rank: 2, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 830088787; rank: 3, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 427168315; rank: 4, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 342950985; rank: 5, crd: 336187, firm: Sanchez Gaunt Capital Management, LLC, city: Reno, value: 285849290; rank: 6, crd: 334452, firm: Manhattan Global Asset Management LLC, city: Las Vegas, value: 205501795; rank: 7, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 173262966; rank: 8, crd: 328151, firm: Sierra Summit Advisors LLC, city: Incline Village, value: 143200000; rank: 9, crd: 144481, firm: Argos Wealth Advisors LLC, city: Las Vegas, value: 141796839; rank: 10, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 139734516, most-clients: rank: 1, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 13265; rank: 2, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 7713; rank: 3, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 1321; rank: 4, crd: 323596, firm: Forthright Capital, city: Las Vegas, value: 987; rank: 5, crd: 122205, firm: American Wealth Management, city: Reno, value: 897; rank: 6, crd: 336187, firm: Sanchez Gaunt Capital Management, LLC, city: Reno, value: 830; rank: 7, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 668; rank: 8, crd: 125678, firm: RB Capital Management, LLC, city: Reno, value: 648; rank: 9, crd: 296847, firm: GK Wealth Management LLC, city: Reno, value: 534; rank: 10, crd: 130189, firm: Read & Powell Financial Services, LLC, city: Elko, value: 530, client-growth: rank: 1, crd: 323596, firm: Forthright Capital, city: Las Vegas, value: 0.55188679245283; rank: 2, crd: 153061, firm: Bauman Wealth Advisors, city: Las Vegas, value: 0.260869565217391; rank: 3, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 0.243947858472998; rank: 4, crd: 328151, firm: Sierra Summit Advisors LLC, city: Incline Village, value: 0.224806201550388; rank: 5, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 0.21301775147929; rank: 6, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 0.212814645308925; rank: 7, crd: 324419, firm: Diazo, LLC, city: Henderson, value: 0.168965517241379; rank: 8, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 0.16194636938837; rank: 9, crd: 311876, firm: Mission Financial Group, LLC, city: Las Vegas, value: 0.135542168674699; rank: 10, crd: 145476, firm: Bowers Wealth Management, Inc., city: Glenbrook, value: 0.125827814569536, most-accounts: rank: 1, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 21593; rank: 2, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 18990; rank: 3, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 2210; rank: 4, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 1979; rank: 5, crd: 336187, firm: Sanchez Gaunt Capital Management, LLC, city: Reno, value: 1725; rank: 6, crd: 125678, firm: RB Capital Management, LLC, city: Reno, value: 1534; rank: 7, crd: 323596, firm: Forthright Capital, city: Las Vegas, value: 1363; rank: 8, crd: 296847, firm: GK Wealth Management LLC, city: Reno, value: 1330; rank: 9, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 1321; rank: 10, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 1214, most-advisory-staff: rank: 1, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 151; rank: 2, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 131; rank: 3, crd: 323596, firm: Forthright Capital, city: Las Vegas, value: 21; rank: 4, crd: 125678, firm: RB Capital Management, LLC, city: Reno, value: 14; rank: 5, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 11; rank: 6, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 10; rank: 6, crd: 144481, firm: Argos Wealth Advisors LLC, city: Las Vegas, value: 10; rank: 8, crd: 153061, firm: Bauman Wealth Advisors, city: Las Vegas, value: 8; rank: 9, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 7; rank: 10, crd: 290342, firm: Black Card Circle, city: Las Vegas, value: 6, most-hnw-clients: rank: 1, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 4214; rank: 2, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 1321; rank: 3, crd: 107568, firm: Navellier & Associates Inc, city: Reno, value: 1264; rank: 4, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 384; rank: 5, crd: 122205, firm: American Wealth Management, city: Reno, value: 200; rank: 6, crd: 125678, firm: RB Capital Management, LLC, city: Reno, value: 198; rank: 7, crd: 141504, firm: Arista Wealth Management, LLC, city: Las Vegas, value: 161; rank: 8, crd: 167381, firm: Aljian Capital Management, city: Carson City, value: 154; rank: 9, crd: 124776, firm: Palisade Investments, LLC, city: Zephyr Cove, value: 136; rank: 10, crd: 328151, firm: Sierra Summit Advisors LLC, city: Incline Village, value: 135, most-cfp-professionals: rank: 1, crd: 173194, firm: The Wealth Consulting Group, city: Las Vegas, value: 37; rank: 2, crd: 143440, firm: Belpointe Asset Management LLC, city: Reno, value: 29; rank: 3, crd: 108724, firm: Schultz Financial Group Incorporated, city: Reno, value: 4; rank: 3, crd: 122205, firm: American Wealth Management, city: Reno, value: 4; rank: 5, crd: 125678, firm: RB Capital Management, LLC, city: Reno, value: 3; rank: 6, crd: 19608, firm: The Investment Counsel Company, city: Las Vegas, value: 2; rank: 6, crd: 110478, firm: GW Financial, city: Reno, value: 2; rank: 6, crd: 131562, firm: Open Window Financial Solutions, Ltd., city: Reno, value: 2; rank: 6, crd: 173929, firm: Vantage Wealth Planning, city: Reno, value: 2; rank: 6, crd: 324419, firm: Diazo, LLC, city: Henderson, value: 2, newest: rank: 1, crd: 150601, firm: Holm & Cawley Financial Group LLC, city: Las Vegas, value: 128816000; rank: 2, crd: 307227, firm: Sierra Management Group, city: Reno, value: 127071586; rank: 3, crd: 137770, firm: Private Wealth Management LLC, city: Las Vegas, value: 126232643; rank: 4, crd: 8425, firm: RJJ Pasadena Securities, Inc., city: Henderson, value: 115223002; rank: 5, crd: 338952, firm: Powerhouse Financial Advisors, Inc., city: Minden, value: 108231666; rank: 6, crd: 340152, firm: Legacy Wealth Group, city: Las Vegas, value: 67402000; rank: 7, crd: 304650, firm: Fed Advisors, Inc, city: Henderson, value: 5820575; rank: 8, crd: 329342, firm: Discretionary Inc., city: Reno, value: 1400000; rank: 9, crd: 341168, firm: Sagebrush Wealth Partners, city: Elko, value: 260000; rank: 10, crd: 300318, firm: MacDonald Wealth Associates LLC, city: Las Vegas, value: 0
- cities: name: Las Vegas, independent_rias: 86, raum: 17918566664, url: https://advisoriq.com/ria/states/nevada/las-vegas/; name: Reno, independent_rias: 44, raum: 13544506600, url: https://advisoriq.com/ria/states/nevada/reno/; name: Henderson, independent_rias: 28, raum: 1823632971, url: https://advisoriq.com/ria/states/nevada/henderson/; name: Incline Village, independent_rias: 12, raum: 1582646793, url: https://advisoriq.com/ria/states/nevada/incline-village/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Nevada](https://advisoriq.com/ria/rankings/largest/nevada/)
- [Fastest-growing independent RIAs over one year in Nevada](https://advisoriq.com/ria/rankings/fastest-growing/nevada/)
- [Fastest-growing independent RIAs over three years in Nevada](https://advisoriq.com/ria/rankings/fastest-growing-3-year/nevada/)
- [Fastest-growing independent RIAs over five years in Nevada](https://advisoriq.com/ria/rankings/fastest-growing-5-year/nevada/)
- [IAR CE in Nevada](https://advisoriq.com/ce/iar/nevada/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/nevada/

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