City
Independent RIAs in Reno, Nevada
As of October 2, 2026, 44 independent wealth management RIAs with their main office in Reno, Nevada reported $13.5 billion in regulatory assets under management; the largest by assets was Belpointe Asset Management LLC, with $7.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 44
- Regulatory assets under management
- $13.5 billion
- Average per firm
- $307.8 million
- SEC-registered, of those listed
- 16 of 44 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | SEC | $7.6 billion | 18,990 |
| 2 | Navellier & Associates Inc | SEC | $1.3 billion | 1,321 |
| 3 | RB Capital Management, LLC | SEC | $930.6 million | 1,534 |
| 4 | American Wealth Management | SEC | $760.5 million | 897 |
| 5 | Sanchez Gaunt Capital Management, LLC | SEC | $285.8 million | 1,725 |
| 6 | Open Window Financial Solutions, Ltd. | SEC | $284.4 million | 319 |
| 7 | Vantage Wealth Planning | SEC | $264.7 million | 829 |
| 8 | GK Wealth Management LLC | SEC | $258.8 million | 1,330 |
| 9 | Schultz Financial Group Incorporated | SEC | $214.8 million | 478 |
| 10 | Sensible Portfolios, LLC | SEC | $194.7 million | 305 |
| 11 | Athena Wealth Management, LLC | SEC | $174.0 million | 498 |
| 12 | Paradigm Capital Management | SEC | $173.4 million | 312 |
| 13 | Elevage Partners, LLC | SEC | $154.6 million | 790 |
| 14 | GW Financial | SEC | $133.8 million | 266 |
| 15 | Sierra Management Group | SEC | $127.1 million | 264 |
| 16 | Squires Law & Squires Investments, LLC | State | $125.9 million | 73 |
| 17 | Veritas Wealth Advisors | State | $99.0 million | 371 |
| 18 | Seasonal Strategy | State | $65.5 million | 123 |
| 19 | Alchemy Wealth Management | State | $62.2 million | 198 |
| 20 | Kmi Wealth Advisors | State | $54.9 million | 179 |
| 21 | RSW Wealth Management | State | $51.0 million | 77 |
| 22 | Trident Capital Advisors, LLC | State | $45.5 million | 84 |
| 23 | Keystone Wealth Advisors, LLC | State | $38.8 million | 236 |
| 24 | Firmament Financial | State | $31.7 million | 53 |
| 25 | Perpetual Capital Advisors, LLC | State | $25.6 million | 294 |
| 26 | Western Level Advisors LLC | State | $23.7 million | 87 |
| 27 | Oresund Capital LLC | State | $20.8 million | 26 |
| 28 | Klaraos, LLC | State | $18.2 million | 34 |
| 29 | Softwealth | State | $15.0 million | 25 |
| 30 | Michael Mellberg Investment Advisor | State | $6.7 million | 27 |
| 31 | Caleb Lawrence Registered Investment Adviser Inc. | State | $6.0 million | 43 |
| 32 | Hawken Wealth Management | State | $3.5 million | 3 |
| 33 | Winston Wealth Strategies, LLC | State | $1.5 million | 11 |
| 34 | Discretionary Inc. | State | $1.4 million | 15 |
| 35 | Hatchet Financial, LLC | State | $1.2 million | 6 |
| 36 | Wolf Pack Wealth | State | $1.1 million | 6 |
| 37 | Resource Capital Management, LLC | SEC | $180,000 | 1 |
| 38 | Ashcroft Green Advisors, LLC | State | $0 | 0 |
| 39 | Caskwise Capital Inc | State | $0 | 0 |
| 40 | Haynes Investment Advisors LLC | State | $0 | 0 |
| 41 | Momentum Capital Management | State | $0 | 0 |
| 42 | NLRK LLC DBA Newbean Capital LLC | State | $0 | 0 |
| 43 | Nevada Retirement Planners, LLC | State | $0 | 0 |
| 44 | Williamson Price Modern Wealth Management 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.