Data / Investment advisers / Nevada / Reno
Investment advisers in Reno, NV: 27 firms, $22.6 billion in AUM
27 investment advisers have their main office in Reno, Nevada: 22 SEC registered and 5 exempt reporting. The registered advisers report $22.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Guided Choice Asset Management, Inc. with $8.5 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 27Advisers
- 22SEC registered
- 5Exempt reporting
- $22.6 billionTotal AUM
- 18Advisers over $100 million
- 10Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Guided Choice Asset Management, Inc. | Reno | $8.55 billion | 84,744 | 22 | Not listed | (888) 675-4532 | 3nickels.com | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | $7.58 billion | 18,990 | 236 | Not listed | (203) 629-3300 | belpointe.com | adviserinfo.sec.gov |
| Navellier & Associates Inc | Reno | $1.31 billion | 1,321 | 21 | Not listed | (775) 785-2300 | navellier.com | adviserinfo.sec.gov |
| RB Capital Management, LLC | Reno | $930.6 million | 1,534 | 16 | Not listed | (775) 993-2900 | adviserinfo.sec.gov | |
| Pilgrim Global Advisors LLC | Reno | $884.2 million | 2 | 11 | 2 | (775) 301-3963 | adviserinfo.sec.gov | |
| American Wealth Management | Reno | $760.5 million | 897 | 9 | Not listed | (775) 332-7000 | financialhealth.com | adviserinfo.sec.gov |
| Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million | 1,725 | 5 | Not listed | (775) 800-1801 | adviserinfo.sec.gov | |
| Open Window Financial Solutions, LTD. | Reno | $284.4 million | 319 | 6 | Not listed | (775) 827-0670 | openwindowfs.com | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | $270.7 million | 14 | 9 | 6 | (775) 548-1730 | adviserinfo.sec.gov | |
| Vantage Wealth Planning | Reno | $264.7 million | 829 | 4 | Not listed | (775) 502-8484 | vantagewealthplanning.com | adviserinfo.sec.gov |
| GK Wealth Management LLC | Reno | $258.8 million | 1,330 | 5 | Not listed | (775) 354-6622 | gkwealthmanagement.com | adviserinfo.sec.gov |
| Schultz Financial Group Incorporated | Reno | $214.8 million | 478 | 4 | Not listed | (775) 850-5620 | adviserinfo.sec.gov | |
| Athena Wealth Management, LLC | Reno | $174 million | 498 | 3 | Not listed | (408) 684-3705 | athenawm.com | adviserinfo.sec.gov |
| Paradigm Capital Management | Reno | $173.4 million | 312 | 1 | Not listed | (775) 829-8787 | paradigmcm.net | adviserinfo.sec.gov |
| Elevage Partners, LLC | Reno | $154.6 million | 790 | 8 | 3 | (800) 725-1622 | elevagepartners.com | adviserinfo.sec.gov |
| Collaborative Fund Advisors | Reno | $144.8 million | 3 | 11 | Not listed | (203) 629-3300 | anydrusfunds.com | adviserinfo.sec.gov |
| GW Financial | Reno | $133.8 million | 266 | 3 | Not listed | (714) 850-0534 | planretire.com | adviserinfo.sec.gov |
| Sierra Management Group | Reno | $127.1 million | 264 | 2 | 2 | (775) 284-2552 | sierramgmt.group | adviserinfo.sec.gov |
| Universal Value Advisors | Reno | $51.9 million | 1 | 5 | Not listed | (775) 284-7778 | universalvalueadvisors.com | adviserinfo.sec.gov |
| Fund Asset Managers | Reno | $24.8 million | 4 | 8 | 2 | (203) 629-3300 | adviserinfo.sec.gov | |
| Resource Capital Management, LLC | Reno | $180,000 | 1 | 1 | Not listed | (775) 351-6489 | resourcecapitalmgt.com | adviserinfo.sec.gov |
| Granite Partners | Reno | Not listed | Not listed | Not listed | 12 | (805) 415-1125 | 1864.fund | adviserinfo.sec.gov |
| Skyline IM, LTD. | Reno | Not listed | Not listed | Not listed | 2 | (775) 227-3818 | skylineim.com | adviserinfo.sec.gov |
| Treo Ventures, LLC | Reno | Not listed | Not listed | Not listed | 2 | (775) 260-5300 | treovp.com | adviserinfo.sec.gov |
| Adaptive Capital Management Partners, LLC | Reno | Not listed | Not listed | Not listed | 1 | (925) 389-3809 | adaptivefund.com | adviserinfo.sec.gov |
| Health2047 Capital Partners Management, LLC | Reno | Not listed | Not listed | Not listed | 1 | (650) 546-7145 | adviserinfo.sec.gov | |
| Thoughtful Money LLC | Reno | Not listed | 0 | 1 | Not listed | (408) 398-9944 | adviserinfo.sec.gov |
Advisers in Reno that manage private funds
10 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Granite Partners | Reno | NV | 12 | Not listed | Not listed | 12 | Not listed | $53 million | Not listed | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | NV | 6 | 1 | 2 | Not listed | Not listed | $277.5 million | $270.7 million | adviserinfo.sec.gov |
| Elevage Partners, LLC | Reno | NV | 3 | Not listed | 3 | Not listed | Not listed | Not listed | $154.6 million | adviserinfo.sec.gov |
| Pilgrim Global Advisors LLC | Reno | NV | 2 | 1 | Not listed | Not listed | Not listed | $880.3 million | $884.2 million | adviserinfo.sec.gov |
| Sierra Management Group | Reno | NV | 2 | Not listed | Not listed | Not listed | 2 | $32.6 million | $127.1 million | adviserinfo.sec.gov |
| Fund Asset Managers | Reno | NV | 2 | 2 | Not listed | Not listed | Not listed | $13.5 million | $24.8 million | adviserinfo.sec.gov |
| Skyline IM, LTD. | Reno | NV | 2 | 2 | Not listed | Not listed | Not listed | $17.4 million | Not listed | adviserinfo.sec.gov |
| Treo Ventures, LLC | Reno | NV | 2 | Not listed | Not listed | 2 | Not listed | $194.6 million | Not listed | adviserinfo.sec.gov |
| Adaptive Capital Management Partners, LLC | Reno | NV | 1 | 1 | Not listed | Not listed | Not listed | $58.7 million | Not listed | adviserinfo.sec.gov |
| Health2047 Capital Partners Management, LLC | Reno | NV | 1 | Not listed | Not listed | 1 | Not listed | $52.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.