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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Guided Choice Asset Management, Inc.Reno$8.55 billion84,74422Not listed(888) 675-45323nickels.comadviserinfo.sec.gov
Belpointe Asset Management LLCReno$7.58 billion18,990236Not listed(203) 629-3300belpointe.comadviserinfo.sec.gov
Navellier & Associates IncReno$1.31 billion1,32121Not listed(775) 785-2300navellier.comadviserinfo.sec.gov
RB Capital Management, LLCReno$930.6 million1,53416Not listed(775) 993-2900adviserinfo.sec.gov
Pilgrim Global Advisors LLCReno$884.2 million2112(775) 301-3963adviserinfo.sec.gov
American Wealth ManagementReno$760.5 million8979Not listed(775) 332-7000financialhealth.comadviserinfo.sec.gov
Sanchez Gaunt Capital Management, LLCReno$285.8 million1,7255Not listed(775) 800-1801adviserinfo.sec.gov
Open Window Financial Solutions, LTD.Reno$284.4 million3196Not listed(775) 827-0670openwindowfs.comadviserinfo.sec.gov
Hallador Investment Advisors, Inc.Reno$270.7 million1496(775) 548-1730adviserinfo.sec.gov
Vantage Wealth PlanningReno$264.7 million8294Not listed(775) 502-8484vantagewealthplanning.comadviserinfo.sec.gov
GK Wealth Management LLCReno$258.8 million1,3305Not listed(775) 354-6622gkwealthmanagement.comadviserinfo.sec.gov
Schultz Financial Group IncorporatedReno$214.8 million4784Not listed(775) 850-5620adviserinfo.sec.gov
Athena Wealth Management, LLCReno$174 million4983Not listed(408) 684-3705athenawm.comadviserinfo.sec.gov
Paradigm Capital ManagementReno$173.4 million3121Not listed(775) 829-8787paradigmcm.netadviserinfo.sec.gov
Elevage Partners, LLCReno$154.6 million79083(800) 725-1622elevagepartners.comadviserinfo.sec.gov
Collaborative Fund AdvisorsReno$144.8 million311Not listed(203) 629-3300anydrusfunds.comadviserinfo.sec.gov
GW FinancialReno$133.8 million2663Not listed(714) 850-0534planretire.comadviserinfo.sec.gov
Sierra Management GroupReno$127.1 million26422(775) 284-2552sierramgmt.groupadviserinfo.sec.gov
Universal Value AdvisorsReno$51.9 million15Not listed(775) 284-7778universalvalueadvisors.comadviserinfo.sec.gov
Fund Asset ManagersReno$24.8 million482(203) 629-3300adviserinfo.sec.gov
Resource Capital Management, LLCReno$180,00011Not listed(775) 351-6489resourcecapitalmgt.comadviserinfo.sec.gov
Granite PartnersRenoNot listedNot listedNot listed12(805) 415-11251864.fundadviserinfo.sec.gov
Skyline IM, LTD.RenoNot listedNot listedNot listed2(775) 227-3818skylineim.comadviserinfo.sec.gov
Treo Ventures, LLCRenoNot listedNot listedNot listed2(775) 260-5300treovp.comadviserinfo.sec.gov
Adaptive Capital Management Partners, LLCRenoNot listedNot listedNot listed1(925) 389-3809adaptivefund.comadviserinfo.sec.gov
Health2047 Capital Partners Management, LLCRenoNot listedNot listedNot listed1(650) 546-7145adviserinfo.sec.gov
Thoughtful Money LLCRenoNot listed01Not listed(408) 398-9944adviserinfo.sec.gov

Advisers in Reno that manage private funds

10 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Granite PartnersRenoNV12Not listedNot listed12Not listed$53 millionNot listedadviserinfo.sec.gov
Hallador Investment Advisors, Inc.RenoNV612Not listedNot listed$277.5 million$270.7 millionadviserinfo.sec.gov
Elevage Partners, LLCRenoNV3Not listed3Not listedNot listedNot listed$154.6 millionadviserinfo.sec.gov
Pilgrim Global Advisors LLCRenoNV21Not listedNot listedNot listed$880.3 million$884.2 millionadviserinfo.sec.gov
Sierra Management GroupRenoNV2Not listedNot listedNot listed2$32.6 million$127.1 millionadviserinfo.sec.gov
Fund Asset ManagersRenoNV22Not listedNot listedNot listed$13.5 million$24.8 millionadviserinfo.sec.gov
Skyline IM, LTD.RenoNV22Not listedNot listedNot listed$17.4 millionNot listedadviserinfo.sec.gov
Treo Ventures, LLCRenoNV2Not listedNot listed2Not listed$194.6 millionNot listedadviserinfo.sec.gov
Adaptive Capital Management Partners, LLCRenoNV11Not listedNot listedNot listed$58.7 millionNot listedadviserinfo.sec.gov
Health2047 Capital Partners Management, LLCRenoNV1Not listedNot listed1Not listed$52.4 millionNot listedadviserinfo.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.