Data / Investment advisers / Serving corporations and other businesses / Nevada

Investment advisers in Nevada serving corporations and other businesses: 23 firms

Name: Investment advisers in Nevada serving corporations and other businesses: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

23 SEC registered investment advisers with a main office in Nevada report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $710 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is The Wealth Consulting Group.

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23Advisers
$710 millionAUM from this client type
22Advisers over $100 million
November 2, 2026File date

Advisers in Nevada serving corporations and other businesses

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
The Wealth Consulting Group	Las Vegas	89	$203.2 million	$6.28 billion	adviserinfo.sec.gov
Zazove Associates LLC	Incline Village	7	$194.1 million	$1.97 billion	adviserinfo.sec.gov
Belpointe Asset Management LLC	Reno	92	$134.4 million	$7.58 billion	adviserinfo.sec.gov
The Ameriflex Group	Las Vegas	81	$110.2 million	$9.66 billion	adviserinfo.sec.gov
Buckley Wealth	Las Vegas	7	$13.6 million	$644 million	adviserinfo.sec.gov
The Investment Counsel Company	Las Vegas	Fewer than 5	$8.9 million	$2.18 billion	adviserinfo.sec.gov
Navellier & Associates Inc	Reno	19	$8.1 million	$1.31 billion	adviserinfo.sec.gov
Mission Financial Group, LLC	Las Vegas	6	$7.6 million	$310.9 million	adviserinfo.sec.gov
Sierra Management Group	Reno	6	$4.1 million	$127.1 million	adviserinfo.sec.gov
Schultz Financial Group Incorporated	Reno	6	$3.7 million	$214.8 million	adviserinfo.sec.gov
Aljian Capital Management	Carson City	8	$3.5 million	$627.8 million	adviserinfo.sec.gov
Vantage Wealth Planning	Reno	Fewer than 5	$3.4 million	$264.7 million	adviserinfo.sec.gov
Palisade Investments, LLC	Zephyr Cove	5	$3 million	$652.7 million	adviserinfo.sec.gov
Elevage Partners, LLC	Reno	3	$2.8 million	$154.6 million	adviserinfo.sec.gov
Whalen Financial	Las Vegas	7	$1.8 million	$223 million	adviserinfo.sec.gov
RJJ Pasadena Securities, Inc.	Henderson	2	$1.7 million	$115.2 million	adviserinfo.sec.gov
GK Wealth Management LLC	Reno	9	$1.6 million	$258.8 million	adviserinfo.sec.gov
Forthright Capital	Las Vegas	4	$1.2 million	$107.7 million	adviserinfo.sec.gov
RB Capital Management, LLC	Reno	Fewer than 5	$1.2 million	$930.6 million	adviserinfo.sec.gov
Pandora Wealth, Inc.	Las Vegas	3	$700,000	$285 million	adviserinfo.sec.gov
Backbone Planning Partners LLC	Las Vegas	Fewer than 5	$316,296	$98.4 million	adviserinfo.sec.gov
GW Financial	Reno	Fewer than 5	$257,570	$133.8 million	adviserinfo.sec.gov
Skyoak Capital, Inc.	Las Vegas	3	$183,739	$219.2 million	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.