Data / Investment advisers / Serving high net worth individuals / Nevada
Investment advisers in Nevada serving high net worth individuals: 54 firms
54 SEC registered investment advisers with a main office in Nevada report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $25.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is The Ameriflex Group.
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.
- 54Advisers
- $25.4 billionAUM from this client type
- 51Advisers over $100 million
- November 2, 2026File date
Advisers in Nevada serving high net worth individuals
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 Ameriflex Group | Las Vegas | 2,229 | $4.97 billion | $9.66 billion | adviserinfo.sec.gov |
| The Wealth Consulting Group | Las Vegas | 4,214 | $4.37 billion | $6.28 billion | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | 1,321 | $3.60 billion | $7.58 billion | adviserinfo.sec.gov |
| The Investment Counsel Company | Las Vegas | 384 | $2.09 billion | $2.18 billion | adviserinfo.sec.gov |
| Navellier & Associates Inc | Reno | 1,264 | $1.26 billion | $1.31 billion | adviserinfo.sec.gov |
| Arista Wealth Management, LLC | Las Vegas | 161 | $907.1 million | $1.20 billion | adviserinfo.sec.gov |
| RB Capital Management, LLC | Reno | 198 | $613.6 million | $930.6 million | adviserinfo.sec.gov |
| American Wealth Management | Reno | 200 | $525.8 million | $760.5 million | adviserinfo.sec.gov |
| Aljian Capital Management | Carson City | 154 | $519.6 million | $627.8 million | adviserinfo.sec.gov |
| Buckley Wealth | Las Vegas | 124 | $476.7 million | $644 million | adviserinfo.sec.gov |
| Kingsbridge Wealth Management, Inc. | Las Vegas | 45 | $439.2 million | $469.3 million | adviserinfo.sec.gov |
| Capstone Capital Wealth Advisors | Henderson | 92 | $308.5 million | $408.4 million | adviserinfo.sec.gov |
| Pandora Wealth, Inc. | Las Vegas | 85 | $267.3 million | $285 million | adviserinfo.sec.gov |
| Bowers Wealth Management, Inc. | Glenbrook | 81 | $244.8 million | $298.5 million | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | 65 | $236.4 million | $284.4 million | adviserinfo.sec.gov |
| Palisade Investments, LLC | Zephyr Cove | 136 | $227.8 million | $652.7 million | adviserinfo.sec.gov |
| One Wealth Map, LLC | Las Vegas | 70 | $223.9 million | $287.4 million | adviserinfo.sec.gov |
| McBroom & Associates, LLC | Las Vegas | 58 | $218.2 million | $242.1 million | adviserinfo.sec.gov |
| Manhattan Global Asset Management LLC | Las Vegas | 42 | $205.5 million | $205.5 million | adviserinfo.sec.gov |
| Finley Financial, LLC | Las Vegas | 78 | $201.1 million | $259.8 million | adviserinfo.sec.gov |
| Adaptive Wealth Engineering | Las Vegas | 56 | $196.8 million | $214 million | adviserinfo.sec.gov |
| Winans Investments | Las Vegas | 67 | $187 million | $305.6 million | adviserinfo.sec.gov |
| GK Wealth Management LLC | Reno | 125 | $183.2 million | $258.8 million | adviserinfo.sec.gov |
| Schultz Financial Group Incorporated | Reno | 57 | $179.2 million | $214.8 million | adviserinfo.sec.gov |
| Vantage Wealth Planning | Reno | 99 | $172.3 million | $264.7 million | adviserinfo.sec.gov |
| Paradigm Capital Management | Reno | 70 | $152.9 million | $173.4 million | adviserinfo.sec.gov |
| Skyoak Capital, Inc. | Las Vegas | 45 | $147.8 million | $219.2 million | adviserinfo.sec.gov |
| Ulta Wealth Management, LLC | Las Vegas | 24 | $145.1 million | $146.5 million | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | 60 | $135.1 million | $310.9 million | adviserinfo.sec.gov |
| Whalen Financial | Las Vegas | 69 | $133.1 million | $223 million | adviserinfo.sec.gov |
| American Retirement Planning Group Inc | Las Vegas | 52 | $132.6 million | $348.1 million | adviserinfo.sec.gov |
| Sanchez Gaunt Capital Management, LLC | Reno | 116 | $130 million | $285.8 million | adviserinfo.sec.gov |
| Athena Wealth Management, LLC | Reno | 61 | $125.1 million | $174 million | adviserinfo.sec.gov |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson | 75 | $116.6 million | $292.1 million | adviserinfo.sec.gov |
| Diazo, LLC | Henderson | 46 | $115.9 million | $221.6 million | adviserinfo.sec.gov |
| GW Financial | Reno | 52 | $115.2 million | $133.8 million | adviserinfo.sec.gov |
| West Ridge Advisors | Henderson | 55 | $114.2 million | $396 million | adviserinfo.sec.gov |
| Peterson Wealth Management, LLC | Sparks | 86 | $113.5 million | $251.1 million | adviserinfo.sec.gov |
| Curtis Wealth Management LLC | Henderson | 45 | $109 million | $148.5 million | adviserinfo.sec.gov |
| Investment Management Consultants | Las Vegas | 33 | $103.1 million | $440.3 million | adviserinfo.sec.gov |
| Read & Powell Financial Services, LLC | Elko | 56 | $95.1 million | $159.7 million | adviserinfo.sec.gov |
| Sierra Management Group | Reno | 45 | $91.4 million | $127.1 million | adviserinfo.sec.gov |
| RJJ Pasadena Securities, Inc. | Henderson | 61 | $86 million | $115.2 million | adviserinfo.sec.gov |
| Bauman Wealth Advisors | Las Vegas | 44 | $79.1 million | $206.4 million | adviserinfo.sec.gov |
| Rareview Capital LLC | Las Vegas | 29 | $74.9 million | $537.5 million | adviserinfo.sec.gov |
| Elevage Partners, LLC | Reno | 23 | $66.7 million | $154.6 million | adviserinfo.sec.gov |
| Holm & Cawley Financial Group LLC | Las Vegas | 28 | $60 million | $128.8 million | adviserinfo.sec.gov |
| Backbone Planning Partners LLC | Las Vegas | 26 | $57.3 million | $98.4 million | adviserinfo.sec.gov |
| Powerhouse Financial Advisors, Inc. | Minden | 22 | $50.1 million | $108.2 million | adviserinfo.sec.gov |
| Forthright Capital | Las Vegas | 9 | $22.9 million | $107.7 million | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | 8 | $7.3 million | $270.7 million | adviserinfo.sec.gov |
| Axos Invest, Inc | Las Vegas | Fewer than 5 | $3.3 million | $150.8 million | adviserinfo.sec.gov |
| Reynolds Capital Management, LLC | Las Vegas | 1 | $1.9 million | $74.2 million | adviserinfo.sec.gov |
| Resource Capital Management, LLC | Reno | 1 | $180,000 | $180,000 | 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.