Data / Investment advisers / Serving individuals / Nevada
Investment advisers in Nevada serving individuals: 51 firms
51 SEC registered investment advisers with a main office in Nevada report individuals among their clients in Form ADV item 5.D, and together they attribute $11 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.
- 51Advisers
- $11 billionAUM from this client type
- 50Advisers over $100 million
- November 2, 2026File date
Advisers in Nevada serving 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 | 13,495 | $3.68 billion | $9.66 billion | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | 6,000 | $1.56 billion | $7.58 billion | adviserinfo.sec.gov |
| The Wealth Consulting Group | Las Vegas | 8,432 | $1.54 billion | $6.28 billion | adviserinfo.sec.gov |
| Guided Choice Asset Management, Inc. | Reno | 59,346 | $1.06 billion | $8.55 billion | adviserinfo.sec.gov |
| RB Capital Management, LLC | Reno | 438 | $265.6 million | $930.6 million | adviserinfo.sec.gov |
| American Wealth Management | Reno | 673 | $203.7 million | $760.5 million | adviserinfo.sec.gov |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson | 380 | $175.5 million | $292.1 million | adviserinfo.sec.gov |
| Sanchez Gaunt Capital Management, LLC | Reno | 714 | $155.9 million | $285.8 million | adviserinfo.sec.gov |
| Axos Invest, Inc | Las Vegas | 6,792 | $147.5 million | $150.8 million | adviserinfo.sec.gov |
| Peterson Wealth Management, LLC | Sparks | 1,058 | $136.1 million | $251.1 million | adviserinfo.sec.gov |
| Bauman Wealth Advisors | Las Vegas | 447 | $125.7 million | $206.4 million | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | 286 | $121.6 million | $310.9 million | adviserinfo.sec.gov |
| Palisade Investments, LLC | Zephyr Cove | 442 | $99.7 million | $652.7 million | adviserinfo.sec.gov |
| Winans Investments | Las Vegas | 197 | $96.6 million | $305.6 million | adviserinfo.sec.gov |
| Diazo, LLC | Henderson | 293 | $95.6 million | $221.6 million | adviserinfo.sec.gov |
| Aljian Capital Management | Carson City | 274 | $92.4 million | $627.8 million | adviserinfo.sec.gov |
| Whalen Financial | Las Vegas | 322 | $87.5 million | $223 million | adviserinfo.sec.gov |
| American Retirement Planning Group Inc | Las Vegas | 744 | $85.5 million | $348.1 million | adviserinfo.sec.gov |
| Elevage Partners, LLC | Reno | 342 | $85.1 million | $154.6 million | adviserinfo.sec.gov |
| Forthright Capital | Las Vegas | 969 | $83.3 million | $107.7 million | adviserinfo.sec.gov |
| Vantage Wealth Planning | Reno | 299 | $78.5 million | $264.7 million | adviserinfo.sec.gov |
| Arista Wealth Management, LLC | Las Vegas | 216 | $73.2 million | $1.20 billion | adviserinfo.sec.gov |
| GK Wealth Management LLC | Reno | 400 | $72.2 million | $258.8 million | adviserinfo.sec.gov |
| West Ridge Advisors | Henderson | 306 | $71.3 million | $396 million | adviserinfo.sec.gov |
| One Wealth Map, LLC | Las Vegas | 153 | $63.5 million | $287.4 million | adviserinfo.sec.gov |
| Finley Financial, LLC | Las Vegas | 46 | $58.7 million | $259.8 million | adviserinfo.sec.gov |
| Read & Powell Financial Services, LLC | Elko | 473 | $58.3 million | $159.7 million | adviserinfo.sec.gov |
| Powerhouse Financial Advisors, Inc. | Minden | 204 | $58.1 million | $108.2 million | adviserinfo.sec.gov |
| Capstone Capital Wealth Advisors | Henderson | 106 | $49.1 million | $408.4 million | adviserinfo.sec.gov |
| Bowers Wealth Management, Inc. | Glenbrook | 89 | $48.7 million | $298.5 million | adviserinfo.sec.gov |
| Holm & Cawley Financial Group LLC | Las Vegas | 217 | $48.2 million | $128.8 million | adviserinfo.sec.gov |
| Athena Wealth Management, LLC | Reno | 83 | $46.1 million | $174 million | adviserinfo.sec.gov |
| Skyoak Capital, Inc. | Las Vegas | 191 | $42.2 million | $219.2 million | adviserinfo.sec.gov |
| Curtis Wealth Management LLC | Henderson | 60 | $39.5 million | $148.5 million | adviserinfo.sec.gov |
| Investment Management Consultants | Las Vegas | 147 | $38.5 million | $440.3 million | adviserinfo.sec.gov |
| Navellier & Associates Inc | Reno | 37 | $33.6 million | $1.31 billion | adviserinfo.sec.gov |
| Sierra Management Group | Reno | 117 | $31.6 million | $127.1 million | adviserinfo.sec.gov |
| Schultz Financial Group Incorporated | Reno | 53 | $28.3 million | $214.8 million | adviserinfo.sec.gov |
| Backbone Planning Partners LLC | Las Vegas | 83 | $27.6 million | $98.4 million | adviserinfo.sec.gov |
| RJJ Pasadena Securities, Inc. | Henderson | 104 | $26.8 million | $115.2 million | adviserinfo.sec.gov |
| Buckley Wealth | Las Vegas | 86 | $25.9 million | $644 million | adviserinfo.sec.gov |
| Paradigm Capital Management | Reno | 55 | $20.5 million | $173.4 million | adviserinfo.sec.gov |
| Adaptive Wealth Engineering | Las Vegas | 57 | $17.2 million | $214 million | adviserinfo.sec.gov |
| Pandora Wealth, Inc. | Las Vegas | 20 | $16.6 million | $285 million | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | 26 | $15.9 million | $284.4 million | adviserinfo.sec.gov |
| GW Financial | Reno | 41 | $12.9 million | $133.8 million | adviserinfo.sec.gov |
| McBroom & Associates, LLC | Las Vegas | 52 | $10.3 million | $242.1 million | adviserinfo.sec.gov |
| The Investment Counsel Company | Las Vegas | 17 | $5.8 million | $2.18 billion | adviserinfo.sec.gov |
| Ulta Wealth Management, LLC | Las Vegas | 3 | $1.3 million | $146.5 million | adviserinfo.sec.gov |
| Kingsbridge Wealth Management, Inc. | Las Vegas | 5 | $642,110 | $469.3 million | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | 1 | $7,123 | $270.7 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.