Data / Investment advisers / Serving pension and profit sharing plans / Nevada
Investment advisers in Nevada serving pension and profit sharing plans: 28 firms
28 SEC registered investment advisers with a main office in Nevada report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $10 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Guided Choice Asset Management, Inc.
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- 28Advisers
- $10 billionAUM from this client type
- 27Advisers over $100 million
- November 2, 2026File date
Advisers in Nevada serving pension and profit sharing plans
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 |
|---|
| Guided Choice Asset Management, Inc. | Reno | 25,398 | $7.48 billion | $8.55 billion | adviserinfo.sec.gov |
| The Ameriflex Group | Las Vegas | 357 | $803.4 million | $9.66 billion | adviserinfo.sec.gov |
| Palisade Investments, LLC | Zephyr Cove | 80 | $320.7 million | $652.7 million | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | 168 | $305.8 million | $7.58 billion | adviserinfo.sec.gov |
| West Ridge Advisors | Henderson | 383 | $210.5 million | $396 million | adviserinfo.sec.gov |
| Arista Wealth Management, LLC | Las Vegas | 139 | $207.7 million | $1.20 billion | adviserinfo.sec.gov |
| American Retirement Planning Group Inc | Las Vegas | 71 | $124.8 million | $348.1 million | adviserinfo.sec.gov |
| The Wealth Consulting Group | Las Vegas | 158 | $107.1 million | $6.28 billion | adviserinfo.sec.gov |
| Zazove Associates LLC | Incline Village | 4 | $99.1 million | $1.97 billion | adviserinfo.sec.gov |
| RB Capital Management, LLC | Reno | 12 | $49.5 million | $930.6 million | adviserinfo.sec.gov |
| The Investment Counsel Company | Las Vegas | 9 | $46.2 million | $2.18 billion | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | 24 | $44.1 million | $310.9 million | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | 10 | $32.1 million | $284.4 million | adviserinfo.sec.gov |
| Skyoak Capital, Inc. | Las Vegas | 27 | $28.6 million | $219.2 million | adviserinfo.sec.gov |
| Holm & Cawley Financial Group LLC | Las Vegas | 6 | $20.6 million | $128.8 million | adviserinfo.sec.gov |
| American Wealth Management | Reno | 17 | $17.5 million | $760.5 million | adviserinfo.sec.gov |
| Winans Investments | Las Vegas | 6 | $13 million | $305.6 million | adviserinfo.sec.gov |
| Backbone Planning Partners LLC | Las Vegas | Fewer than 5 | $12.5 million | $98.4 million | adviserinfo.sec.gov |
| Aljian Capital Management | Carson City | Fewer than 5 | $12.3 million | $627.8 million | adviserinfo.sec.gov |
| Vantage Wealth Planning | Reno | 8 | $10.3 million | $264.7 million | adviserinfo.sec.gov |
| Buckley Wealth | Las Vegas | Fewer than 5 | $6 million | $644 million | adviserinfo.sec.gov |
| Schultz Financial Group Incorporated | Reno | Fewer than 5 | $3.5 million | $214.8 million | adviserinfo.sec.gov |
| Investment Management Consultants | Las Vegas | 1 | $2.9 million | $440.3 million | adviserinfo.sec.gov |
| Peterson Wealth Management, LLC | Sparks | Fewer than 5 | $1.6 million | $251.1 million | adviserinfo.sec.gov |
| Bauman Wealth Advisors | Las Vegas | 1 | $1.5 million | $206.4 million | adviserinfo.sec.gov |
| RJJ Pasadena Securities, Inc. | Henderson | 2 | $440,016 | $115.2 million | adviserinfo.sec.gov |
| Pandora Wealth, Inc. | Las Vegas | 1 | $350,000 | $285 million | adviserinfo.sec.gov |
| Forthright Capital | Las Vegas | 5 | $240,517 | $107.7 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.