Top 10 financial advisor firms in Nevada

43 SEC-registered financial advisor firms are headquartered in Nevada, with $16.3B in combined regulatory assets under management. The largest by assets are The Investment Counsel Company of Nevada ($2.18B), Navellier & Associates ($1.31B) and Arista Wealth Management ($1.2B).

43
Financial advisor firms: $16.3B
Their combined AUM: $259M
Median firm AUM: 5,386
Clients of the top 10

The 10 largest by assets

1
The Investment Counsel Company of Nevada
RIA
$2.18B
0.25% to 1.00% a year
2
Navellier & Associates
RIA
$1.31B
Regulatory AUM
3
Arista Wealth Management
RIA
$1.2B
Up to 2.00% a year
4
RB Capital Management
RIA
$931M
Regulatory AUM
5
American Wealth Management
RIA
$761M
Regulatory AUM
6
Palisade Investments
RIA
$653M
Regulatory AUM
7
Buckley Wealth Management
RIA
$644M
Up to 1.00% a year
8
Aljian Capital Management
RIA
$628M
0.63% to 1.25% a year
9
Kingsbridge Wealth Management
RIA
$469M
0.65% to 1.00% a year
10
Capstone Capital
RIA
$408M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

The Investment Counsel Company of Nevada

The Investment Counsel Company of Nevada is an investment adviser based in Las Vegas, NV, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $2.18 billion, as filed on 31 March 2026.

The Investment Counsel Company of Nevada charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $2.18B
Clients: 410
Advisory staff: 11
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 10000 W. Charleston BLVD., Suite 280, Las Vegas, NV 89135
Phone: 702-871-8510
Website: iccnv.com

No. 2 · RIA

Navellier & Associates

Navellier & Associates is an investment adviser based in Reno, NV, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $1.31 billion, as filed on 28 September 2026.

Regulatory AUM: $1.31B
Clients: 1,321
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: One E. Liberty, Suite 504, Reno, NV 89501-2107
Phone: 775-785-2300
Website: navellier.com

No. 3 · RIA

Arista Wealth Management

Arista Wealth Management is an investment adviser based in Las Vegas, NV, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.2 billion, as filed on 14 September 2026.

Arista Wealth Management charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $1.2B
Clients: 530
Advisory staff: 10
Founded: 2006
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148
Phone: 702-309-9970
Website: aristawealth.com

No. 4 · RIA

RB Capital Management

RB Capital Management is an investment adviser based in Reno, NV, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $931 million, as filed on 27 March 2026.

Regulatory AUM: $931M
Clients: 648
Advisory staff: 14
Custodians: Pershing, Charles Schwab
Headquarters: 5365 Reno Corporate DR., Suite 200, Reno, NV 89511
Phone: 775-993-2900
Website: rbcapitalmanagement.com

No. 5 · RIA

American Wealth Management

American Wealth Management is an investment adviser based in Reno, NV, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $761 million, as filed on 24 June 2026.

Regulatory AUM: $761M
Clients: 897
Advisory staff: 5
Founded: 1988
Headquarters: 570 Hammill Lane, Reno, NV 89511
Phone: 775-332-7000
Website: financialhealth.com

No. 6 · RIA

Palisade Investments

Palisade Investments is an investment adviser based in Zephyr Cove, NV, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $653 million, as filed on 16 July 2026.

Regulatory AUM: $653M
Clients: 668
Advisory staff: 7
Custodians: Ascensus Trust, Charles Schwab, Broadridge, Reliance Trust, Fidelity
Headquarters: 625 Highway 50, Suite 301, Zephyr Cove, NV 89448-3049
Phone: 775-299-4600
Website: palisadeinvestments.com

No. 7 · RIA

Buckley Wealth Management

Buckley Wealth Management is an investment adviser based in Las Vegas, NV, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $644 million, as filed on 31 March 2026.

Buckley Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $644M
Clients: 224
Advisory staff: 5
Fee schedule: Up to 1.00% a year
Custodians: Fidelity
Headquarters: 10100 West Charleston BLVD., #213, Las Vegas, NV 89135-5001
Phone: 702-805-1010
Website: buckleywealth.com

No. 8 · RIA

Aljian Capital Management

Aljian Capital Management is an investment adviser based in Carson City, NV, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $628 million, as filed on 3 March 2026.

Aljian Capital Management charges 0.625%–1.25% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $628M
Clients: 436
Advisory staff: 3
Founded: 2013
Fee schedule: 0.63% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 600 E William Street, Ste. 208, Carson City, NV 89701
Phone: 707-230-2158
Website: aljiancapital.com

No. 9 · RIA

Kingsbridge Wealth Management

Kingsbridge Wealth Management is an investment adviser based in Las Vegas, NV, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $469 million, as filed on 10 March 2026.

Kingsbridge Wealth Management charges 0.65%–1.00% a year for its Separately Managed Accounts.

Regulatory AUM: $469M
Clients: 52
Advisory staff: 4
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 1140 N. Town Center Drive, Suite 265, Las Vegas, NV 89144
Phone: 702-947-5160

No. 10 · RIA

Capstone Capital

Capstone Capital is an investment adviser based in Henderson, NV, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $408 million, as filed on 7 July 2026.

Capstone Capital charges 0.50%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $408M
Clients: 200
Advisory staff: 3
Founded: 2002
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074-7167
Phone: 702-433-7588
Website: capstonecap.com

Questions about financial advisors in Nevada

How many financial advisor firms are headquartered in Nevada?

43 SEC-registered financial advisor firms report their principal office in Nevada, managing $16.3B in regulatory assets between them. The other 24 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Nevada?

The Investment Counsel Company of Nevada, with $2.18B in regulatory assets under management on its latest Form ADV. The next largest are Navellier & Associates ($1.31B) and Arista Wealth Management ($1.2B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Nevada?

The median firm manages $259M in regulatory assets. That is the midpoint of the 43 firms headquartered in Nevada.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Nevada charge?

Of the 10 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Nevada?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Nevada has 43 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Nevada

Top financial advisor firms by city in Nevada