Top 10 financial advisor firms in Reno

13 SEC-registered financial advisor firms are headquartered in Reno, NV, with $5.07B in combined regulatory assets under management. The largest by assets are Navellier & Associates ($1.31B), RB Capital Management ($931M) and American Wealth Management ($761M).

13
Financial advisor firms: $5.07B
Their combined AUM: $259M
Median firm AUM: 5,122
Clients of the top 10

The 10 largest by assets

1
Navellier & Associates
RIA
$1.31B
Regulatory AUM
2
RB Capital Management
RIA
$931M
Regulatory AUM
3
American Wealth Management
RIA
$761M
Regulatory AUM
4
Sanchez Gaunt Capital Management
RIA
$286M
Up to 2.00% a year
5
Open Window Financial Solutions
RIA
$284M
0.50% to 1.75% a year
6
KRM Wealth Management
RIA
$265M
0.60% to 1.00% a year
7
GK Wealth Management
RIA
$259M
0.10% to 2.00% a year
8
Schultz Financial Group
RIA
$215M
Regulatory AUM
9
Athena Wealth Management
RIA
$174M
Regulatory AUM
10
Paradigm Capital Management,llc
RIA
$173M
0.75% to 0.85% a year

Profiles of the top 10

No. 1 · 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. 2 · 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. 3 · 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. 4 · RIA

Sanchez Gaunt Capital Management

Sanchez Gaunt Capital Management is an investment adviser based in Reno, NV, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $286 million, as filed on 16 June 2026.

Sanchez Gaunt Capital Management charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $286M
Clients: 830
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Custodians: Assetmark Brokerage
Headquarters: 9160 Double Diamond Parkway, Suite 100, Reno, NV 89521
Phone: 775-800-1801

No. 5 · RIA

Open Window Financial Solutions

Open Window Financial Solutions is an investment adviser based in Reno, NV, registered with the SEC since 2018. 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 $284 million, as filed on 17 March 2026.

Open Window Financial Solutions charges 0.50%–1.75% a year for its Investment Advisory Services.

Regulatory AUM: $284M
Clients: 101
Advisory staff: 3
Founded: 2004
Fee schedule: 0.50% to 1.75% a year
Custodians: Fidelity
Headquarters: 4741 Caughlin Parkway, Suite 3, Reno, NV 89519
Phone: 775-827-0670
Website: openwindowfs.com

No. 6 · RIA

KRM Wealth Management

KRM Wealth Management is an investment adviser based in Reno, NV, registered with the SEC since 2022. 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 $265 million, as filed on 11 March 2026.

KRM Wealth Management charges 0.60%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $265M
Clients: 406
Advisory staff: 3
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3748 Lakeside DR., Suite 100, Reno, NV 89509
Phone: 775-502-8484
Website: vantagewealthplanning.com

No. 7 · RIA

GK Wealth Management

GK Wealth Management is an investment adviser based in Reno, NV, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $259 million, as filed on 20 August 2026.

GK Wealth Management charges 0.10%–2.00% a year for its Investment Management Fees.

Regulatory AUM: $259M
Clients: 534
Advisory staff: 5
Fee schedule: 0.10% to 2.00% a year
Minimum account: $25,000
Custodians: Charles Schwab
Headquarters: 98 Winter Street, Reno, NV 89503
Phone: 775-354-6622
Website: gkwealthmanagement.com

No. 8 · RIA

Schultz Financial Group

Schultz Financial Group is an investment adviser based in Reno, NV, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $215 million, as filed on 16 June 2026.

Regulatory AUM: $215M
Clients: 116
Advisory staff: 4
Founded: 1982
Custodians: Charles Schwab
Headquarters: 5190 Neil Road, Suite 450, Reno, NV 89502
Phone: 775-850-5620
Website: sfginc.com

No. 9 · RIA

Athena Wealth Management

Athena Wealth Management is an investment adviser based in Reno, NV, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $174 million, as filed on 18 March 2026.

Regulatory AUM: $174M
Clients: 144
Advisory staff: 1
Custodians: Fidelity
Headquarters: 540 W. Plumb Lane, #201, Reno, NV 89509
Phone: 408-684-3705
Website: athenawm.com

No. 10 · RIA

Paradigm Capital Management,llc

Paradigm Capital Management,llc is an investment adviser based in Reno, NV, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $173 million, as filed on 10 March 2026.

Paradigm Capital Management,llc charges 0.75%–0.85% a year for its Investment Management Services.

Regulatory AUM: $173M
Clients: 125
Advisory staff: 1
Fee schedule: 0.75% to 0.85% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 6170 Ridgeview Court, Suite F, Reno, NV 89519
Phone: 775-829-8787
Website: paradigmcm.net

Questions about financial advisors in Reno

How many financial advisor firms are headquartered in Reno?

13 SEC-registered financial advisor firms report their principal office in Reno, NV, managing $5.07B in regulatory assets between them. The other 5 advisers headquartered in the city 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 Reno?

Navellier & Associates, with $1.31B in regulatory assets under management on its latest Form ADV. The next largest are RB Capital Management ($931M) and American Wealth Management ($761M).

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

How large is a typical financial advisor firm in Reno?

The median firm manages $259M in regulatory assets. That is the midpoint of the 13 firms headquartered in Reno.

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

How much do financial advisors in Reno charge?

Of the 10 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% 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 Reno?

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 city 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 city.

Source: Niva directory methodology

Reno has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Reno

Top financial advisor firms in other Nevada cities