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Research / Organic Growers

The fastest-growing RIAs in Nevada.

17 wealth management firms in Nevada grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1Mission Financial Group, LLC
LAS VEGAS
$178.3M → $310.9M1.74×
1.3× typical
2 → 5+1
Organic or recruited
Fidelity89.5
2Gk Wealth Management LLC
RENO
$150.7M → $258.8M1.72×
1.3× typical
2 → 5+1
Organic or recruited
Schwab89.1
3The Ameriflex Group
LAS VEGAS
$6.52B → $9.66B1.48×
1.1× typical
149 → 181+45
Organic or recruited
AssetMark79.0
4Whalen Financial
LAS VEGAS
$157.9M → $223M1.41×
1.1× typical
1 → 4+1
Organic
Schwab77.0
5Bauman Wealth Advisors
LAS VEGAS
$104.7M → $206.4M1.97×
1.5× typical
4 → 8-1
Organic or recruited
Schwab71.7
6Vantage Wealth Planning
RENO
$169.7M → $264.7M1.56×
1.2× typical
2 → 30
Organic
Schwab64.7
7Diazo, LLC
HENDERSON
$132.7M → $221.6M1.67×
1.2× typical
3 → 4-1
Organic
Schwab64.0
8Belpointe Asset Management LLC
RENO
$4.3B → $7.58B1.76×
1.3× typical
150 → 1510
Organic or recruited
Schwab63.0
9Palisade Investments, LLC
ZEPHYR COVE
$464.6M → $652.7M1.4×
1.0× typical
5 → 70
Organic
Schwab55.1
10Cassady Wealth & Retirement Planning L.l.c.
HENDERSON
$140.5M → $292.1M2.08×
1.6× typical
6 → 50
Organic
SEI53.7

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked