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.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Mission Financial Group, LLC LAS VEGAS | $178.3M → $310.9M | 1.74× 1.3× typical | 2 → 5 | +1 | Organic or recruited | Fidelity | 89.5 |
| 2 | Gk Wealth Management LLC RENO | $150.7M → $258.8M | 1.72× 1.3× typical | 2 → 5 | +1 | Organic or recruited | Schwab | 89.1 |
| 3 | The Ameriflex Group LAS VEGAS | $6.52B → $9.66B | 1.48× 1.1× typical | 149 → 181 | +45 | Organic or recruited | AssetMark | 79.0 |
| 4 | Whalen Financial LAS VEGAS | $157.9M → $223M | 1.41× 1.1× typical | 1 → 4 | +1 | Organic | Schwab | 77.0 |
| 5 | Bauman Wealth Advisors LAS VEGAS | $104.7M → $206.4M | 1.97× 1.5× typical | 4 → 8 | -1 | Organic or recruited | Schwab | 71.7 |
| 6 | Vantage Wealth Planning RENO | $169.7M → $264.7M | 1.56× 1.2× typical | 2 → 3 | 0 | Organic | Schwab | 64.7 |
| 7 | Diazo, LLC HENDERSON | $132.7M → $221.6M | 1.67× 1.2× typical | 3 → 4 | -1 | Organic | Schwab | 64.0 |
| 8 | Belpointe Asset Management LLC RENO | $4.3B → $7.58B | 1.76× 1.3× typical | 150 → 151 | 0 | Organic or recruited | Schwab | 63.0 |
| 9 | Palisade Investments, LLC ZEPHYR COVE | $464.6M → $652.7M | 1.4× 1.0× typical | 5 → 7 | 0 | Organic | Schwab | 55.1 |
| 10 | Cassady Wealth & Retirement Planning L.l.c. HENDERSON | $140.5M → $292.1M | 2.08× 1.6× typical | 6 → 5 | 0 | Organic | SEI | 53.7 |
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.