Rialytix insights

Top RIA Firms in Reno, Nevada

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Reno, Nevada. This hub covers 20 matching firms with $22.2B in total reported AUM and median AUM of $261.7M.

Firms

20

Matching current profiles

Total AUM

$22.2B

Reported regulatory AUM

Median AUM

$261.7M

Across firms with AUM

Largest firm

$8.5B

Guided Choice Asset Management, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Guided Choice Asset Management, INC.
CRD 112674 · Corporation
RENO, NV$8.5B
Mar 2026
+$1.9B+28.6%+$1.9B+28.5%-$3.4B-28.2%+$2.9B+51.6%+1 employees+4.8% over 3Y-20,695 accounts-19.6% over 3Y
2. Belpointe Asset Management LLC
CRD 143440 · Limited Liability Company
RENO, NV$7.6B
May 2026
+$1.6B+26.1%+$3.7B+96.6%+$5.5B+265.1%+$7.4B+3598.2%+10 employees+4.4% over 3Y+2,927 accounts+18.2% over 3Y
3. Navellier & Associates INC
CRD 107568 · Corporation
RENO, NV$1.1B
May 2026
+$151.2M+15.9%+$440.8M+66.7%+$112.0M+11.3%-$1.7B-60.1%-3 employees-12.5% over 3Y-177 accounts-12.3% over 3Y
4. Rb Capital Management, LLC
CRD 125678 · Limited Liability Company
RENO, NV$930.6M
Mar 2026
+$113.4M+13.9%+$302.3M+48.1%+$395.7M+74.0%+$711.5M+324.8%+2 employees+14.3% over 3Y+267 accounts+21.1% over 3Y
5. Pilgrim Global Advisors LLC
CRD 323259 · Limited Liability Company
RENO, NV$884.2M
Mar 2026
+$299.2M+51.1%+$583.5M+194.1%+9 employees+450.0% over 3Y+1 accounts+100.0% over 3Y
6. American Wealth Management
CRD 122205 · Corporation
RENO, NV$760.5M
Jan 2026
+$194.2M+34.3%+$259.1M+51.7%+$376.2M+97.9%+$598.1M+368.3%0 employees+0.0% over 3Y+82 accounts+10.1% over 3Y
7. Sanchez Gaunt Capital Management, LLC
CRD 336187 · Limited Liability Company
RENO, NV$285.8M
Mar 2026
+1 employees+25.0% over Total
8. Open Window Financial Solutions, LTD.
CRD 131562 · Corporation
RENO, NV$284.4M
Mar 2026
+$38.6M+15.7%+$99.9M+54.2%+$153.8M+117.7%+$227.6M+400.4%+1 employees+20.0% over 3Y+1 accounts+0.3% over 3Y
9. Hallador Investment Advisors, INC.
CRD 141335 · Corporation
RENO, NV$270.7M
Mar 2026
-$44.7M-14.2%-$25.0M-8.5%-$11.4M-4.0%-$88.3M-24.6%+1 employees+12.5% over 3Y-19 accounts-57.6% over 3Y
10. Vantage Wealth Planning
CRD 173929 · Limited Liability Company
RENO, NV$264.7M
Mar 2026
+$94.9M+55.9%+$157.4M+146.8%+$157.4M+146.8%+2 employees+100.0% over 3Y+316 accounts+61.6% over 3Y
11. Gk Wealth Management LLC
CRD 296847 · Limited Liability Company
RENO, NV$258.8M
Mar 2026
+$66.6M+34.6%+$147.0M+131.6%+1 employees+25.0% over 1Y-360 accounts-21.3% over 1Y
12. Schultz Financial Group Incorporated
CRD 108724 · Corporation
RENO, NV$214.8M
Mar 2026
+$18.5M+9.4%+$36.7M+20.6%+$60.3M+39.1%+$82.9M+62.8%-2 employees-33.3% over 3Y+53 accounts+12.5% over 3Y
13. Athena Wealth Management, LLC
CRD 319373 · Limited Liability Company
RENO, NV$174.0M
Mar 2026
+$66.3M+61.5%+$102.5M+143.5%+2 employees+200.0% over 3Y+259 accounts+108.4% over 3Y
14. Paradigm Capital Management
CRD 120805 · Limited Liability Company
RENO, NV$173.4M
Mar 2026
+$13.0M+8.1%+$39.5M+29.5%+$63.7M+58.0%+$123.2M+245.6%-1 employees-50.0% over 3Y+40 accounts+14.7% over 3Y
15. Elevage Partners, LLC
CRD 158386 · Limited Liability Company
RENO, NV$154.6M
Mar 2026
+$7.5M+5.1%+$20.5M+15.3%-$39.3M-20.3%-$69.6M-31.1%-2 employees-20.0% over 3Y+282 accounts+55.5% over 3Y
16. Collaborative Fund Advisors
CRD 327121 · Limited Liability Company
RENO, NV$144.8M
Feb 2026
+4 employees+57.1% over 1Y
17. Gw Financial
CRD 110478 · Corporation
RENO, NV$133.8M
Apr 2026
+$23.5M+21.3%+$40.3M+43.1%+$14.0M+11.6%+$10.2M+8.3%-3 employees-50.0% over 3Y+4 accounts+1.5% over 3Y
18. Universal Value Advisors
CRD 285644 · Limited Liability Company
RENO, NV$51.9M
Mar 2026
+$6.5M+14.4%-$32.6M-38.6%-$25.9M-33.2%+2 employees+66.7% over 3Y-1 accounts-50.0% over 3Y
19. Fund Asset Managers
CRD 315856 · Limited Liability Company
RENO, NV$24.8M
Mar 2026
+$16.3M+192.9%+$16.8M+211.5%0 employees+0.0% over 1Y+2 accounts+100.0% over 1Y
20. Resource Capital Management, LLC
CRD 162781 · Limited Liability Company
RENO, NV$180.0K
Jan 2026
$0+0.0%-$1.3M-88.0%-$7.4M-97.6%0 employees+0.0% over 3Y-2 accounts-66.7% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.