Company lists · Data refreshed September 2026

Top 22 Investment consulting firms based in Reno, United States

RevenueBase identified 34 investment consulting firms headquartered in Reno, United States as of September 2026 and tracks 208 professional contacts across them, including 89 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Reno has 34.

This list covers investment consulting firms headquartered in Reno, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 26, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review
34Companies
208Contacts tracked
89Verified emails
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The 22 largest investment consulting firms based in Reno, United States

Ranked by team size
Top 22 of 34 investment consulting firms based in Reno, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceReno, NV, United StatesHQ checked Sep 26, 202651-20060 contacts →

Partial evidence

“Belpointe Asset Management is a Registered Investment Advisor (RIA) that provides an array of services to advisors and their clients.”

Source: RevenueBase Database · checked Sep 26, 2026
2Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 202611-5021 contacts →

Indirect evidence

“High level money manager with over 30 years of experience investing assets for individuals and institutions.”

Source: RevenueBase Database · checked Sep 26, 2026
3Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 202611-5015 contacts →

Indirect evidence

“Always Client Centered.”

Source: RevenueBase Database · checked Sep 26, 2026
4Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 202611-5015 contacts →

Indirect evidence

“Cornerstone Comprehensive Wealth Management is now officially Prime Capital Financial.”

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 202611-5011 contacts →

Indirect evidence

“At American Wealth Management, we want to help you with your financial health so you can broaden what’s possible and obtain the life experiences that mean the most to you.”

Source: RevenueBase Database · checked Sep 26, 2026
6Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-1011 contacts →

Indirect evidence

“At Elevage Partners, we anticipate-we prepare.”

Source: RevenueBase Database · checked Sep 26, 2026
7Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-109 contacts →

Indirect evidence

“MacLean Financial Group specializes in comprehensive financial planning.”

Source: RevenueBase Database · checked Sep 26, 2026
8Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-107 contacts →

Indirect evidence

“We are fee-only wealth managers who are passionate about helping Business Professionals achieve their personal and financial goals through our Four Capitals approach to wealth…”

Source: RevenueBase Database · checked Sep 26, 2026
9Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-107 contacts →

Indirect evidence

“GK Wealth Management is a fee-only fiduciary financial advisor and wealth management firm based in Reno, Nevada.”

Source: RevenueBase Database · checked Sep 26, 2026
10Partial evidenceReno, NV, United StatesHQ checked Sep 26, 202611-506 contacts →

Partial evidence

“Since RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios.”

Source: RevenueBase Database · checked Sep 26, 2026
11Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“Eric Abowd founded Aspire Capital Advisors in 2003 and has built the Aspire Capital Team upon the core values he believes cannot be compromised: loyalty and quality.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“Many people are surprised by our unique approach to client service.”

Source: RevenueBase Database · checked Sep 26, 2026
13Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-104 contacts →

Indirect evidence

“Our purpose is to help you feel confident, connected and in control of your financial life.”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“Your pursuit of true wealth begins with a framework for success.”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“A full-service solution for all your financial needs!”

Source: RevenueBase Database · checked Sep 26, 2026
17Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“Sierra Management Group is a close-knit team of talented people.”

Source: RevenueBase Database · checked Sep 26, 2026
18Partial evidenceReno, NV, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“Stop overpaying for investment advice.”

Source: RevenueBase Database · checked Sep 26, 2026
19Strong evidenceReno, NV, United StatesHQ checked Sep 26, 20261-101 contacts →

Strong evidence

“RSW Wealth Management provides comprehensive Wealth Management which includes evidence based investment consulting, minimizing income and estate tax, strategic estate and…”

Source: RevenueBase Database · checked Sep 26, 2026
20Partial evidenceReno, NV, United StatesHQ checked Sep 26, 20261-101 contacts →

Partial evidence

“Sage Financial Advisors in Reno, Nevada is a relationship-based investment advising, financial planning, money management, wealth management, and retirement planning firm that…”

Source: RevenueBase Database · checked Sep 26, 2026
21Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“Alchemy Wealth Management is a financial planning firm in Reno, Nevada.”

Source: RevenueBase Database · checked Sep 26, 2026
22Indirect evidenceReno, NV, United StatesHQ checked Sep 26, 20261-101 contacts →

Indirect evidence

“Everett and Larson team of professionals have over 38 years of business experience and have stayed committed to improving and protecting the livelihoods of others; individually…”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 22 of 34 investment consulting firms based in Reno, United States

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Investment consulting firms based in Reno, United States at a glance

As of Sep 26, 2026
42.8%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
5
51-200
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Reno, so it is reported there. Company counts and contact totals on this page are exact for Reno, over 34 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Reno, United States whose own description of what they do matches “investment consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment consulting firms, and records with no verified work email. Companies headquartered outside Reno are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 89 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 26, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment consulting firms are there based in Reno, United States?

RevenueBase identified 34 investment consulting firms headquartered in Reno, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Belpointe Asset Management, headquartered in Reno, tops this list with the largest team on record.

Which city in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Reno has 34.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 89 verified decision-maker contacts tracked across these 34 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 26, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.