Company lists · Data refreshed September 2026

Top 21 Wealth management firms based in Reno, United States

Name: Wealth management firms based in Reno, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 32 companies tracked

RevenueBase identified 32 company matches for wealth management firms associated with Reno, United States as of September 2026 and tracks 171 professional contacts across them, including 76 with verified work emails. Across the United States, New York is the largest hub for this category (537 companies); Reno has 32.

This list covers company matches for wealth management firms associated with Reno, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

32Companies

171Contacts tracked

76Verified emails

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The 21 largest wealth management firms based in Reno, United States

Ranked by team size

Top 21 of 32 company matches for wealth management firms based in Reno, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Belpointe Asset Management	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	51-200	60 contacts →
	Exact match “Belpointe Asset Management is a Registered Investment Advisor (RIA) that provides an array of services to advisors and their clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Prime Capital Financial Of Reno-Tahoe	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Cornerstone Comprehensive Wealth Management is now officially Prime Capital Financial.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	American Wealth Management	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Elevage Partners	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “At Elevage Partners, we anticipate-we prepare.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Maclean Financial Group	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “MacLean Financial Group specializes in comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Schultz Financial Group INC	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Creative Planning Trust Company	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Creative Planning Trust Company is a company based out of RENO, NEVADA, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Open Window Financial Solutions, LTD	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Open Window Financial Solutions provides financial planning services customized for your particular situation.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Aspire Capital Advisors	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Nevada Family Wealth	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Many people are surprised by our unique approach to client service.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	GPS Wealth Advisors	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Our purpose is to help you feel confident, connected and in control of your financial life.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Legacy Wealth Planning	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	ART Of Wealth Management	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Your pursuit of true wealth begins with a framework for success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Semel Risk Consultants	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “A full-service solution for all your financial needs!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Sierra Management Group	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Sierra Management Group is a close-knit team of talented people.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	RSW Wealth Management	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “RSW Wealth Management provides comprehensive Wealth Management which includes evidence based investment consulting, minimizing income and estate tax, strategic estate and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Trident Capital Advisors, LLC	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Trident Capital Advisors exists to solve the critical financial issues facing individuals and families.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Sage Financial Advisors DBA Wealthspire Advisors	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Sage Financial Advisors in Reno, Nevada is a relationship-based investment advising, financial planning, money management, wealth management, and retirement planning firm that…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Horning, Lingenfelter & Co., LLP	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Tax, Accounting, Estates, Trusts, and Business Consulting” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Alchemy Wealth Management	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Alchemy Wealth Management is a financial planning firm in Reno, Nevada.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Everett And Larson Financial Services	Exact match	Reno, NV, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 21 of 32 wealth management firms based in Reno, United States

See the full list, filter by size, metro and specialty, and access 76 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management firms based in Reno, United States at a glance

As of Sep 16, 2026

44.4%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 32 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Reno, United States whose business descriptions match “wealth management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 76 professional contacts with verified work emails across the full matched dataset. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management firms are there based in Reno, United States?

RevenueBase identified 32 company matches for wealth management firms associated with Reno, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Belpointe Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth management firms?

New York leads the United States with 537 company records, followed by Atlanta (256) and Houston (251). Reno has 32.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 76 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 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 SmartSearch, 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.