Top Wealth + Best-in-State · rank 2 · Las Vegas, Nevada · listed firm: The Investment Counsel
Identity & firm
- Firm — The Investment Counsel Company of Nevada (high)
- “Mr. Garcia has been employed as CEO and Chief Investment Officer of The Investment Counsel Company of Nevada since May 1987.” — sec_finra_regulatory
- Parent company — independent (high)
- “The Registrant is owned by the Garcia Family Trust dated 8/29/91, Randy A. Garcia and Staci R. Garcia, Trustees.” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “We provide services and receive fees only from you. We don't accept any payments or commission from any third parties, with the exception of an allowance that Schwab provides us for software.” — sec_finra_regulatory
- “ICC is proud to be the first and largest independent investment advisor in Nevada.” — firm_official
- Team name — The Investment Counsel Company of Nevada (medium)
- “ICC is proud to be the first and largest independent investment advisor in Nevada.” — firm_official
- Team size — 26 (medium)
- “ICC is proud to be the first and largest independent investment advisor in Nevada.” — firm_official
- CRD — 862041 (low)
- “Randy Garcia (CRD# 862041) is a Registered Investment Advisor working at The Investment Counsel Company in Las Vegas, NV” — social_or_third_party_db
- Years experience — 39 (high)
- “Mr. Garcia has been employed as CEO and Chief Investment Officer of The Investment Counsel Company of Nevada since May 1987.” — sec_finra_regulatory
- Designations — CIMA, other:AIFA (high)
- “Randy A. Garcia has held the designation of Certified Investment Management Analyst (CIMA®) since 1986.” — sec_finra_regulatory
- “Randy A. Garcia has held the designation of Accredited Investment Fiduciary Analyst™ (AIFA®) since 2002.” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 2100 (high)
- “$2.1B” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Las Vegas-based financial advisor serving individuals, families, businesses and institutions with $3,000,000 or more in investable assets.” — firm_official
- Typical client net worth ($M) — 40 (medium)
- “$5-75M typical net worth of relationships” — forbes_shook
- Client niche — affluent and ultra-affluent multigenerational families, plus 401(k) plans, foundations and endowments (high)
- “Las Vegas-based financial advisor serving individuals, families, businesses and institutions with $3,000,000 or more in investable assets.” — firm_official
- Custodians — Charles Schwab (Schwab Advisory Services), TD Ameritrade Institutional (high)
- “Registrant may recommend that clients establish brokerage accounts with Schwab Advisory Services, a division of Charles Schwab & Co. (Schwab), TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (TD Ameritrade” — sec_finra_regulatory
- Fee model — aum_fee (high)
- “Our fee is based on a percentage of your assets under our management. We typically deduct our fee from one or more of your investment accounts, in advance, on a quarterly basis.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://iccnv.com/ (high)
- “FIDUCIARY FINANCIAL ADVISOR, RETIREMENT PLANNING AND WEALTH MANAGEMENT” — firm_official
- Value proposition (verbatim) — Las Vegas-based financial advisor serving individuals, families, businesses and institutions with $3,000,000 or more in investable assets. (high)
- “Las Vegas-based financial advisor serving individuals, families, businesses and institutions with $3,000,000 or more in investable assets.” — firm_official
- Differentiators — First and largest independent investment advisor in Nevada, Nevada's #1 Financial Advisor for 8 straight years (WSJ/Barron's), Among the first Nevada advisory firms to adopt the fiduciary standard (1987), 38-year history with multigenerational client relationships, Access to exclusive investment opportunities (high)
- “ICC is proud to be the first and largest independent investment advisor in Nevada.” — firm_official
- “Nevada's #1 Financial Advisor for 8 straight years” — firm_official
- Content marketing — occasional (medium)
- “ICC Helps UNLV Students Experience the Colorado River Basin Firsthand” — firm_official
- Has podcast — no (medium)
- “ICC Helps UNLV Students Experience the Colorado River Basin Firsthand” — firm_official
- Books published — 0 (low)
- “Randy A. Garcia was born 1954. Mr. Garcia graduated in 1977 from the University of Nevada with a B.S. degree in Business Administration.” — sec_finra_regulatory
- Linkedin url — https://www.linkedin.com/in/randy-garcia-cima%C2%AE-aifa%C2%AE-a4299724 (medium)
- “Randy Garcia, CIMA®, AIFA® - The Investment Counsel Company of Nevada | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “FIDUCIARY FINANCIAL ADVISOR, RETIREMENT PLANNING AND WEALTH MANAGEMENT” — firm_official
- Press awards — Barron's/WSJ #1 Financial Advisor in Nevada (12 consecutive years), Barron's Top 100 Independent Financial Advisors (2019-2025), Barron's Top 1200 Financial Advisors by State, Worth Magazine Top Leading Advisors of 2024, UNLV Fred C. Albrecht Outstanding Alumnus Award (2024) (high)
- “Nevada's #1 Financial Advisor for 8 straight years” — firm_official
- “ranked by The Wall Street Journal and Barron's as the #1 Financial Advisor in Nevada thirteen times and one of the Top 100 Financial Advisors in the nation” — forbes_shook
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://iccnv.com/wp-content/themes/iccnv/library/images/logo.svg (high)
- Visual brand notes — Conservative corporate identity: navy/dark palette, clean modern sans-serif type, trust-oriented layout. Imagery mixes team headshots, the Las Vegas headquarters building, award badges, and community-partnership photography. (medium)
- “FIDUCIARY FINANCIAL ADVISOR, RETIREMENT PLANNING AND WEALTH MANAGEMENT” — firm_official
