Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Las Vegas, NV
36 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in NV
Firm
Assets
Employees
Disclosures
Keystate Advisory, LLC
$16.59 billion
8
0
Simplify Asset Management Inc.
$14.05 billion
45
3
The Ameriflex Group
$9.66 billion
201
0
The Wealth Consulting Group
$6.28 billion
131
0
The Investment Counsel Company
$2.18 billion
11
0
Arista Wealth Management, LLC
$1.20 billion
16
0
Dtcp USA LLC
$1.05 billion
4
0
Dx Advisors LLC
$753.3 million
4
0
Buckley Wealth
$644.0 million
6
0
Rareview Capital LLC
$537.5 million
8
0
Kingsbridge Wealth Management, Inc.
$469.3 million
8
0
Oak Harbor Capital, LLC
$442.1 million
20
5
Investment Management Consultants
$440.3 million
2
0
American Retirement Planning Group Inc
$348.1 million
5
0
Mission Financial Group, LLC
$310.9 million
6
0
Winans Investments
$305.6 million
4
0
One Wealth Map, LLC
$287.4 million
9
0
Pandora Wealth, Inc.
$285.0 million
7
0
Kingsbridge Investment Partners LLC
$282.5 million
5
0
Finley Financial, LLC
$259.8 million
1
2
Mcbroom & Associates, LLC
$242.1 million
4
0
Whalen Financial
$223.0 million
10
0
Skyoak Capital, Inc.
$219.2 million
5
0
Sahara Investment Group
$218.1 million
15
0
Adaptive Wealth Engineering
$214.0 million
5
0
Bauman Wealth Advisors
$206.4 million
19
1
Manhattan Global Asset Management LLC
$205.5 million
2
0
Baleen Capital Management LLC
$168.7 million
1
0
Axos Invest, Inc
$150.8 million
13
0
Ulta Wealth Management, LLC
$146.5 million
1
0
Holm & Cawley Financial Group LLC
$128.8 million
5
2
Forthright Capital
$107.7 million
22
0
Backbone Planning Partners LLC
$98.4 million
4
0
Reynolds Capital Management, LLC
$74.2 million
1
0
Mkam ETF LLC
$12.0 million
2
0
Kingsbarn Capital Management
$5.5 million
2
0