Adviser Record

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

FirmAssetsEmployeesDisclosures
Keystate Advisory, LLC$16.59 billion80
Simplify Asset Management Inc.$14.05 billion453
The Ameriflex Group$9.66 billion2010
The Wealth Consulting Group$6.28 billion1310
The Investment Counsel Company$2.18 billion110
Arista Wealth Management, LLC$1.20 billion160
Dtcp USA LLC$1.05 billion40
Dx Advisors LLC$753.3 million40
Buckley Wealth$644.0 million60
Rareview Capital LLC$537.5 million80
Kingsbridge Wealth Management, Inc.$469.3 million80
Oak Harbor Capital, LLC$442.1 million205
Investment Management Consultants$440.3 million20
American Retirement Planning Group Inc$348.1 million50
Mission Financial Group, LLC$310.9 million60
Winans Investments$305.6 million40
One Wealth Map, LLC$287.4 million90
Pandora Wealth, Inc.$285.0 million70
Kingsbridge Investment Partners LLC$282.5 million50
Finley Financial, LLC$259.8 million12
Mcbroom & Associates, LLC$242.1 million40
Whalen Financial$223.0 million100
Skyoak Capital, Inc.$219.2 million50
Sahara Investment Group$218.1 million150
Adaptive Wealth Engineering$214.0 million50
Bauman Wealth Advisors$206.4 million191
Manhattan Global Asset Management LLC$205.5 million20
Baleen Capital Management LLC$168.7 million10
Axos Invest, Inc$150.8 million130
Ulta Wealth Management, LLC$146.5 million10
Holm & Cawley Financial Group LLC$128.8 million52
Forthright Capital$107.7 million220
Backbone Planning Partners LLC$98.4 million40
Reynolds Capital Management, LLC$74.2 million10
Mkam ETF LLC$12.0 million20
Kingsbarn Capital Management$5.5 million20