AdvisorGrade

Registered investment advisers in Nevada

75 firms in Nevada representing $85.1B in assets under management, sourced from public SEC Form ADV filings.

Cities

Keystate Advisory, LLC

Las Vegas, NV · Est. 2011

Regional
Fee-based
AUM
$16.6B
Per adviser
$2.1B
Advisers
8

No reported disclosures

The Ameriflex Group

Las Vegas, NV · Est. 2019

National
Fee-based
AUM
$9.7B
Per adviser
$53M
Advisers
181

No reported disclosures

Simplify Asset Management INC.

Las Vegas, NV · Est. 2020

Regional
Fee-only
AUM
$9.6B
Per adviser
$567M
Advisers
17

No reported disclosures

Guided Choice Asset Management, INC.

Reno, NV · Est. 2002

Regional
Fee-based
AUM
$8.5B
Per adviser
$1.7B
Advisers
5

No reported disclosures

Belpointe Asset Management LLC

Reno, NV · Est. 2008

NationalInternational
Fee-based
AUM
$7.6B
Per adviser
$50M
Advisers
151

No reported disclosures

The Wealth Consulting Group

Las Vegas, NV · Est. 2014

NationalInternational
Fee-based
AUM
$6.3B
Per adviser
$48M
Advisers
131

No reported disclosures

Digital Alpha Advisors, LLC

Henderson, NV · Est. 2019

Regional
Fee-only
AUM
$2.4B
Per adviser
$266M
Advisers
9

No reported disclosures

The Investment Counsel Company

Las Vegas, NV · Est. 1988

Regional
Fee-based
AUM
$2.2B
Per adviser
$198M
Advisers
11

No reported disclosures

Zazove Associates LLC

Incline Village, NV · Est. 1989

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$179M
Advisers
11

No reported disclosures

Arista Wealth Management, LLC

Las Vegas, NV · Est. 2013

Local
Fee-based
AUM
$1.2B
Per adviser
$134M
Advisers
9

No reported disclosures

Navellier & Associates INC

Reno, NV · Est. 1987

Local
Fee-only
AUM
$1.1B
Per adviser
$551M
Advisers
2

Dtcp USA LLC

Las Vegas, NV · Est. 2025

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$262M
Advisers
4

No reported disclosures

Rb Capital Management, LLC

Reno, NV · Est. 2003

RegionalInternational
Fee-based
AUM
$931M
Per adviser
$66M
Advisers
14

No reported disclosures

Pilgrim Global Advisors LLC

Reno, NV · Est. 2022

LocalInternational
Fee-only
AUM
$884M
Per adviser
$221M
Advisers
4

No reported disclosures

1confirmation

Incline Village, NV · Est. 2021

Local
Fee-only
AUM
$860M
Per adviser
$287M
Advisers
3

No reported disclosures

American Wealth Management

Reno, NV · Est. 2009

Local
Fee-based
AUM
$761M
Per adviser
$152M
Advisers
5

No reported disclosures

Palisade Investments, LLC

Zephyr Cove, NV · Est. 2014

Regional
Fee-based
AUM
$653M
Per adviser
$93M
Advisers
7

Buckley Wealth

Las Vegas, NV · Est. 2017

Local
Fee-based
AUM
$644M
Per adviser
$129M
Advisers
5

No reported disclosures

Aljian Capital Management

Carson City, NV · Est. 2013

LocalInternational
Fee-only
AUM
$628M
Per adviser
$209M
Advisers
3

No reported disclosures

Rareview Capital LLC

Las Vegas, NV · Est. 2016

Local
Fee-based
AUM
$538M
Per adviser
$269M
Advisers
2

No reported disclosures

Kingsbridge Wealth Management, INC.

Las Vegas, NV · Est. 2012

Local
Fee-only
AUM
$469M
Per adviser
$117M
Advisers
4

No reported disclosures

Oak Harbor Capital, LLC

Las Vegas, NV · Est. 2014

LocalInternational
Fee-only
AUM
$442M
Per adviser
$63M
Advisers
7

Investment Management Consultants

Las Vegas, NV · Est. 2021

Local
Fee-based
AUM
$440M
Per adviser
$220M
Advisers
2

No reported disclosures

P4g Capital Management, LLC

Stateline, NV · Est. 2019

Local
Fee-only
AUM
$419M
Per adviser
$52M
Advisers
8

No reported disclosures

Capstone Capital Wealth Advisors

Henderson, NV · Est. 2016

Local
Fee-based
AUM
$408M
Per adviser
$204M
Advisers
2

No reported disclosures

West Ridge Advisors

Henderson, NV · Est. 2020

Regional
Fee-based
AUM
$396M
Per adviser
$30M
Advisers
13

No reported disclosures

American Retirement Planning Group INC

Las Vegas, NV · Est. 2017

Local
Fee-based
AUM
$348M
Per adviser
$174M
Advisers
2

No reported disclosures

Mission Financial Group, LLC

Las Vegas, NV · Est. 2021

RegionalInternational
Fee-based
AUM
$311M
Per adviser
$62M
Advisers
5

No reported disclosures

Winans Investments

Las Vegas, NV · Est. 1993

Local
Fee-only
AUM
$306M
Per adviser
$76M
Advisers
4

No reported disclosures

Bowers Wealth Management, INC.

Glenbrook, NV · Est. 2014

LocalInternational
Fee-only
AUM
$299M
Per adviser
$149M
Advisers
2

No reported disclosures

Whitebark Investors

Incline Village, NV · Est. 2024

LocalInternational
Fee-only
AUM
$292M
Per adviser
$97M
Advisers
3

No reported disclosures

Cassady Wealth & Retirement Planning L.L.C.

Henderson, NV · Est. 2024

Local
Fee-only
AUM
$292M
Per adviser
$58M
Advisers
5

No reported disclosures

One Wealth Map, LLC

Las Vegas, NV · Est. 2019

Regional
Fee-based
AUM
$287M
Per adviser
$57M
Advisers
5

No reported disclosures

Sanchez Gaunt Capital Management, LLC

Reno, NV · Est. 2025

Local
Fee-only
AUM
$286M
Per adviser
$95M
Advisers
3

No reported disclosures

Open Window Financial Solutions, Ltd.

Reno, NV · Est. 2018

Local
Fee-based
AUM
$284M
Per adviser
$95M
Advisers
3

No reported disclosures

Kingsbridge Investment Partners LLC

Las Vegas, NV · Est. 2025

Local
Fee-only
AUM
$283M
Per adviser
$71M
Advisers
4

No reported disclosures

Hallador Investment Advisors, INC.

Reno, NV · Est. 2006

Local
Fee-only
AUM
$271M
Per adviser
$68M
Advisers
4

No reported disclosures

Vantage Wealth Planning

Reno, NV · Est. 2022

Local
Fee-based
AUM
$265M
Per adviser
$88M
Advisers
3

No reported disclosures

Finley Financial, LLC

Las Vegas, NV · Est. 2017

Local
Fee-only
AUM
$260M
Per adviser
$260M
Advisers
1

Gk Wealth Management LLC

Reno, NV · Est. 2023

Local
Fee-based
AUM
$259M
Per adviser
$52M
Advisers
5

No reported disclosures

Peterson Wealth Management, LLC

Sparks, NV · Est. 2019

Local
Fee-only
AUM
$251M
Per adviser
$84M
Advisers
3

No reported disclosures

Mcbroom & Associates, LLC

Las Vegas, NV · Est. 2021

LocalInternational
Fee-only
AUM
$242M
Per adviser
$121M
Advisers
2

No reported disclosures

Whalen Financial

Las Vegas, NV · Est. 2021

Local
Fee-based
AUM
$223M
Per adviser
$56M
Advisers
4

No reported disclosures

Diazo, LLC

Henderson, NV · Est. 2023

Local
Fee-based
AUM
$222M
Per adviser
$55M
Advisers
4

No reported disclosures

Skyoak Capital, INC.

Las Vegas, NV · Est. 2020

Local
Fee-based
AUM
$219M
Per adviser
$73M
Advisers
3

No reported disclosures

Schultz Financial Group Incorporated

Reno, NV · Est. 1983

Local
Fee-based
AUM
$215M
Per adviser
$54M
Advisers
4

No reported disclosures

Adaptive Wealth Engineering

Las Vegas, NV · Est. 1994

LocalInternational
Fee-based
AUM
$214M
Per adviser
$43M
Advisers
5

No reported disclosures

Bauman Wealth Advisors

Las Vegas, NV · Est. 2024

LocalInternational
Fee-only
AUM
$206M
Per adviser
$26M
Advisers
8

Manhattan Global Asset Management LLC

Las Vegas, NV · Est. 2025

Local
Fee-only
AUM
$206M
Per adviser
$206M
Advisers
1

No reported disclosures

Athena Wealth Management, LLC

Reno, NV · Est. 2024

Regional
Fee-based
AUM
$174M
Per adviser
$174M
Advisers
1

No reported disclosures

Paradigm Capital Management

Reno, NV · Est. 2020

Local
Fee-only
AUM
$173M
Per adviser
$173M
Advisers
1

No reported disclosures

Baleen Capital Management LLC

Las Vegas, NV · Est. 2021

LocalInternational
Fee-only
AUM
$169M
Per adviser
$169M
Advisers
1

No reported disclosures

Read & Powell Financial Services, LLC

Elko, NV · Est. 2021

Local
Fee-only
AUM
$160M
Per adviser
$53M
Advisers
3

No reported disclosures

Elevage Partners, LLC

Reno, NV · Est. 2018

Regional
Fee-based
AUM
$155M
Per adviser
$31M
Advisers
5

No reported disclosures

Axos Invest, INC

Las Vegas, NV · Est. 2014

Local
Fee-based
AUM
$151M
Per adviser
$15M
Advisers
10

No reported disclosures

Curtis Wealth Management LLC

Henderson, NV · Est. 2024

Local
Fee-only
AUM
$149M
Per adviser
$74M
Advisers
2

No reported disclosures

Ulta Wealth Management, LLC

Las Vegas, NV · Est. 2023

Local
Fee-based
AUM
$146M
Per adviser
$146M
Advisers
1

No reported disclosures

Collaborative Fund Advisors

Reno, NV · Est. 2023

Regional
Fee-only
AUM
$145M
Per adviser
$21M
Advisers
7

No reported disclosures

Gw Financial

Reno, NV · Est. 1983

Local
Fee-based
AUM
$134M
Per adviser
$67M
Advisers
2

No reported disclosures

Holm & Cawley Financial Group LLC

Las Vegas, NV · Est. 2026

Local
Fee-only
AUM
$129M
Per adviser
$32M
Advisers
4

Sierra Management Group

Reno, NV · Est. 2026

Local
Fee-only
AUM
$127M
Per adviser
$64M
Advisers
2

No reported disclosures

Rjj Pasadena Securities, INC.

Henderson, NV · Est. 2026

Local
Fee-only
AUM
$110M
Per adviser
$55M
Advisers
2

Forthright Capital

Las Vegas, NV · Est. 2023

Regional
Fee-based
AUM
$108M
Per adviser
$5M
Advisers
21

No reported disclosures

Backbone Planning Partners LLC

Las Vegas, NV · Est. 2023

Regional
Fee-based
AUM
$98M
Per adviser
$33M
Advisers
3

No reported disclosures

Reynolds Capital Management, LLC

Las Vegas, NV · Est. 1985

Local
Fee-only
AUM
$74M
Per adviser
$74M
Advisers
1

No reported disclosures

Bufferlabs

Henderson, NV · Est. 2025

Local
Fee-only
AUM
$62M
Per adviser
$31M
Advisers
2

No reported disclosures

Sahara Investment Group

Las Vegas, NV · Est. 2026

Local
Fee-based
AUM
$53M
Per adviser
$11M
Advisers
5

No reported disclosures

Universal Value Advisors

Reno, NV · Est. 2017

Local
Fee-only
AUM
$52M
Per adviser
$13M
Advisers
4

No reported disclosures

Fund Asset Managers

Reno, NV · Est. 2024

LocalInternational
Fee-only
AUM
$25M
Per adviser
$5M
Advisers
5

No reported disclosures

Legacy Cornerstone Wealth LLC

Las Vegas, NV · Est. 2021

Local
Fee-based
AUM
$22M
Per adviser
$22M
Advisers
1

No reported disclosures

Mkam Etf LLC

Las Vegas, NV · Est. 2023

Local
Fee-only
AUM
$12M
Per adviser
$6M
Advisers
2

No reported disclosures

Kingsbarn Capital Management

Las Vegas, NV · Est. 2021

Local
Fee-only
AUM
$6M
Per adviser
$3M
Advisers
2

No reported disclosures

Resource Capital Management, LLC

Reno, NV · Est. 2015

Local
Fee-based
AUM
$180,000
Per adviser
$180,000
Advisers
1

No reported disclosures

Dx Advisors LLC

Las Vegas, NV · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
4

No reported disclosures

Thoughtful Money LLC

Reno, NV · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures