AdvisorGrade

Financial advisers in Las Vegas, NV

36 registered investment adviser firms in Las Vegas managing $53.2B in assets, based on public SEC Form ADV filings.

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

The Wealth Consulting Group

Las Vegas, NV · Est. 2014

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

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

Arista Wealth Management, LLC

Las Vegas, NV · Est. 2013

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

No reported disclosures

Dtcp USA LLC

Las Vegas, NV · Est. 2025

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

No reported disclosures

Buckley Wealth

Las Vegas, NV · Est. 2017

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

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

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

One Wealth Map, LLC

Las Vegas, NV · Est. 2019

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

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

Finley Financial, LLC

Las Vegas, NV · Est. 2017

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

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

Skyoak Capital, INC.

Las Vegas, NV · Est. 2020

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

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

Baleen Capital Management LLC

Las Vegas, NV · Est. 2021

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

No reported disclosures

Axos Invest, INC

Las Vegas, NV · Est. 2014

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

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

Holm & Cawley Financial Group LLC

Las Vegas, NV · Est. 2026

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

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

Sahara Investment Group

Las Vegas, NV · Est. 2026

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

Dx Advisors LLC

Las Vegas, NV · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
4

No reported disclosures