Research Report · 2026-06-30
Largest Registered Investment Advisers in Nevada
Nevada SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
76
Total AUM
$85.29B
Median AUM
$262.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | KEYSTATE ADVISORY, LLC | LAS VEGAS | 156226 | $16.59B | 8 | 2026-03-31 | → |
| 2 | THE AMERIFLEX GROUP, INC. | LAS VEGAS | 305585 | $9.66B | 201 | 2026-03-31 | → |
| 3 | SIMPLIFY ASSET MANAGEMENT INC. | LAS VEGAS | 309535 | $9.64B | 45 | 2025-10-31 | → |
| 4 | GUIDED CHOICE ASSET MANAGEMENT, INC. | RENO | 112674 | $8.55B | 22 | 2026-03-31 | → |
| 5 | BELPOINTE ASSET MANAGEMENT LLC | RENO | 143440 | $7.58B | 236 | 2026-05-31 | → |
| 6 | WCG WEALTH ADVISORS, LLC | LAS VEGAS | 173194 | $6.28B | 131 | 2026-06-30 | → |
| 7 | DIGITAL ALPHA ADVISORS, LLC | HENDERSON | 286351 | $2.39B | 13 | 2026-06-30 | → |
| 8 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | LAS VEGAS | 19608 | $2.18B | 11 | 2026-03-31 | → |
| 9 | ZAZOVE ASSOCIATES LLC | INCLINE VILLAGE | 104751 | $1.97B | 21 | 2026-04-30 | → |
| 10 | ARISTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 141504 | $1.20B | 16 | 2026-04-30 | → |
| 11 | NAVELLIER & ASSOCIATES INC | RENO | 107568 | $1.10B | 21 | 2026-05-31 | → |
| 12 | DTCP USA LLC | LAS VEGAS | 297884 | $1.05B | 4 | 2026-04-30 | → |
| 13 | RB CAPITAL MANAGEMENT, LLC | RENO | 125678 | $930.6M | 16 | 2026-03-31 | → |
| 14 | PILGRIM GLOBAL ADVISORS LLC | RENO | 323259 | $884.2M | 11 | 2026-03-31 | → |
| 15 | 1CONFIRMATION GLOBAL, LLC | INCLINE VILLAGE | 295180 | $860.0M | 4 | 2026-06-30 | → |
| 16 | AMERICAN WEALTH MANAGEMENT | RENO | 122205 | $760.5M | 9 | 2026-06-30 | → |
| 17 | PALISADE INVESTMENTS, LLC | ZEPHYR COVE | 124776 | $652.7M | 8 | 2026-03-31 | → |
| 18 | BUCKLEY WEALTH MANAGEMENT, LLC | LAS VEGAS | 285823 | $644.0M | 6 | 2026-03-31 | → |
| 19 | ALJIAN CAPITAL MANAGEMENT, LLC | CARSON CITY | 167381 | $627.8M | 3 | 2026-03-31 | → |
| 20 | RAREVIEW CAPITAL LLC | LAS VEGAS | 284474 | $537.5M | 8 | 2026-03-31 | → |
| 21 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | LAS VEGAS | 165560 | $469.3M | 8 | 2026-03-31 | → |
| 22 | OAK HARBOR CAPITAL, LLC | LAS VEGAS | 169089 | $442.1M | 20 | 2026-03-31 | → |
| 23 | INVESTMENT MANAGEMENT CONSULTANTS | LAS VEGAS | 122718 | $440.3M | 2 | 2026-04-30 | → |
| 24 | P4G CAPITAL MANAGEMENT, LLC | STATELINE | 300645 | $419.0M | 9 | 2026-04-30 | → |
| 25 | CAPSTONE CAPITAL LLC | HENDERSON | 123764 | $408.4M | 4 | 2026-02-28 | → |
| 26 | WEST RIDGE ADVISORS, LLC | HENDERSON | 282718 | $396.0M | 13 | 2026-04-30 | → |
| 27 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 28 | MISSION FINANCIAL GROUP, LLC | LAS VEGAS | 311876 | $310.9M | 6 | 2026-05-31 | → |
| 29 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 30 | BOWERS WEALTH MANAGEMENT, INC. | GLENBROOK | 145476 | $298.5M | 2 | 2026-01-31 | → |
| 31 | WHITEBARK INVESTORS LP | INCLINE VILLAGE | 331803 | $292.4M | 6 | 2026-05-31 | → |
| 32 | CASSADY WEALTH & RETIREMENT PLANNING L.L.C. | HENDERSON | 309710 | $292.1M | 5 | 2026-05-31 | → |
| 33 | ONE WEALTH MAP, LLC | LAS VEGAS | 171750 | $287.4M | 9 | 2026-06-30 | → |
| 34 | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC | RENO | 336187 | $285.8M | 5 | 2026-06-30 | → |
| 35 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | RENO | 131562 | $284.4M | 6 | 2026-03-31 | → |
| 36 | KINGSBRIDGE INVESTMENT PARTNERS LLC | LAS VEGAS | 336502 | $282.5M | 5 | 2026-03-31 | → |
| 37 | HALLADOR INVESTMENT ADVISORS, INC. | RENO | 141335 | $270.7M | 9 | 2026-03-31 | → |
| 38 | KRM WEALTH MANAGEMENT L.L.C. | RENO | 173929 | $264.7M | 4 | 2026-03-31 | → |
| 39 | FINLEY FINANCIAL, LLC | LAS VEGAS | 131442 | $259.8M | 1 | 2026-01-31 | → |
| 40 | GK WEALTH MANAGEMENT LLC | RENO | 296847 | $258.8M | 5 | 2026-03-31 | → |
| 41 | PETERSON WEALTH MANAGEMENT, LLC | SPARKS | 285415 | $251.1M | 7 | 2026-05-31 | → |
| 42 | MCBROOM & ASSOCIATES, LLC | LAS VEGAS | 151187 | $242.1M | 4 | 2026-05-31 | → |
| 43 | WHALEN WEALTH MANAGEMENT INC. | LAS VEGAS | 311869 | $223.0M | 10 | 2026-05-31 | → |
| 44 | DIAZO, LLC | HENDERSON | 324419 | $221.6M | 9 | 2026-03-31 | → |
| 45 | SKYOAK CAPITAL, INC. | LAS VEGAS | 154248 | $219.2M | 5 | 2026-03-31 | → |
| 46 | SCHULTZ FINANCIAL GROUP INCORPORATED | RENO | 108724 | $214.8M | 4 | 2026-06-30 | → |
| 47 | SUMMIT PORTFOLIO MANAGEMENT LLC | LAS VEGAS | 111243 | $214.0M | 5 | 2026-06-30 | → |
| 48 | BAUMAN ADVISORY GROUP, LLC | LAS VEGAS | 153061 | $206.4M | 19 | 2026-05-31 | → |
| 49 | MANHATTAN GLOBAL ASSET MANAGEMENT LLC | LAS VEGAS | 334452 | $205.5M | 2 | 2026-03-31 | → |
| 50 | ATHENA WEALTH MANAGEMENT, LLC | RENO | 319373 | $174.0M | 3 | 2026-03-31 | → |
| 51 | PARADIGM CAPITAL MANAGEMENT,LLC | RENO | 120805 | $173.4M | 1 | 2026-03-31 | → |
| 52 | BALEEN CAPITAL MANAGEMENT LLC | LAS VEGAS | 311438 | $168.7M | 1 | 2026-03-31 | → |
| 53 | READ & POWELL FINANCIAL SERVICES, LLC | ELKO | 130189 | $159.7M | 3 | 2026-03-31 | → |
| 54 | ELEVAGE PARTNERS, LLC | RENO | 158386 | $154.6M | 8 | 2026-03-31 | → |
| 55 | AXOS INVEST, INC | LAS VEGAS | 150953 | $150.8M | 13 | 2026-03-31 | → |
| 56 | CURTIS WEALTH MANAGEMENT LLC | HENDERSON | 312245 | $148.5M | 2 | 2026-03-31 | → |
| 57 | ULTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 310879 | $146.5M | 1 | 2026-02-28 | → |
| 58 | COLLABORATIVE FUND ADVISORS, LLC | RENO | 327121 | $144.8M | 11 | 2026-02-28 | → |
| 59 | GW FINANCIAL, INC. | RENO | 110478 | $133.8M | 3 | 2026-04-30 | → |
| 60 | HOLM & CAWLEY FINANCIAL GROUP LLC | LAS VEGAS | 150601 | $128.8M | 5 | 2026-03-31 | → |
| 61 | D&A ADVISORS, LLC | RENO | 307227 | $127.1M | 2 | 2026-06-30 | → |
| 62 | SIMPLIFY EQLS LLC | LAS VEGAS | 327988 | $114.3M | 45 | 2025-03-31 | → |
| 63 | RJJ PASADENA SECURITIES, INC. | HENDERSON | 8425 | $110.3M | 2 | 2026-06-30 | → |
| 64 | FORTHRIGHT CAPITAL ADVISORY LLC | LAS VEGAS | 323596 | $107.7M | 22 | 2026-03-31 | → |
| 65 | BACKBONE PLANNING PARTNERS LLC | LAS VEGAS | 326699 | $98.4M | 4 | 2026-06-30 | → |
| 66 | REYNOLDS CAPITAL MANAGEMENT, LLC | LAS VEGAS | 107711 | $74.2M | 1 | 2026-01-31 | → |
| 67 | OGARD CAPITAL MARKETS RESEARCH LLC | HENDERSON | 337959 | $62.3M | 3 | 2026-02-28 | → |
| 68 | MONEY MANAGERS, INC. | LAS VEGAS | 151602 | $53.2M | 4 | 2025-06-30 | → |
| 69 | SAHARA INVESTMENT GROUP, LLC | LAS VEGAS | 341135 | $52.6M | 14 | 2026-04-30 | → |
| 70 | ANCORA WEST ADVISORS, LLC | RENO | 285644 | $51.9M | 5 | 2026-03-31 | → |
| 71 | FUND ASSET MANAGERS, LLC | RENO | 315856 | $24.8M | 8 | 2026-03-31 | → |
| 72 | LEGACY CORNERSTONE WEALTH LLC | LAS VEGAS | 281027 | $22.4M | 1 | 2026-06-30 | → |
| 73 | MKAM ETF LLC | LAS VEGAS | 324607 | $12.0M | 2 | 2026-03-31 | → |
| 74 | KINGSBARN CAPITAL MANAGEMENT, LLC | LAS VEGAS | 316562 | $5.5M | 2 | 2026-03-31 | → |
| 75 | RESOURCE CAPITAL MANAGEMENT, LLC | RENO | 162781 | $180,000 | 1 | 2026-01-31 | → |
| 76 | WAO ADVISORY, LLC | LAS VEGAS | 320688 | $6,382 | 8 | 2025-02-28 | → |
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