Research Report · 2026-06-30
Largest Registered Investment Advisers in Las Vegas
Las Vegas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
38
Total AUM
$53.37B
Median AUM
$232.5M
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 | WCG WEALTH ADVISORS, LLC | LAS VEGAS | 173194 | $6.28B | 131 | 2026-06-30 | → |
| 5 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | LAS VEGAS | 19608 | $2.18B | 11 | 2026-03-31 | → |
| 6 | ARISTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 141504 | $1.20B | 16 | 2026-04-30 | → |
| 7 | DTCP USA LLC | LAS VEGAS | 297884 | $1.05B | 4 | 2026-04-30 | → |
| 8 | BUCKLEY WEALTH MANAGEMENT, LLC | LAS VEGAS | 285823 | $644.0M | 6 | 2026-03-31 | → |
| 9 | RAREVIEW CAPITAL LLC | LAS VEGAS | 284474 | $537.5M | 8 | 2026-03-31 | → |
| 10 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | LAS VEGAS | 165560 | $469.3M | 8 | 2026-03-31 | → |
| 11 | OAK HARBOR CAPITAL, LLC | LAS VEGAS | 169089 | $442.1M | 20 | 2026-03-31 | → |
| 12 | INVESTMENT MANAGEMENT CONSULTANTS | LAS VEGAS | 122718 | $440.3M | 2 | 2026-04-30 | → |
| 13 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 14 | MISSION FINANCIAL GROUP, LLC | LAS VEGAS | 311876 | $310.9M | 6 | 2026-05-31 | → |
| 15 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 16 | ONE WEALTH MAP, LLC | LAS VEGAS | 171750 | $287.4M | 9 | 2026-06-30 | → |
| 17 | KINGSBRIDGE INVESTMENT PARTNERS LLC | LAS VEGAS | 336502 | $282.5M | 5 | 2026-03-31 | → |
| 18 | FINLEY FINANCIAL, LLC | LAS VEGAS | 131442 | $259.8M | 1 | 2026-01-31 | → |
| 19 | MCBROOM & ASSOCIATES, LLC | LAS VEGAS | 151187 | $242.1M | 4 | 2026-05-31 | → |
| 20 | WHALEN WEALTH MANAGEMENT INC. | LAS VEGAS | 311869 | $223.0M | 10 | 2026-05-31 | → |
| 21 | SKYOAK CAPITAL, INC. | LAS VEGAS | 154248 | $219.2M | 5 | 2026-03-31 | → |
| 22 | SUMMIT PORTFOLIO MANAGEMENT LLC | LAS VEGAS | 111243 | $214.0M | 5 | 2026-06-30 | → |
| 23 | BAUMAN ADVISORY GROUP, LLC | LAS VEGAS | 153061 | $206.4M | 19 | 2026-05-31 | → |
| 24 | MANHATTAN GLOBAL ASSET MANAGEMENT LLC | LAS VEGAS | 334452 | $205.5M | 2 | 2026-03-31 | → |
| 25 | BALEEN CAPITAL MANAGEMENT LLC | LAS VEGAS | 311438 | $168.7M | 1 | 2026-03-31 | → |
| 26 | AXOS INVEST, INC | LAS VEGAS | 150953 | $150.8M | 13 | 2026-03-31 | → |
| 27 | ULTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 310879 | $146.5M | 1 | 2026-02-28 | → |
| 28 | HOLM & CAWLEY FINANCIAL GROUP LLC | LAS VEGAS | 150601 | $128.8M | 5 | 2026-03-31 | → |
| 29 | SIMPLIFY EQLS LLC | LAS VEGAS | 327988 | $114.3M | 45 | 2025-03-31 | → |
| 30 | FORTHRIGHT CAPITAL ADVISORY LLC | LAS VEGAS | 323596 | $107.7M | 22 | 2026-03-31 | → |
| 31 | BACKBONE PLANNING PARTNERS LLC | LAS VEGAS | 326699 | $98.4M | 4 | 2026-06-30 | → |
| 32 | REYNOLDS CAPITAL MANAGEMENT, LLC | LAS VEGAS | 107711 | $74.2M | 1 | 2026-01-31 | → |
| 33 | MONEY MANAGERS, INC. | LAS VEGAS | 151602 | $53.2M | 4 | 2025-06-30 | → |
| 34 | SAHARA INVESTMENT GROUP, LLC | LAS VEGAS | 341135 | $52.6M | 14 | 2026-04-30 | → |
| 35 | LEGACY CORNERSTONE WEALTH LLC | LAS VEGAS | 281027 | $22.4M | 1 | 2026-06-30 | → |
| 36 | MKAM ETF LLC | LAS VEGAS | 324607 | $12.0M | 2 | 2026-03-31 | → |
| 37 | KINGSBARN CAPITAL MANAGEMENT, LLC | LAS VEGAS | 316562 | $5.5M | 2 | 2026-03-31 | → |
| 38 | WAO ADVISORY, LLC | LAS VEGAS | 320688 | $6,382 | 8 | 2025-02-28 | → |
Related Lists
Sleeve38 firms · 2026-06-30