Research Report · 2026-06-30
Institutional Registered Investment Advisers in Las Vegas
SEC-registered investment advisers in Las Vegas ranked by reported institutional client assets.
Firms
20
Total AUM
$40.25B
Median AUM
$329.5M
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 | WCG WEALTH ADVISORS, LLC | LAS VEGAS | 173194 | $6.28B | 131 | 2026-06-30 | → |
| 4 | ARISTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 141504 | $1.20B | 16 | 2026-04-30 | → |
| 5 | RAREVIEW CAPITAL LLC | LAS VEGAS | 284474 | $537.5M | 8 | 2026-03-31 | → |
| 6 | BUCKLEY WEALTH MANAGEMENT, LLC | LAS VEGAS | 285823 | $644.0M | 6 | 2026-03-31 | → |
| 7 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 8 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | LAS VEGAS | 19608 | $2.18B | 11 | 2026-03-31 | → |
| 9 | MISSION FINANCIAL GROUP, LLC | LAS VEGAS | 311876 | $310.9M | 6 | 2026-05-31 | → |
| 10 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | LAS VEGAS | 165560 | $469.3M | 8 | 2026-03-31 | → |
| 11 | SKYOAK CAPITAL, INC. | LAS VEGAS | 154248 | $219.2M | 5 | 2026-03-31 | → |
| 12 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 13 | HOLM & CAWLEY FINANCIAL GROUP LLC | LAS VEGAS | 150601 | $128.8M | 5 | 2026-03-31 | → |
| 14 | MCBROOM & ASSOCIATES, LLC | LAS VEGAS | 151187 | $242.1M | 4 | 2026-05-31 | → |
| 15 | BACKBONE PLANNING PARTNERS LLC | LAS VEGAS | 326699 | $98.4M | 4 | 2026-06-30 | → |
| 16 | INVESTMENT MANAGEMENT CONSULTANTS | LAS VEGAS | 122718 | $440.3M | 2 | 2026-04-30 | → |
| 17 | WHALEN WEALTH MANAGEMENT INC. | LAS VEGAS | 311869 | $223.0M | 10 | 2026-05-31 | → |
| 18 | BAUMAN ADVISORY GROUP, LLC | LAS VEGAS | 153061 | $206.4M | 19 | 2026-05-31 | → |
| 19 | FORTHRIGHT CAPITAL ADVISORY LLC | LAS VEGAS | 323596 | $107.7M | 22 | 2026-03-31 | → |
| 20 | MONEY MANAGERS, INC. | LAS VEGAS | 151602 | $53.2M | 4 | 2025-06-30 | → |
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