Research Report · 2026-06-30
Institutional Registered Investment Advisers in Nevada
SEC-registered investment advisers in Nevada ranked by reported institutional client assets.
Firms
43
Total AUM
$65.87B
Median AUM
$305.6M
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 | GUIDED CHOICE ASSET MANAGEMENT, INC. | RENO | 112674 | $8.55B | 22 | 2026-03-31 | → |
| 3 | BELPOINTE ASSET MANAGEMENT LLC | RENO | 143440 | $7.58B | 236 | 2026-05-31 | → |
| 4 | ZAZOVE ASSOCIATES LLC | INCLINE VILLAGE | 104751 | $1.97B | 21 | 2026-04-30 | → |
| 5 | THE AMERIFLEX GROUP, INC. | LAS VEGAS | 305585 | $9.66B | 201 | 2026-03-31 | → |
| 6 | WCG WEALTH ADVISORS, LLC | LAS VEGAS | 173194 | $6.28B | 131 | 2026-06-30 | → |
| 7 | PALISADE INVESTMENTS, LLC | ZEPHYR COVE | 124776 | $652.7M | 8 | 2026-03-31 | → |
| 8 | ARISTA WEALTH MANAGEMENT, LLC | LAS VEGAS | 141504 | $1.20B | 16 | 2026-04-30 | → |
| 9 | WEST RIDGE ADVISORS, LLC | HENDERSON | 282718 | $396.0M | 13 | 2026-04-30 | → |
| 10 | RAREVIEW CAPITAL LLC | LAS VEGAS | 284474 | $537.5M | 8 | 2026-03-31 | → |
| 11 | BUCKLEY WEALTH MANAGEMENT, LLC | LAS VEGAS | 285823 | $644.0M | 6 | 2026-03-31 | → |
| 12 | AMERICAN RETIREMENT PLANNING GROUP INC | LAS VEGAS | 108300 | $348.1M | 5 | 2026-02-28 | → |
| 13 | THE INVESTMENT COUNSEL COMPANY OF NEVADA | LAS VEGAS | 19608 | $2.18B | 11 | 2026-03-31 | → |
| 14 | MISSION FINANCIAL GROUP, LLC | LAS VEGAS | 311876 | $310.9M | 6 | 2026-05-31 | → |
| 15 | RB CAPITAL MANAGEMENT, LLC | RENO | 125678 | $930.6M | 16 | 2026-03-31 | → |
| 16 | CAPSTONE CAPITAL LLC | HENDERSON | 123764 | $408.4M | 4 | 2026-02-28 | → |
| 17 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | RENO | 131562 | $284.4M | 6 | 2026-03-31 | → |
| 18 | AMERICAN WEALTH MANAGEMENT | RENO | 122205 | $760.5M | 9 | 2026-06-30 | → |
| 19 | KINGSBRIDGE WEALTH MANAGEMENT, INC. | LAS VEGAS | 165560 | $469.3M | 8 | 2026-03-31 | → |
| 20 | SKYOAK CAPITAL, INC. | LAS VEGAS | 154248 | $219.2M | 5 | 2026-03-31 | → |
| 21 | WINANS INTERNATIONAL | LAS VEGAS | 107125 | $305.6M | 4 | 2026-02-28 | → |
| 22 | HOLM & CAWLEY FINANCIAL GROUP LLC | LAS VEGAS | 150601 | $128.8M | 5 | 2026-03-31 | → |
| 23 | ALJIAN CAPITAL MANAGEMENT, LLC | CARSON CITY | 167381 | $627.8M | 3 | 2026-03-31 | → |
| 24 | KRM WEALTH MANAGEMENT L.L.C. | RENO | 173929 | $264.7M | 4 | 2026-03-31 | → |
| 25 | MCBROOM & ASSOCIATES, LLC | LAS VEGAS | 151187 | $242.1M | 4 | 2026-05-31 | → |
| 26 | BACKBONE PLANNING PARTNERS LLC | LAS VEGAS | 326699 | $98.4M | 4 | 2026-06-30 | → |
| 27 | DIAZO, LLC | HENDERSON | 324419 | $221.6M | 9 | 2026-03-31 | → |
| 28 | SCHULTZ FINANCIAL GROUP INCORPORATED | RENO | 108724 | $214.8M | 4 | 2026-06-30 | → |
| 29 | READ & POWELL FINANCIAL SERVICES, LLC | ELKO | 130189 | $159.7M | 3 | 2026-03-31 | → |
| 30 | NAVELLIER & ASSOCIATES INC | RENO | 107568 | $1.10B | 21 | 2026-05-31 | → |
| 31 | BOWERS WEALTH MANAGEMENT, INC. | GLENBROOK | 145476 | $298.5M | 2 | 2026-01-31 | → |
| 32 | D&A ADVISORS, LLC | RENO | 307227 | $127.1M | 2 | 2026-06-30 | → |
| 33 | GK WEALTH MANAGEMENT LLC | RENO | 296847 | $258.8M | 5 | 2026-03-31 | → |
| 34 | INVESTMENT MANAGEMENT CONSULTANTS | LAS VEGAS | 122718 | $440.3M | 2 | 2026-04-30 | → |
| 35 | ELEVAGE PARTNERS, LLC | RENO | 158386 | $154.6M | 8 | 2026-03-31 | → |
| 36 | ATHENA WEALTH MANAGEMENT, LLC | RENO | 319373 | $174.0M | 3 | 2026-03-31 | → |
| 37 | GW FINANCIAL, INC. | RENO | 110478 | $133.8M | 3 | 2026-04-30 | → |
| 38 | WHALEN WEALTH MANAGEMENT INC. | LAS VEGAS | 311869 | $223.0M | 10 | 2026-05-31 | → |
| 39 | RJJ PASADENA SECURITIES, INC. | HENDERSON | 8425 | $110.3M | 2 | 2026-06-30 | → |
| 40 | BAUMAN ADVISORY GROUP, LLC | LAS VEGAS | 153061 | $206.4M | 19 | 2026-05-31 | → |
| 41 | PETERSON WEALTH MANAGEMENT, LLC | SPARKS | 285415 | $251.1M | 7 | 2026-05-31 | → |
| 42 | FORTHRIGHT CAPITAL ADVISORY LLC | LAS VEGAS | 323596 | $107.7M | 22 | 2026-03-31 | → |
| 43 | MONEY MANAGERS, INC. | LAS VEGAS | 151602 | $53.2M | 4 | 2025-06-30 | → |
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