Top RIAs in Nevada
Every SEC-registered RIA with a main office in Nevada, by regulatory AUM, from Form ADV
76 RIAs registered with the SEC are headquartered in Nevada, the 34th most of any state, managing $90.8B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Keystate Advisory, LLC in Las Vegas at $16.6B. 12 firms report $1 billion or more.
76
SEC-registered RIAs
$90.8B
Regulatory AUM
12
Firms at $1B and above
$276.6M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Nevada, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 76 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Keystate Advisory, LLCCRD 156226 | Las Vegas | $16.6B | 8 | 80 | n.d. | 0% | Mar 2026 |
| 2 | Simplify Asset Management Inc.CRD 309535 | Las Vegas | $14.1B | 14 | 44 | n.d. | 0% | Aug 2026 |
| 3 | The Ameriflex GroupCRD 305585 | Las Vegas | $9.7B | 181 | 30,843 | 15,724 | 90% | Aug 2026 |
| 4 | Guided Choice Asset Management, Inc.CRD 112674 | Reno | $8.5B | 5 | 84,744 | 59,346 | 12% | Mar 2026 |
| 5 | Belpointe Asset Management LLCCRD 143440 | Reno | $7.6B | 151 | 18,990 | 7,321 | 68% | May 2026 |
| 6 | The Wealth Consulting GroupCRD 173194 | Las Vegas | $6.3B | 131 | 21,593 | 12,646 | 94% | Aug 2026 |
| 7 | Digital Alpha Advisors, LLCCRD 286351 | Henderson | $2.4B | 9 | 13 | n.d. | 0% | Jun 2026 |
| 8 | The Investment Counsel CompanyCRD 19608 | Las Vegas | $2.2B | 11 | 2,210 | 401 | 96% | Mar 2026 |
| 9 | Zazove Associates LLCCRD 104751 | Incline Village | $2.0B | 11 | 72 | 0 | 0% | Apr 2026 |
| 10 | Arista Wealth Management, LLCCRD 141504 | Las Vegas | $1.2B | 9 | 1,979 | 377 | 82% | Apr 2026 |
| 11 | Navellier & Associates IncCRD 107568 | Reno | $1.1B | 2 | 1,261 | 1,242 | 98% | May 2026 |
| 12 | Dtcp USA LLCCRD 297884 | Las Vegas | $1.0B | 4 | 6 | n.d. | 0% | Apr 2026 |
| 13 | RB Capital Management, LLCCRD 125678 | Reno | $930.6M | 14 | 1,534 | 636 | 94% | Mar 2026 |
| 14 | Pilgrim Global Advisors LLCCRD 323259 | Reno | $884.2M | 4 | 2 | n.d. | 0% | Mar 2026 |
| 15 | 1confirmationCRD 295180 | Incline Village | $860.0M | 3 | 10 | n.d. | 0% | Jun 2026 |
| 16 | American Wealth ManagementCRD 122205 | Reno | $760.5M | 5 | 897 | 873 | 96% | Jun 2026 |
| 17 | DX Advisors LLCCRD 341725 | Las Vegas | $753.3M | 4 | 1 | 0 | 0% | Jul 2026 |
| 18 | Palisade Investments, LLCCRD 124776 | Zephyr Cove | $652.7M | 7 | 1,214 | 578 | 50% | Jul 2026 |
| 19 | Buckley WealthCRD 285823 | Las Vegas | $644.0M | 5 | 614 | 210 | 78% | Mar 2026 |
| 20 | Aljian Capital ManagementCRD 167381 | Carson City | $627.8M | 3 | 1,049 | 428 | 97% | Mar 2026 |
| 21 | Rareview Capital LLCCRD 284474 | Las Vegas | $537.5M | 2 | 37 | 29 | 14% | Aug 2026 |
| 22 | Kingsbridge Wealth Management, Inc.CRD 165560 | Las Vegas | $469.3M | 4 | 52 | 50 | 94% | Mar 2026 |
| 23 | Oak Harbor Capital, LLCCRD 169089 | Las Vegas | $442.1M | 7 | 18 | n.d. | 0% | Mar 2026 |
| 24 | Investment Management ConsultantsCRD 122718 | Las Vegas | $440.3M | 2 | 437 | 180 | 32% | Apr 2026 |
| 25 | P4g Capital Management, LLCCRD 300645 | Stateline | $419.0M | 8 | 9 | n.d. | 0% | Apr 2026 |
| 26 | Capstone Capital Wealth AdvisorsCRD 123764 | Henderson | $408.4M | 3 | 551 | 198 | 88% | Jul 2026 |
| 27 | West Ridge AdvisorsCRD 282718 | Henderson | $396.0M | 13 | 1,405 | 361 | 47% | Apr 2026 |
| 28 | American Retirement Planning Group IncCRD 108300 | Las Vegas | $348.1M | 2 | 870 | 796 | 63% | Aug 2026 |
| 29 | Mission Financial Group, LLCCRD 311876 | Las Vegas | $310.9M | 5 | 1,068 | 346 | 83% | May 2026 |
| 30 | Winans InvestmentsCRD 107125 | Las Vegas | $305.6M | 4 | 512 | 264 | 93% | Feb 2026 |
| 31 | Bowers Wealth Management, Inc.CRD 145476 | Glenbrook | $298.5M | 2 | 425 | 170 | 98% | Jan 2026 |
| 32 | Whitebark InvestorsCRD 331803 | Incline Village | $292.4M | 3 | 5 | 0 | 0% | May 2026 |
| 33 | Cassady Wealth & Retirement Planning L.L.C.CRD 309710 | Henderson | $292.1M | 5 | 685 | 455 | 100% | Jul 2026 |
| 34 | One Wealth Map, LLCCRD 171750 | Las Vegas | $287.4M | 5 | 932 | 223 | 100% | Aug 2026 |
| 35 | Sanchez Gaunt Capital Management, LLCCRD 336187 | Reno | $285.8M | 3 | 1,725 | 830 | 100% | Jun 2026 |
| 36 | Pandora Wealth, Inc.CRD 331816 | Las Vegas | $285.0M | 4 | 109 | 105 | 100% | Jul 2026 |
| 37 | Open Window Financial Solutions, Ltd.CRD 131562 | Reno | $284.4M | 3 | 319 | 91 | 89% | Mar 2026 |
| 38 | Kingsbridge Investment Partners LLCCRD 336502 | Las Vegas | $282.5M | 4 | 8 | 0 | 0% | Mar 2026 |
| 39 | Hallador Investment Advisors, Inc.CRD 141335 | Reno | $270.7M | 4 | 14 | 9 | 3% | Mar 2026 |
| 40 | Vantage Wealth PlanningCRD 173929 | Reno | $264.7M | 3 | 829 | 398 | 95% | Mar 2026 |
| 41 | Finley Financial, LLCCRD 131442 | Las Vegas | $259.8M | 1 | 290 | 124 | 100% | Jan 2026 |
| 42 | GK Wealth Management LLCCRD 296847 | Reno | $258.8M | 5 | 1,330 | 525 | 99% | Aug 2026 |
| 43 | Peterson Wealth Management, LLCCRD 285415 | Sparks | $251.1M | 3 | 1,145 | 1,144 | 99% | May 2026 |
| 44 | McBroom & Associates, LLCCRD 151187 | Las Vegas | $242.1M | 2 | 257 | 110 | 94% | May 2026 |
| 45 | Whalen FinancialCRD 311869 | Las Vegas | $223.0M | 4 | 825 | 391 | 99% | May 2026 |
| 46 | Diazo, LLCCRD 324419 | Henderson | $221.6M | 4 | 876 | 339 | 95% | Mar 2026 |
| 47 | Skyoak Capital, Inc.CRD 154248 | Las Vegas | $219.2M | 3 | 671 | 236 | 87% | Mar 2026 |
| 48 | Sahara Investment GroupCRD 341135 | Las Vegas | $218.1M | 5 | 3 | n.d. | 0% | Aug 2026 |
| 49 | Schultz Financial Group IncorporatedCRD 108724 | Reno | $214.8M | 4 | 478 | 110 | 97% | Jun 2026 |
| 50 | Adaptive Wealth EngineeringCRD 111243 | Las Vegas | $214.0M | 5 | 414 | 113 | 100% | Jun 2026 |
02 · By city
Where in Nevada the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Las Vegas36 · $58.8B
- Reno22 · $22.4B
- Henderson8 · $4.0B
- Incline Village3 · $3.1B
- Carson City1 · $627.8M
- Elko1 · $159.7M
- Glenbrook1 · $298.5M
- Minden1 · $108.2M
- Sparks1 · $251.1M
- Stateline1 · $419.0M
- Zephyr Cove1 · $652.7M
03 · Questions
Questions people ask about RIAs in Nevada
- How many RIAs are in Nevada?
- 76 RIAs registered with the SEC list a main office in Nevada in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Nevada?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Nevada is Keystate Advisory, LLC in Las Vegas, at $16.6B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Nevada RIAs manage more than $1 billion?
- 12 of the 76 SEC-registered RIAs headquartered in Nevada report regulatory assets under management of $1 billion or more. The median firm in the state reports $276.6M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.