City
Wealth management firms in Las Vegas, Nevada
As of October 2, 2026, 90 wealth management firms, including broker-dealer firms, with their main office in Las Vegas, Nevada reported $28.1 billion in regulatory assets under management; the largest by assets was The Ameriflex Group, with $9.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 90
- Regulatory assets under management
- $28.1 billion
- Average per firm
- $312.6 million
- SEC-registered, of those listed
- 32 of 90 (35.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Ameriflex Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $9.7 billion | 30,843 |
| 2 | The Wealth Consulting Group | SEC | $6.3 billion | 21,593 |
| 3 | The Investment Counsel Company | SEC | $2.2 billion | 2,210 |
| 4 | Arista Wealth Management, LLC | SEC | $1.2 billion | 1,979 |
| 5 | Argos Wealth Advisors LLC | SEC | $1.0 billion | 246 |
| 6 | Buckley Wealth | SEC | $644.0 million | 614 |
| 7 | Kingsbridge Wealth Management, Inc. | SEC | $469.3 million | 52 |
| 8 | American Retirement Planning Group Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $348.1 million | 870 |
| 9 | Octavia Investments LLC | SEC | $327.0 million | 294 |
| 10 | Mission Financial Group, LLC | SEC | $310.9 million | 1,068 |
| 11 | Winans Investments | SEC | $305.6 million | 512 |
| 12 | One Wealth Map, LLC | SEC | $287.4 million | 932 |
| 13 | Pandora Wealth, Inc. | SEC | $285.0 million | 109 |
| 14 | Finley Financial, LLC | SEC | $259.8 million | 290 |
| 15 | Financial Institution Services, LLC | SEC | $258.7 million | 966 |
| 16 | Kamichu Wealth Management LLC | SEC | $258.1 million | 103 |
| 17 | McBroom & Associates, LLC | SEC | $242.1 million | 257 |
| 18 | Whalen Financial | SEC | $223.0 million | 825 |
| 19 | Skyoak Capital, Inc. | SEC | $219.2 million | 671 |
| 20 | Adaptive Wealth Engineering | SEC | $214.0 million | 414 |
| 21 | Bauman Wealth Advisors | SEC | $206.4 million | 1,043 |
| 22 | Manhattan Global Asset Management LLC | SEC | $205.5 million | 71 |
| 23 | Moler Capital Management | SEC | $203.8 million | 386 |
| 24 | Brightree Wealth Management, LLC | SEC | $179.0 million | 191 |
| 25 | Prakash Investment Advisors LLC | SEC | $161.5 million | 284 |
| 26 | Axos Invest, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $150.8 million | 6,794 |
| 27 | Ulta Wealth Management, LLC | SEC | $146.5 million | 31 |
| 28 | Holm & Cawley Financial Group LLC | SEC | $128.8 million | 412 |
| 29 | Private Wealth Management LLC | SEC | $126.2 million | 26 |
| 30 | Forthright Capital | SEC | $107.7 million | 1,363 |
| 31 | Backbone Planning Partners LLC | SEC | $98.4 million | 360 |
| 32 | Black Card Circle | State | $98.3 million | 470 |
| 33 | Strategic Portfolio Advisors | State | $97.4 million | 90 |
| 34 | Abundant Wealth Strategies | State | $78.9 million | 278 |
| 35 | Mountain View Financial Advisors | State | $73.6 million | 321 |
| 36 | Grow with Me | State | $73.6 million | 309 |
| 37 | Money Managers, Inc. | State | $69.7 million | 255 |
| 38 | Legacy Wealth Group | State | $67.4 million | 251 |
| 39 | Monocot Wealth Management, LLC | State | $65.5 million | 344 |
| 40 | Silveroak Investments, LLC | State | $63.2 million | 332 |
| 41 | Cubed Systems | State | $61.7 million | 134 |
| 42 | Edgemont Investment Management, LLC | State | $60.8 million | 87 |
| 43 | Crinite Financial Strategies Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $60.0 million | 249 |
| 44 | Houssels Capital Management, LLC | State | $51.3 million | 29 |
| 45 | Golden Years Financial, LLC | State | $40.0 million | 279 |
| 46 | Sterling Wealth Management | State | $37.3 million | 13 |
| 47 | Global Key Advisors | State | $34.3 million | 112 |
| 48 | MW Investment Advisor, LLC | State | $33.0 million | 73 |
| 49 | Lal Ltd. | State | $32.1 million | 82 |
| 50 | Whiterock Financial, LLC | State | $31.2 million | 75 |
| 51 | Ntact Retirement Solutions | State | $29.4 million | 75 |
| 52 | YH&C Investments Inc. | State | $27.9 million | 29 |
| 53 | Darby Wealth Planning LLC | State | $27.5 million | 112 |
| 54 | AK Investing | State | $25.6 million | 89 |
| 55 | Purposeful Planning | State | $24.6 million | 33 |
| 56 | Ratio Capital | State | $24.0 million | 74 |
| 57 | Cogwheel Wealth Management, LLC | State | $18.9 million | 11 |
| 58 | Rader Wealth Management LLC | State | $18.9 million | 75 |
| 59 | Rightwise Wealth | State | $13.7 million | 78 |
| 60 | Randolph & Associates, LLC | State | $11.2 million | 81 |
| 61 | Echo Wealth Partners | State | $8.4 million | 27 |
| 62 | GSP Financial Strategies | State | $8.2 million | 20 |
| 63 | Interval Capital Management, LLC | State | $7.1 million | 6 |
| 64 | M Stevens Wealth Advisors, LLC | State | $7.1 million | 59 |
| 65 | Ignis Capital Advisors LLC | State | $6.1 million | 99 |
| 66 | Erk Wealth Advisors, LLC | State | $5.6 million | 37 |
| 67 | Fraser Asset Management | State | $3.6 million | 16 |
| 68 | Harvest Wealth Design & Management, LLC | State | $3.4 million | 15 |
| 69 | Global Macro Asset Management LLC | State | $2.7 million | 9 |
| 70 | FD Ball Investment Advisors, LLC | State | $1.8 million | 9 |
| 71 | Patrick J. Keating Investment Management, LLC | State | $1.8 million | 2 |
| 72 | Forthright Partnerstm | State | $1.4 million | 11 |
| 73 | Dna Financial | State | $1.3 million | 19 |
| 74 | Pivotpoint Advisors, LLC | State | $840,000 | 11 |
| 75 | Red Rock Capital Management LLC | State | $775,000 | 7 |
| 76 | Oceanair Wealth | State | $486,484 | 16 |
| 77 | Tresco Financial, LLC | State | $432,395 | 7 |
| 78 | Atlas Wealth Management | State | $0 | 0 |
| 79 | Bird Spring Financial LLC | State | $0 | 0 |
| 80 | Clarity Council Financial, LLC | State | $0 | 0 |
| 81 | Clearpath Investment, LLC | State | $0 | 0 |
| 82 | Full Focus Capital Management | State | $0 | 0 |
| 83 | Gao Investments | State | $0 | 0 |
| 84 | Innosight Wealth Management LLC | State | $0 | 0 |
| 85 | MacDonald Wealth Associates LLC | State | $0 | 0 |
| 86 | Mav Wealth, LLC | State | $0 | 0 |
| 87 | Navigator Wealth Advisors | State | $0 | 0 |
| 88 | Trica Wealth Planning, LLC | State | $0 | 0 |
| 89 | Wells Capital Advisors LLC | SEC | $0 | 0 |
| 90 | Winder Wealth Management LLC | State | $0 | 0 |
Wealth management firms in Nevada, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.