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Data / Investment advisers / Nevada / Henderson

Investment advisers in Henderson, NV: 10 firms, $4 billion in AUM

10 investment advisers have their main office in Henderson, Nevada: 8 SEC registered and 2 exempt reporting. The registered advisers report $4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Digital Alpha Advisors, LLC with $2.4 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 10Advisers
  • 8SEC registered
  • 2Exempt reporting
  • $4 billionTotal AUM
  • 7Advisers over $100 million
  • 3Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Digital Alpha Advisors, LLCHenderson$2.39 billion131313(408) 660-7014digitalalpha.netadviserinfo.sec.gov
Capstone Capital Wealth AdvisorsHenderson$408.4 million5515Not listed(702) 433-7588adviserinfo.sec.gov
West Ridge AdvisorsHenderson$396 million1,40513Not listed(702) 547-9483westridgeadvisors.comadviserinfo.sec.gov
Cassady Wealth & Retirement Planning L.L.C.Henderson$292.1 million6855Not listed(702) 650-4480cassadywealth.comadviserinfo.sec.gov
Diazo, LLCHenderson$221.6 million8769Not listed(702) 745-1800adviserinfo.sec.gov
Curtis Wealth Management LLCHenderson$148.5 million3032Not listed(702) 720-3551adviserinfo.sec.gov
RJJ Pasadena Securities, Inc.Henderson$115.2 million2762Not listed(626) 792-1244adviserinfo.sec.gov
BufferlabsHenderson$62.3 million13Not listed(253) 777-8784bufferlabsetfs.comadviserinfo.sec.gov
Octave Ventures LLCHendersonNot listedNot listedNot listed33(206) 697-1664octave-ventures.comadviserinfo.sec.gov
Growth Science VenturesHendersonNot listedNot listedNot listed2(503) 717-3831gsventures.comadviserinfo.sec.gov

Advisers in Henderson that manage private funds

3 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Octave Ventures LLCHendersonNV33Not listedNot listed33Not listed$133 millionNot listedadviserinfo.sec.gov
Digital Alpha Advisors, LLCHendersonNV13Not listed13Not listedNot listed$2.39 billion$2.39 billionadviserinfo.sec.gov
Growth Science VenturesHendersonNV2Not listedNot listed2Not listed$55 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.