Data / Investment advisers / Nevada / Las Vegas
Investment advisers in Las Vegas, NV: 53 firms, $58.9 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
53 investment advisers have their main office in Las Vegas, Nevada: 39 SEC registered and 14 exempt reporting. The registered advisers report $58.9 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Keystate Advisory, LLC with $16.6 billion.
The request: Every investment adviser in Las Vegas, Nevada with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
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.
- 53Advisers
- 39SEC registered
- 14Exempt reporting
- $58.9 billionTotal AUM
- 33Advisers over $100 million
- 19Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Keystate Advisory, LLC | Las Vegas | $16.59 billion | 80 | 8 | Not listed | (702) 598-3738 | key-state.com | adviserinfo.sec.gov |
| Simplify Asset Management Inc. | Las Vegas | $14.05 billion | 44 | 45 | Not listed | (702) 389-9705 | simplify.us | adviserinfo.sec.gov |
| The Ameriflex Group | Las Vegas | $9.66 billion | 30,843 | 201 | Not listed | (702) 987-9730 | ameriflex.com | adviserinfo.sec.gov |
| The Wealth Consulting Group | Las Vegas | $6.28 billion | 21,593 | 131 | Not listed | (702) 263-1919 | adviserinfo.sec.gov | |
| The Investment Counsel Company | Las Vegas | $2.18 billion | 2,210 | 11 | Not listed | (702) 871-8510 | iccnv.com | adviserinfo.sec.gov |
| Arista Wealth Management, LLC | Las Vegas | $1.20 billion | 1,979 | 17 | Not listed | (702) 309-9970 | adviserinfo.sec.gov | |
| DTCP USA LLC | Las Vegas | $1.05 billion | 6 | 4 | 6 | (415) 910-1354 | adviserinfo.sec.gov | |
| DX Advisors LLC | Las Vegas | $753.3 million | 1 | 4 | Not listed | (415) 639-9966 | adviserinfo.sec.gov | |
| Buckley Wealth | Las Vegas | $644 million | 614 | 6 | Not listed | (702) 805-1010 | buckleywealth.com | adviserinfo.sec.gov |
| Rareview Capital LLC | Las Vegas | $537.5 million | 37 | 8 | Not listed | (212) 475-8664 | adviserinfo.sec.gov | |
| Kingsbridge Wealth Management, Inc. | Las Vegas | $469.3 million | 52 | 8 | Not listed | (702) 947-5160 | kingsbridgewm.us.com | adviserinfo.sec.gov |
| Oak Harbor Capital, LLC | Las Vegas | $442.1 million | 18 | 20 | 18 | (855) 330-9520 | argolicallc.com | adviserinfo.sec.gov |
| Investment Management Consultants | Las Vegas | $440.3 million | 437 | 2 | Not listed | (702) 869-0330 | adviserinfo.sec.gov | |
| American Retirement Planning Group Inc | Las Vegas | $348.1 million | 870 | 5 | Not listed | (702) 655-8300 | intelligentinvestment.com | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | $310.9 million | 1,068 | 6 | Not listed | (808) 445-9965 | missionfinancial.com | adviserinfo.sec.gov |
| Winans Investments | Las Vegas | $305.6 million | 512 | 4 | Not listed | (800) 494-6267 | adviserinfo.sec.gov | |
| One Wealth Map, LLC | Las Vegas | $287.4 million | 932 | 4 | Not listed | (702) 470-2660 | adviserinfo.sec.gov | |
| Pandora Wealth, Inc. | Las Vegas | $285 million | 109 | 7 | Not listed | (630) 230-6841 | adviserinfo.sec.gov | |
| Kingsbridge Investment Partners LLC | Las Vegas | $282.5 million | 8 | 5 | 8 | (702) 947-5160 | kingsbridgealts.com | adviserinfo.sec.gov |
| Finley Financial, LLC | Las Vegas | $259.8 million | 290 | 1 | Not listed | (503) 474-3535 | finleyfinancial.com | adviserinfo.sec.gov |
| McBroom & Associates, LLC | Las Vegas | $242.1 million | 257 | 3 | Not listed | (702) 267-6649 | adviserinfo.sec.gov | |
| Whalen Financial | Las Vegas | $223 million | 825 | 10 | Not listed | (702) 878-3900 | cwm.vegas | adviserinfo.sec.gov |
| Skyoak Capital, Inc. | Las Vegas | $219.2 million | 671 | 5 | Not listed | (800) 971-8070 | adviserinfo.sec.gov | |
| Sahara Investment Group | Las Vegas | $218.1 million | 3 | 15 | 1 | (702) 907-0005 | saharainvestmentgroup.com | adviserinfo.sec.gov |
| Adaptive Wealth Engineering | Las Vegas | $214 million | 414 | 5 | Not listed | (702) 838-9999 | adviserinfo.sec.gov | |
| Bauman Wealth Advisors | Las Vegas | $206.4 million | 1,043 | 19 | Not listed | (702) 897-9997 | scoremyretirement.com | adviserinfo.sec.gov |
| Manhattan Global Asset Management LLC | Las Vegas | $205.5 million | 71 | 2 | Not listed | (702) 784-7616 | manhattangam.com | adviserinfo.sec.gov |
| Baleen Capital Management LLC | Las Vegas | $168.7 million | 3 | 1 | 3 | (646) 389-2833 | adviserinfo.sec.gov | |
| Axos Invest, Inc | Las Vegas | $150.8 million | 6,794 | 13 | Not listed | (858) 376-6055 | adviserinfo.sec.gov | |
| Orion Global Advisors US Inc | Las Vegas | $147 million | 5 | 1 | 1 | (725) 259-7816 | adviserinfo.sec.gov | |
| Ulta Wealth Management, LLC | Las Vegas | $146.5 million | 31 | 1 | Not listed | (702) 478-4777 | adviserinfo.sec.gov | |
| Holm & Cawley Financial Group LLC | Las Vegas | $128.8 million | 412 | 5 | Not listed | (702) 277-3945 | holmandcawley.com | adviserinfo.sec.gov |
| Forthright Capital | Las Vegas | $107.7 million | 1,363 | 22 | Not listed | (725) 712-3011 | forthrightcps.com | adviserinfo.sec.gov |
| Backbone Planning Partners LLC | Las Vegas | $98.4 million | 360 | 4 | Not listed | 702569716 | backboneplanning.com | adviserinfo.sec.gov |
| Reynolds Capital Management, LLC | Las Vegas | $74.2 million | 2 | 1 | Not listed | (415) 265-7167 | reynoldsfunds.com | adviserinfo.sec.gov |
| Mkam ETF LLC | Las Vegas | $12 million | 1 | 2 | Not listed | (310) 988-2158 | adviserinfo.sec.gov | |
| Kingsbarn Capital Management | Las Vegas | $5.5 million | 2 | 2 | Not listed | (702) 483-3139 | kingsbarncapital.com | adviserinfo.sec.gov |
| Phobos, LLC | Las Vegas | Not listed | Not listed | Not listed | 21 | (818) 464-9100 | adviserinfo.sec.gov | |
| Red Hills Holdings, LLC | Las Vegas | Not listed | Not listed | Not listed | 16 | (888) 719-4921 | redhillsholdings.com | adviserinfo.sec.gov |
| Pipeline Capital Partners I GP, LLC | Las Vegas | Not listed | Not listed | Not listed | 12 | (775) 737-1666 | pipeline.vc | adviserinfo.sec.gov |
| Pif Capital Management LTD | Las Vegas | Not listed | Not listed | Not listed | 6 | (323) 992-7676 | pif.co | adviserinfo.sec.gov |
| Richmond Global Ventures | Las Vegas | Not listed | Not listed | Not listed | 6 | (650) 619-1631 | rglobalventures.com | adviserinfo.sec.gov |
| 11.2 Capital | Las Vegas | Not listed | Not listed | Not listed | 4 | (415) 787-5112 | 112capital.com | adviserinfo.sec.gov |
| CRC Management LLC | Las Vegas | Not listed | Not listed | Not listed | 3 | (702) 553-3551 | carverroad.com | adviserinfo.sec.gov |
| Uncorrelated Advisors LLC | Las Vegas | Not listed | Not listed | Not listed | 3 | (650) 551-1600 | uncorrelated.com | adviserinfo.sec.gov |
| Byron Devon Lynch IV Estate | Las Vegas | Not listed | Not listed | Not listed | 1 | (702) 718-7404 | byrondevonlynchivestate.com | adviserinfo.sec.gov |
| Cannage Capital | Las Vegas | Not listed | Not listed | Not listed | 1 | (650) 804-0697 | cannagecap.com | adviserinfo.sec.gov |
| Phestos Capital, LLC | Las Vegas | Not listed | Not listed | Not listed | 1 | (702) 470-5328 | phestos.com | adviserinfo.sec.gov |
| Rosten Capital Investments LLC | Las Vegas | Not listed | Not listed | Not listed | 1 | (949) 346-2202 | adviserinfo.sec.gov | |
| Vosht LLC | Las Vegas | Not listed | Not listed | Not listed | 1 | (949) 229-1053 | vosht.com | adviserinfo.sec.gov |
| Orion Capital Wealth and Investment Management, LLC | Las Vegas | Not listed | 0 | 11 | Not listed | (855) 897-8808 | adviserinfo.sec.gov | |
| Quan Capital Management (US) LLC | Las Vegas | Not listed | Not listed | Not listed | Not listed | (650) 531-9874 | adviserinfo.sec.gov | |
| Wells Capital Advisors LLC | Las Vegas | Not listed | 0 | 9 | Not listed | (702) 534-1090 | wellscapitalgroup.com | adviserinfo.sec.gov |
Advisers in Las Vegas that manage private funds
19 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Phobos, LLC | Las Vegas | NV | 21 | Not listed | Not listed | 21 | Not listed | $178.6 million | Not listed | adviserinfo.sec.gov |
| Oak Harbor Capital, LLC | Las Vegas | NV | 18 | Not listed | 8 | Not listed | Not listed | $442.1 million | $442.1 million | adviserinfo.sec.gov |
| Red Hills Holdings, LLC | Las Vegas | NV | 16 | Not listed | Not listed | Not listed | 16 | $41.9 million | Not listed | adviserinfo.sec.gov |
| Pipeline Capital Partners I GP, LLC | Las Vegas | NV | 12 | Not listed | Not listed | 12 | Not listed | $132.1 million | Not listed | adviserinfo.sec.gov |
| Kingsbridge Investment Partners LLC | Las Vegas | NV | 8 | Not listed | 1 | 6 | 1 | $289.5 million | $282.5 million | adviserinfo.sec.gov |
| DTCP USA LLC | Las Vegas | NV | 6 | Not listed | 2 | 4 | Not listed | $920.4 million | $1.05 billion | adviserinfo.sec.gov |
| Pif Capital Management LTD | Las Vegas | NV | 6 | Not listed | Not listed | 6 | Not listed | $154.2 million | Not listed | adviserinfo.sec.gov |
| Richmond Global Ventures | Las Vegas | NV | 6 | Not listed | Not listed | 6 | Not listed | $115.7 million | Not listed | adviserinfo.sec.gov |
| 11.2 Capital | Las Vegas | NV | 4 | Not listed | Not listed | 4 | Not listed | $294.8 million | Not listed | adviserinfo.sec.gov |
| Baleen Capital Management LLC | Las Vegas | NV | 3 | 1 | Not listed | Not listed | Not listed | $32 million | $168.7 million | adviserinfo.sec.gov |
| CRC Management LLC | Las Vegas | NV | 3 | Not listed | 3 | Not listed | Not listed | $71.6 million | Not listed | adviserinfo.sec.gov |
| Uncorrelated Advisors LLC | Las Vegas | NV | 3 | Not listed | Not listed | 3 | Not listed | $801.5 million | Not listed | adviserinfo.sec.gov |
| Sahara Investment Group | Las Vegas | NV | 1 | Not listed | Not listed | Not listed | 1 | $52.6 million | $218.1 million | adviserinfo.sec.gov |
| Orion Global Advisors US Inc | Las Vegas | NV | 1 | Not listed | Not listed | Not listed | Not listed | $40.3 million | $147 million | adviserinfo.sec.gov |
| Byron Devon Lynch IV Estate | Las Vegas | NV | 1 | Not listed | Not listed | Not listed | Not listed | $149 million | Not listed | adviserinfo.sec.gov |
| Cannage Capital | Las Vegas | NV | 1 | Not listed | Not listed | 1 | Not listed | $20.1 million | Not listed | adviserinfo.sec.gov |
| Phestos Capital, LLC | Las Vegas | NV | 1 | 1 | Not listed | Not listed | Not listed | $32.1 million | Not listed | adviserinfo.sec.gov |
| Rosten Capital Investments LLC | Las Vegas | NV | 1 | Not listed | Not listed | 1 | Not listed | $5.3 million | Not listed | adviserinfo.sec.gov |
| Vosht LLC | Las Vegas | NV | 1 | Not listed | Not listed | 1 | Not listed | $21.5 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Las Vegas
3 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Orion Capital Wealth and Investment Management, LLC | Las Vegas | NV | October 22, 2026 | Not listed | adviserinfo.sec.gov | |
| Orion Global Advisors US Inc | Las Vegas | NV | October 6, 2026 | $147 million | adviserinfo.sec.gov | |
| Wells Capital Advisors LLC | Las Vegas | NV | October 1, 2026 | Not listed | wellscapitalgroup.com | adviserinfo.sec.gov |
Also on SpecStream
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.