Data / Investment advisers / Serving charitable organizations / Nevada

Investment advisers in Nevada serving charitable organizations: 25 firms

Name: Investment advisers in Nevada serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

25 SEC registered investment advisers with a main office in Nevada report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $441 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Buckley Wealth.

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25Advisers
$441 millionAUM from this client type
24Advisers over $100 million
November 2, 2026File date

Advisers in Nevada serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Buckley Wealth	Las Vegas	7	$121.7 million	$644 million	adviserinfo.sec.gov
The Ameriflex Group	Las Vegas	41	$99.7 million	$9.66 billion	adviserinfo.sec.gov
The Wealth Consulting Group	Las Vegas	47	$61.7 million	$6.28 billion	adviserinfo.sec.gov
Kingsbridge Wealth Management, Inc.	Las Vegas	2	$29.5 million	$469.3 million	adviserinfo.sec.gov
The Investment Counsel Company	Las Vegas	Fewer than 5	$26.4 million	$2.18 billion	adviserinfo.sec.gov
Belpointe Asset Management LLC	Reno	20	$24.7 million	$7.58 billion	adviserinfo.sec.gov
McBroom & Associates, LLC	Las Vegas	4	$13.6 million	$242.1 million	adviserinfo.sec.gov
American Wealth Management	Reno	7	$13.4 million	$760.5 million	adviserinfo.sec.gov
Diazo, LLC	Henderson	Fewer than 5	$10 million	$221.6 million	adviserinfo.sec.gov
Winans Investments	Las Vegas	6	$9 million	$305.6 million	adviserinfo.sec.gov
Read & Powell Financial Services, LLC	Elko	1	$6.2 million	$159.7 million	adviserinfo.sec.gov
American Retirement Planning Group Inc	Las Vegas	3	$5.2 million	$348.1 million	adviserinfo.sec.gov
Bowers Wealth Management, Inc.	Glenbrook	Fewer than 5	$5 million	$298.5 million	adviserinfo.sec.gov
Athena Wealth Management, LLC	Reno	Fewer than 5	$2.8 million	$174 million	adviserinfo.sec.gov
Mission Financial Group, LLC	Las Vegas	Fewer than 5	$2.6 million	$310.9 million	adviserinfo.sec.gov
Capstone Capital Wealth Advisors	Henderson	1	$2.2 million	$408.4 million	adviserinfo.sec.gov
GW Financial	Reno	Fewer than 5	$2.1 million	$133.8 million	adviserinfo.sec.gov
GK Wealth Management LLC	Reno	Fewer than 5	$1.8 million	$258.8 million	adviserinfo.sec.gov
Palisade Investments, LLC	Zephyr Cove	5	$1.6 million	$652.7 million	adviserinfo.sec.gov
Backbone Planning Partners LLC	Las Vegas	Fewer than 5	$616,892	$98.4 million	adviserinfo.sec.gov
Whalen Financial	Las Vegas	2	$565,386	$223 million	adviserinfo.sec.gov
Skyoak Capital, Inc.	Las Vegas	2	$500,565	$219.2 million	adviserinfo.sec.gov
RJJ Pasadena Securities, Inc.	Henderson	1	$261,192	$115.2 million	adviserinfo.sec.gov
Vantage Wealth Planning	Reno	Fewer than 5	$257,457	$264.7 million	adviserinfo.sec.gov
Bauman Wealth Advisors	Las Vegas	1	$122,810	$206.4 million	adviserinfo.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.