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Investment advisers in Nevada: 105 firms, $91.2 billion in AUM

105 investment advisers have their main office in Nevada: 79 SEC registered and 26 exempt reporting. The registered advisers report $91.2 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.

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.

  • 105Advisers
  • 79SEC registered
  • 26Exempt reporting
  • $91.2 billionTotal AUM
  • 68Advisers over $100 million
  • 41Manage 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
Keystate Advisory, LLCLas Vegas$16.59 billion808Not listed(702) 598-3738key-state.comadviserinfo.sec.gov
Simplify Asset Management Inc.Las Vegas$14.05 billion4445Not listed(702) 389-9705simplify.usadviserinfo.sec.gov
The Ameriflex GroupLas Vegas$9.66 billion30,843201Not listed(702) 987-9730ameriflex.comadviserinfo.sec.gov
Guided Choice Asset Management, Inc.Reno$8.55 billion84,74422Not listed(888) 675-45323nickels.comadviserinfo.sec.gov
Belpointe Asset Management LLCReno$7.58 billion18,990236Not listed(203) 629-3300belpointe.comadviserinfo.sec.gov
The Wealth Consulting GroupLas Vegas$6.28 billion21,593131Not listed(702) 263-1919adviserinfo.sec.gov
Digital Alpha Advisors, LLCHenderson$2.39 billion131313(408) 660-7014digitalalpha.netadviserinfo.sec.gov
The Investment Counsel CompanyLas Vegas$2.18 billion2,21011Not listed(702) 871-8510iccnv.comadviserinfo.sec.gov
Zazove Associates LLCIncline Village$1.97 billion72215(775) 298-7500adviserinfo.sec.gov
Navellier & Associates IncReno$1.31 billion1,32121Not listed(775) 785-2300navellier.comadviserinfo.sec.gov
Arista Wealth Management, LLCLas Vegas$1.20 billion1,97917Not listed(702) 309-9970adviserinfo.sec.gov
DTCP USA LLCLas Vegas$1.05 billion646(415) 910-1354adviserinfo.sec.gov
RB Capital Management, LLCReno$930.6 million1,53416Not listed(775) 993-2900adviserinfo.sec.gov
Pilgrim Global Advisors LLCReno$884.2 million2112(775) 301-3963adviserinfo.sec.gov
1confirmationIncline Village$860 million10410(917) 574-29151confirmation.comadviserinfo.sec.gov
American Wealth ManagementReno$760.5 million8979Not listed(775) 332-7000financialhealth.comadviserinfo.sec.gov
DX Advisors LLCLas Vegas$753.3 million14Not listed(415) 639-9966adviserinfo.sec.gov
Palisade Investments, LLCZephyr Cove$652.7 million1,2148Not listed(775) 299-4600palisadeinvestments.comadviserinfo.sec.gov
Buckley WealthLas Vegas$644 million6146Not listed(702) 805-1010buckleywealth.comadviserinfo.sec.gov
Aljian Capital ManagementCarson City$627.8 million1,0493Not listed(707) 230-2158aljiancapital.comadviserinfo.sec.gov
Rareview Capital LLCLas Vegas$537.5 million378Not listed(212) 475-8664adviserinfo.sec.gov
Kingsbridge Wealth Management, Inc.Las Vegas$469.3 million528Not listed(702) 947-5160kingsbridgewm.us.comadviserinfo.sec.gov
Oak Harbor Capital, LLCLas Vegas$442.1 million182018(855) 330-9520argolicallc.comadviserinfo.sec.gov
Investment Management ConsultantsLas Vegas$440.3 million4372Not listed(702) 869-0330adviserinfo.sec.gov
P4g Capital Management, LLCStateline$419 million999(415) 510-2160p4gcap.comadviserinfo.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
American Retirement Planning Group IncLas Vegas$348.1 million8705Not listed(702) 655-8300intelligentinvestment.comadviserinfo.sec.gov
Mission Financial Group, LLCLas Vegas$310.9 million1,0686Not listed(808) 445-9965missionfinancial.comadviserinfo.sec.gov
Winans InvestmentsLas Vegas$305.6 million5124Not listed(800) 494-6267adviserinfo.sec.gov
Bowers Wealth Management, Inc.Glenbrook$298.5 million4252Not listed(775) 409-3712bowerswealth.comadviserinfo.sec.gov
Whitebark InvestorsIncline Village$292.4 million563(775) 737-2214whitebarkinvestors.comadviserinfo.sec.gov
Cassady Wealth & Retirement Planning L.L.C.Henderson$292.1 million6855Not listed(702) 650-4480cassadywealth.comadviserinfo.sec.gov
One Wealth Map, LLCLas Vegas$287.4 million9324Not listed(702) 470-2660adviserinfo.sec.gov
Sanchez Gaunt Capital Management, LLCReno$285.8 million1,7255Not listed(775) 800-1801adviserinfo.sec.gov
Pandora Wealth, Inc.Las Vegas$285 million1097Not listed(630) 230-6841adviserinfo.sec.gov
Open Window Financial Solutions, LTD.Reno$284.4 million3196Not listed(775) 827-0670openwindowfs.comadviserinfo.sec.gov
Kingsbridge Investment Partners LLCLas Vegas$282.5 million858(702) 947-5160kingsbridgealts.comadviserinfo.sec.gov
Hallador Investment Advisors, Inc.Reno$270.7 million1496(775) 548-1730adviserinfo.sec.gov
Vantage Wealth PlanningReno$264.7 million8294Not listed(775) 502-8484vantagewealthplanning.comadviserinfo.sec.gov
Finley Financial, LLCLas Vegas$259.8 million2901Not listed(503) 474-3535finleyfinancial.comadviserinfo.sec.gov
GK Wealth Management LLCReno$258.8 million1,3305Not listed(775) 354-6622gkwealthmanagement.comadviserinfo.sec.gov
Peterson Wealth Management, LLCSparks$251.1 million1,1457Not listed(775) 673-1100adviserinfo.sec.gov
McBroom & Associates, LLCLas Vegas$242.1 million2573Not listed(702) 267-6649adviserinfo.sec.gov
Whalen FinancialLas Vegas$223 million82510Not listed(702) 878-3900cwm.vegasadviserinfo.sec.gov
Diazo, LLCHenderson$221.6 million8769Not listed(702) 745-1800adviserinfo.sec.gov
Skyoak Capital, Inc.Las Vegas$219.2 million6715Not listed(800) 971-8070adviserinfo.sec.gov
Sahara Investment GroupLas Vegas$218.1 million3151(702) 907-0005saharainvestmentgroup.comadviserinfo.sec.gov
Schultz Financial Group IncorporatedReno$214.8 million4784Not listed(775) 850-5620adviserinfo.sec.gov
Adaptive Wealth EngineeringLas Vegas$214 million4145Not listed(702) 838-9999adviserinfo.sec.gov
Bauman Wealth AdvisorsLas Vegas$206.4 million1,04319Not listed(702) 897-9997scoremyretirement.comadviserinfo.sec.gov
Manhattan Global Asset Management LLCLas Vegas$205.5 million712Not listed(702) 784-7616manhattangam.comadviserinfo.sec.gov
Athena Wealth Management, LLCReno$174 million4983Not listed(408) 684-3705athenawm.comadviserinfo.sec.gov
Paradigm Capital ManagementReno$173.4 million3121Not listed(775) 829-8787paradigmcm.netadviserinfo.sec.gov
Baleen Capital Management LLCLas Vegas$168.7 million313(646) 389-2833adviserinfo.sec.gov
Read & Powell Financial Services, LLCElko$159.7 million6423Not listed(775) 738-4430readandpowell.comadviserinfo.sec.gov
Elevage Partners, LLCReno$154.6 million79083(800) 725-1622elevagepartners.comadviserinfo.sec.gov
Axos Invest, IncLas Vegas$150.8 million6,79413Not listed(858) 376-6055adviserinfo.sec.gov
Curtis Wealth Management LLCHenderson$148.5 million3032Not listed(702) 720-3551adviserinfo.sec.gov
Orion Global Advisors US IncLas Vegas$147 million511(725) 259-7816adviserinfo.sec.gov
Ulta Wealth Management, LLCLas Vegas$146.5 million311Not listed(702) 478-4777adviserinfo.sec.gov
Collaborative Fund AdvisorsReno$144.8 million311Not listed(203) 629-3300anydrusfunds.comadviserinfo.sec.gov
GW FinancialReno$133.8 million2663Not listed(714) 850-0534planretire.comadviserinfo.sec.gov
Holm & Cawley Financial Group LLCLas Vegas$128.8 million4125Not listed(702) 277-3945holmandcawley.comadviserinfo.sec.gov
Sierra Management GroupReno$127.1 million26422(775) 284-2552sierramgmt.groupadviserinfo.sec.gov
RJJ Pasadena Securities, Inc.Henderson$115.2 million2762Not listed(626) 792-1244adviserinfo.sec.gov
Powerhouse Financial Advisors, Inc.Minden$108.2 million6211Not listed(775) 266-8867adviserinfo.sec.gov
Forthright CapitalLas Vegas$107.7 million1,36322Not listed(725) 712-3011forthrightcps.comadviserinfo.sec.gov
Backbone Planning Partners LLCLas Vegas$98.4 million3604Not listed702569716backboneplanning.comadviserinfo.sec.gov
Reynolds Capital Management, LLCLas Vegas$74.2 million21Not listed(415) 265-7167reynoldsfunds.comadviserinfo.sec.gov
BufferlabsHenderson$62.3 million13Not listed(253) 777-8784bufferlabsetfs.comadviserinfo.sec.gov
Universal Value AdvisorsReno$51.9 million15Not listed(775) 284-7778universalvalueadvisors.comadviserinfo.sec.gov
Fund Asset ManagersReno$24.8 million482(203) 629-3300adviserinfo.sec.gov
Mkam ETF LLCLas Vegas$12 million12Not listed(310) 988-2158adviserinfo.sec.gov
Kingsbarn Capital ManagementLas Vegas$5.5 million22Not listed(702) 483-3139kingsbarncapital.comadviserinfo.sec.gov
Resource Capital Management, LLCReno$180,00011Not listed(775) 351-6489resourcecapitalmgt.comadviserinfo.sec.gov
Octave Ventures LLCHendersonNot listedNot listedNot listed33(206) 697-1664octave-ventures.comadviserinfo.sec.gov
Phobos, LLCLas VegasNot listedNot listedNot listed21(818) 464-9100adviserinfo.sec.gov
Red Hills Holdings, LLCLas VegasNot listedNot listedNot listed16(888) 719-4921redhillsholdings.comadviserinfo.sec.gov
Granite PartnersRenoNot listedNot listedNot listed12(805) 415-11251864.fundadviserinfo.sec.gov
Pipeline Capital Partners I GP, LLCLas VegasNot listedNot listedNot listed12(775) 737-1666pipeline.vcadviserinfo.sec.gov
SRD Innovation Fund LLCCarson CityNot listedNot listedNot listed7(425) 785-1211adviserinfo.sec.gov
Pif Capital Management LTDLas VegasNot listedNot listedNot listed6(323) 992-7676pif.coadviserinfo.sec.gov
Richmond Global VenturesLas VegasNot listedNot listedNot listed6(650) 619-1631rglobalventures.comadviserinfo.sec.gov
11.2 CapitalLas VegasNot listedNot listedNot listed4(415) 787-5112112capital.comadviserinfo.sec.gov
Bridgescale, LLCIncline VillageNot listedNot listedNot listed3(650) 854-6100bridgescale.comadviserinfo.sec.gov
CRC Management LLCLas VegasNot listedNot listedNot listed3(702) 553-3551carverroad.comadviserinfo.sec.gov
Uncorrelated Advisors LLCLas VegasNot listedNot listedNot listed3(650) 551-1600uncorrelated.comadviserinfo.sec.gov
Flume Ventures Management, LLCIncline VillageNot listedNot listedNot listed2(775) 298-2073flume.venturesadviserinfo.sec.gov
Growth Science VenturesHendersonNot listedNot listedNot listed2(503) 717-3831gsventures.comadviserinfo.sec.gov
Skyline IM, LTD.RenoNot listedNot listedNot listed2(775) 227-3818skylineim.comadviserinfo.sec.gov
Sunshine Lake CapitalN Las VegasNot listedNot listedNot listed2(619) 997-7951sunshinelake.vcadviserinfo.sec.gov
Treo Ventures, LLCRenoNot listedNot listedNot listed2(775) 260-5300treovp.comadviserinfo.sec.gov
Adaptive Capital Management Partners, LLCRenoNot listedNot listedNot listed1(925) 389-3809adaptivefund.comadviserinfo.sec.gov
Byron Devon Lynch IV EstateLas VegasNot listedNot listedNot listed1(702) 718-7404byrondevonlynchivestate.comadviserinfo.sec.gov
Cannage CapitalLas VegasNot listedNot listedNot listed1(650) 804-0697cannagecap.comadviserinfo.sec.gov
Health2047 Capital Partners Management, LLCRenoNot listedNot listedNot listed1(650) 546-7145adviserinfo.sec.gov
Kilowatt Capital LLCIncline VillageNot listedNot listedNot listed1(415) 999-1600adviserinfo.sec.gov
Phestos Capital, LLCLas VegasNot listedNot listedNot listed1(702) 470-5328phestos.comadviserinfo.sec.gov
Rosten Capital Investments LLCLas VegasNot listedNot listedNot listed1(949) 346-2202adviserinfo.sec.gov
Vosht LLCLas VegasNot listedNot listedNot listed1(949) 229-1053vosht.comadviserinfo.sec.gov
Orion Capital Wealth and Investment Management, LLCLas VegasNot listed011Not listed(855) 897-8808adviserinfo.sec.gov
Quan Capital Management (US) LLCLas VegasNot listedNot listedNot listedNot listed(650) 531-9874adviserinfo.sec.gov
Thoughtful Money LLCRenoNot listed01Not listed(408) 398-9944adviserinfo.sec.gov
Wells Capital Advisors LLCLas VegasNot listed09Not listed(702) 534-1090wellscapitalgroup.comadviserinfo.sec.gov

Advisers in Nevada that manage private funds

41 advisers report private funds. The 40 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Octave Ventures LLCHendersonNV33Not listedNot listed33Not listed$133 millionNot listedadviserinfo.sec.gov
Phobos, LLCLas VegasNV21Not listedNot listed21Not listed$178.6 millionNot listedadviserinfo.sec.gov
Oak Harbor Capital, LLCLas VegasNV18Not listed8Not listedNot listed$442.1 million$442.1 millionadviserinfo.sec.gov
Red Hills Holdings, LLCLas VegasNV16Not listedNot listedNot listed16$41.9 millionNot listedadviserinfo.sec.gov
Digital Alpha Advisors, LLCHendersonNV13Not listed13Not listedNot listed$2.39 billion$2.39 billionadviserinfo.sec.gov
Granite PartnersRenoNV12Not listedNot listed12Not listed$53 millionNot listedadviserinfo.sec.gov
Pipeline Capital Partners I GP, LLCLas VegasNV12Not listedNot listed12Not listed$132.1 millionNot listedadviserinfo.sec.gov
1confirmationIncline VillageNV10Not listed81Not listed$860 million$860 millionadviserinfo.sec.gov
P4g Capital Management, LLCStatelineNV9Not listed9Not listedNot listed$419 million$419 millionadviserinfo.sec.gov
Kingsbridge Investment Partners LLCLas VegasNV8Not listed161$289.5 million$282.5 millionadviserinfo.sec.gov
SRD Innovation Fund LLCCarson CityNV7Not listed7Not listedNot listed$17.1 millionNot listedadviserinfo.sec.gov
DTCP USA LLCLas VegasNV6Not listed24Not listed$920.4 million$1.05 billionadviserinfo.sec.gov
Hallador Investment Advisors, Inc.RenoNV612Not listedNot listed$277.5 million$270.7 millionadviserinfo.sec.gov
Pif Capital Management LTDLas VegasNV6Not listedNot listed6Not listed$154.2 millionNot listedadviserinfo.sec.gov
Richmond Global VenturesLas VegasNV6Not listedNot listed6Not listed$115.7 millionNot listedadviserinfo.sec.gov
Zazove Associates LLCIncline VillageNV55Not listedNot listedNot listed$269.4 million$1.97 billionadviserinfo.sec.gov
11.2 CapitalLas VegasNV4Not listedNot listed4Not listed$294.8 millionNot listedadviserinfo.sec.gov
Whitebark InvestorsIncline VillageNV321Not listedNot listed$292.4 million$292.4 millionadviserinfo.sec.gov
Baleen Capital Management LLCLas VegasNV31Not listedNot listedNot listed$32 million$168.7 millionadviserinfo.sec.gov
Elevage Partners, LLCRenoNV3Not listed3Not listedNot listedNot listed$154.6 millionadviserinfo.sec.gov
Bridgescale, LLCIncline VillageNV3Not listedNot listed3Not listed$60.7 millionNot listedadviserinfo.sec.gov
CRC Management LLCLas VegasNV3Not listed3Not listedNot listed$71.6 millionNot listedadviserinfo.sec.gov
Uncorrelated Advisors LLCLas VegasNV3Not listedNot listed3Not listed$801.5 millionNot listedadviserinfo.sec.gov
Pilgrim Global Advisors LLCRenoNV21Not listedNot listedNot listed$880.3 million$884.2 millionadviserinfo.sec.gov
Sierra Management GroupRenoNV2Not listedNot listedNot listed2$32.6 million$127.1 millionadviserinfo.sec.gov
Fund Asset ManagersRenoNV22Not listedNot listedNot listed$13.5 million$24.8 millionadviserinfo.sec.gov
Flume Ventures Management, LLCIncline VillageNV2Not listedNot listed2Not listed$230.4 millionNot listedadviserinfo.sec.gov
Growth Science VenturesHendersonNV2Not listedNot listed2Not listed$55 millionNot listedadviserinfo.sec.gov
Skyline IM, LTD.RenoNV22Not listedNot listedNot listed$17.4 millionNot listedadviserinfo.sec.gov
Sunshine Lake CapitalN Las VegasNV2Not listedNot listed2Not listed$45.2 millionNot listedadviserinfo.sec.gov
Treo Ventures, LLCRenoNV2Not listedNot listed2Not listed$194.6 millionNot listedadviserinfo.sec.gov
Sahara Investment GroupLas VegasNV1Not listedNot listedNot listed1$52.6 million$218.1 millionadviserinfo.sec.gov
Orion Global Advisors US IncLas VegasNV1Not listedNot listedNot listedNot listed$40.3 million$147 millionadviserinfo.sec.gov
Adaptive Capital Management Partners, LLCRenoNV11Not listedNot listedNot listed$58.7 millionNot listedadviserinfo.sec.gov
Byron Devon Lynch IV EstateLas VegasNV1Not listedNot listedNot listedNot listed$149 millionNot listedadviserinfo.sec.gov
Cannage CapitalLas VegasNV1Not listedNot listed1Not listed$20.1 millionNot listedadviserinfo.sec.gov
Health2047 Capital Partners Management, LLCRenoNV1Not listedNot listed1Not listed$52.4 millionNot listedadviserinfo.sec.gov
Kilowatt Capital LLCIncline VillageNV1Not listedNot listed1Not listedNot listedNot listedadviserinfo.sec.gov
Phestos Capital, LLCLas VegasNV11Not listedNot listedNot listed$32.1 millionNot listedadviserinfo.sec.gov
Rosten Capital Investments LLCLas VegasNV1Not listedNot listed1Not listed$5.3 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Nevada

4 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Orion Capital Wealth and Investment Management, LLCLas VegasNVOctober 22, 2026Not listedadviserinfo.sec.gov
Orion Global Advisors US IncLas VegasNVOctober 6, 2026$147 millionadviserinfo.sec.gov
Wells Capital Advisors LLCLas VegasNVOctober 1, 2026Not listedwellscapitalgroup.comadviserinfo.sec.gov
Powerhouse Financial Advisors, Inc.MindenNVAugust 21, 2026$108.2 millionadviserinfo.sec.gov

Cities in Nevada

CityAdvisersAUM
Las Vegas53$58.95 billion
Reno27$22.58 billion
Henderson10$4.03 billion

More ways to read Nevada

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.