Data / Investment advisers / Nevada
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.
| 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 |
| Guided Choice Asset Management, Inc. | Reno | $8.55 billion | 84,744 | 22 | Not listed | (888) 675-4532 | 3nickels.com | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | $7.58 billion | 18,990 | 236 | Not listed | (203) 629-3300 | belpointe.com | adviserinfo.sec.gov |
| The Wealth Consulting Group | Las Vegas | $6.28 billion | 21,593 | 131 | Not listed | (702) 263-1919 | adviserinfo.sec.gov | |
| Digital Alpha Advisors, LLC | Henderson | $2.39 billion | 13 | 13 | 13 | (408) 660-7014 | digitalalpha.net | 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 |
| Zazove Associates LLC | Incline Village | $1.97 billion | 72 | 21 | 5 | (775) 298-7500 | adviserinfo.sec.gov | |
| Navellier & Associates Inc | Reno | $1.31 billion | 1,321 | 21 | Not listed | (775) 785-2300 | navellier.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 | |
| RB Capital Management, LLC | Reno | $930.6 million | 1,534 | 16 | Not listed | (775) 993-2900 | adviserinfo.sec.gov | |
| Pilgrim Global Advisors LLC | Reno | $884.2 million | 2 | 11 | 2 | (775) 301-3963 | adviserinfo.sec.gov | |
| 1confirmation | Incline Village | $860 million | 10 | 4 | 10 | (917) 574-2915 | 1confirmation.com | adviserinfo.sec.gov |
| American Wealth Management | Reno | $760.5 million | 897 | 9 | Not listed | (775) 332-7000 | financialhealth.com | adviserinfo.sec.gov |
| DX Advisors LLC | Las Vegas | $753.3 million | 1 | 4 | Not listed | (415) 639-9966 | adviserinfo.sec.gov | |
| Palisade Investments, LLC | Zephyr Cove | $652.7 million | 1,214 | 8 | Not listed | (775) 299-4600 | palisadeinvestments.com | adviserinfo.sec.gov |
| Buckley Wealth | Las Vegas | $644 million | 614 | 6 | Not listed | (702) 805-1010 | buckleywealth.com | adviserinfo.sec.gov |
| Aljian Capital Management | Carson City | $627.8 million | 1,049 | 3 | Not listed | (707) 230-2158 | aljiancapital.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 | |
| P4g Capital Management, LLC | Stateline | $419 million | 9 | 9 | 9 | (415) 510-2160 | p4gcap.com | adviserinfo.sec.gov |
| Capstone Capital Wealth Advisors | Henderson | $408.4 million | 551 | 5 | Not listed | (702) 433-7588 | adviserinfo.sec.gov | |
| West Ridge Advisors | Henderson | $396 million | 1,405 | 13 | Not listed | (702) 547-9483 | westridgeadvisors.com | 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 | |
| Bowers Wealth Management, Inc. | Glenbrook | $298.5 million | 425 | 2 | Not listed | (775) 409-3712 | bowerswealth.com | adviserinfo.sec.gov |
| Whitebark Investors | Incline Village | $292.4 million | 5 | 6 | 3 | (775) 737-2214 | whitebarkinvestors.com | adviserinfo.sec.gov |
| Cassady Wealth & Retirement Planning L.L.C. | Henderson | $292.1 million | 685 | 5 | Not listed | (702) 650-4480 | cassadywealth.com | adviserinfo.sec.gov |
| One Wealth Map, LLC | Las Vegas | $287.4 million | 932 | 4 | Not listed | (702) 470-2660 | adviserinfo.sec.gov | |
| Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million | 1,725 | 5 | Not listed | (775) 800-1801 | adviserinfo.sec.gov | |
| Pandora Wealth, Inc. | Las Vegas | $285 million | 109 | 7 | Not listed | (630) 230-6841 | adviserinfo.sec.gov | |
| Open Window Financial Solutions, LTD. | Reno | $284.4 million | 319 | 6 | Not listed | (775) 827-0670 | openwindowfs.com | adviserinfo.sec.gov |
| Kingsbridge Investment Partners LLC | Las Vegas | $282.5 million | 8 | 5 | 8 | (702) 947-5160 | kingsbridgealts.com | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | $270.7 million | 14 | 9 | 6 | (775) 548-1730 | adviserinfo.sec.gov | |
| Vantage Wealth Planning | Reno | $264.7 million | 829 | 4 | Not listed | (775) 502-8484 | vantagewealthplanning.com | adviserinfo.sec.gov |
| Finley Financial, LLC | Las Vegas | $259.8 million | 290 | 1 | Not listed | (503) 474-3535 | finleyfinancial.com | adviserinfo.sec.gov |
| GK Wealth Management LLC | Reno | $258.8 million | 1,330 | 5 | Not listed | (775) 354-6622 | gkwealthmanagement.com | adviserinfo.sec.gov |
| Peterson Wealth Management, LLC | Sparks | $251.1 million | 1,145 | 7 | Not listed | (775) 673-1100 | 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 |
| Diazo, LLC | Henderson | $221.6 million | 876 | 9 | Not listed | (702) 745-1800 | 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 |
| Schultz Financial Group Incorporated | Reno | $214.8 million | 478 | 4 | Not listed | (775) 850-5620 | 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 |
| Athena Wealth Management, LLC | Reno | $174 million | 498 | 3 | Not listed | (408) 684-3705 | athenawm.com | adviserinfo.sec.gov |
| Paradigm Capital Management | Reno | $173.4 million | 312 | 1 | Not listed | (775) 829-8787 | paradigmcm.net | adviserinfo.sec.gov |
| Baleen Capital Management LLC | Las Vegas | $168.7 million | 3 | 1 | 3 | (646) 389-2833 | adviserinfo.sec.gov | |
| Read & Powell Financial Services, LLC | Elko | $159.7 million | 642 | 3 | Not listed | (775) 738-4430 | readandpowell.com | adviserinfo.sec.gov |
| Elevage Partners, LLC | Reno | $154.6 million | 790 | 8 | 3 | (800) 725-1622 | elevagepartners.com | adviserinfo.sec.gov |
| Axos Invest, Inc | Las Vegas | $150.8 million | 6,794 | 13 | Not listed | (858) 376-6055 | adviserinfo.sec.gov | |
| Curtis Wealth Management LLC | Henderson | $148.5 million | 303 | 2 | Not listed | (702) 720-3551 | 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 | |
| Collaborative Fund Advisors | Reno | $144.8 million | 3 | 11 | Not listed | (203) 629-3300 | anydrusfunds.com | adviserinfo.sec.gov |
| GW Financial | Reno | $133.8 million | 266 | 3 | Not listed | (714) 850-0534 | planretire.com | 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 |
| Sierra Management Group | Reno | $127.1 million | 264 | 2 | 2 | (775) 284-2552 | sierramgmt.group | adviserinfo.sec.gov |
| RJJ Pasadena Securities, Inc. | Henderson | $115.2 million | 276 | 2 | Not listed | (626) 792-1244 | adviserinfo.sec.gov | |
| Powerhouse Financial Advisors, Inc. | Minden | $108.2 million | 621 | 1 | Not listed | (775) 266-8867 | 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 |
| Bufferlabs | Henderson | $62.3 million | 1 | 3 | Not listed | (253) 777-8784 | bufferlabsetfs.com | adviserinfo.sec.gov |
| Universal Value Advisors | Reno | $51.9 million | 1 | 5 | Not listed | (775) 284-7778 | universalvalueadvisors.com | adviserinfo.sec.gov |
| Fund Asset Managers | Reno | $24.8 million | 4 | 8 | 2 | (203) 629-3300 | 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 |
| Resource Capital Management, LLC | Reno | $180,000 | 1 | 1 | Not listed | (775) 351-6489 | resourcecapitalmgt.com | adviserinfo.sec.gov |
| Octave Ventures LLC | Henderson | Not listed | Not listed | Not listed | 33 | (206) 697-1664 | octave-ventures.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 |
| Granite Partners | Reno | Not listed | Not listed | Not listed | 12 | (805) 415-1125 | 1864.fund | 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 |
| SRD Innovation Fund LLC | Carson City | Not listed | Not listed | Not listed | 7 | (425) 785-1211 | 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 |
| Bridgescale, LLC | Incline Village | Not listed | Not listed | Not listed | 3 | (650) 854-6100 | bridgescale.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 |
| Flume Ventures Management, LLC | Incline Village | Not listed | Not listed | Not listed | 2 | (775) 298-2073 | flume.ventures | adviserinfo.sec.gov |
| Growth Science Ventures | Henderson | Not listed | Not listed | Not listed | 2 | (503) 717-3831 | gsventures.com | adviserinfo.sec.gov |
| Skyline IM, LTD. | Reno | Not listed | Not listed | Not listed | 2 | (775) 227-3818 | skylineim.com | adviserinfo.sec.gov |
| Sunshine Lake Capital | N Las Vegas | Not listed | Not listed | Not listed | 2 | (619) 997-7951 | sunshinelake.vc | adviserinfo.sec.gov |
| Treo Ventures, LLC | Reno | Not listed | Not listed | Not listed | 2 | (775) 260-5300 | treovp.com | adviserinfo.sec.gov |
| Adaptive Capital Management Partners, LLC | Reno | Not listed | Not listed | Not listed | 1 | (925) 389-3809 | adaptivefund.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 |
| Health2047 Capital Partners Management, LLC | Reno | Not listed | Not listed | Not listed | 1 | (650) 546-7145 | adviserinfo.sec.gov | |
| Kilowatt Capital LLC | Incline Village | Not listed | Not listed | Not listed | 1 | (415) 999-1600 | 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 | |
| Thoughtful Money LLC | Reno | Not listed | 0 | 1 | Not listed | (408) 398-9944 | 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 Nevada that manage private funds
41 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Octave Ventures LLC | Henderson | NV | 33 | Not listed | Not listed | 33 | Not listed | $133 million | Not listed | adviserinfo.sec.gov |
| 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 |
| Digital Alpha Advisors, LLC | Henderson | NV | 13 | Not listed | 13 | Not listed | Not listed | $2.39 billion | $2.39 billion | adviserinfo.sec.gov |
| Granite Partners | Reno | NV | 12 | Not listed | Not listed | 12 | Not listed | $53 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 |
| 1confirmation | Incline Village | NV | 10 | Not listed | 8 | 1 | Not listed | $860 million | $860 million | adviserinfo.sec.gov |
| P4g Capital Management, LLC | Stateline | NV | 9 | Not listed | 9 | Not listed | Not listed | $419 million | $419 million | 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 |
| SRD Innovation Fund LLC | Carson City | NV | 7 | Not listed | 7 | Not listed | Not listed | $17.1 million | Not listed | 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 |
| Hallador Investment Advisors, Inc. | Reno | NV | 6 | 1 | 2 | Not listed | Not listed | $277.5 million | $270.7 million | 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 |
| Zazove Associates LLC | Incline Village | NV | 5 | 5 | Not listed | Not listed | Not listed | $269.4 million | $1.97 billion | 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 |
| Whitebark Investors | Incline Village | NV | 3 | 2 | 1 | Not listed | Not listed | $292.4 million | $292.4 million | 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 |
| Elevage Partners, LLC | Reno | NV | 3 | Not listed | 3 | Not listed | Not listed | Not listed | $154.6 million | adviserinfo.sec.gov |
| Bridgescale, LLC | Incline Village | NV | 3 | Not listed | Not listed | 3 | Not listed | $60.7 million | Not listed | 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 |
| Pilgrim Global Advisors LLC | Reno | NV | 2 | 1 | Not listed | Not listed | Not listed | $880.3 million | $884.2 million | adviserinfo.sec.gov |
| Sierra Management Group | Reno | NV | 2 | Not listed | Not listed | Not listed | 2 | $32.6 million | $127.1 million | adviserinfo.sec.gov |
| Fund Asset Managers | Reno | NV | 2 | 2 | Not listed | Not listed | Not listed | $13.5 million | $24.8 million | adviserinfo.sec.gov |
| Flume Ventures Management, LLC | Incline Village | NV | 2 | Not listed | Not listed | 2 | Not listed | $230.4 million | Not listed | adviserinfo.sec.gov |
| Growth Science Ventures | Henderson | NV | 2 | Not listed | Not listed | 2 | Not listed | $55 million | Not listed | adviserinfo.sec.gov |
| Skyline IM, LTD. | Reno | NV | 2 | 2 | Not listed | Not listed | Not listed | $17.4 million | Not listed | adviserinfo.sec.gov |
| Sunshine Lake Capital | N Las Vegas | NV | 2 | Not listed | Not listed | 2 | Not listed | $45.2 million | Not listed | adviserinfo.sec.gov |
| Treo Ventures, LLC | Reno | NV | 2 | Not listed | Not listed | 2 | Not listed | $194.6 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 |
| Adaptive Capital Management Partners, LLC | Reno | NV | 1 | 1 | Not listed | Not listed | Not listed | $58.7 million | Not listed | 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 |
| Health2047 Capital Partners Management, LLC | Reno | NV | 1 | Not listed | Not listed | 1 | Not listed | $52.4 million | Not listed | adviserinfo.sec.gov |
| Kilowatt Capital LLC | Incline Village | NV | 1 | Not listed | Not listed | 1 | Not listed | Not listed | 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 |
Newest SEC registrations in Nevada
4 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 |
| Powerhouse Financial Advisors, Inc. | Minden | NV | August 21, 2026 | $108.2 million | adviserinfo.sec.gov |
Cities in Nevada
More ways to read Nevada
- Advisers in Nevada with $1 billion to $10 billion in AUM
- Advisers in Nevada with $100 million to $500 million in AUM
- Advisers in Nevada serving individuals
- Advisers in Nevada serving high net worth individuals
- Advisers in Nevada serving pooled investment vehicles
- Advisers in Nevada serving pension and profit sharing plans
- Advisers in Nevada serving charitable organizations
- Advisers in Nevada serving corporations and other businesses
- Private fund advisers in 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.