Adviser Record

Investment advisers in NV

76 SEC-registered firms · $90.83 billion in regulatory assets · 11 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1confirmationIncline Village$860.0 million0
Adaptive Wealth EngineeringLas Vegas$214.0 million0
Aljian Capital ManagementCarson City$627.8 million0
American Retirement Planning Group IncLas Vegas$348.1 million0
American Wealth ManagementReno$760.5 million0
Arista Wealth Management, LLCLas Vegas$1.20 billion0
Athena Wealth Management, LLCReno$174.0 million0
Axos Invest, IncLas Vegas$150.8 million0
Backbone Planning Partners LLCLas Vegas$98.4 million0
Baleen Capital Management LLCLas Vegas$168.7 million0
Bauman Wealth AdvisorsLas Vegas$206.4 million1
Belpointe Asset Management LLCReno$7.58 billion0
Bowers Wealth Management, Inc.Glenbrook$298.5 million0
Buckley WealthLas Vegas$644.0 million0
BufferlabsHenderson$62.2 million0
Capstone Capital Wealth AdvisorsHenderson$408.4 million0
Cassady Wealth & Retirement Planning L.L.C.Henderson$292.1 million0
Collaborative Fund AdvisorsReno$144.8 million0
Curtis Wealth Management LLCHenderson$148.5 million0
Diazo, LLCHenderson$221.6 million0
Digital Alpha Advisors, LLCHenderson$2.39 billion0
Dtcp USA LLCLas Vegas$1.05 billion0
Dx Advisors LLCLas Vegas$753.3 million0
Elevage Partners, LLCReno$154.6 million0
Finley Financial, LLCLas Vegas$259.8 million2
Forthright CapitalLas Vegas$107.7 million0
Fund Asset ManagersReno$24.8 million0
Gk Wealth Management LLCReno$258.8 million2
Guided Choice Asset Management, Inc.Reno$8.55 billion0
Gw FinancialReno$133.8 million0
Hallador Investment Advisors, Inc.Reno$270.7 million0
Holm & Cawley Financial Group LLCLas Vegas$128.8 million2
Investment Management ConsultantsLas Vegas$440.3 million0
Keystate Advisory, LLCLas Vegas$16.59 billion0
Kingsbarn Capital ManagementLas Vegas$5.5 million0
Kingsbridge Investment Partners LLCLas Vegas$282.5 million0
Kingsbridge Wealth Management, Inc.Las Vegas$469.3 million0
Manhattan Global Asset Management LLCLas Vegas$205.5 million0
Mcbroom & Associates, LLCLas Vegas$242.1 million0
Mission Financial Group, LLCLas Vegas$310.9 million0
Mkam ETF LLCLas Vegas$12.0 million0
Navellier & Associates IncReno$1.10 billion4
Oak Harbor Capital, LLCLas Vegas$442.1 million5
One Wealth Map, LLCLas Vegas$287.4 million0
Open Window Financial Solutions, Ltd.Reno$284.4 million0
P4g Capital Management, LLCStateline$419.0 million0
Palisade Investments, LLCZephyr Cove$652.7 million1
Pandora Wealth, Inc.Las Vegas$285.0 million0
Paradigm Capital ManagementReno$173.4 million0
Peterson Wealth Management, LLCSparks$251.1 million0
Pilgrim Global Advisors LLCReno$884.2 million1
Powerhouse Financial Advisors, Inc.Minden$108.2 million0
Rareview Capital LLCLas Vegas$537.5 million0
Rb Capital Management, LLCReno$930.6 million0
Read & Powell Financial Services, LLCElko$159.7 million0
Resource Capital Management, LLCReno$180,0000
Reynolds Capital Management, LLCLas Vegas$74.2 million0
Rjj Pasadena Securities, Inc.Henderson$110.3 million3
Sahara Investment GroupLas Vegas$218.1 million0
Sanchez Gaunt Capital Management, LLCReno$285.8 million1
Schultz Financial Group IncorporatedReno$214.8 million0
Sierra Management GroupReno$127.1 million0
Simplify Asset Management Inc.Las Vegas$14.05 billion3
Skyoak Capital, Inc.Las Vegas$219.2 million0
The Ameriflex GroupLas Vegas$9.66 billion0
The Investment Counsel CompanyLas Vegas$2.18 billion0
The Wealth Consulting GroupLas Vegas$6.28 billion0
Thoughtful Money LLCReno$00
Ulta Wealth Management, LLCLas Vegas$146.5 million0
Universal Value AdvisorsReno$51.9 million0
Vantage Wealth PlanningReno$264.7 million0
West Ridge AdvisorsHenderson$396.0 million0
Whalen FinancialLas Vegas$223.0 million0
Whitebark InvestorsIncline Village$292.4 million0
Winans InvestmentsLas Vegas$305.6 million0
Zazove Associates LLCIncline Village$1.97 billion0