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Largest RIA Firms in Las Vegas, Nevada by AUM
Explore registered investment advisers headquartered in Las Vegas, Nevada, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 37 firms with $58.9B in total reported AUM and median AUM of $282.5M.
Firms
37
Matching current profiles
Total AUM
$58.9B
Reported regulatory AUM
Median AUM
$282.5M
Across firms with AUM
Largest firm
$16.6B
Keystate Advisory, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Keystate Advisory, LLC CRD 156226 · Limited Liability Company | LAS VEGAS, NV | $16.6B Mar 2026 | -$1.6B-8.6% | +$4.4B+36.1% | +$9.1B+121.7% | +$15.1B+974.7% | 0 employees+0.0% over 3Y | -35 accounts-30.4% over 3Y |
| 2. Simplify Asset Management INC. CRD 309535 · Corporation | LAS VEGAS, NV | $14.1B Aug 2026 | +$9.4B+201.4% | +$12.7B+936.5% | +$14.0B+15455.1% | — | +21 employees+87.5% over 3Y | +23 accounts+109.5% over 3Y |
| 3. The Ameriflex Group CRD 305585 · Corporation | LAS VEGAS, NV | $9.7B Sep 2026 | +$302.5M+3.2% | +$6.2B+182.2% | +$8.2B+567.3% | — | +116 employees+136.5% over 3Y | +24,255 accounts+368.2% over 3Y |
| 4. The Wealth Consulting Group CRD 173194 · Limited Liability Company | LAS VEGAS, NV | $6.3B Sep 2026 | +$830.1M+15.2% | +$3.5B+124.5% | +$4.1B+191.5% | — | -141 employees-51.8% over 3Y | +10,157 accounts+88.8% over 3Y |
| 5. The Investment Counsel Company CRD 19608 · Corporation | LAS VEGAS, NV | $2.2B Mar 2026 | +$343.0M+18.7% | +$1.0B+84.7% | +$1.0B+87.5% | +$1.5B+231.5% | -7 employees-38.9% over 3Y | +813 accounts+58.2% over 3Y |
| 6. Arista Wealth Management, LLC CRD 141504 · Limited Liability Company | LAS VEGAS, NV | $1.2B Sep 2026 | +$173.3M+16.8% | +$705.3M+142.0% | +$755.7M+169.4% | +$1.1B+774.1% | +7 employees+70.0% over 3Y | +777 accounts+64.6% over 3Y |
| 7. Dtcp USA LLC CRD 297884 · Limited Liability Company | LAS VEGAS, NV | $1.0B Apr 2026 | +$713.1M+212.3% | +$713.1M+212.3% | +$713.1M+212.3% | +$728.0M+226.8% | 0 employees+0.0% over 3Y | +2 accounts+50.0% over 3Y |
| 8. DX Advisors LLC CRD 341725 · Limited Liability Company | LAS VEGAS, NV | $753.3M Jul 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 9. Buckley Wealth Management, LLC CRD 285823 · Limited Liability Company | LAS VEGAS, NV | $644.0M Mar 2026 | +$60.8M+10.4% | +$158.7M+32.7% | +$159.3M+32.9% | — | +1 employees+20.0% over 3Y | +2 accounts+0.3% over 3Y |
| 10. Rareview Capital LLC CRD 284474 · Limited Liability Company | LAS VEGAS, NV | $537.5M Aug 2026 | +$113.8M+26.9% | +$340.3M+172.6% | +$485.8M+939.7% | — | +4 employees+100.0% over 3Y | -3 accounts-7.5% over 3Y |
| 11. Kingsbridge Wealth Management, INC. CRD 165560 · Corporation | LAS VEGAS, NV | $469.3M Mar 2026 | +$16.2M+3.6% | +$153.9M+48.8% | +$239.9M+104.5% | — | +2 employees+33.3% over 3Y | -174 accounts-77.0% over 3Y |
| 12. Oak Harbor Capital, LLC CRD 169089 · Limited Liability Company | LAS VEGAS, NV | $442.1M Mar 2026 | -$65.6M-12.9% | -$227.5M-34.0% | -$164.3M-27.1% | +$137.1M+44.9% | -7 employees-25.9% over 3Y | -5 accounts-21.7% over 3Y |
| 13. Investment Management Consultants CRD 122718 · Corporation | LAS VEGAS, NV | $440.3M Apr 2026 | +$58.7M+15.4% | +$164.8M+59.8% | +$255.1M+137.8% | +$333.2M+311.1% | 0 employees+0.0% over 3Y | +61 accounts+16.2% over 3Y |
| 14. American Retirement Planning Group INC CRD 108300 · Corporation | LAS VEGAS, NV | $348.1M Aug 2026 | +$58.7M+20.3% | +$138.8M+66.3% | +$113.6M+48.4% | +$285.3M+454.2% | -2 employees-28.6% over 3Y | -24 accounts-2.7% over 3Y |
| 15. Mission Financial Group, LLC CRD 311876 · Limited Liability Partnership | LAS VEGAS, NV | $310.9M May 2026 | +$78.1M+33.5% | +$180.1M+137.6% | — | — | +3 employees+100.0% over 3Y | +582 accounts+119.8% over 3Y |
| 16. Winans Investments CRD 107125 · Corporation | LAS VEGAS, NV | $305.6M Feb 2026 | -$24.5M-7.4% | +$28.2M+10.1% | +$70.5M+30.0% | +$181.7M+146.6% | -1 employees-20.0% over 3Y | +12 accounts+2.4% over 3Y |
| 17. One Wealth Map, LLC CRD 171750 · Limited Liability Company | LAS VEGAS, NV | $287.4M Oct 2026 | -$813.8M-73.9% | +$141.2M+96.6% | +$106.4M+58.8% | — | -1 employees-20.0% over 3Y | +422 accounts+82.7% over 3Y |
| 18. Pandora Wealth, INC. CRD 331816 · Corporation | LAS VEGAS, NV | $285.0M Jul 2026 | +$49.0M+20.8% | — | — | +$79.9M+38.9% | +3 employees+75.0% over 1Y | -344 accounts-75.9% over 1Y |
| 19. Kingsbridge Investment Partners LLC CRD 336502 · Limited Liability Company | LAS VEGAS, NV | $282.5M Mar 2026 | — | — | — | — | -1 employees-16.7% over Total | — |
| 20. Finley Financial, LLC CRD 131442 · Limited Liability Company | LAS VEGAS, NV | $259.8M Jan 2026 | +$83.8M+47.6% | +$75.4M+40.9% | +$123.0M+89.9% | +$206.3M+385.2% | 0 employees+0.0% over 3Y | +6 accounts+2.1% over 3Y |
| 21. Mcbroom & Associates, LLC CRD 151187 · Limited Liability Company | LAS VEGAS, NV | $242.1M Oct 2026 | +$26.8M+12.5% | +$117.9M+94.9% | +$113.3M+88.0% | +$202.1M+505.2% | -1 employees-25.0% over 3Y | +96 accounts+59.6% over 3Y |
| 22. Whalen Financial CRD 311869 · Corporation | LAS VEGAS, NV | $223.0M May 2026 | +$30.7M+16.0% | +$107.0M+92.3% | +$115.9M+108.2% | — | +7 employees+233.3% over 3Y | +173 accounts+26.5% over 3Y |
| 23. Skyoak Capital, INC. CRD 154248 · Corporation | LAS VEGAS, NV | $219.2M Mar 2026 | +$40.6M+22.7% | +$26.1M+13.5% | +$77.1M+54.2% | +$143.2M+188.5% | -1 employees-16.7% over 3Y | +17 accounts+2.6% over 3Y |
| 24. Sahara Investment Group CRD 341135 · Limited Liability Company | LAS VEGAS, NV | $218.1M Aug 2026 | — | — | — | +$165.5M+314.7% | +1 employees+7.1% over Total | +2 accounts+200.0% over Total |
| 25. Adaptive Wealth Engineering CRD 111243 · Limited Liability Company | LAS VEGAS, NV | $214.0M Sep 2026 | +$44.3M+26.1% | +$66.1M+44.7% | +$90.7M+73.5% | +$105.1M+96.5% | +1 employees+25.0% over 3Y | +106 accounts+34.4% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.