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Top RIA Firms in Las Vegas, Nevada
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Las Vegas, Nevada. This hub covers 36 matching firms with $54.2B in total reported AUM and median AUM of $283.8M.
Firms
36
Matching current profiles
Total AUM
$54.2B
Reported regulatory AUM
Median AUM
$283.8M
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. The Ameriflex Group CRD 305585 · Corporation | LAS VEGAS, NV | $9.7B Jul 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 |
| 3. Simplify Asset Management INC. CRD 309535 · Corporation | LAS VEGAS, NV | $9.6B Oct 2025 | +$5.0B+106.7% | +$8.3B+610.8% | — | — | +21 employees+87.5% over 3Y | +15 accounts+71.4% over 3Y |
| 4. The Wealth Consulting Group CRD 173194 · Limited Liability Company | LAS VEGAS, NV | $6.3B Jul 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 Apr 2026 | +$173.3M+16.8% | +$705.3M+142.0% | +$755.7M+169.4% | +$1.1B+774.1% | +6 employees+60.0% 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 Mar 2026 | +$113.8M+26.9% | +$400.4M+291.9% | +$485.8M+939.7% | — | +4 employees+100.0% over 3Y | +7 accounts+23.3% 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 Feb 2026 | +$113.0M+48.1% | +$93.7M+36.8% | +$128.7M+58.7% | +$285.3M+454.2% | +1 employees+25.0% over 3Y | -57 accounts-6.1% 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 Jun 2026 | -$813.8M-73.9% | +$141.2M+96.6% | +$106.4M+58.8% | — | +4 employees+80.0% 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 May 2026 | +$26.8M+12.5% | +$117.9M+94.9% | +$113.3M+88.0% | +$202.1M+505.2% | 0 employees+0.0% 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. Adaptive Wealth Engineering CRD 111243 · Limited Liability Company | LAS VEGAS, NV | $214.0M Jun 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 |
| 25. Bauman Wealth Advisors CRD 153061 · Limited Liability Company | LAS VEGAS, NV | $206.4M May 2026 | +$88.1M+74.4% | — | — | +$101.7M+97.2% | +15 employees+375.0% over 1Y | +323 accounts+44.9% over 1Y |
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.