KEYSTATE ADVISORY, LLC
Las Vegas, NV
AUM
$16.59B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
702-598-3738
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NV, LAS VEGAS
27 advisers found
THE AMERIFLEX GROUP
Las Vegas, NV
AUM
$9.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
181 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(702) 987-9730
SIMPLIFY ASSET MANAGEMENT INC.
Las Vegas, NV
AUM
$9.64B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
702-389-9705
THE WEALTH CONSULTING GROUP
Las Vegas, NV
AUM
$6.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
131 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702-263-1919
THE INVESTMENT COUNSEL COMPANY
Las Vegas, NV
AUM
$2.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
702-871-8510
ARISTA WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
702-309-9970
BUCKLEY WEALTH
Las Vegas, NV
AUM
$644.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
702-805-1010
RAREVIEW CAPITAL LLC
Las Vegas, NV
AUM
$537.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-475-8664
MISSION FINANCIAL GROUP, LLC
Las Vegas, NV
AUM
$310.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-445-9965
WINANS INVESTMENTS
Las Vegas, NV
AUM
$305.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
800-494-6267
WHALEN FINANCIAL
Las Vegas, NV
AUM
$223.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
702-878-3900
SKYOAK CAPITAL, INC.
Las Vegas, NV
AUM
$219.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
800-971-8070
ULTA WEALTH MANAGEMENT, LLC
Las Vegas, NV
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
702-478-4777
FORTHRIGHT CAPITAL
Las Vegas, NV
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
725-712-3016
ENDOWMENT PARTNERS LLC
Las Vegas, NV
AUM
$76.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7028422000
REYNOLDS CAPITAL MANAGEMENT, LLC
Las Vegas, NV
AUM
$74.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-265-7167
STERLING WEALTH MANAGEMENT
Las Vegas, NV
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
702-228-0500
ECHO WEALTH PARTNERS
Las Vegas, NV
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(702) 992-3889
KINGSBARN CAPITAL MANAGEMENT
Las Vegas, NV
AUM
$5.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
702-483-3139
FINANCIAL FITNESS
Las Vegas, NV
AUM
$3.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
774.271.7678
GLOBAL MACRO ASSET MANAGEMENT LLC
Las Vegas, NV
AUM
$2.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(702) 476-4558
DNA FINANCIAL
Las Vegas, NV
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(702) 750-2222
LEGACY WEALTH GROUP
Las Vegas, NV
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
702-871-2727
STRATEGIC PORTFOLIO ADVISORS
Las Vegas, NV
AUM
$97.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
702-515-7445
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