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 Wealth Management advisors in NV, LAS VEGAS
65 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
KINGSBRIDGE WEALTH MANAGEMENT, INC.
Las Vegas, NV
AUM
$469.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PROJECT ADMINISTRATION FEES
702-947-5160
OAK HARBOR CAPITAL, LLC
Las Vegas, NV
AUM
$442.1M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
855-330-9520
AMERICAN RETIREMENT PLANNING GROUP INC
Las Vegas, NV
AUM
$348.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702-655-8300
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
ONE WEALTH MAP, LLC
Las Vegas, NV
AUM
$287.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
702-470-2660
KINGSBRIDGE INVESTMENT PARTNERS LLC
Las Vegas, NV
AUM
$282.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
702-947-5160
FINLEY FINANCIAL, LLC
Las Vegas, NV
AUM
$259.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-474-3535
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
ADAPTIVE WEALTH ENGINEERING
Las Vegas, NV
AUM
$214.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
702 838 9999
BAUMAN WEALTH ADVISORS
Las Vegas, NV
AUM
$206.4M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
702-897-9997
MANHATTAN GLOBAL ASSET MANAGEMENT LLC
Las Vegas, NV
AUM
$205.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
702-784-7616
BALEEN CAPITAL MANAGEMENT LLC
Las Vegas, NV
AUM
$168.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-389-2833
AXOS INVEST, INC
Las Vegas, NV
AUM
$150.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-376-6055
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
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