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
58 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
AUM
$8.55B
Financial PlanningWealth MgmtRetirementInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +4 more
888-675-4532
BELPOINTE ASSET MANAGEMENT LLC
Reno, NV
AUM
$7.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
151 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
2036293300
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
ZAZOVE ASSOCIATES LLC
Incline Village, NV
AUM
$1.97B
Wealth MgmtRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775.298.7500
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
NAVELLIER & ASSOCIATES INC
Reno, NV
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
775-785-2300
AMERICAN WEALTH MANAGEMENT
Reno, NV
AUM
$760.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(775) 332-7000
PALISADE INVESTMENTS, LLC
Zephyr Cove, NV
AUM
$652.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
775-299-4600
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
ALJIAN CAPITAL MANAGEMENT
Carson City, NV
AUM
$627.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
707-230-2158
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
AUM
$496.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
(775) 337-3900
CAPSTONE CAPITAL WEALTH ADVISORS
Henderson, NV
AUM
$408.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
702-433-7588
WEST RIDGE ADVISORS
Henderson, NV
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(702) 547-9483
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
AUM
$285.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
775-800-1801
AUM
$266.2M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
702-602-4007
GK WEALTH MANAGEMENT LLC
Reno, NV
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
775-354-6622
PETERSON WEALTH MANAGEMENT, LLC
Sparks, NV
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
775-673-1100
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