{
  "path": "/advisors/nv/flat-fee",
  "url": "https://advisorcensus.com/advisors/nv/flat-fee/page/2",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Nevada",
  "filters": {},
  "scope_total": 119,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Nevada?",
      "a": "AdvisorCensus lists 289 investment advisory firms with a principal office in Nevada, from Form ADV filings as of October 2026: 88 SEC-registered, 130 state-registered, and 71 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Nevada?",
      "a": "76 of the 289 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Nevada offer financial planning?",
      "a": "131 of the 218 firms in Nevada that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Nevada fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 76 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 119 investment advisory firms with a principal office in Nevada that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Nevada: 119 firms from Form ADV filings as of October 2026.",
  "total_firms": 119,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 45,
    "state": 74,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 42
    },
    {
      "code": "percentage_of_aum",
      "count": 109
    },
    {
      "code": "hourly",
      "count": 80
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 119
    },
    {
      "code": "commissions",
      "count": 2
    },
    {
      "code": "performance_based",
      "count": 6
    },
    {
      "code": "other",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 52
    },
    {
      "code": "5_to_9",
      "count": 33
    },
    {
      "code": "10_to_19",
      "count": 21
    },
    {
      "code": "20_plus",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 45
    },
    {
      "code": "25m_100m",
      "count": 23
    },
    {
      "code": "100m_500m",
      "count": 28
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 122718,
      "name": "Investment Management Consultants",
      "name_as_filed": "INVESTMENT MANAGEMENT CONSULTANTS",
      "url": "https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169967,
      "name": "J Sohn, LLC.",
      "name_as_filed": "J SOHN, LLC.",
      "url": "https://advisorcensus.com/firm/j-sohn-llc-henderson-nv-169967",
      "city": "Henderson",
      "state": "NV",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157459,
      "name": "Kaitz Investments Inc.",
      "name_as_filed": "KAITZ INVESTMENTS INC.",
      "url": "https://advisorcensus.com/firm/kaitz-investments-inc-incline-village-nv-157459",
      "city": "Incline Village",
      "state": "NV",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156226,
      "name": "Keystate Advisory, LLC",
      "name_as_filed": "KEYSTATE ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/keystate-advisory-llc-las-vegas-nv-156226",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317823,
      "name": "Keystone Wealth Advisors, LLC",
      "name_as_filed": "KEYSTONE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/keystone-wealth-advisors-llc-reno-nv-317823",
      "city": "Reno",
      "state": "NV",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115044,
      "name": "Klaraos, LLC",
      "name_as_filed": "KLARAOS, LLC",
      "url": "https://advisorcensus.com/firm/klaraos-llc-reno-nv-115044",
      "city": "Reno",
      "state": "NV",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313218,
      "name": "KMI Wealth Advisors",
      "name_as_filed": "KMI WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/kmi-wealth-advisors-reno-nv-313218",
      "city": "Reno",
      "state": "NV",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340152,
      "name": "Legacy Wealth Group",
      "name_as_filed": "LEGACY WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/legacy-wealth-group-las-vegas-nv-340152",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291482,
      "name": "M Stevens Wealth Advisors, LLC",
      "name_as_filed": "M STEVENS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/m-stevens-wealth-advisors-llc-las-vegas-nv-291482",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300318,
      "name": "Macdonald Wealth Associates LLC",
      "name_as_filed": "MACDONALD WEALTH ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/macdonald-wealth-associates-llc-las-vegas-nv-300318",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331501,
      "name": "Maierhofer Wealth",
      "name_as_filed": "MAIERHOFER WEALTH",
      "url": "https://advisorcensus.com/firm/maierhofer-wealth-stagecoach-nv-331501",
      "city": "Stagecoach",
      "state": "NV",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337889,
      "name": "McKinney-X LLC",
      "name_as_filed": "MCKINNEY-X LLC",
      "url": "https://advisorcensus.com/firm/mckinney-x-llc-337889",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311876,
      "name": "Mission Financial Group, LLC",
      "name_as_filed": "MISSION FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mission-financial-group-llc-las-vegas-nv-311876",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151602,
      "name": "Money Managers, Inc.",
      "name_as_filed": "MONEY MANAGERS, INC.",
      "url": "https://advisorcensus.com/firm/money-managers-inc-las-vegas-nv-151602",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282687,
      "name": "Monocot Wealth Management, LLC",
      "name_as_filed": "MONOCOT WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/monocot-wealth-management-llc-las-vegas-nv-282687",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297765,
      "name": "Mountain View Financial Advisors",
      "name_as_filed": "MOUNTAIN VIEW FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/mountain-view-financial-advisors-las-vegas-nv-297765",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337989,
      "name": "Nevada Retirement Planners, LLC",
      "name_as_filed": "NEVADA RETIREMENT PLANNERS, LLC",
      "url": "https://advisorcensus.com/firm/nevada-retirement-planners-llc-reno-nv-337989",
      "city": "Reno",
      "state": "NV",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119382,
      "name": "Ntact Retirement Solutions",
      "name_as_filed": "NTACT RETIREMENT SOLUTIONS",
      "url": "https://advisorcensus.com/firm/ntact-retirement-solutions-las-vegas-nv-119382",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339012,
      "name": "Oak Bay Financial, LLC",
      "name_as_filed": "OAK BAY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/oak-bay-financial-llc-henderson-nv-339012",
      "city": "Henderson",
      "state": "NV",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335107,
      "name": "Oceanair Wealth",
      "name_as_filed": "OCEANAIR WEALTH",
      "url": "https://advisorcensus.com/firm/oceanair-wealth-las-vegas-nv-335107",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171750,
      "name": "One Wealth Map, LLC",
      "name_as_filed": "ONE WEALTH MAP, LLC",
      "url": "https://advisorcensus.com/firm/one-wealth-map-llc-las-vegas-nv-171750",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 29474,
      "name": "Onyx Partners, Incorporated",
      "name_as_filed": "ONYX PARTNERS, INCORPORATED",
      "url": "https://advisorcensus.com/firm/onyx-partners-incorporated-las-vegas-nv-29474",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 34,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131562,
      "name": "Open Window Financial Solutions, Ltd.",
      "name_as_filed": "OPEN WINDOW FINANCIAL SOLUTIONS, LTD.",
      "url": "https://advisorcensus.com/firm/open-window-financial-solutions-ltd-reno-nv-131562",
      "city": "Reno",
      "state": "NV",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124776,
      "name": "Palisade Investments, LLC",
      "name_as_filed": "PALISADE INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/palisade-investments-llc-zephyr-cove-nv-124776",
      "city": "Zephyr Cove",
      "state": "NV",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331816,
      "name": "Pandora Wealth, Inc.",
      "name_as_filed": "PANDORA WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/pandora-wealth-inc-las-vegas-nv-331816",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172999,
      "name": "Pembroke Asset Advisors, LLC",
      "name_as_filed": "PEMBROKE ASSET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pembroke-asset-advisors-llc-henderson-nv-172999",
      "city": "Henderson",
      "state": "NV",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310287,
      "name": "Pivotpoint Advisors, LLC",
      "name_as_filed": "PIVOTPOINT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pivotpoint-advisors-llc-310287",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338952,
      "name": "Powerhouse Financial Advisors, Inc.",
      "name_as_filed": "POWERHOUSE FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/powerhouse-financial-advisors-inc-minden-nv-338952",
      "city": "Minden",
      "state": "NV",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299221,
      "name": "Purposeful Planning",
      "name_as_filed": "PURPOSEFUL PLANNING",
      "url": "https://advisorcensus.com/firm/purposeful-planning-las-vegas-nv-299221",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333799,
      "name": "QTS Retirement Services LLC",
      "name_as_filed": "QTS RETIREMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/qts-retirement-services-llc-las-vegas-nv-333799",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289152,
      "name": "Rader Wealth Management LLC",
      "name_as_filed": "RADER WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rader-wealth-management-llc-las-vegas-nv-289152",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284474,
      "name": "Rareview Capital LLC",
      "name_as_filed": "RAREVIEW CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/rareview-capital-llc-las-vegas-nv-284474",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283357,
      "name": "Ratio Capital",
      "name_as_filed": "RATIO CAPITAL",
      "url": "https://advisorcensus.com/firm/ratio-capital-las-vegas-nv-283357",
      "city": "Las Vegas",
      "state": "NV",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125678,
      "name": "RB Capital Management, LLC",
      "name_as_filed": "RB CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rb-capital-management-llc-reno-nv-125678",
      "city": "Reno",
      "state": "NV",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162781,
      "name": "Resource Capital Management, LLC",
      "name_as_filed": "RESOURCE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/resource-capital-management-llc-reno-nv-162781",
      "city": "Reno",
      "state": "NV",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324252,
      "name": "Rightwise Wealth",
      "name_as_filed": "RIGHTWISE WEALTH",
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    },
    {
      "crd_number": 341168,
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      "city": null,
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    {
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    {
      "crd_number": 108724,
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      "city": "Reno",
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    {
      "crd_number": 311268,
      "name": "Sequoia Wealth Management Group",
      "name_as_filed": "SEQUOIA WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/sequoia-wealth-management-group-minden-nv-311268",
      "city": "Minden",
      "state": "NV",
      "years_registered": 5,
      "raum_band": "100m_500m",
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      ],
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    },
    {
      "crd_number": 334710,
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      "name_as_filed": "SG FINANCIAL",
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      "city": "Henderson",
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    },
    {
      "crd_number": 324737,
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      "url": "https://advisorcensus.com/firm/sg-financial-group-llc-324737",
      "city": null,
      "state": null,
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    },
    {
      "crd_number": 145304,
      "name": "Sierra Nevada Wealth Management, LLC",
      "name_as_filed": "SIERRA NEVADA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sierra-nevada-wealth-management-llc-dayton-nv-145304",
      "city": "Dayton",
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    },
    {
      "crd_number": 154248,
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      "url": "https://advisorcensus.com/firm/skyoak-capital-inc-las-vegas-nv-154248",
      "city": "Las Vegas",
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    },
    {
      "crd_number": 333991,
      "name": "Squires Law & Squires Investments, LLC",
      "name_as_filed": "SQUIRES LAW & SQUIRES INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/squires-law-and-squires-investments-llc-333991",
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    },
    {
      "crd_number": 283916,
      "name": "Sterling Wealth Management",
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      "url": "https://advisorcensus.com/firm/sterling-wealth-management-las-vegas-nv-283916",
      "city": "Las Vegas",
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    {
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    {
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      "url": "https://advisorcensus.com/firm/tartan-capital-advisors-llc-henderson-nv-174067",
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    "fee_pages": [
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      {
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        "firm_count": 33,
        "label": "Flat-fee financial advisors in Reno, NV"
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  },
  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
