{ "path": "/advisors/nv/las-vegas/for-charities", "url": "https://advisorcensus.com/advisors/nv/las-vegas/for-charities", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Las Vegas, NV", "filters": {}, "scope_total": 25, "faq": [ { "q": "Which financial advisors in Las Vegas, NV work with charitable organizations?", "a": "25 investment advisory firms with a principal office in the Las Vegas metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Las Vegas, NV?", "a": "AdvisorCensus lists 163 investment advisory firms with a principal office in the Las Vegas metro area, from Form ADV filings as of October 2026: 48 SEC-registered, 67 state-registered, and 48 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 Las Vegas, NV?", "a": "33 of the 163 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 Las Vegas, NV offer financial planning?", "a": "70 of the 115 firms in Las Vegas, NV 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 Las Vegas, NV 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 33 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 25 investment advisory firms with a principal office in the Las Vegas metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Las Vegas has 163 investment advisory firms with a principal office in the metro area as of October 2026: 48 SEC-registered, 67 state-registered, and 48 exempt reporting advisers. 33 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 66 report under $100 million in regulatory assets under management. The metro area has 862,518 households, 91,194 of them with income of $200,000 or more, or 559 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for charitable organizations in Las Vegas, NV: 25 firms from Form ADV filings as of October 2026.", "total_firms": 25, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 17, "state": 8, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 9 }, { "code": "percentage_of_aum", "count": 24 }, { "code": "hourly", "count": 13 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 18 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 6 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 3 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 1 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 108300, "name": "American Retirement Planning Group Inc", "name_as_filed": "AMERICAN RETIREMENT PLANNING GROUP INC", "url": "https://advisorcensus.com/firm/american-retirement-planning-group-inc-las-vegas-nv-108300", "city": "Las Vegas", "state": "NV", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326699, "name": "Backbone Planning Partners LLC", "name_as_filed": "BACKBONE PLANNING PARTNERS LLC", "url": "https://advisorcensus.com/firm/backbone-planning-partners-llc-las-vegas-nv-326699", "city": "Las Vegas", "state": "NV", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153061, "name": "Bauman Wealth Advisors", "name_as_filed": "BAUMAN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bauman-wealth-advisors-las-vegas-nv-153061", "city": "Las Vegas", "state": "NV", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290342, "name": "Black Card Circle", "name_as_filed": "BLACK CARD CIRCLE", "url": "https://advisorcensus.com/firm/black-card-circle-las-vegas-nv-290342", "city": "Las Vegas", "state": "NV", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285823, "name": "Buckley Wealth", "name_as_filed": "BUCKLEY WEALTH", "url": "https://advisorcensus.com/firm/buckley-wealth-las-vegas-nv-285823", "city": "Las Vegas", "state": "NV", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123764, "name": "Capstone Capital Wealth Advisors", "name_as_filed": "CAPSTONE CAPITAL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/capstone-capital-wealth-advisors-henderson-nv-123764", "city": "Henderson", "state": "NV", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324419, "name": "Diazo, LLC", "name_as_filed": "DIAZO, LLC", "url": "https://advisorcensus.com/firm/diazo-llc-henderson-nv-324419", "city": "Henderson", "state": "NV", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306325, "name": "Endowment Partners LLC", "name_as_filed": "ENDOWMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/endowment-partners-llc-las-vegas-nv-306325", "city": "Las Vegas", "state": "NV", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330819, "name": "Ensourceful, Inc.", "name_as_filed": "ENSOURCEFUL, INC.", "url": "https://advisorcensus.com/firm/ensourceful-inc-henderson-nv-330819", "city": "Henderson", "state": "NV", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 165560, "name": "Kingsbridge Wealth Management, Inc.", "name_as_filed": "KINGSBRIDGE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kingsbridge-wealth-management-inc-las-vegas-nv-165560", "city": "Las Vegas", "state": "NV", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "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": 151187, "name": "McBroom & Associates, LLC", "name_as_filed": "MCBROOM & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/mcbroom-and-associates-llc-las-vegas-nv-151187", "city": "Las Vegas", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 106969, "name": "Moler Capital Management", "name_as_filed": "MOLER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/moler-capital-management-las-vegas-nv-106969", "city": "Las Vegas", "state": "NV", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 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": 8425, "name": "RJJ Pasadena Securities, Inc.", "name_as_filed": "RJJ PASADENA SECURITIES, INC.", "url": "https://advisorcensus.com/firm/rjj-pasadena-securities-inc-henderson-nv-8425", "city": "Henderson", "state": "NV", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154248, "name": "Skyoak Capital, Inc.", "name_as_filed": "SKYOAK CAPITAL, INC.", "url": "https://advisorcensus.com/firm/skyoak-capital-inc-las-vegas-nv-154248", "city": "Las Vegas", "state": "NV", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 132825, "name": "Strategic Portfolio Advisors", "name_as_filed": "STRATEGIC PORTFOLIO ADVISORS", "url": "https://advisorcensus.com/firm/strategic-portfolio-advisors-las-vegas-nv-132825", "city": "Las Vegas", "state": "NV", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305585, "name": "The Ameriflex Group", "name_as_filed": "THE AMERIFLEX GROUP", "url": "https://advisorcensus.com/firm/the-ameriflex-group-las-vegas-nv-305585", "city": "Las Vegas", "state": "NV", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 19608, "name": "The Investment Counsel Company", "name_as_filed": "THE INVESTMENT COUNSEL COMPANY", "url": "https://advisorcensus.com/firm/the-investment-counsel-company-las-vegas-nv-19608", "city": "Las Vegas", "state": "NV", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": 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"100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nv", "label": "Financial advisors in Nevada" }, "metro": { "path": "/advisors/nv/las-vegas", "label": "Financial advisors in Las Vegas, NV" }, "city_pages": [ { "path": "/advisors/nv/las-vegas/henderson", "label": "Financial advisors in Henderson, NV", "firm_count": 35 } ], "fee_pages": [ { "path": "/advisors/nv/las-vegas/fee-only", "label": "Fee-only financial advisors in Las Vegas, NV", "firm_count": 33 }, { "path": "/advisors/nv/las-vegas/flat-fee", "label": "Flat-fee financial advisors in Las Vegas, NV", "firm_count": 66 }, { "path": "/advisors/nv/las-vegas/hourly", "label": "Hourly financial advisors in Las Vegas, NV", "firm_count": 50 } ], "answer_pages": [ { "path": "/advisors/nv/las-vegas/for-high-net-worth-individuals", "firm_count": 73, "label": "Financial advisors for high-net-worth individuals in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/for-retirement-plans", "firm_count": 28, "label": "Financial advisors for retirement plans in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/for-businesses", "firm_count": 23, "label": "Financial advisors for businesses in Las Vegas, NV" }, { "path": "/advisors/nv/las-vegas/no-account-minimum", "firm_count": 6, "label": "Financial advisors with no account minimum in Las Vegas, NV" } ], "niche_pages": [] }, "csv": null, "source": { "name": "Form ADV", "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" } }