{ "path": "/advisors/nv", "url": "https://advisorcensus.com/advisors/nv/page/6", "page_type": "state", "title": "Financial advisors in Nevada", "filters": {}, "scope_total": 289, "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 289 investment advisory firms with a principal office in Nevada, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Nevada: 289 firms from Form ADV filings as of October 2026.", "total_firms": 289, "page": 6, "total_pages": 6, "sort": "name", "registration_types": { "sec": 88, "state": 130, "exempt": 71 }, "fee_model_mix": [ { "code": "fee-only", "count": 76 }, { "code": "percentage_of_aum", "count": 201 }, { "code": "hourly", "count": 101 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 119 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 32 }, { "code": "other", "count": 25 }, { "code": "not_reported", "count": 71 } ], "years_registered_distribution": [ { "code": "under_5", "count": 151 }, { "code": "5_to_9", "count": 69 }, { "code": "10_to_19", "count": 41 }, { "code": "20_plus", "count": 24 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 81 }, { "code": "25m_100m", "count": 41 }, { "code": "100m_500m", "count": 57 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 88 } ], "firms": [ { "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": 150689, "name": "Strategic Wealthcare Advisors, LLC", "name_as_filed": "STRATEGIC WEALTHCARE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strategic-wealthcare-advisors-llc-carson-city-nv-150689", "city": "Carson City", "state": "NV", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 343893, "name": "Sunshine Lake Capital", "name_as_filed": "SUNSHINE LAKE CAPITAL", "url": "https://advisorcensus.com/firm/sunshine-lake-capital-n-las-vegas-nv-343893", "city": "N las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174067, "name": "Tartan Capital Advisors LLC", "name_as_filed": "TARTAN CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/tartan-capital-advisors-llc-henderson-nv-174067", "city": "Henderson", "state": "NV", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145515, "name": "The Spinelli Group LLC", "name_as_filed": "THE SPINELLI GROUP LLC", "url": "https://advisorcensus.com/firm/the-spinelli-group-llc-145515", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173194, "name": "The Wealth Consulting Group", "name_as_filed": "THE WEALTH CONSULTING GROUP", "url": "https://advisorcensus.com/firm/the-wealth-consulting-group-las-vegas-nv-173194", "city": "Las Vegas", "state": "NV", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329306, "name": "Thoughtful Money LLC", "name_as_filed": "THOUGHTFUL MONEY LLC", "url": "https://advisorcensus.com/firm/thoughtful-money-llc-reno-nv-329306", "city": "Reno", "state": "NV", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 295090, "name": "Thrive Wise Wealth", "name_as_filed": "THRIVE WISE WEALTH", "url": "https://advisorcensus.com/firm/thrive-wise-wealth-henderson-nv-295090", "city": "Henderson", "state": "NV", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 326573, "name": "Time Asset Management LLP", "name_as_filed": "TIME ASSET MANAGEMENT LLP", "url": "https://advisorcensus.com/firm/time-asset-management-llp-las-vegas-nv-326573", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 302048, "name": "Titiin LLC", "name_as_filed": "TITIIN LLC", "url": "https://advisorcensus.com/firm/titiin-llc-las-vegas-nv-302048", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299417, "name": "Treo Ventures, LLC", "name_as_filed": "TREO VENTURES, LLC", "url": "https://advisorcensus.com/firm/treo-ventures-llc-reno-nv-299417", "city": "Reno", "state": "NV", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291722, "name": "Tresco Financial, LLC", "name_as_filed": "TRESCO FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/tresco-financial-llc-las-vegas-nv-291722", "city": "Las Vegas", "state": "NV", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305177, "name": "Trident Capital Advisors, LLC", "name_as_filed": "TRIDENT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trident-capital-advisors-llc-reno-nv-305177", "city": "Reno", "state": "NV", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326729, "name": "Trier Management, Inc.", "name_as_filed": "TRIER MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/trier-management-inc-reno-nv-326729", "city": "Reno", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134197, "name": "Trilogy Investment Management, LLC", "name_as_filed": "TRILOGY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trilogy-investment-management-llc-134197", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310879, "name": "Ulta Wealth Management, LLC", "name_as_filed": "ULTA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ulta-wealth-management-llc-las-vegas-nv-310879", "city": "Las Vegas", "state": "NV", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305290, "name": "Uncorrelated Advisors LLC", "name_as_filed": "UNCORRELATED ADVISORS LLC", "url": "https://advisorcensus.com/firm/uncorrelated-advisors-llc-las-vegas-nv-305290", "city": "Las Vegas", "state": "NV", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285644, "name": "Universal Value Advisors", "name_as_filed": "UNIVERSAL VALUE ADVISORS", "url": "https://advisorcensus.com/firm/universal-value-advisors-reno-nv-285644", "city": "Reno", "state": "NV", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173929, "name": "Vantage Wealth Planning", "name_as_filed": "VANTAGE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/vantage-wealth-planning-reno-nv-173929", "city": "Reno", "state": "NV", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149762, "name": "Veritas Wealth Advisors", "name_as_filed": "VERITAS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/veritas-wealth-advisors-reno-nv-149762", "city": "Reno", "state": "NV", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 344213, "name": "Vival Capital Management", "name_as_filed": "VIVAL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/vival-capital-management-las-vegas-nv-344213", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108137, "name": "Vomund Investment Management, LLC", "name_as_filed": "VOMUND INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vomund-investment-management-llc-incline-village-nv-108137", "city": "Incline Village", "state": "NV", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344013, "name": "Vosht LLC", "name_as_filed": "VOSHT LLC", "url": "https://advisorcensus.com/firm/vosht-llc-las-vegas-nv-344013", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322123, "name": "Wealth in Yourself LLC", "name_as_filed": "WEALTH IN YOURSELF LLC", "url": "https://advisorcensus.com/firm/wealth-in-yourself-llc-zephyr-cove-nv-322123", "city": "Zephyr Cove", "state": "NV", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342411, "name": "Wells Capital Advisors LLC", "name_as_filed": "WELLS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/wells-capital-advisors-llc-las-vegas-nv-342411", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282718, "name": "West Ridge Advisors", "name_as_filed": "WEST RIDGE ADVISORS", "url": "https://advisorcensus.com/firm/west-ridge-advisors-henderson-nv-282718", "city": "Henderson", "state": "NV", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323014, "name": "Western Level Advisors LLC", "name_as_filed": "WESTERN LEVEL ADVISORS LLC", "url": "https://advisorcensus.com/firm/western-level-advisors-llc-reno-nv-323014", "city": "Reno", "state": "NV", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311869, "name": "Whalen Financial", "name_as_filed": "WHALEN FINANCIAL", "url": "https://advisorcensus.com/firm/whalen-financial-las-vegas-nv-311869", "city": "Las Vegas", "state": "NV", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308370, "name": "White Aspen Capital LLC", "name_as_filed": "WHITE ASPEN CAPITAL LLC", "url": "https://advisorcensus.com/firm/white-aspen-capital-llc-henderson-nv-308370", "city": "Henderson", "state": "NV", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331803, "name": "Whitebark Investors", "name_as_filed": "WHITEBARK INVESTORS", "url": "https://advisorcensus.com/firm/whitebark-investors-incline-village-nv-331803", "city": "Incline Village", "state": "NV", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342501, "name": "Williamson Price Modern Wealth Management LLC", "name_as_filed": "WILLIAMSON PRICE MODERN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/williamson-price-modern-wealth-management-llc-reno-nv-342501", "city": "Reno", "state": "NV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107125, "name": "Winans Investments", "name_as_filed": "WINANS INVESTMENTS", "url": "https://advisorcensus.com/firm/winans-investments-las-vegas-nv-107125", "city": "Las Vegas", "state": "NV", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324342, "name": "Winder Wealth Management LLC", "name_as_filed": "WINDER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/winder-wealth-management-llc-324342", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 332891, "name": "Winston Wealth Strategies, LLC", "name_as_filed": "WINSTON WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/winston-wealth-strategies-llc-332891", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333926, "name": "Wolf Pack Wealth", "name_as_filed": "WOLF PACK WEALTH", "url": "https://advisorcensus.com/firm/wolf-pack-wealth-reno-nv-333926", "city": "Reno", "state": "NV", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 312194, "name": "Xenon Partners Management, LLC", "name_as_filed": "XENON PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/xenon-partners-management-llc-las-vegas-nv-312194", "city": "Las Vegas", "state": "NV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 104751, "name": "Zazove Associates LLC", "name_as_filed": "ZAZOVE ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/zazove-associates-llc-incline-village-nv-104751", "city": "Incline Village", "state": "NV", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/nv/las-vegas", "name": "Las Vegas", "msa_name": "Las Vegas-Henderson-North Las Vegas, NV", "state_code": "NV", "firm_count": 163 }, { "path": "/advisors/nv/reno", "name": "Reno", "msa_name": "Reno, NV", "state_code": "NV", "firm_count": 82 }, { "path": "/advisors/nv/carson-city", "name": "Carson City", "msa_name": "Carson City, NV", "state_code": "NV", "firm_count": 4 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nv", "label": "Financial advisors in Nevada" }, "fee_pages": [ { "path": "/advisors/nv/fee-only", "label": "Fee-only financial advisors in Nevada", "firm_count": 76 }, { "path": "/advisors/nv/flat-fee", "label": "Flat-fee financial advisors in Nevada", "firm_count": 119 }, { "path": "/advisors/nv/hourly", "label": "Hourly financial advisors in Nevada", "firm_count": 101 } ] }, "csv": "https://advisorcensus.com/advisors/nv.csv", "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" } }