# Financial advisors in Nevada

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nv/page/6

## At a glance

- Investment advisory firms: 289
- Registration: SEC-registered investment adviser: 88, State-registered investment adviser: 130, Exempt reporting adviser: 71
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 76 (35%); Percentage of assets 201 (92%); Hourly charges 101 (46%); Subscription fees (newsletter or periodical) 6 (3%); Fixed fees 119 (55%); Commissions 3 (1%); Performance-based fees 32 (15%); Other 25 (11%); No compensation arrangements reported 71
- Regulatory assets under management (Item 5.F): Under $25 million 81 (28%); $25 million to $100 million 41 (14%); $100 million to $500 million 57 (20%); $500 million to $1 billion 10 (3%); $1 billion to $5 billion 6 (2%); Over $5 billion 6 (2%); Not reported 88 (30%)
- Years registered: Under 5 years 151 (52%); 5 to 9 years 69 (24%); 10 to 19 years 41 (14%); 20 years or more 24 (8%); Not reported 4 (1%)

## Firms (page 6 of 6, 251 to 289 of 289, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Strategic Portfolio Advisors](https://advisorcensus.com/firm/strategic-portfolio-advisors-las-vegas-nv-132825) ([md](https://advisorcensus.com/firm/strategic-portfolio-advisors-las-vegas-nv-132825.md)) | 132825 | Las Vegas, NV | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Strategic Wealthcare Advisors, LLC](https://advisorcensus.com/firm/strategic-wealthcare-advisors-llc-carson-city-nv-150689) ([md](https://advisorcensus.com/firm/strategic-wealthcare-advisors-llc-carson-city-nv-150689.md)) | 150689 | Carson City, NV | State-registered investment adviser | Not reported | 17 | Other |
| [Sunshine Lake Capital](https://advisorcensus.com/firm/sunshine-lake-capital-n-las-vegas-nv-343893) ([md](https://advisorcensus.com/firm/sunshine-lake-capital-n-las-vegas-nv-343893.md)) | 343893 | N las Vegas, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Tartan Capital Advisors LLC](https://advisorcensus.com/firm/tartan-capital-advisors-llc-henderson-nv-174067) ([md](https://advisorcensus.com/firm/tartan-capital-advisors-llc-henderson-nv-174067.md)) | 174067 | Henderson, NV | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee |
| [The Ameriflex Group](https://advisorcensus.com/firm/the-ameriflex-group-las-vegas-nv-305585) ([md](https://advisorcensus.com/firm/the-ameriflex-group-las-vegas-nv-305585.md)) | 305585 | Las Vegas, NV | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [The Investment Counsel Company](https://advisorcensus.com/firm/the-investment-counsel-company-las-vegas-nv-19608) ([md](https://advisorcensus.com/firm/the-investment-counsel-company-las-vegas-nv-19608.md)) | 19608 | Las Vegas, NV | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Fixed fee |
| [The Spinelli Group LLC](https://advisorcensus.com/firm/the-spinelli-group-llc-145515) ([md](https://advisorcensus.com/firm/the-spinelli-group-llc-145515.md)) | 145515 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [The Wealth Consulting Group](https://advisorcensus.com/firm/the-wealth-consulting-group-las-vegas-nv-173194) ([md](https://advisorcensus.com/firm/the-wealth-consulting-group-las-vegas-nv-173194.md)) | 173194 | Las Vegas, NV | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Thoughtful Money LLC](https://advisorcensus.com/firm/thoughtful-money-llc-reno-nv-329306) ([md](https://advisorcensus.com/firm/thoughtful-money-llc-reno-nv-329306.md)) | 329306 | Reno, NV | SEC-registered investment adviser | Not reported | 1 | Fixed fee, Other |
| [Thrive Wise Wealth](https://advisorcensus.com/firm/thrive-wise-wealth-henderson-nv-295090) ([md](https://advisorcensus.com/firm/thrive-wise-wealth-henderson-nv-295090.md)) | 295090 | Henderson, NV | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Subscription, Fixed fee |
| [Time Asset Management LLP](https://advisorcensus.com/firm/time-asset-management-llp-las-vegas-nv-326573) ([md](https://advisorcensus.com/firm/time-asset-management-llp-las-vegas-nv-326573.md)) | 326573 | Las Vegas, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Titiin LLC](https://advisorcensus.com/firm/titiin-llc-las-vegas-nv-302048) ([md](https://advisorcensus.com/firm/titiin-llc-las-vegas-nv-302048.md)) | 302048 | Las Vegas, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Treo Ventures, LLC](https://advisorcensus.com/firm/treo-ventures-llc-reno-nv-299417) ([md](https://advisorcensus.com/firm/treo-ventures-llc-reno-nv-299417.md)) | 299417 | Reno, NV | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Tresco Financial, LLC](https://advisorcensus.com/firm/tresco-financial-llc-las-vegas-nv-291722) ([md](https://advisorcensus.com/firm/tresco-financial-llc-las-vegas-nv-291722.md)) | 291722 | Las Vegas, NV | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Trident Capital Advisors, LLC](https://advisorcensus.com/firm/trident-capital-advisors-llc-reno-nv-305177) ([md](https://advisorcensus.com/firm/trident-capital-advisors-llc-reno-nv-305177.md)) | 305177 | Reno, NV | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Trier Management, Inc.](https://advisorcensus.com/firm/trier-management-inc-reno-nv-326729) ([md](https://advisorcensus.com/firm/trier-management-inc-reno-nv-326729.md)) | 326729 | Reno, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Trilogy Investment Management, LLC](https://advisorcensus.com/firm/trilogy-investment-management-llc-134197) ([md](https://advisorcensus.com/firm/trilogy-investment-management-llc-134197.md)) | 134197 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Ulta Wealth Management, LLC](https://advisorcensus.com/firm/ulta-wealth-management-llc-las-vegas-nv-310879) ([md](https://advisorcensus.com/firm/ulta-wealth-management-llc-las-vegas-nv-310879.md)) | 310879 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Uncorrelated Advisors LLC](https://advisorcensus.com/firm/uncorrelated-advisors-llc-las-vegas-nv-305290) ([md](https://advisorcensus.com/firm/uncorrelated-advisors-llc-las-vegas-nv-305290.md)) | 305290 | Las Vegas, NV | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Universal Value Advisors](https://advisorcensus.com/firm/universal-value-advisors-reno-nv-285644) ([md](https://advisorcensus.com/firm/universal-value-advisors-reno-nv-285644.md)) | 285644 | Reno, NV | SEC-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Vantage Wealth Planning](https://advisorcensus.com/firm/vantage-wealth-planning-reno-nv-173929) ([md](https://advisorcensus.com/firm/vantage-wealth-planning-reno-nv-173929.md)) | 173929 | Reno, NV | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Veritas Wealth Advisors](https://advisorcensus.com/firm/veritas-wealth-advisors-reno-nv-149762) ([md](https://advisorcensus.com/firm/veritas-wealth-advisors-reno-nv-149762.md)) | 149762 | Reno, NV | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Other |
| [Vival Capital Management](https://advisorcensus.com/firm/vival-capital-management-las-vegas-nv-344213) ([md](https://advisorcensus.com/firm/vival-capital-management-las-vegas-nv-344213.md)) | 344213 | Las Vegas, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vomund Investment Management, LLC](https://advisorcensus.com/firm/vomund-investment-management-llc-incline-village-nv-108137) ([md](https://advisorcensus.com/firm/vomund-investment-management-llc-incline-village-nv-108137.md)) | 108137 | Incline Village, NV | State-registered investment adviser | $25 million to $100 million | 26 | % of assets |
| [Vosht LLC](https://advisorcensus.com/firm/vosht-llc-las-vegas-nv-344013) ([md](https://advisorcensus.com/firm/vosht-llc-las-vegas-nv-344013.md)) | 344013 | Las Vegas, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wealth in Yourself LLC](https://advisorcensus.com/firm/wealth-in-yourself-llc-zephyr-cove-nv-322123) ([md](https://advisorcensus.com/firm/wealth-in-yourself-llc-zephyr-cove-nv-322123.md)) | 322123 | Zephyr Cove, NV | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee |
| [Wells Capital Advisors LLC](https://advisorcensus.com/firm/wells-capital-advisors-llc-las-vegas-nv-342411) ([md](https://advisorcensus.com/firm/wells-capital-advisors-llc-las-vegas-nv-342411.md)) | 342411 | Las Vegas, NV | SEC-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [West Ridge Advisors](https://advisorcensus.com/firm/west-ridge-advisors-henderson-nv-282718) ([md](https://advisorcensus.com/firm/west-ridge-advisors-henderson-nv-282718.md)) | 282718 | Henderson, NV | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Western Level Advisors LLC](https://advisorcensus.com/firm/western-level-advisors-llc-reno-nv-323014) ([md](https://advisorcensus.com/firm/western-level-advisors-llc-reno-nv-323014.md)) | 323014 | Reno, NV | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Whalen Financial](https://advisorcensus.com/firm/whalen-financial-las-vegas-nv-311869) ([md](https://advisorcensus.com/firm/whalen-financial-las-vegas-nv-311869.md)) | 311869 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [White Aspen Capital LLC](https://advisorcensus.com/firm/white-aspen-capital-llc-henderson-nv-308370) ([md](https://advisorcensus.com/firm/white-aspen-capital-llc-henderson-nv-308370.md)) | 308370 | Henderson, NV | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Whitebark Investors](https://advisorcensus.com/firm/whitebark-investors-incline-village-nv-331803) ([md](https://advisorcensus.com/firm/whitebark-investors-incline-village-nv-331803.md)) | 331803 | Incline Village, NV | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Williamson Price Modern Wealth Management LLC](https://advisorcensus.com/firm/williamson-price-modern-wealth-management-llc-reno-nv-342501) ([md](https://advisorcensus.com/firm/williamson-price-modern-wealth-management-llc-reno-nv-342501.md)) | 342501 | Reno, NV | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Winans Investments](https://advisorcensus.com/firm/winans-investments-las-vegas-nv-107125) ([md](https://advisorcensus.com/firm/winans-investments-las-vegas-nv-107125.md)) | 107125 | Las Vegas, NV | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets |
| [Winder Wealth Management LLC](https://advisorcensus.com/firm/winder-wealth-management-llc-324342) ([md](https://advisorcensus.com/firm/winder-wealth-management-llc-324342.md)) | 324342 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | Fixed fee |
| [Winston Wealth Strategies, LLC](https://advisorcensus.com/firm/winston-wealth-strategies-llc-332891) ([md](https://advisorcensus.com/firm/winston-wealth-strategies-llc-332891.md)) | 332891 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Wolf Pack Wealth](https://advisorcensus.com/firm/wolf-pack-wealth-reno-nv-333926) ([md](https://advisorcensus.com/firm/wolf-pack-wealth-reno-nv-333926.md)) | 333926 | Reno, NV | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Commissions |
| [Xenon Partners Management, LLC](https://advisorcensus.com/firm/xenon-partners-management-llc-las-vegas-nv-312194) ([md](https://advisorcensus.com/firm/xenon-partners-management-llc-las-vegas-nv-312194.md)) | 312194 | Las Vegas, NV | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Zazove Associates LLC](https://advisorcensus.com/firm/zazove-associates-llc-incline-village-nv-104751) ([md](https://advisorcensus.com/firm/zazove-associates-llc-incline-village-nv-104751.md)) | 104751 | Incline Village, NV | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Performance fee |

- Previous page: https://advisorcensus.com/advisors/nv/page/5.md

## Questions people ask

**How many financial advisory firms are there in Nevada?**
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.

**How many fee-only financial advisors are in Nevada?**
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.

**How many financial advisors in Nevada offer financial planning?**
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.

**Are the financial advisors in Nevada fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Nevada](https://advisorcensus.com/advisors/nv) (https://advisorcensus.com/advisors/nv.md)
- [Fee-only financial advisors in Nevada](https://advisorcensus.com/advisors/nv/fee-only) (https://advisorcensus.com/advisors/nv/fee-only.md)
- [Flat-fee financial advisors in Nevada](https://advisorcensus.com/advisors/nv/flat-fee) (https://advisorcensus.com/advisors/nv/flat-fee.md)
- [Hourly financial advisors in Nevada](https://advisorcensus.com/advisors/nv/hourly) (https://advisorcensus.com/advisors/nv/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/nv.csv

Cite as: AdvisorCensus. Financial advisors in Nevada: 289 firms from Form ADV filings as of October 2026.