Top 10 financial advisor firms in Las Vegas

19 SEC-registered financial advisor firms are headquartered in Las Vegas, NV, with $7.99B in combined regulatory assets under management. The largest by assets are The Investment Counsel Company of Nevada ($2.18B), Arista Wealth Management ($1.2B) and Buckley Wealth Management ($644M).

19
Financial advisor firms: $7.99B
Their combined AUM: $260M
Median firm AUM: 3,194
Clients of the top 10

The 10 largest by assets

1
The Investment Counsel Company of Nevada
RIA
$2.18B
0.25% to 1.00% a year
2
Arista Wealth Management
RIA
$1.2B
Up to 2.00% a year
3
Buckley Wealth Management
RIA
$644M
Up to 1.00% a year
4
Kingsbridge Wealth Management
RIA
$469M
0.65% to 1.00% a year
5
American Retirement Planning Group
RIA
$348M
Regulatory AUM
6
Mission Financial Group
RIA
$311M
Up to 1.20% a year
7
Winans International
RIA
$306M
Regulatory AUM
8
One Wealth Map
RIA
$287M
Regulatory AUM
9
Pandora Wealth
RIA
$285M
0.40% to 1.00%
10
Finley Financial
RIA
$260M
Up to 1.50% a year

Profiles of the top 10

No. 1 · RIA

The Investment Counsel Company of Nevada

The Investment Counsel Company of Nevada is an investment adviser based in Las Vegas, NV, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $2.18 billion, as filed on 31 March 2026.

The Investment Counsel Company of Nevada charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $2.18B
Clients: 410
Advisory staff: 11
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 10000 W. Charleston BLVD., Suite 280, Las Vegas, NV 89135
Phone: 702-871-8510
Website: iccnv.com

No. 2 · RIA

Arista Wealth Management

Arista Wealth Management is an investment adviser based in Las Vegas, NV, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.2 billion, as filed on 14 September 2026.

Arista Wealth Management charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $1.2B
Clients: 530
Advisory staff: 10
Founded: 2006
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148
Phone: 702-309-9970
Website: aristawealth.com

No. 3 · RIA

Buckley Wealth Management

Buckley Wealth Management is an investment adviser based in Las Vegas, NV, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $644 million, as filed on 31 March 2026.

Buckley Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $644M
Clients: 224
Advisory staff: 5
Fee schedule: Up to 1.00% a year
Custodians: Fidelity
Headquarters: 10100 West Charleston BLVD., #213, Las Vegas, NV 89135-5001
Phone: 702-805-1010
Website: buckleywealth.com

No. 4 · RIA

Kingsbridge Wealth Management

Kingsbridge Wealth Management is an investment adviser based in Las Vegas, NV, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $469 million, as filed on 10 March 2026.

Kingsbridge Wealth Management charges 0.65%–1.00% a year for its Separately Managed Accounts.

Regulatory AUM: $469M
Clients: 52
Advisory staff: 4
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 1140 N. Town Center Drive, Suite 265, Las Vegas, NV 89144
Phone: 702-947-5160

No. 5 · RIA

American Retirement Planning Group

American Retirement Planning Group is an investment adviser based in Las Vegas, NV, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $348 million, as filed on 18 August 2026.

Regulatory AUM: $348M
Clients: 870
Advisory staff: 2
Custodians: Pershing
Headquarters: 1120 N. Town Center DR., Suite 140, Las Vegas, NV 89144
Phone: 702-655-8300
Website: intelligentinvestment.com

No. 6 · RIA

Mission Financial Group

Mission Financial Group is an investment adviser based in Las Vegas, NV, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $311 million, as filed on 13 May 2026.

Mission Financial Group charges up to 1.20% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $311M
Clients: 376
Advisory staff: 5
Founded: 2018
Fee schedule: Up to 1.20% a year
Custodians: Fidelity
Headquarters: 732 S. 6th St., #4119, Las Vegas, NV 89101
Phone: 808-445-9965
Website: missionfinancial.com

No. 7 · RIA

Winans International

Winans International is an investment adviser based in Las Vegas, NV, registered with the SEC since 1993. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $306 million, as filed on 26 February 2026.

Regulatory AUM: $306M
Clients: 276
Advisory staff: 4
Founded: 1992
Custodians: Charles Schwab
Headquarters: 410 S. Rampart BLVD., Suite 390, Las Vegas, NV 89145
Phone: 800-494-6267
Website: winansinvestments.com

No. 8 · RIA

One Wealth Map

One Wealth Map is an investment adviser based in Las Vegas, NV, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $287 million, as filed on 10 August 2026.

Regulatory AUM: $287M
Clients: 223
Advisory staff: 5
Headquarters: 1980 Festival Plaza Drive, Suite 300, Las Vegas, NV 89135
Phone: 702-470-2660
Website: onewealthmap.com

No. 9 · RIA

Pandora Wealth

Pandora Wealth is an investment adviser based in Las Vegas, NV, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $285 million, as filed on 30 July 2026.

Pandora Wealth charges 0.40%–1.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $285M
Clients: 109
Advisory staff: 4
Founded: 2024
Fee schedule: 0.40% to 1.00%
Custodians: LPL Financial
Headquarters: 1980 Festival Plaza, Suite 300, Las Vegas, NV 89135
Phone: 630-230-6841
Website: pandorawealth.com

No. 10 · RIA

Finley Financial

Finley Financial is an investment adviser based in Las Vegas, NV, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $260 million, as filed on 26 January 2026.

Finley Financial charges up to 1.50% a year for its Standard Fee Schedule.

Regulatory AUM: $260M
Clients: 124
Advisory staff: 1
Founded: 2004
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 11421 Rain Canyon Ave, 102, Las Vegas, NV 89135
Phone: 503-474-3535
Website: finleyfinancial.com

Questions about financial advisors in Las Vegas

How many financial advisor firms are headquartered in Las Vegas?

19 SEC-registered financial advisor firms report their principal office in Las Vegas, NV, managing $7.99B in regulatory assets between them. The other 13 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Las Vegas?

The Investment Counsel Company of Nevada, with $2.18B in regulatory assets under management on its latest Form ADV. The next largest are Arista Wealth Management ($1.2B) and Buckley Wealth Management ($644M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Las Vegas?

The median firm manages $260M in regulatory assets. That is the midpoint of the 19 firms headquartered in Las Vegas.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Las Vegas charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Las Vegas?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Las Vegas has 19 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Las Vegas

Top financial advisor firms in other Nevada cities