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Wealth Management Firms (RIAs) in Las Vegas

26 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, The Ameriflex Group is the largest: $9.7 billion through The Ameriflex Group, Inc. (filed ).

The Wealth Consulting Group follows with $6.3 billion. The 26 advisers counted report $25.6 billion together; the ten largest hold 87% of it, and half report less than $272 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $25.6BN sitsThe 26 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $5BN to $10BN62%2 firms
  2. $1BN to $5BN17%3 firms
  3. $500MM to $1BN3%1 firm
  4. Under $500MM18%20 firms

Latest Form ADV of each, filed Feb 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 25 are wealth managers and 1 is a wealth manager with a broker-dealer
26
Combined assets26 counted; as filed to Sep 2026
$25.6BN
Largest: The Ameriflex GroupAs filed
$9.7BN
Median firmHalf of the 26 report less
$272MM
Held by the ten largestOf the $25.6BN combined
87%

The Ameriflex Group, The Wealth Consulting Group and The Investment Counsel Company lead the Las Vegas wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $24.8BN, 97% of the $25.6BN the 26 counted report.

  1. 1

    The Ameriflex Group

    Wealth manager, Las Vegas, NV

    $9.7BNRegulatory assets, Sep 2026

    51% high net worth, 38% other individuals, 8% pension plans

    Individual clients
    15,724
  2. 2

    The Wealth Consulting Group

    Wealth manager, Las Vegas, NV

    $6.3BNRegulatory assets, Sep 2026

    70% high net worth, 25% other individuals, 3% businesses

    Individual clients
    12,646
  3. 3

    The Investment Counsel Company

    Wealth manager, Las Vegas, NV

    $2.2BNRegulatory assets, Mar 2026

    96% high net worth, 2% pension plans, 1% charities

    Individual clients
    401
  4. 4

    Arista Wealth Management

    Wealth manager, Las Vegas, NV

    $1.2BNRegulatory assets, Sep 2026

    75% high net worth, 17% pension plans, 6% other individuals

    Individual clients
    377
  5. 5

    Argos Wealth Advisors

    Wealth manager, Las Vegas, NV

    $1.0BNRegulatory assets, Sep 2026

    74% high net worth, 21% other individuals, 3% private funds

    Individual clients
    234
    Private funds
    1
  6. 6

    Buckley Wealth

    Wealth manager, Las Vegas, NV

    $644MMRegulatory assets, Mar 2026

    74% high net worth, 19% charities, 4% other individuals

    Individual clients
    210
  7. 7

    Capstone Capital Wealth Advisors

    Wealth manager, Henderson, NV

    $408MMRegulatory assets, Jul 2026

    76% high net worth, 12% other individuals, 12% banks

    Individual clients
    198
  8. 8

    American Retirement Planning Group

    Wealth manager with a broker-dealer, Las Vegas, NV

    $348MMRegulatory assets, Aug 2026

    38% high net worth, 36% pension plans, 25% other individuals

    Individual clients
    796
  9. 9

    Mission Financial Group

    Wealth manager, Las Vegas, NV

    $311MMRegulatory assets, May 2026

    43% high net worth, 39% other individuals, 14% pension plans

    Individual clients
    346
  10. 10

    Physician Wealth Solutions

    Wealth manager, North Las Vegas, NV

    $299MMRegulatory assets, Feb 2026

    97% high net worth, 3% other individuals

    Individual clients
    107
  11. 11

    Cassady Wealth & Retirement Planning

    Wealth manager, Henderson, NV

    $292MMRegulatory assets, Jul 2026

    60% other individuals, 40% high net worth

    Individual clients
    455
  12. 12

    One Wealth Map

    Wealth manager, Las Vegas, NV

    $287MMRegulatory assets, Aug 2026

    78% high net worth, 22% other individuals

    Individual clients
    223
  13. 13

    Pandora Wealth

    Wealth manager, Las Vegas, NV

    $285MMRegulatory assets, Jul 2026

    94% high net worth, 6% other individuals

    Individual clients
    105
  14. 14

    Kamichu Wealth Management

    Wealth manager, Las Vegas, NV

    $258MMRegulatory assets, Mar 2026

    99% high net worth, 1% other individuals

    Individual clients
    20
  15. 15

    Whalen Financial

    Wealth manager, Las Vegas, NV

    $223MMRegulatory assets, May 2026

    60% high net worth, 39% other individuals

    Individual clients
    391
  16. 16

    Diazo

    Wealth manager, Henderson, NV

    $222MMRegulatory assets, Mar 2026

    52% high net worth, 43% other individuals, 5% charities

    Individual clients
    339
  17. 17

    Skyoak Capital

    Wealth manager, Las Vegas, NV

    $219MMRegulatory assets, Mar 2026

    67% high net worth, 19% other individuals, 13% pension plans

    Individual clients
    236
  18. 18

    Adaptive Wealth Engineering

    Wealth manager, Las Vegas, NV

    $214MMRegulatory assets, Sep 2026

    92% high net worth, 8% other individuals

    Individual clients
    113
  19. 19

    Urban Wealth Management Or UWM

    Wealth manager, Henderson, NV

    $213MMRegulatory assets, May 2026

    64% high net worth, 28% other individuals, 8% pension plans

    Individual clients
    275
  20. 20

    Brightree Wealth Management

    Wealth manager, Las Vegas, NV

    $179MMRegulatory assets, Jun 2026

    81% high net worth, 19% other individuals

    Individual clients
    191

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 38% of the assets

How the 26 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 26 firms counted, log scaleEach dot is one adviser and links to its row. The Ameriflex Group $9.7BN; The Wealth Consulting Group $6.3BN; The Investment Counsel Company $2.2BN; median $272MM.$100MM$1BN$10BNThe Ameriflex Group: $9.7BNThe Wealth Consulting Group: $6.3BNThe Investment Counsel Company: $2.2BNArista Wealth Management: $1.2BNArgos Wealth Advisors: $1.0BNBuckley Wealth: $644MMCapstone Capital Wealth Advisors: $408MMAmerican Retirement Planning Group: $348MMMission Financial Group: $311MMPhysician Wealth Solutions: $299MMCassady Wealth & Retirement Planning: $292MMOne Wealth Map: $287MMPandora Wealth: $285MMKamichu Wealth Management: $258MMWhalen Financial: $223MMDiazo: $222MMSkyoak Capital: $219MMAdaptive Wealth Engineering: $214MMUrban Wealth Management Or UWM: $213MMBrightree Wealth Management: $179MMSouth Cove Financial: $168MMPrakash Investment Advisors: $161MMCurtis Wealth Management: $149MMUlta Wealth Management: $146MMHolm & Cawley Financial Group: $129MMForthright Capital: $108MMThe Ameriflex Group $9.7BNThe Wealth Consulting Group $6.3BNThe Investment Counsel Company $2.2BNMedian $272MMAssets of each of the 26 firms counted, log scaleEach dot is one adviser and links to its row. The Ameriflex Group $9.7BN; The Wealth Consulting Group $6.3BN; The Investment Counsel Company $2.2BN; median $272MM.$1BNThe Ameriflex Group $9.7BNMedian $272MM

One dot per firm counted. Read .

The 26 firms, by size
Under $500MM2018%$4.6BN
$500MM to $1BN13%$644MM
$1BN to $5BN317%$4.4BN
$5BN to $10BN262%$15.9BN
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $25.6BN combined, one row per firm. Read .

38%

of the assets reported sits with one firm, The Ameriflex Group. The five largest hold 79%; 21 of 26 report under $1 billion.

38%Largest42%Next 421%Other 21
Who the 26 are
  1. Wealth managers25
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 26 advisers' assets by type of client
  1. High net worth65%
  2. Other individuals26%
  3. Pension plans5%
  4. Businesses1%
  5. Charities1%
  6. Banks0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1The Ameriflex Group15,724Sep 2026
2The Wealth Consulting Group12,646Sep 2026
3Forthright Capital978Aug 2026
4American Retirement Planning Group796Aug 2026
5Cassady Wealth & Retirement Planning455Jul 2026
6The Investment Counsel Company401Mar 2026
7Whalen Financial391May 2026
8Arista Wealth Management377Sep 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1The Wealth Consulting Group4,214Sep 2026
2The Ameriflex Group2,229Sep 2026
3The Investment Counsel Company384Mar 2026
4Arista Wealth Management161Sep 2026
5Buckley Wealth124Mar 2026
6Capstone Capital Wealth Advisors92Jul 2026
7Pandora Wealth85Jul 2026
8Physician Wealth Solutions77Feb 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The list is public. The warm path is not. Schedule a conversation

All 26 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 26 firms

Kind
Size
Order
Wealth Management Firms (RIAs) in Las Vegas 26 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Adaptive Wealth Engineering
Wealth manager, Las Vegas, NV.
Detail and sources for Adaptive Wealth Engineering

Form ADV of Summit Portfolio Management LLC (CRD 111243), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $214MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 113 individuals, 56 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$214MMSep 2026113100%
American Retirement Planning Group
Wealth manager with a broker-dealer, Las Vegas, NV.
Detail and sources for American Retirement Planning Group

Form ADV of American Retirement Planning Group Inc. (CRD 108300), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $348MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 796 individuals, 52 of them high net worth; individuals hold 63% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$348MMAug 202687063%
The Ameriflex Group
Wealth manager, Las Vegas, NV.
Detail and sources for The Ameriflex Group

Form ADV of The Ameriflex Group, Inc. (CRD 305585), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $9.7BN; 201 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 15,724 individuals, 2,229 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$9.7BNSep 202616,20390%
Argos Wealth Advisors
Wealth manager, Las Vegas, NV.
Detail and sources for Argos Wealth Advisors

Form ADV of Argos Wealth Advisors LLC (CRD 144481), SEC registered adviser, filed : regulatory assets $1.0BN; 1 private fund, $32MM gross; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds and selection of other advisers. Clients (Item 5.D): 234 individuals, 45 of them high net worth; individuals hold 95% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$1.0BNSep 202624495%1
Arista Wealth Management
Wealth manager, Las Vegas, NV.
Detail and sources for Arista Wealth Management

Form ADV of Arista Wealth Management, LLC (CRD 141504), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $1.2BN; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 377 individuals, 161 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNSep 202653082%
Brightree Wealth Management
Wealth manager, Las Vegas, NV.
Detail and sources for Brightree Wealth Management

Form ADV of Brighttree Wealth Management, LLC (CRD 304721), SEC registered adviser, filed : regulatory assets $179MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 191 individuals, 69 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$179MMJun 2026191100%
Buckley Wealth
Wealth manager, Las Vegas, NV.
Detail and sources for Buckley Wealth

Form ADV of Buckley Wealth Management, LLC (CRD 285823), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $644MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Buckley Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 210 individuals, 124 of them high net worth; individuals hold 78% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$644MMMar 202622478%
Capstone Capital Wealth Advisors
Wealth manager, Henderson, NV.
Detail and sources for Capstone Capital Wealth Advisors

Form ADV of Capstone Capital LLC (CRD 123764), SEC registered adviser, filed , main office Henderson, NV: regulatory assets $408MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 198 individuals, 92 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV.

$408MMJul 202620088%
Cassady Wealth & Retirement Planning
Wealth manager, Henderson, NV.
Detail and sources for Cassady Wealth & Retirement Planning

Form ADV of Cassady Wealth & Retirement Planning L.L.C. (CRD 309710), SEC registered adviser, filed , main office Henderson, NV: regulatory assets $292MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cassady Wealth & Retirement Planning L.L.C., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 455 individuals, 75 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$292MMJul 2026455100%
Curtis Wealth Management
Wealth manager, Henderson, NV.
Detail and sources for Curtis Wealth Management

Form ADV of Curtis Wealth Management LLC (CRD 312245), SEC registered adviser, filed , main office Henderson, NV: regulatory assets $149MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 105 individuals, 45 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$149MMMar 2026105100%
Diazo
Wealth manager, Henderson, NV.
Detail and sources for Diazo

Form ADV of Diazo, LLC (CRD 324419), SEC registered adviser, filed , main office Henderson, NV: regulatory assets $222MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 339 individuals, 46 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$222MMMar 202633995%
Forthright Capital
Wealth manager, Las Vegas, NV.
Detail and sources for Forthright Capital

Form ADV of Forthright Capital Advisory LLC (CRD 323596), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $108MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 978 individuals, 9 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$108MMAug 202698799%
Holm & Cawley Financial Group
Wealth manager, Las Vegas, NV.
Detail and sources for Holm & Cawley Financial Group

Form ADV of Holm & Cawley Financial Group LLC (CRD 150601), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $129MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 245 individuals, 28 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$129MMMar 202625184%
The Investment Counsel Company
Wealth manager, Las Vegas, NV.
Detail and sources for The Investment Counsel Company

Form ADV of The Investment Counsel Company of Nevada (CRD 19608), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $2.2BN; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 401 individuals, 384 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$2.2BNMar 202641096%
Kamichu Wealth Management
Wealth manager, Las Vegas, NV.
Detail and sources for Kamichu Wealth Management

Form ADV of Kamichu Wealth Management LLC (CRD 295412), SEC registered adviser, filed : regulatory assets $258MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 20 individuals, 10 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$258MMMar 202620100%
Mission Financial Group
Wealth manager, Las Vegas, NV.
Detail and sources for Mission Financial Group

Form ADV of Mission Financial Group, LLC (CRD 311876), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $311MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 346 individuals, 60 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV.

$311MMMay 202637683%
One Wealth Map
Wealth manager, Las Vegas, NV.
Detail and sources for One Wealth Map

Form ADV of One Wealth Map, LLC (CRD 171750), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $287MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 223 individuals, 70 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$287MMAug 2026223100%
Pandora Wealth
Wealth manager, Las Vegas, NV.
Detail and sources for Pandora Wealth

Form ADV of Pandora Wealth, Inc. (CRD 331816), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $285MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 105 individuals, 85 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$285MMJul 2026109100%
Physician Wealth Solutions
Wealth manager, North Las Vegas, NV.
Detail and sources for Physician Wealth Solutions

Form ADV of Physician Wealth Solutions Inc. (CRD 151570), SEC registered adviser, filed : regulatory assets $299MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 107 individuals, 77 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$299MMFeb 2026109100%
Prakash Investment Advisors
Wealth manager, Las Vegas, NV.
Detail and sources for Prakash Investment Advisors

Form ADV of Piar LLC (CRD 163994), SEC registered adviser, filed : regulatory assets $161MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 80 individuals, 61 of them high net worth; individuals hold 94% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$161MMJul 20268594%
Skyoak Capital
Wealth manager, Las Vegas, NV.
Detail and sources for Skyoak Capital

Form ADV of Skyoak Capital, Inc. (CRD 154248), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $219MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 236 individuals, 45 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$219MMMar 202626887%
South Cove Financial
Wealth manager, Henderson, NV.
Detail and sources for South Cove Financial

Form ADV of South Cove Financial, LLC (CRD 284554), SEC registered adviser, filed : regulatory assets $168MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 208 individuals, 15 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$168MMSep 2026208100%
Ulta Wealth Management
Wealth manager, Las Vegas, NV.
Detail and sources for Ulta Wealth Management

Form ADV of Ulta Wealth Management, LLC (CRD 310879), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $146MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 27 individuals, 24 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$146MMFeb 202627100%
Urban Wealth Management Or UWM
Wealth manager, Henderson, NV.
Detail and sources for Urban Wealth Management Or UWM

Form ADV of Urban Wealth Management Group LLC (CRD 285633), SEC registered adviser, filed : regulatory assets $213MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and educational seminars. Clients (Item 5.D): 275 individuals, 52 of them high net worth; individuals hold 92% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$213MMMay 202628192%
The Wealth Consulting Group
Wealth manager, Las Vegas, NV.
Detail and sources for The Wealth Consulting Group

Form ADV of WCG Wealth Advisors, LLC (CRD 173194), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $6.3BN; 131 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 12,646 individuals, 4,214 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$6.3BNSep 202612,94094%
Whalen Financial
Wealth manager, Las Vegas, NV.
Detail and sources for Whalen Financial

Form ADV of Whalen Wealth Management Inc. (CRD 311869), SEC registered adviser, filed , main office Las Vegas, NV: regulatory assets $223MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 391 individuals, 69 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$223MMMay 202640099%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 38% of the money

Four findings from the filings of the 26 firms counted.

  1. 38%

    of the $25.6 billion the 26 firms counted report is one firm's: The Ameriflex Group. Without it, the other 25 report $16.0 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $272MM

    is the median: half of the 26 report less, and 21 report under $1 billion.

    Assets, latest Form ADV of each

  3. 1

    private funds are advised by the firms counted; Argos Wealth Advisors advises the most, 1.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 65%

    of their assets is high net worth money; the next largest client type is other individuals, at 26%.

    Client types each adviser reports with its assets; sums of filed figures

Questions

How many wealth management firms are there in Las Vegas?

This list holds 26 wealth management firms in the Las Vegas metro; 26 of them report regulatory assets on Form ADV, $25.6 billion together.

What are the largest wealth management firms in Las Vegas?

By the regulatory assets they report: The Ameriflex Group $9.7 billion, The Wealth Consulting Group $6.3 billion, The Investment Counsel Company $2.2 billion, Arista Wealth Management $1.2 billion, Argos Wealth Advisors $1.0 billion.

How much do wealth management firms in Las Vegas typically manage?

Of the 26 that report, the median reports $272 million in regulatory assets; 21 report under $1 billion.

How do you start a relationship with wealth management firms in Las Vegas?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
26 wealth management firms, 25 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Las Vegas-Henderson-North Las Vegas, NV MSA (Census CBSA 29820) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 26 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Las Vegas metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $25.6BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 26, 26 report on a current Form ADV and 2 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 26 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 2 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Las Vegas," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-las-vegas

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