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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

77 firms manage $91 billionNevada

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 983
    Keystate Advisory, LLCLAS Vegas, NV · 80 clientsAsset manager
    Principal Financial Group 58%Bankers' Bank 42%
    $17B
  2. 1088
    Simplify Asset Management Inc.LAS Vegas, NV · 44 clientsAsset manager
    No custodian reported
    $14B
  3. 1403
    The Ameriflex GroupLAS Vegas, NV · 16,203 clientsWealth managerHybridAmeriflex Group Securities, Inc.
    Assetmark Brokerage 73%
    $9.7B
  4. 1509
    Guided Choice Asset Management, Inc.Reno, NV · 84,744 clientsAsset manager
    No custodian reported
    $8.5B
  5. 1616
    Belpointe Asset Management LLCReno, NV · 7,604 clientsWealth managerHybrid
    Schwab 85%
    $7.6B
  6. 1810
    The Wealth Consulting GroupLAS Vegas, NV · 12,940 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $6.3B
  7. 3274
    Digital Alpha Advisors, LLCHenderson, NV · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  8. 3455
    The Investment Counsel CompanyLAS Vegas, NV · 410 clientsWealth manager
    Schwab 100%
    $2.2B
  9. 3672
    Zazove Associates LLCIncline Village, NV · 72 clientsAsset manager
    U.S. Bank 60%State Street 40%
    $2.0B
  10. 4629
    Navellier & Associates IncReno, NV · 1,321 clientsWealth manager
    Schwab 100%
    $1.3B
  11. 4849
    Arista Wealth Management, LLCLAS Vegas, NV · 530 clientsWealth manager
    Fidelity 67%Schwab 33%
    $1.2B
  12. 5234
    Dtcp USA LLCLAS Vegas, NV · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  13. 5588
    RB Capital Management, LLCReno, NV · 648 clientsWealth managerWrap sponsorHybrid
    Pershing 67%Schwab 33%
    $931M
  14. 5776
    Pilgrim Global Advisors LLCReno, NV · 2 clientsPrivate fund adviser
    No custodian reported
    $884M
  15. 5857
    1confirmationIncline Village, NV · 10 clientsPrivate fund adviser
    No custodian reported
    $860M
  16. 6269
    American Wealth ManagementReno, NV · 897 clientsWealth managerHybrid
    No custodian reported
    $761M
  17. 6301
    DX Advisors LLCLAS Vegas, NV · 1 clientsAsset manager
    No custodian reported
    $753M
  18. 6792
    Palisade Investments, LLCZephyr Cove, NV · 668 clientsWealth manager
    Schwab 61%
    $653M
  19. 6838
    Buckley WealthLAS Vegas, NV · 224 clientsWealth manager
    Fidelity 100%
    $644M
  20. 6935
    Aljian Capital ManagementCarson City, NV · 436 clientsWealth manager
    Schwab 100%
    $628M
  21. 7538
    Rareview Capital LLCLAS Vegas, NV · 37 clientsAsset manager
    Schwab 100%
    $538M
  22. 8086
    Kingsbridge Wealth Management, Inc.LAS Vegas, NV · 52 clientsWealth manager
    Schwab 97%
    $469M
  23. 8348
    Oak Harbor Capital, LLCLAS Vegas, NV · 18 clientsPrivate fund adviser
    No custodian reported
    $442M
  24. 8371
    Investment Management ConsultantsLAS Vegas, NV · 185 clientsAsset manager
    Schwab 100%
    $440M
  25. 8581
    P4g Capital Management, LLCStateline, NV · 9 clientsPrivate fund adviser
    No custodian reported
    $419M
  26. 8693
    Capstone Capital Wealth AdvisorsHenderson, NV · 200 clientsWealth manager
    Schwab 100%
    $408M
  27. 8838
    West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
    Schwab 46%Fidelity 35%
    $396M
  28. 9433
    American Retirement Planning Group IncLAS Vegas, NV · 870 clientsBroker-dealer firmHybrid
    Pershing 100%
    $348M
  29. 9979
    Mission Financial Group, LLCLAS Vegas, NV · 376 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $311M
  30. 10066
    Winans InvestmentsLAS Vegas, NV · 276 clientsWealth manager
    Schwab 100%
    $306M
  31. 10200
    Bowers Wealth Management, Inc.Glenbrook, NV · 170 clientsWealth manager
    Fidelity 100%
    $299M
  32. 10288
    Whitebark InvestorsIncline Village, NV · 5 clientsPrivate fund adviser
    No custodian reported
    $292M
  33. 10294
    Cassady Wealth & Retirement Planning L.L.C.Henderson, NV · 455 clientsWealth managerHybridGradient Securities, LLC
    SEI 51%Schwab 49%
    $292M
  34. 10375
    One Wealth MAP, LLCLAS Vegas, NV · 223 clientsWealth manager
    No custodian reported
    $287M
  35. 10410
    Sanchez Gaunt Capital Management, LLCReno, NV · 830 clientsWealth manager
    Assetmark Brokerage 100%
    $286M
  36. 10423
    Pandora Wealth, Inc.LAS Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $285M
  37. 10434
    Open Window Financial Solutions, LTD.Reno, NV · 101 clientsWealth manager
    Fidelity 100%
    $284M
  38. 10480
    Kingsbridge Investment Partners LLCLAS Vegas, NV · 8 clientsPrivate fund adviser
    No custodian reported
    $283M
  39. 10694
    Hallador Investment Advisors, Inc.Reno, NV · 16 clientsPrivate fund adviser
    Fidelity 100%
    $271M
  40. 10790
    Vantage Wealth PlanningReno, NV · 406 clientsWealth manager
    Schwab 100%
    $265M

RIAs by state