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3 Largest Registered Investment Advisors (RIAs) in Nevada

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality, and registered investment advisors (RIAs) are at the center of this trend. With uncertainty in the markets today, businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value and sophisticated financial expertise. To shine a light on RIAs, FINTRX explores three of the largest RIAs based in Nevada. 


1. KeyState Advisory, LLC (The KeyState Companies) = ~7.48B+ in AUM

Founded in 1991, KeyState Advisory, LLC - otherwise known as the KeyState Companies - is a Las Vegas, Nevada-based advisory firm providing banks and corporations with solutions in the areas of investments, treasury, regulatory compliance, corporate governance and risk management. The firm works hand in hand with your tax, legal, and accounting/audit advisors to provide methodical solutions. KeyState has developed best practices in portfolio management, investment subsidiary services, captive management and portfolio credit analysis.

Quick Hitters:

- Founded: 1991
- Headquarters: Las Vegas, NV 
- Discretionary Assets: ~$7.48B+
- Non-Discretionary Assets: $0
- Total AUM: ~$7.48B+
- Specialties: Portfolio management, investment subsidiary services, captive management and portfolio credit analysis


2. The Investment Counsel Company of Nevada (ICC) = ~$1B+ in AUM

Founded by Randy Garcia in 1987, The Investment Counsel Company of Nevada (ICC) is a Las Vegas, Nevada-based advisory firm providing investment consulting, business acumen, professional networking and even career guidance for a range of clients from families and individuals to businesses and institutions. ICC was one of the first wealth management firms in Nevada to introduce the fiduciary standard in serving clients. Today, its comprehensive approach, built on decades of experience, goes far beyond standard investment guidance. Both the Wall Street Journal and Barron’s have named ICC as a leading financial advisory firm in Nevada for seven straight years and one of the Top 100 Independent Financial Advisors in the nation in 2019 and 2020 based on factors including assets under management, philanthropic work and regulatory record.

Quick Hitters:

- Founded: 1987
- Headquarters: Las Vegas, NV
- Discretionary Assets: ~$927M+
- Non-Discretionary Assets: $129M+
- Total AUM: ~$1B+
- Specialties: Portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations and investment companies 


3. WCG Wealth Advisors = ~$1.96B+ in AUM

Founded in 1995, WCG Wealth Advisors is a Las Vegas, Nevada-based independent wealth management firm with additional offices throughout the United States. The firm began as a sole proprietorship owned and operated by one of WCG’s principals. Today, WCG serves individuals, families and corporations, assisting them with a myriad of details needed to address personalized wealth management plans. WCG strives to be a leader in sustainable and responsible investing, as a growing number of investors are seeking to align their investments with personal values.

Quick Hitters:

- Founded: 1995
- Headquarters: Las Vegas, Nevada 
- Discretionary Assets: ~$1.66B+
- Non-Discretionary Assets: $297M+
- Total AUM: ~$1.96B+
- Specialties: Wealth planning, investment advisory, insurance brokerage and retirement planning

 


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