Registered investment advisers in Wyoming
25 firms in Wyoming representing $43.6B in assets under management, sourced from public SEC Form ADV filings.
Cities
Hrtg Gpe, LLC
Wilson, WY · Est. 2012
- AUM
- $27.1B
- Per adviser
- $3.4B
- Advisers
- 8
No reported disclosures
Frontier Asset Management, LLC
Sheridan, WY · Est. 2001
- AUM
- $5.5B
- Per adviser
- $343M
- Advisers
- 16
No reported disclosures
Golden State Wealth Management, LLC
Powell, WY · Est. 2016
- AUM
- $2.2B
- Per adviser
- $49M
- Advisers
- 45
No reported disclosures
Flat Footed LLC
Wilson, WY · Est. 2018
- AUM
- $2.1B
- Per adviser
- $1.0B
- Advisers
- 2
No reported disclosures
Flat Rock Global
Jackson, WY · Est. 2017
- AUM
- $1.6B
- Per adviser
- $224M
- Advisers
- 7
No reported disclosures
Integrity Financial Corporation
Jackson, WY · Est. 2016
- AUM
- $868M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Harfst And Associates, INC.
Sheridan, WY · Est. 2010
- AUM
- $783M
- Per adviser
- $392M
- Advisers
- 2
No reported disclosures
Greybull Advisors, LLC
Jackson, WY · Est. 2022
- AUM
- $514M
- Per adviser
- $86M
- Advisers
- 6
No reported disclosures
Cannell Capital LLC
Alta, WY · Est. 2011
- AUM
- $373M
- Per adviser
- $186M
- Advisers
- 2
No reported disclosures
Income Focus Portfolio Management
Jackson, WY · Est. 2012
- AUM
- $362M
- Per adviser
- $121M
- Advisers
- 3
No reported disclosures
Elevate Wealth Management
Sheridan, WY · Est. 2025
- AUM
- $320M
- Per adviser
- $107M
- Advisers
- 3
No reported disclosures
Founders Equity Partners
Jackson, WY · Est. 2022
- AUM
- $309M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
Traction Financial Partners
Encampment, WY · Est. 2021
- AUM
- $288M
- Per adviser
- $48M
- Advisers
- 6
No reported disclosures
Pinnacle West Asset Management INC
Casper, WY · Est. 1991
- AUM
- $246M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Gervais Capital Management, LLC
Wilson, WY · Est. 2024
- AUM
- $156M
- Per adviser
- $156M
- Advisers
- 1
No reported disclosures
Fiduciary Capital Management LLC
Cheyenne, WY · Est. 2026
- AUM
- $149M
- Per adviser
- $15M
- Advisers
- 10
No reported disclosures
Markle Financial LLC
Laramie, WY · Est. 2019
- AUM
- $141M
- Per adviser
- $28M
- Advisers
- 5
No reported disclosures
Rw Baker Wealth Management Group LLC
Cheyenne, WY · Est. 2021
- AUM
- $135M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Copperline Wealth Management & Planning
Cody, WY · Est. 2025
- AUM
- $127M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
O'Donnell Wealth Management
Cody, WY · Est. 2026
- AUM
- $123M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Cypress Capital Management, LLC
Sheridan, WY · Est. 2004
- AUM
- $122M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Grupp Financial LLC
Jackson, WY · Est. 2026
- AUM
- $100M
- Per adviser
- $33M
- Advisers
- 3
No reported disclosures
Unest Advisers, LLC
Laramie, WY · Est. 2020
- AUM
- $46M
- Per adviser
- $46M
- Advisers
- 1
No reported disclosures
Afinitiv LLC
Sheridan, WY · Est. 2019
- AUM
- $270,831
- Per adviser
- $270,831
- Advisers
- 1
No reported disclosures
Savile Private Wealth LLC
Sheridan, WY · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures