AdvisorGrade

Financial advisers in Sheridan, WY

6 registered investment adviser firms in Sheridan managing $6.7B in assets, based on public SEC Form ADV filings.

Frontier Asset Management, LLC

Sheridan, WY · Est. 2001

RegionalInternational
Fee-based
AUM
$5.5B
Per adviser
$343M
Advisers
16

No reported disclosures

Harfst And Associates, INC.

Sheridan, WY · Est. 2010

Local
Fee-based
AUM
$783M
Per adviser
$392M
Advisers
2

No reported disclosures

Elevate Wealth Management

Sheridan, WY · Est. 2025

Local
Fee-based
AUM
$320M
Per adviser
$107M
Advisers
3

No reported disclosures

Cypress Capital Management, LLC

Sheridan, WY · Est. 2004

Local
Fee-based
AUM
$122M
Per adviser
$61M
Advisers
2

No reported disclosures

Afinitiv LLC

Sheridan, WY · Est. 2019

LocalInternational
Fee-only
AUM
$270,831
Per adviser
$270,831
Advisers
1

No reported disclosures

Savile Private Wealth LLC

Sheridan, WY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures