AdvisorRanked

Best Financial Advisors in Wyoming

26 SEC-registered advisory firms across 10 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

26
Registered Firms
10
Cities
0.95%
Median Fee
of assets/year
26
In Database
firms listed

Cities in Wyoming

Top-Ranked Firms in Wyoming

#1
100

PINNACLE WEST ASSET MANAGEMENT INC

CASPER, WY · Since 1991

$246M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

FRONTIER ASSET MANAGEMENT, LLC

SHERIDAN, WY · Since 2001

$5.5B AUM16 clientsFee: 0%
FiduciaryFee-Only
#3
100

CYPRESS CAPITAL MANAGEMENT, LLC

SHERIDAN, WY · Since 2004

$122M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

HARFST AND ASSOCIATES, INC.

SHERIDAN, WY · Since 2010

$783M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

CANNELL CAPITAL LLC

ALTA, WY · Since 2011

$373M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

INCOME FOCUS PORTFOLIO MANAGEMENT

JACKSON, WY · Since 2012

$362M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

GOLDEN STATE WEALTH MANAGEMENT, LLC

POWELL, WY · Since 2016

$2.2B AUM45 clientsFee: 0%
FiduciaryFee-Only
#8
100

FLAT ROCK GLOBAL

JACKSON, WY · Since 2017

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
100

FLAT FOOTED LLC

WILSON, WY · Since 2018

$2.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

GERVAIS CAPITAL MANAGEMENT, LLC

WILSON, WY · Since 2024

$156M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

AFINITIV LLC

SHERIDAN, WY · Since 2019

$271K AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
100

UNEST ADVISERS, LLC

LARAMIE, WY · Since 2020

$46M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
100

TRACTION FINANCIAL PARTNERS

ENCAMPMENT, WY · Since 2021

$288M AUM6 clientsFee: 0%
FiduciaryFee-Only
#14
100

GREYBULL ADVISORS, LLC

JACKSON, WY · Since 2022

$514M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
100

O'DONNELL WEALTH MANAGEMENT

CODY, WY · Since 2026

$123M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

COPPERLINE WEALTH MANAGEMENT & PLANNING

CODY, WY · Since 2025

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

ORIZON ANALYTICS

SHERIDAN, WY · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

SAVILE PRIVATE WEALTH LLC

SHERIDAN, WY · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
100

FIDUCIARY CAPITAL MANAGEMENT LLC

CHEYENNE, WY · Since 2026

$52M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
95

INTEGRITY FINANCIAL CORPORATION

JACKSON, WY · Since 2016

$868M AUM0 clientsFee: 0%
FiduciaryFee-Only
#21
95

HRTG GPE, LLC

WILSON, WY · Since 2012

$27.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#22
95

GRUPP FINANCIAL LLC

JACKSON, WY · Since 2026

$100M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
95

FOUNDERS EQUITY PARTNERS

JACKSON, WY · Since 2022

$309M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

RW BAKER WEALTH MANAGEMENT GROUP LLC

CHEYENNE, WY · Since 2021

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
95

MARKLE FINANCIAL LLC

LARAMIE, WY · Since 2019

$141M AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
95

ELEVATE WEALTH MANAGEMENT

SHERIDAN, WY · Since 2025

$320M AUM3 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Wyoming

How many financial advisors are registered in Wyoming?
There are 26 SEC-registered investment advisory firms in Wyoming, spread across 10 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Wyoming?
The median advisory fee in Wyoming is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.