Investment advisers in WY

25 SEC-registered firms · $43.59 billion in regulatory assets · 1 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

Firm	City	Assets	Disclosures
Afinitiv LLC	Sheridan	$270,831	0
Cannell Capital LLC	Alta	$372.8 million	3
Copperline Wealth Management & Planning	Cody	$126.6 million	0
Cypress Capital Management, LLC	Sheridan	$121.7 million	0
Elevate Wealth Management	Sheridan	$320.3 million	0
Fiduciary Capital Management LLC	Cheyenne	$149.8 million	0
Flat Footed LLC	Wilson	$2.06 billion	0
Flat Rock Global	Jackson	$1.57 billion	0
Founders Equity Partners	Jackson	$309.4 million	0
Frontier Asset Management, LLC	Sheridan	$5.49 billion	0
Gervais Capital Management, LLC	Wilson	$155.9 million	0
Golden State Wealth Management, LLC	Powell	$2.22 billion	0
Greybull Advisors, LLC	Jackson	$513.6 million	0
Grupp Financial LLC	Jackson	$100.1 million	0
Harfst and Associates, Inc.	Sheridan	$783.2 million	0
Hrtg Gpe, LLC	Wilson	$27.10 billion	0
Income Focus Portfolio Management	Jackson	$362.5 million	0
Integrity Financial Corporation	Jackson	$868.1 million	0
Justice Settlement Consulting Inc.	Casper	$0	0
Markle Financial LLC	Laramie	$141.2 million	0
O'donnell Wealth Management	Cody	$123.3 million	0
Pinnacle West Asset Management Inc	Casper	$245.9 million	0
Rw Baker Wealth Management Group LLC	Cheyenne	$134.9 million	0
Traction Financial Partners	Encampment	$288.4 million	0
Unest Advisers, LLC	Laramie	$45.6 million	0