Research Report · 2026-06-30
Largest Registered Investment Advisers in Wyoming
Wyoming SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
25
Total AUM
$43.87B
Median AUM
$288.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | HRTG GPE, LLC | WILSON | 157389 | $27.10B | 26 | 2026-06-30 | → |
| 2 | FRONTIER ASSET MANAGEMENT, LLC | SHERIDAN | 109910 | $5.49B | 42 | 2026-03-31 | → |
| 3 | GOLDEN STATE WEALTH MANAGEMENT, LLC | POWELL | 167995 | $2.22B | 45 | 2026-03-31 | → |
| 4 | FLAT FOOTED LLC | WILSON | 291593 | $2.06B | 5 | 2026-04-30 | → |
| 5 | FLAT ROCK GLOBAL, LLC | JACKSON | 288551 | $1.57B | 13 | 2026-03-31 | → |
| 6 | INTEGRITY FINANCIAL CORPORATION | JACKSON | 137125 | $868.1M | 21 | 2026-03-31 | → |
| 7 | HARFST AND ASSOCIATES, INC. | SHERIDAN | 145090 | $783.2M | 8 | 2026-03-31 | → |
| 8 | GREYBULL ADVISORS, LLC | JACKSON | 317767 | $513.6M | 12 | 2026-03-31 | → |
| 9 | CANNELL CAPITAL LLC | ALTA | 158371 | $372.8M | 4 | 2026-03-31 | → |
| 10 | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC | JACKSON | 165477 | $362.5M | 3 | 2026-02-28 | → |
| 11 | ELEVATE WEALTH MANAGEMENT, LLC | SHERIDAN | 336710 | $320.3M | 5 | 2026-05-31 | → |
| 12 | ACM ADVISORS, LLC | JACKSON | 282022 | $309.4M | 3 | 2026-03-31 | → |
| 13 | TRACTION FINANCIAL PARTNERS, LLC | ENCAMPMENT | 315215 | $288.4M | 9 | 2026-03-31 | → |
| 14 | BEDDOW CAPITAL MANAGEMENT INC | JACKSON | 107491 | $277.9M | 2 | 2025-03-31 | → |
| 15 | PINNACLE WEST ASSET MANAGEMENT INC | CASPER | 106527 | $245.9M | 3 | 2026-04-30 | → |
| 16 | GERVAIS CAPITAL MANAGEMENT, LLC | WILSON | 299347 | $155.9M | 1 | 2026-06-30 | → |
| 17 | FIDUCIARY CAPITAL MANAGEMENT LLC | CHEYENNE | 340618 | $149.2M | 12 | 2026-06-30 | → |
| 18 | MARKLE FINANCIAL LLC | LARAMIE | 302088 | $141.2M | 7 | 2026-06-30 | → |
| 19 | RW BAKER WEALTH MANAGEMENT GROUP LLC | CHEYENNE | 297087 | $134.9M | 2 | 2026-02-28 | → |
| 20 | COPPERLINE WEALTH MANAGEMENT & PLANNING | CODY | 335796 | $126.6M | 3 | 2026-03-31 | → |
| 21 | O'DOMHNAILL ENTERPRISES, INC. | CODY | 323384 | $123.3M | 6 | 2026-02-28 | → |
| 22 | CYPRESS CAPITAL MANAGEMENT, LLC | SHERIDAN | 130401 | $121.7M | 4 | 2026-03-31 | → |
| 23 | GRUPP FINANCIAL LLC | JACKSON | 168436 | $100.1M | 3 | 2026-01-31 | → |
| 24 | UNEST ADVISERS, LLC | LARAMIE | 308125 | $45.6M | 1 | 2026-04-30 | → |
| 25 | AFINITIV LLC | SHERIDAN | 305672 | $270,831 | 2 | 2025-09-30 | → |
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