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Data / Investment advisers / Serving charitable organizations / Wyoming

Investment advisers in Wyoming serving charitable organizations: 15 firms

15 SEC registered investment advisers with a main office in Wyoming report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $396 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Elevate Wealth Management.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get charitable organizations advisers in WyomingWatch new advisers in Wyoming
  • 15Advisers
  • $396 millionAUM from this client type
  • 14Advisers over $100 million
  • November 2, 2026File date

Advisers in Wyoming serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Elevate Wealth ManagementSheridan20$154.6 million$320.3 millionadviserinfo.sec.gov
Frontier Asset Management, LLCSheridan18$119.2 million$5.49 billionadviserinfo.sec.gov
Harfst and Associates, Inc.Sheridan20$58.2 million$783.2 millionadviserinfo.sec.gov
Integrity Financial CorporationJackson7$21.5 million$868.1 millionadviserinfo.sec.gov
Pinnacle West Asset Management IncCasper3$10.9 million$245.9 millionadviserinfo.sec.gov
Golden State Wealth Management, LLCPowell10$9.8 million$2.22 billionadviserinfo.sec.gov
Cypress Capital Management, LLCSheridan6$9.5 million$121.7 millionadviserinfo.sec.gov
Income Focus Portfolio ManagementJackson3$3.4 million$362.5 millionadviserinfo.sec.gov
Gervais Capital Management, LLCWilson1$2.9 million$155.9 millionadviserinfo.sec.gov
Traction Financial PartnersEncampmentFewer than 5$2.9 million$288.4 millionadviserinfo.sec.gov
O'Donnell Wealth ManagementCody2$1.4 million$123.3 millionadviserinfo.sec.gov
Copperline Wealth Management & PlanningCody5$903,959$126.6 millionadviserinfo.sec.gov
RW Baker Wealth Management Group LLCCheyenneFewer than 5$217,241$134.9 millionadviserinfo.sec.gov
Afinitiv LLCSheridan1$57,147$353,774adviserinfo.sec.gov
Grupp Financial LLCJackson1$26$100.1 millionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.