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Data / Investment advisers / Serving corporations and other businesses / Wyoming

Investment advisers in Wyoming serving corporations and other businesses: 14 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

14 SEC registered investment advisers with a main office in Wyoming report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $212 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Grupp Financial LLC.

The request: Every investment adviser in Wyoming that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

Get corporations and other businesses advisers in WyomingWatch new advisers in Wyoming

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  • 14Advisers
  • $212 millionAUM from this client type
  • 14Advisers over $100 million
  • November 2, 2026File date

Advisers in Wyoming serving corporations and other businesses

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
Grupp Financial LLCJackson4$97.9 million$100.1 millionadviserinfo.sec.gov
Golden State Wealth Management, LLCPowell29$27.8 million$2.22 billionadviserinfo.sec.gov
Frontier Asset Management, LLCSheridan39$20.3 million$5.49 billionadviserinfo.sec.gov
Pinnacle West Asset Management IncCasper9$18.2 million$245.9 millionadviserinfo.sec.gov
Integrity Financial CorporationJackson28$17.1 million$868.1 millionadviserinfo.sec.gov
Traction Financial PartnersEncampment5$10.5 million$288.4 millionadviserinfo.sec.gov
Harfst and Associates, Inc.Sheridan5$5.1 million$783.2 millionadviserinfo.sec.gov
O'Donnell Wealth ManagementCody1$3 million$123.3 millionadviserinfo.sec.gov
Cypress Capital Management, LLCSheridan5$2.9 million$121.7 millionadviserinfo.sec.gov
Gervais Capital Management, LLCWilson1$2.7 million$155.9 millionadviserinfo.sec.gov
Income Focus Portfolio ManagementJackson7$2.6 million$362.5 millionadviserinfo.sec.gov
Elevate Wealth ManagementSheridan2$2.5 million$320.3 millionadviserinfo.sec.gov
Copperline Wealth Management & PlanningCodyFewer than 5$938,921$126.6 millionadviserinfo.sec.gov
RW Baker Wealth Management Group LLCCheyenneFewer than 5$504,790$134.9 millionadviserinfo.sec.gov

Also on SpecStream

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.