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Data / Investment advisers / Serving individuals / Wyoming

Investment advisers in Wyoming serving individuals: 18 firms

18 SEC registered investment advisers with a main office in Wyoming report individuals among their clients in Form ADV item 5.D, and together they attribute $1.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Frontier Asset Management, LLC.

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 individuals advisers in WyomingWatch new advisers in Wyoming
  • 18Advisers
  • $1.8 billionAUM from this client type
  • 16Advisers over $100 million
  • November 2, 2026File date

Advisers in Wyoming serving individuals

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
Frontier Asset Management, LLCSheridan2,510$538.2 million$5.49 billionadviserinfo.sec.gov
Golden State Wealth Management, LLCPowell2,464$477.3 million$2.22 billionadviserinfo.sec.gov
Integrity Financial CorporationJackson1,045$202.3 million$868.1 millionadviserinfo.sec.gov
Harfst and Associates, Inc.Sheridan369$114.1 million$783.2 millionadviserinfo.sec.gov
Income Focus Portfolio ManagementJackson213$99.8 million$362.5 millionadviserinfo.sec.gov
Markle Financial LLCLaramie210$54.1 million$141.2 millionadviserinfo.sec.gov
Elevate Wealth ManagementSheridan224$52 million$320.3 millionadviserinfo.sec.gov
Unest Advisers, LLCLaramie20,394$45.6 million$45.6 millionadviserinfo.sec.gov
Cypress Capital Management, LLCSheridan146$40.9 million$121.7 millionadviserinfo.sec.gov
O'Donnell Wealth ManagementCody113$28.1 million$123.3 millionadviserinfo.sec.gov
Copperline Wealth Management & PlanningCody308$27.9 million$126.6 millionadviserinfo.sec.gov
RW Baker Wealth Management Group LLCCheyenne126$27 million$134.9 millionadviserinfo.sec.gov
Traction Financial PartnersEncampment128$20 million$288.4 millionadviserinfo.sec.gov
Pinnacle West Asset Management IncCasper39$12.4 million$245.9 millionadviserinfo.sec.gov
Fiduciary Capital Management LLCCheyenne73$5.8 million$149.8 millionadviserinfo.sec.gov
Gervais Capital Management, LLCWilson13$5.7 million$155.9 millionadviserinfo.sec.gov
Grupp Financial LLCJackson2$191,110$100.1 millionadviserinfo.sec.gov
Afinitiv LLCSheridan7$71,856$353,774adviserinfo.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.