Data / Investment advisers / Wyoming
Investment advisers in Wyoming: 45 firms, $43.6 billion in AUM
45 investment advisers have their main office in Wyoming: 25 SEC registered and 20 exempt reporting. The registered advisers report $43.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is HRTG Gpe, LLC with $27.1 billion.
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.
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- 45Advisers
- 25SEC registered
- 20Exempt reporting
- $43.6 billionTotal AUM
- 22Advisers over $100 million
- 27Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| HRTG Gpe, LLC | Wilson | $27.10 billion | 22 | 26 | 22 | (650) 397-9070 | adviserinfo.sec.gov | |
| Frontier Asset Management, LLC | Sheridan | $5.49 billion | 3,272 | 42 | Not listed | (307) 673-5675 | adviserinfo.sec.gov | |
| Golden State Wealth Management, LLC | Powell | $2.22 billion | 7,029 | 45 | Not listed | (866) 273-1563 | buroakwm.com | adviserinfo.sec.gov |
| Flat Footed LLC | Wilson | $2.06 billion | 9 | 5 | 10 | (917) 947-9071 | adviserinfo.sec.gov | |
| Flat Rock Global | Jackson | $1.57 billion | 3 | 13 | Not listed | (307) 500-5200 | flatrockglobal.com | adviserinfo.sec.gov |
| Integrity Financial Corporation | Jackson | $868.1 million | 1,443 | 21 | Not listed | (800) 794-4015 | adviserinfo.sec.gov | |
| Harfst and Associates, Inc. | Sheridan | $783.2 million | 1,539 | 8 | Not listed | (307) 218-5667 | harfstandassociates.com | adviserinfo.sec.gov |
| Greybull Advisors, LLC | Jackson | $513.6 million | 4 | 12 | 4 | (307) 364-6400 | adviserinfo.sec.gov | |
| Cannell Capital LLC | Alta | $372.8 million | 11 | 4 | 3 | (307) 733-2284 | adviserinfo.sec.gov | |
| Income Focus Portfolio Management | Jackson | $362.5 million | 601 | 3 | Not listed | (307) 733-5100 | incomefocus.com | adviserinfo.sec.gov |
| Elevate Wealth Management | Sheridan | $320.3 million | 638 | 5 | Not listed | (307) 461-5550 | elevateasset.com | adviserinfo.sec.gov |
| Founders Equity Partners | Jackson | $309.4 million | 6 | 3 | 6 | (307) 249-6998 | fepfund.com | adviserinfo.sec.gov |
| Traction Financial Partners | Encampment | $288.4 million | 818 | 9 | Not listed | (307) 672-9738 | adviserinfo.sec.gov | |
| Pinnacle West Asset Management Inc | Casper | $245.9 million | 226 | 3 | Not listed | (307) 235-3300 | adviserinfo.sec.gov | |
| Gervais Capital Management, LLC | Wilson | $155.9 million | 181 | 1 | 1 | (914) 433-5223 | gervaiscapital.com | adviserinfo.sec.gov |
| Fiduciary Capital Management LLC | Cheyenne | $149.8 million | 74 | 12 | Not listed | (239) 287-3789 | fiduciarycm.com | adviserinfo.sec.gov |
| Markle Financial LLC | Laramie | $141.2 million | 616 | 7 | 1 | (307) 721-1725 | adviserinfo.sec.gov | |
| RW Baker Wealth Management Group LLC | Cheyenne | $134.9 million | 374 | 2 | Not listed | (307) 514-4445 | rwbakerwealth.com | adviserinfo.sec.gov |
| Copperline Wealth Management & Planning | Cody | $126.6 million | 735 | 3 | Not listed | (307) 586-1880 | copperlinewealth.com | adviserinfo.sec.gov |
| O'Donnell Wealth Management | Cody | $123.3 million | 354 | 6 | Not listed | (307) 586-4279 | odonnellwm.com | adviserinfo.sec.gov |
| Cypress Capital Management, LLC | Sheridan | $121.7 million | 373 | 4 | Not listed | (307) 674-1770 | cypresscapitalmanagement.com | adviserinfo.sec.gov |
| Grupp Financial LLC | Jackson | $100.1 million | 37 | 3 | Not listed | (307) 200-6579 | gruppfinancial.com | adviserinfo.sec.gov |
| Unest Advisers, LLC | Laramie | $45.6 million | 20,394 | 1 | Not listed | (818) 275-0041 | adviserinfo.sec.gov | |
| Afinitiv LLC | Sheridan | $353,774 | 9 | 2 | Not listed | +61404730453 | afinitiv.com | adviserinfo.sec.gov |
| Rembrandt Venture Partners | Laramie | Not listed | Not listed | Not listed | 12 | (415) 528-2900 | rvpvc.com | adviserinfo.sec.gov |
| Echelon Management | Evanston | Not listed | Not listed | Not listed | 11 | (617) 285-0330 | echelon.xyz | adviserinfo.sec.gov |
| Baseline Ventures | Jackson | Not listed | Not listed | Not listed | 10 | (307) 224-8505 | baselinev.com | adviserinfo.sec.gov |
| Wyoming Financial Group, Inc. | Cheyenne | Not listed | Not listed | Not listed | 8 | (646) 523-0537 | wyomingfinancialgroup.com | adviserinfo.sec.gov |
| Accelerator Ventures | Jackson | Not listed | Not listed | Not listed | 6 | (415) 596-5932 | acceleratorventures.com | adviserinfo.sec.gov |
| Blue Bear Investment Group, LLC | Jackson | Not listed | Not listed | Not listed | 5 | (917) 543-8891 | bluebearcap.com | adviserinfo.sec.gov |
| Alta Partners Management Company, L.P. | Jackson | Not listed | Not listed | Not listed | 4 | (415) 362-4022 | altapartners.com | adviserinfo.sec.gov |
| FPV Management, LLC | Jackson | Not listed | Not listed | Not listed | 4 | (206) 420-6500 | adviserinfo.sec.gov | |
| Futaleufu Manager, LLC | Jackson | Not listed | Not listed | Not listed | 4 | (408) 348-0756 | futaleufu-partners.com | adviserinfo.sec.gov |
| Anax Financial Group | Sheridan | Not listed | Not listed | Not listed | 2 | (212) 731-9336 | anaxfinancialgroup.com | adviserinfo.sec.gov |
| Alta Partners Investment Manager, L.P. | Jackson | Not listed | Not listed | Not listed | 1 | (415) 362-4022 | altapartners.com | adviserinfo.sec.gov |
| Black Heron Capital, LLC | Casper | Not listed | Not listed | Not listed | 1 | (206) 963-1094 | adviserinfo.sec.gov | |
| Clementine Management LLC | Wilson | Not listed | Not listed | Not listed | 1 | (307) 203-5400 | adviserinfo.sec.gov | |
| Datatribe Opportunities Management, LLC | Jackson | Not listed | Not listed | Not listed | 1 | (307) 249-6998 | dtofund.com | adviserinfo.sec.gov |
| Echelon Partners X Management LLC | Sheridan | Not listed | Not listed | Not listed | 1 | (307) 533-9993 | epx.fund | adviserinfo.sec.gov |
| Grand Family Office LLC | Cheyenne | Not listed | Not listed | Not listed | 1 | (307) 634-2146 | adviserinfo.sec.gov | |
| Nexus Strategic Alpha LLC | Sheridan | Not listed | Not listed | Not listed | 1 | (224) 260-1303 | nexusstrategicalpha.com | adviserinfo.sec.gov |
| Simian LLC | Cheyenne | Not listed | Not listed | Not listed | 1 | (208) 859-5750 | simianholdings.com | adviserinfo.sec.gov |
| World Card LTD | Sheridan | Not listed | Not listed | Not listed | 1 | (209) 566-2541 | adviserinfo.sec.gov | |
| Wyo VC Management I LLC | Cody | Not listed | Not listed | Not listed | 1 | (307) 399-5799 | wyo.vc | adviserinfo.sec.gov |
| Justice Settlement Consulting Inc. | Casper | Not listed | 0 | 1 | Not listed | (925) 786-1548 | adviserinfo.sec.gov |
Advisers in Wyoming that manage private funds
27 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| HRTG Gpe, LLC | Wilson | WY | 22 | Not listed | 5 | Not listed | Not listed | $53.35 billion | $27.10 billion | adviserinfo.sec.gov |
| Rembrandt Venture Partners | Laramie | WY | 12 | Not listed | Not listed | 12 | Not listed | $312.7 million | Not listed | adviserinfo.sec.gov |
| Echelon Management | Evanston | WY | 11 | Not listed | Not listed | 11 | Not listed | $121.9 million | Not listed | adviserinfo.sec.gov |
| Flat Footed LLC | Wilson | WY | 10 | 8 | Not listed | Not listed | Not listed | $2.06 billion | $2.06 billion | adviserinfo.sec.gov |
| Baseline Ventures | Jackson | WY | 10 | Not listed | Not listed | 10 | Not listed | $612.9 million | Not listed | adviserinfo.sec.gov |
| Wyoming Financial Group, Inc. | Cheyenne | WY | 8 | Not listed | 2 | Not listed | Not listed | $500,000 | Not listed | adviserinfo.sec.gov |
| Founders Equity Partners | Jackson | WY | 6 | Not listed | 5 | 1 | Not listed | $309.4 million | $309.4 million | adviserinfo.sec.gov |
| Accelerator Ventures | Jackson | WY | 6 | Not listed | Not listed | 6 | Not listed | $30.6 million | Not listed | adviserinfo.sec.gov |
| Blue Bear Investment Group, LLC | Jackson | WY | 5 | Not listed | Not listed | 5 | Not listed | $312.9 million | Not listed | adviserinfo.sec.gov |
| Greybull Advisors, LLC | Jackson | WY | 4 | Not listed | 3 | Not listed | Not listed | $513.6 million | $513.6 million | adviserinfo.sec.gov |
| Alta Partners Management Company, L.P. | Jackson | WY | 4 | Not listed | Not listed | 4 | Not listed | $587.9 million | Not listed | adviserinfo.sec.gov |
| FPV Management, LLC | Jackson | WY | 4 | Not listed | Not listed | 4 | Not listed | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Futaleufu Manager, LLC | Jackson | WY | 4 | Not listed | Not listed | 4 | Not listed | $204 million | Not listed | adviserinfo.sec.gov |
| Cannell Capital LLC | Alta | WY | 3 | 2 | Not listed | 1 | Not listed | $244.7 million | $372.8 million | adviserinfo.sec.gov |
| Anax Financial Group | Sheridan | WY | 2 | 1 | Not listed | Not listed | Not listed | $501,000 | Not listed | adviserinfo.sec.gov |
| Gervais Capital Management, LLC | Wilson | WY | 1 | Not listed | 1 | Not listed | Not listed | $739,752 | $155.9 million | adviserinfo.sec.gov |
| Markle Financial LLC | Laramie | WY | 1 | Not listed | Not listed | 1 | Not listed | $100,000 | $141.2 million | adviserinfo.sec.gov |
| Alta Partners Investment Manager, L.P. | Jackson | WY | 1 | Not listed | Not listed | 1 | Not listed | $76.9 million | Not listed | adviserinfo.sec.gov |
| Black Heron Capital, LLC | Casper | WY | 1 | 1 | Not listed | Not listed | Not listed | $50,000 | Not listed | adviserinfo.sec.gov |
| Clementine Management LLC | Wilson | WY | 1 | Not listed | 1 | Not listed | Not listed | $39.7 million | Not listed | adviserinfo.sec.gov |
| Datatribe Opportunities Management, LLC | Jackson | WY | 1 | Not listed | Not listed | 1 | Not listed | $85.6 million | Not listed | adviserinfo.sec.gov |
| Echelon Partners X Management LLC | Sheridan | WY | 1 | 1 | Not listed | Not listed | Not listed | $2.2 million | Not listed | adviserinfo.sec.gov |
| Grand Family Office LLC | Cheyenne | WY | 1 | Not listed | 1 | Not listed | Not listed | $79 million | Not listed | adviserinfo.sec.gov |
| Nexus Strategic Alpha LLC | Sheridan | WY | 1 | Not listed | Not listed | 1 | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Simian LLC | Cheyenne | WY | 1 | 1 | Not listed | Not listed | Not listed | $3.5 million | Not listed | adviserinfo.sec.gov |
| World Card LTD | Sheridan | WY | 1 | Not listed | 1 | Not listed | Not listed | $79 million | Not listed | adviserinfo.sec.gov |
| Wyo VC Management I LLC | Cody | WY | 1 | Not listed | Not listed | 1 | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Wyoming
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Justice Settlement Consulting Inc. | Casper | WY | August 24, 2026 | Not listed | adviserinfo.sec.gov |
Cities in Wyoming
| City | Advisers | AUM |
|---|---|---|
| Jackson | 14 | $3.72 billion |
More ways to read Wyoming
- Advisers in Wyoming with $100 million to $500 million in AUM
- Advisers in Wyoming serving individuals
- Advisers in Wyoming serving high net worth individuals
- Advisers in Wyoming serving charitable organizations
- Advisers in Wyoming serving corporations and other businesses
- Private fund advisers in Wyoming
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.