Rialytix insights
Top RIA Firms in Wyoming
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wyoming. This hub covers 24 matching firms with $43.5B in total reported AUM and median AUM of $298.9M.
Firms
24
Matching current profiles
Total AUM
$43.5B
Reported regulatory AUM
Median AUM
$298.9M
Across firms with AUM
Largest firm
$27.1B
Hrtg Gpe, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Hrtg Gpe, LLC CRD 157389 · Limited Liability Company | WILSON, WY | $27.1B Mar 2026 | +$6.5B+31.4% | +$10.7B+65.1% | +$16.1B+146.6% | +$26.3B+3243.3% | +1 employees+4.0% over 3Y | +4 accounts+22.2% over 3Y |
| 2. Frontier Asset Management, LLC CRD 109910 · Limited Liability Company | SHERIDAN, WY | $5.5B Mar 2026 | +$142.5M+2.7% | -$1.7B-23.8% | -$341.0M-5.9% | +$4.7B+565.9% | -4 employees-8.7% over 3Y | -1,308 accounts-28.6% over 3Y |
| 3. Golden State Wealth Management, LLC CRD 167995 · Limited Liability Company | POWELL, WY | $2.2B Mar 2026 | +$525.1M+31.1% | +$667.2M+43.1% | +$1.1B+104.6% | +$2.1B+2070.2% | -29 employees-39.2% over 3Y | +1,944 accounts+38.2% over 3Y |
| 4. Flat Footed LLC CRD 291593 · Limited Liability Company | WILSON, WY | $2.1B Apr 2026 | +$1.0B+99.5% | +$1.4B+197.9% | +$1.8B+672.9% | +$1.9B+1037.7% | +2 employees+66.7% over 3Y | +1 accounts+12.5% over 3Y |
| 5. Flat Rock Global CRD 288551 · Limited Liability Company | JACKSON, WY | $1.6B Mar 2026 | +$735.0M+88.2% | +$1.2B+285.2% | +$1.4B+663.6% | +$1.5B+5127.0% | +3 employees+30.0% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Integrity Financial Corporation CRD 137125 · Corporation | JACKSON, WY | $868.1M Mar 2026 | +$318.9M+58.1% | +$405.4M+87.6% | +$507.2M+140.5% | +$750.5M+638.4% | 0 employees+0.0% over 3Y | -26 accounts-1.8% over 3Y |
| 7. Harfst And Associates, INC. CRD 145090 · Corporation | SHERIDAN, WY | $783.2M Mar 2026 | +$61.5M+8.5% | +$201.5M+34.6% | +$251.0M+47.2% | +$594.6M+315.2% | -2 employees-20.0% over 3Y | +75 accounts+5.1% over 3Y |
| 8. Greybull Advisors, LLC CRD 317767 · Limited Liability Company | JACKSON, WY | $513.6M Mar 2026 | +$250.4M+95.1% | +$272.7M+113.2% | — | +$335.3M+188.1% | +3 employees+33.3% over 3Y | +2 accounts+100.0% over 3Y |
| 9. Cannell Capital LLC CRD 158371 · Limited Liability Company | ALTA, WY | $372.8M Mar 2026 | -$479.0M-56.2% | -$520.0M-58.2% | -$159.6M-30.0% | +$99.6M+36.4% | -4 employees-50.0% over 3Y | -13 accounts-54.2% over 3Y |
| 10. Income Focus Portfolio Management CRD 165477 · Limited Liability Company | JACKSON, WY | $362.5M Feb 2026 | +$28.3M+8.5% | +$117.4M+47.9% | +$178.2M+96.7% | +$263.8M+267.4% | 0 employees+0.0% over 3Y | +93 accounts+18.3% over 3Y |
| 11. Elevate Wealth Management CRD 336710 · Limited Liability Company | SHERIDAN, WY | $320.3M May 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 12. Founders Equity Partners CRD 282022 · Limited Liability Company | JACKSON, WY | $309.4M Mar 2026 | +$95.5M+44.6% | +$118.5M+62.1% | — | +$100.8M+48.3% | 0 employees+0.0% over 3Y | +2 accounts+50.0% over 3Y |
| 13. Traction Financial Partners CRD 315215 · Limited Liability Company | ENCAMPMENT, WY | $288.4M Mar 2026 | +$25.6M+9.8% | +$147.4M+104.6% | — | +$172.3M+148.4% | +2 employees+28.6% over 3Y | +205 accounts+33.4% over 3Y |
| 14. Pinnacle West Asset Management INC CRD 106527 · Corporation | CASPER, WY | $245.9M Apr 2026 | +$16.4M+7.1% | +$77.6M+46.1% | +$111.9M+83.5% | +$180.7M+277.1% | 0 employees+0.0% over 3Y | +7 accounts+3.2% over 3Y |
| 15. Gervais Capital Management, LLC CRD 299347 · Limited Liability Company | WILSON, WY | $155.9M Mar 2026 | +$39.8M+34.3% | — | — | +$39.8M+34.3% | 0 employees+0.0% over 1Y | +144 accounts+389.2% over 1Y |
| 16. Markle Financial LLC CRD 302088 · Limited Liability Company | LARAMIE, WY | $141.2M May 2026 | +$19.6M+16.2% | -$1.4M-1.0% | +$8.8M+6.6% | — | +1 employees+16.7% over 3Y | -258 accounts-29.5% over 3Y |
| 17. Rw Baker Wealth Management Group LLC CRD 297087 · Limited Liability Company | CHEYENNE, WY | $134.9M Feb 2026 | +$26.9M+24.9% | +$28.1M+26.3% | +$75.3M+126.6% | — | +1 employees+100.0% over 3Y | +72 accounts+23.8% over 3Y |
| 18. Copperline Wealth Management & Planning CRD 335796 · Limited Liability Company | CODY, WY | $126.6M Mar 2026 | — | — | — | — | +1 employees+50.0% over Total | — |
| 19. O'Donnell Wealth Management CRD 323384 · Corporation | CODY, WY | $123.3M Feb 2026 | +$68.1M+123.3% | +$68.1M+123.3% | — | +$72.3M+141.8% | 0 employees+0.0% over 3Y | +37 accounts+11.7% over 3Y |
| 20. Cypress Capital Management, LLC CRD 130401 · Limited Liability Company | SHERIDAN, WY | $121.7M Mar 2026 | +$19.3M+18.8% | +$18.2M+17.6% | -$17.1M-12.3% | +$53.7M+78.9% | 0 employees+0.0% over 3Y | +82 accounts+28.2% over 3Y |
| 21. Grupp Financial LLC CRD 168436 · Limited Liability Company | JACKSON, WY | $100.1M Jan 2026 | +$18.4M+22.5% | -$3.9M-3.8% | +$92.6M+1248.7% | +$92.6M+1248.7% | -1 employees-25.0% over 3Y | +9 accounts+32.1% over 3Y |
| 22. Fiduciary Capital Management LLC CRD 340618 · Limited Liability Company | CHEYENNE, WY | $52.5M May 2026 | — | — | — | +$47.5M+949.0% | +11 employees+1100.0% over Total | +35 accounts+700.0% over Total |
| 23. Unest Advisers, LLC CRD 308125 · Limited Liability Company | LARAMIE, WY | $45.6M Apr 2026 | +$19.2M+72.5% | +$27.9M+158.1% | +$42.8M+1528.0% | +$45.3M+15094.4% | -6 employees-85.7% over 3Y | -12,746 accounts-38.5% over 3Y |
| 24. Afinitiv LLC CRD 305672 · Limited Liability Company | SHERIDAN, WY | $270.8K Sep 2025 | +$69.5K+34.6% | -$229.2K-45.8% | +$270.0K+32807.8% | — | 0 employees+0.0% over 3Y | -9 accounts-56.3% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.