Top 9 advisors in Wyoming
We’ve curated a list of the best financial advisors in Wyoming, take a look at it below
Find an advisor in Wyoming| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,445,101,292 | 50 advisors | ||
| 2 | $552,433,220 | 10 advisors | ||
| 3 | $546,487,372 | 10 advisors | ||
| 4 | $240,841,676 | 9 advisors | ||
| 5 | $168,279,527 | 3 advisors | ||
| 6 | $130,582,092 | 7 advisors | ||
| 7 | $104,011,029 | 4 advisors | ||
| 8 | $24,800,000 | 3 advisors | ||
| 9 | $323,300 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Wyoming, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wyoming. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Frontier Asset Management, LLC
Assets under management
$1,445,101,292
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
2. Flat Rock Global
Assets under management
$552,433,220
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
3. Harfst And Associates, Inc.
Assets under management
$546,487,372
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Greybull Advisors, LLC
Assets under management
$240,841,676
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Pinnacle West Asset Management Inc
Assets under management
$168,279,527
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Bkcm, LLC
Assets under management
$130,582,092
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Grupp Financial LLC
Assets under management
$104,011,029
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Wealth Design Consulting, LLC
Assets under management
$24,800,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
General Consulting
9. Afinitiv LLC
Assets under management
$323,300
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Online 'robo' Advice, Which Provides Portfolio Recommendations On The Basis Of Responses To An Online Questionnaire.
Your first meeting is free.