SEC-registered financial advisors in Wyoming
This page lists 19 advisory firms with a main office in Wyoming that are registered with the SEC and report individual clients. It is not every advisor in Wyoming. Firms registered with Wyoming's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Wyoming
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Showing 19 of 19
- Afinitiv LLCUnder $25MSEC recordPercentage of assets
- Cannell Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Copperline Wealth Management & Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cypress Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Elevate Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fiduciary Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Frontier Asset Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Gervais Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Golden State Wealth Management, LLC$1B or moreSEC recordPercentage of assetsOther
- Grupp Financial LLC$100M to $500MSEC recordPercentage of assets
- Harfst and Associates, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Income Focus Portfolio Management$100M to $500MSEC recordPercentage of assets
- Integrity Financial Corporation$500M to $1BSEC recordPercentage of assets
- Markle Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- O'Donnell Wealth Management$100M to $500MSEC recordPercentage of assets
- Pinnacle West Asset Management Inc$100M to $500MSEC recordPercentage of assets
- RW Baker Wealth Management Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Traction Financial Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Unest Advisers, LLC$25M to $100MSEC recordPercentage of assetsOther
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.