Ranking, Wyoming
Independent RIAs with the biggest asset gains over one year in Wyoming
As of October 2, 2026, Golden State Wealth Management, LLC ranked #1 in Wyoming in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $380.6 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
| Rank | Firm | City | Increase |
|---|---|---|---|
| 1 | Golden State Wealth Management, LLC | Powell | $380.6 million |
| 2 | Elevate Wealth Management | Sheridan | $320.3 million |
| 3 | Integrity Financial Corporation | Jackson | $188.0 million |
| 4 | Copperline Wealth Management & Planning | Cody | $126.6 million |
| 5 | Harfst and Associates, Inc. | Sheridan | $61.5 million |
| 6 | Income Focus Portfolio Management | Jackson | $28.3 million |
| 7 | Traction Financial Partners | Encampment | $25.6 million |
| 8 | Gervais Capital Management, LLC | Wilson | $21.5 million |
| 9 | Markle Financial LLC | Laramie | $19.6 million |
| 10 | Cypress Capital Management, LLC | Sheridan | $19.3 million |
| 11 | Pinnacle West Asset Management Inc | Casper | $16.4 million |
| 12 | RW Baker Wealth Management Group LLC | Cheyenne | $13.9 million |
12 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Independent RIAs with the biggest asset gains over one year, nationally
- RIA market data for Wyoming
- Largest independent RIAs by assets under management in Wyoming
- Fastest-growing independent RIAs over one year in Wyoming
- Fastest-growing independent RIAs over three years in Wyoming
- Fastest-growing independent RIAs over five years in Wyoming
- Independent RIAs with the most clients in Wyoming
- Independent RIAs with the fastest client growth over one year in Wyoming
- Independent RIAs with the most accounts in Wyoming
- Independent RIAs with the most advisory staff in Wyoming
- Independent RIAs with the most high net worth clients in Wyoming
- Independent RIAs with the most CFP professionals in Wyoming
- Newest independent RIAs in Wyoming
Biggest asset gains by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.