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AdvisorIQ

Ranking, Wyoming

Fastest-growing wealth firms over one year, including broker-dealer firms in Wyoming

As of October 2, 2026, Integrity Financial Corporation ranked #1 in Wyoming in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 27.6%, from a base of $680.1 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. 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 Growth Starting value
1 Integrity Financial Corporation Jackson 27.6% $680.1 million
2 Golden State Wealth Management, LLC Powell 20.7% $1.8 billion
3 Cypress Capital Management, LLC Sheridan 18.8% $102.4 million
4 Markle Financial LLC Laramie 16.2% $121.6 million
5 Gervais Capital Management, LLC Wilson 16.0% $134.4 million
6 RW Baker Wealth Management Group LLC Cheyenne 11.5% $121.0 million
7 Traction Financial Partners Encampment 9.8% $262.8 million
8 Harfst and Associates, Inc. Sheridan 8.5% $721.7 million
9 Income Focus Portfolio Management Jackson 8.5% $334.1 million
10 Pinnacle West Asset Management Inc Casper 7.1% $229.5 million

10 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing by state

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.