# Largest independent RIAs by assets under management in Wyoming

As of October 2, 2026, Golden State Wealth Management, LLC ranked #1 in Wyoming in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $2.2 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/wyoming/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.
- unit: usd
- scope: Wyoming
- firms_listed: 40
- rows: rank: 1, crd: 167995, firm: Golden State Wealth Management, LLC, city: Powell, state: WY, value: 2215873193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167995/; rank: 2, crd: 137125, firm: Integrity Financial Corporation, city: Jackson, state: WY, value: 868063249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137125/; rank: 3, crd: 145090, firm: Harfst and Associates, Inc., city: Sheridan, state: WY, value: 783206003, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145090/; rank: 4, crd: 165477, firm: Income Focus Portfolio Management, city: Jackson, state: WY, value: 362464641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165477/; rank: 5, crd: 336710, firm: Elevate Wealth Management, city: Sheridan, state: WY, value: 320272718, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336710/; rank: 6, crd: 315215, firm: Traction Financial Partners, city: Encampment, state: WY, value: 288400046, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315215/; rank: 7, crd: 106527, firm: Pinnacle West Asset Management Inc, city: Casper, state: WY, value: 245878047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106527/; rank: 8, crd: 299347, firm: Gervais Capital Management, LLC, city: Wilson, state: WY, value: 155882267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299347/; rank: 9, crd: 340618, firm: Fiduciary Capital Management LLC, city: Cheyenne, state: WY, value: 149815715, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340618/; rank: 10, crd: 302088, firm: Markle Financial LLC, city: Laramie, state: WY, value: 141212159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302088/; rank: 11, crd: 297087, firm: RW Baker Wealth Management Group LLC, city: Cheyenne, state: WY, value: 134862869, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297087/; rank: 12, crd: 335796, firm: Copperline Wealth Management & Planning, city: Cody, state: WY, value: 126553954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335796/; rank: 13, crd: 323384, firm: O'Donnell Wealth Management, city: Cody, state: WY, value: 123253013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323384/; rank: 14, crd: 130401, firm: Cypress Capital Management, LLC, city: Sheridan, state: WY, value: 121672219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130401/; rank: 15, crd: 310983, firm: Bootpack Financial Partners, LLC, city: Jackson, state: WY, value: 83193783, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310983/; rank: 16, crd: 165344, firm: Gallatin Wealth Management LLC, city: Wilson, state: WY, value: 68081932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165344/; rank: 17, crd: 309769, firm: Dreyfuss Capital Management LLC, city: Jackson, state: WY, value: 47925630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309769/; rank: 18, crd: 106123, firm: Lawrence Capital Management, Inc., city: Jackson, state: WY, value: 47327650, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106123/; rank: 19, crd: 153005, firm: Beplat Asset Management, Inc., city: Jackson, state: WY, value: 45742999, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153005/; rank: 20, crd: 291977, firm: Green Tuatara Asset Management, LLC, city: Jackson, state: WY, value: 40551702, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291977/; rank: 21, crd: 290067, firm: Elevated Asset Management LLC, city: Jackson, state: WY, value: 39483000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290067/; rank: 22, crd: 133312, firm: Wealth Design Consulting, LLC, city: Laramie, state: WY, value: 36700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133312/; rank: 23, crd: 338754, firm: Redtail Management LLC, city: Casper, state: WY, value: 32052773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338754/; rank: 24, crd: 123291, firm: Polygon Investment Management, city: Wilson, state: WY, value: 28733609, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123291/; rank: 25, crd: 284620, firm: Hale Financial Solutions, LLC, city: Afton, state: WY, value: 27070843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284620/; rank: 26, crd: 140093, firm: Orr, Brad L., city: Casper, state: WY, value: 26932892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140093/; rank: 27, crd: 226569, firm: Gamma Paradigm Capital, LP, city: Cheyenne, state: WY, value: 24150000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226569/; rank: 28, crd: 113145, firm: Mary J. Spitler, MS, LLC, city: not stated, state: WY, value: 24137825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113145/; rank: 29, crd: 312855, firm: Corax Asset Management, city: Jackson, state: WY, value: 19766281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312855/; rank: 30, crd: 330115, firm: HP Wealth Management LLC, city: Laramie, state: WY, value: 17788042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330115/; rank: 31, crd: 165631, firm: Finlayson Financial Planning, Inc., city: Buffalo, state: WY, value: 10931000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165631/; rank: 32, crd: 145865, firm: Fremont Financial Advisors Inc., city: Riverton, state: WY, value: 10055866, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145865/; rank: 33, crd: 325495, firm: Reichel Management Company LLC, city: Jackson, state: WY, value: 8900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325495/; rank: 34, crd: 138520, firm: Teton Wealth Management, Inc., city: Jackson, state: WY, value: 7203700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138520/; rank: 35, crd: 281720, firm: Water Dog Asset Management LLC, city: Buffalo, state: WY, value: 5900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281720/; rank: 36, crd: 342523, firm: Keller Investment Advisors LLC, city: Jackson, state: WY, value: 5700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342523/; rank: 37, crd: 110466, firm: Scott Investment Advisors, L.P., city: Jackson, state: WY, value: 5000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110466/; rank: 38, crd: 282066, firm: Net Income LLC, city: Cheyenne, state: WY, value: 1851877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282066/; rank: 39, crd: 336190, firm: Bishop, JT, city: Jackson, state: WY, value: 750000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336190/; rank: 40, crd: 125488, firm: Smith Company Financial Advisors / Fusion Funds, city: Sheridan, state: WY, value: 400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125488/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Wyoming](https://advisoriq.com/ria/states/wyoming/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/wyoming/

License: https://advisoriq.com/license/