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Ranking, Wyoming

Independent RIAs with the most accounts 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 most accounts, with 7,029.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Wyoming
Rank Firm City Most accounts
1 Golden State Wealth Management, LLC Powell 7,029
2 Harfst and Associates, Inc. Sheridan 1,539
3 Integrity Financial Corporation Jackson 1,443
4 Traction Financial Partners Encampment 818
5 Copperline Wealth Management & Planning Cody 735
6 Elevate Wealth Management Sheridan 638
7 Markle Financial LLC Laramie 616
8 Income Focus Portfolio Management Jackson 601
9 RW Baker Wealth Management Group LLC Cheyenne 374
10 Cypress Capital Management, LLC Sheridan 373
11 O'Donnell Wealth Management Cody 354
12 Hale Financial Solutions, LLC Afton 270
13 Pinnacle West Asset Management Inc Casper 226
14 Gervais Capital Management, LLC Wilson 181
15 Dreyfuss Capital Management LLC Jackson 154
16 Orr, Brad L. Casper 135
17 Elevated Asset Management LLC Jackson 121
18 Wealth Design Consulting, LLC Laramie 112
19 Mary J. Spitler, MS, LLC Not reported 94
20 Fiduciary Capital Management LLC Cheyenne 74
21 Finlayson Financial Planning, Inc. Buffalo 73
22 Bootpack Financial Partners, LLC Jackson 56
23 Beplat Asset Management, Inc. Jackson 41
24 Fremont Financial Advisors Inc. Riverton 37
25 Gamma Paradigm Capital, LP Cheyenne 28
26 Gallatin Wealth Management LLC Wilson 26
27 Corax Asset Management Jackson 24
28 Lawrence Capital Management, Inc. Jackson 22
29 Redtail Management LLC Casper 20
30 Water Dog Asset Management LLC Buffalo 17
30 HP Wealth Management LLC Laramie 17
32 Scott Investment Advisors, L.P. Jackson 14
32 Polygon Investment Management Wilson 14
34 Green Tuatara Asset Management, LLC Jackson 12
35 Net Income LLC Cheyenne 7
36 Teton Wealth Management, Inc. Jackson 6
37 Reichel Management Company LLC Jackson 3
37 Keller Investment Advisors LLC Jackson 3
39 Smith Company Financial Advisors / Fusion Funds Sheridan 2
39 Bishop, JT Jackson 2

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

More rankings

Most accounts 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.