# Independent RIAs with the most CFP professionals 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 CFP professionals, with 7.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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.
- unit: count
- scope: Wyoming
- firms_listed: 14
- rows: rank: 1, crd: 167995, firm: Golden State Wealth Management, LLC, city: Powell, state: WY, value: 7, 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: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137125/; rank: 2, crd: 315215, firm: Traction Financial Partners, city: Encampment, state: WY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315215/; rank: 2, crd: 336710, firm: Elevate Wealth Management, city: Sheridan, state: WY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336710/; rank: 5, crd: 335796, firm: Copperline Wealth Management & Planning, city: Cody, state: WY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335796/; rank: 6, crd: 138520, firm: Teton Wealth Management, Inc., city: Jackson, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138520/; rank: 6, crd: 145090, firm: Harfst and Associates, Inc., city: Sheridan, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145090/; rank: 6, crd: 165477, firm: Income Focus Portfolio Management, city: Jackson, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165477/; rank: 6, crd: 165631, firm: Finlayson Financial Planning, Inc., city: Buffalo, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165631/; rank: 6, crd: 290067, firm: Elevated Asset Management LLC, city: Jackson, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290067/; rank: 6, crd: 310983, firm: Bootpack Financial Partners, LLC, city: Jackson, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310983/; rank: 6, crd: 331990, firm: Pride of the West Financial, LLC, city: Sheridan, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331990/; rank: 6, crd: 342523, firm: Keller Investment Advisors LLC, city: Jackson, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342523/; rank: 6, crd: 343669, firm: Durata Wealth Management, city: Alta, state: WY, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343669/

## 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

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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/most-cfp-professionals/wyoming/

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