{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most clients in Wyoming","lead":"As of October 2, 2026, Golden State Wealth Management, LLC ranked #1 in Wyoming in AdvisorIQ's ranking of independent RIAs with the most clients, with 4,192.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked \"fewer than 5 clients\" without a number adds nothing. 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":41,"rows":[{"rank":1,"crd":167995,"firm":"Golden State Wealth Management, LLC","city":"Powell","state":"WY","value":4192,"base_value":null,"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":1815,"base_value":null,"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":539,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145090/"},{"rank":4,"crd":335796,"firm":"Copperline Wealth Management & Planning","city":"Cody","state":"WY","value":440,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335796/"},{"rank":5,"crd":315215,"firm":"Traction Financial Partners","city":"Encampment","state":"WY","value":338,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315215/"},{"rank":6,"crd":165477,"firm":"Income Focus Portfolio Management","city":"Jackson","state":"WY","value":306,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165477/"},{"rank":7,"crd":336710,"firm":"Elevate Wealth Management","city":"Sheridan","state":"WY","value":291,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336710/"},{"rank":8,"crd":302088,"firm":"Markle Financial LLC","city":"Laramie","state":"WY","value":265,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/302088/"},{"rank":9,"crd":323384,"firm":"O'Donnell Wealth Management","city":"Cody","state":"WY","value":211,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323384/"},{"rank":10,"crd":130401,"firm":"Cypress Capital Management, LLC","city":"Sheridan","state":"WY","value":196,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130401/"},{"rank":10,"crd":297087,"firm":"RW Baker Wealth Management Group LLC","city":"Cheyenne","state":"WY","value":196,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297087/"},{"rank":12,"crd":290067,"firm":"Elevated Asset Management LLC","city":"Jackson","state":"WY","value":148,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290067/"},{"rank":13,"crd":106527,"firm":"Pinnacle West Asset Management Inc","city":"Casper","state":"WY","value":98,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106527/"},{"rank":14,"crd":140093,"firm":"Orr, Brad L.","city":"Casper","state":"WY","value":83,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140093/"},{"rank":15,"crd":284620,"firm":"Hale Financial Solutions, LLC","city":"Afton","state":"WY","value":74,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284620/"},{"rank":15,"crd":340618,"firm":"Fiduciary Capital Management LLC","city":"Cheyenne","state":"WY","value":74,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340618/"},{"rank":17,"crd":165631,"firm":"Finlayson Financial Planning, Inc.","city":"Buffalo","state":"WY","value":65,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165631/"},{"rank":18,"crd":142128,"firm":"Turner Financial Services, Inc.","city":null,"state":"WY","value":62,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142128/"},{"rank":19,"crd":133312,"firm":"Wealth Design Consulting, LLC","city":"Laramie","state":"WY","value":52,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133312/"},{"rank":20,"crd":145865,"firm":"Fremont Financial Advisors Inc.","city":"Riverton","state":"WY","value":47,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145865/"},{"rank":20,"crd":309769,"firm":"Dreyfuss Capital Management LLC","city":"Jackson","state":"WY","value":47,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309769/"},{"rank":22,"crd":299347,"firm":"Gervais Capital Management, LLC","city":"Wilson","state":"WY","value":46,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299347/"},{"rank":23,"crd":113145,"firm":"Mary J. Spitler, MS, LLC","city":null,"state":"WY","value":45,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113145/"},{"rank":24,"crd":226569,"firm":"Gamma Paradigm Capital, LP","city":"Cheyenne","state":"WY","value":34,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/226569/"},{"rank":25,"crd":110466,"firm":"Scott Investment Advisors, L.P.","city":"Jackson","state":"WY","value":30,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110466/"},{"rank":26,"crd":165344,"firm":"Gallatin Wealth Management LLC","city":"Wilson","state":"WY","value":27,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165344/"},{"rank":27,"crd":312855,"firm":"Corax Asset Management","city":"Jackson","state":"WY","value":24,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312855/"},{"rank":28,"crd":153005,"firm":"Beplat Asset Management, Inc.","city":"Jackson","state":"WY","value":21,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153005/"},{"rank":29,"crd":317449,"firm":"Goose Valley Consulting, LLC","city":"Sheridan","state":"WY","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317449/"},{"rank":30,"crd":325159,"firm":"Wyou Financial Strategies, LLC","city":"Casper","state":"WY","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325159/"},{"rank":31,"crd":281720,"firm":"Water Dog Asset Management LLC","city":"Buffalo","state":"WY","value":17,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281720/"},{"rank":32,"crd":310983,"firm":"Bootpack Financial Partners, LLC","city":"Jackson","state":"WY","value":16,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310983/"},{"rank":33,"crd":330115,"firm":"HP Wealth Management LLC","city":"Laramie","state":"WY","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330115/"},{"rank":34,"crd":106123,"firm":"Lawrence Capital Management, Inc.","city":"Jackson","state":"WY","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106123/"},{"rank":35,"crd":123291,"firm":"Polygon Investment Management","city":"Wilson","state":"WY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123291/"},{"rank":35,"crd":282066,"firm":"Net Income LLC","city":"Cheyenne","state":"WY","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282066/"},{"rank":37,"crd":342523,"firm":"Keller Investment Advisors LLC","city":"Jackson","state":"WY","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342523/"},{"rank":38,"crd":138520,"firm":"Teton Wealth Management, Inc.","city":"Jackson","state":"WY","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138520/"},{"rank":38,"crd":325495,"firm":"Reichel Management Company LLC","city":"Jackson","state":"WY","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325495/"},{"rank":38,"crd":336190,"firm":"Bishop, JT","city":"Jackson","state":"WY","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336190/"},{"rank":41,"crd":291977,"firm":"Green Tuatara Asset Management, LLC","city":"Jackson","state":"WY","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291977/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"title":"RIA market data for Wyoming","url":"https://advisoriq.com/ria/states/wyoming/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-clients/wyoming/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/wyoming/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}