# Independent RIAs with the most clients 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 clients, with 4,192.

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

## 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: 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: 1815, 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: 539, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165631/; rank: 18, crd: 142128, firm: Turner Financial Services, Inc., city: not stated, state: WY, value: 62, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299347/; rank: 23, crd: 113145, firm: Mary J. Spitler, MS, LLC, city: not stated, state: WY, value: 45, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291977/

## 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 clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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-clients/wyoming/

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