Ranking, Wyoming
Newest independent RIAs in Wyoming
As of October 2, 2026, Fiduciary Capital Management LLC ranked #1 in Wyoming in AdvisorIQ's ranking of newest independent RIAs, with $149.8 million.
Include wirehouses and broker-dealer firms
Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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.
| Rank | Firm | City | Amount |
|---|---|---|---|
| 1 | Fiduciary Capital Management LLC | Cheyenne | $149.8 million |
| 2 | O'Donnell Wealth Management | Cody | $123.3 million |
| 3 | Redtail Management LLC | Casper | $32.1 million |
| 4 | Keller Investment Advisors LLC | Jackson | $5.7 million |
| 5 | Omnivest | Casper | $0 |
| 5 | Alisio Capital Partners LLC | Not reported | $0 |
| 5 | Durata Wealth Management | Alta | $0 |
| 5 | Para Capital Group, LLC | Cheyenne | $0 |
8 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Newest independent RIAs, nationally
- RIA market data for Wyoming
- Largest independent RIAs by assets under management in Wyoming
- Fastest-growing independent RIAs over one year in Wyoming
- Fastest-growing independent RIAs over three years in Wyoming
- Fastest-growing independent RIAs over five years in Wyoming
- Independent RIAs with the biggest asset gains over one year in Wyoming
- Independent RIAs with the most clients in Wyoming
- Independent RIAs with the fastest client growth over one year in Wyoming
- Independent RIAs with the most accounts in Wyoming
- Independent RIAs with the most advisory staff in Wyoming
- Independent RIAs with the most high net worth clients in Wyoming
- Independent RIAs with the most CFP professionals in Wyoming
Newest by state
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- New Hampshire
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- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
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- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.