City
Wealth management firms in Casper, Wyoming
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Casper, Wyoming reported $304.9 million in regulatory assets under management; the largest by assets was Pinnacle West Asset Management Inc, with $245.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $304.9 million
- Average per firm
- $61.0 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pinnacle West Asset Management Inc | SEC | $245.9 million | 226 |
| 2 | Redtail Management LLC | State | $32.1 million | 20 |
| 3 | Orr, Brad L. | State | $26.9 million | 135 |
| 4 | Omnivest | State | $0 | 0 |
| 5 | Wyou Financial Strategies, LLC | State | $0 | 0 |
Wealth management firms in Wyoming, including every city.
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.