City
Wealth management firms in Sheridan, Wyoming
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Sheridan, Wyoming reported $1.2 billion in regulatory assets under management; the largest by assets was Harfst and Associates, Inc., with $783.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $204.3 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Harfst and Associates, Inc. | SEC | $783.2 million | 1,539 |
| 2 | Elevate Wealth Management | SEC | $320.3 million | 638 |
| 3 | Cypress Capital Management, LLC | SEC | $121.7 million | 373 |
| 4 | Smith Company Financial Advisors / Fusion Funds | State | $400,000 | 2 |
| 5 | Goose Valley Consulting, LLC | State | $0 | 0 |
| 6 | Pride of the West Financial, 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.