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Find the Best Financial Advisors in Wyoming

A densely populated state like Wyoming has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Wyoming and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Wyoming

Last Updated - April 07, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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Top Financial Advisor Firms in Wyoming (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SCHF (GPE), LLC
5237 Hhr Ranch Road, Suite 2, Wilson, WY 83014-9220
25 18 $16,413,926,158
A Percentage of AUM, Other (CARRIED INTEREST)
FRONTIER ASSET MANAGEMENT, LLC
50 East Loucks Street, Suite 201, Sheridan, WY 82801
50 4289 $5,945,548,711
A Percentage of AUM, Hourly charges, Fixed Fees
CANNELL CAPITAL LLC
245 Meriwether Circle, Alta, WY 83414
7 28 $798,823,185
A Percentage of AUM, Performance Based
FLAT FOOTED LLC
3415 North Pines Way, Suite 205, Wilson, WY 83014
3 8 $691,249,000
A Percentage of AUM, Performance Based
FLAT ROCK GLOBAL
680 S Cache Street, Suite 100, Jackson, WY 83001
10 4 $552,433,220
A Percentage of AUM, Performance Based
HARFST AND ASSOCIATES, INC.
1949 Sugarland Drive, #220, Sheridan, WY 82801
10 1457 $547,432,748
A Percentage of AUM, Hourly charges, Fixed Fees
INTEGRITY FINANCIAL CORPORATION
2515 Warren Ave, Suite 500, Cheyenne, WY 82001
21 1469 $462,712,810
A Percentage of AUM
INCOME FOCUS PORTFOLIO MANAGEMENT
1110 Maple Way, Jackson, WY 83001
3 508 $245,027,247
A Percentage of AUM
GREYBULL ADVISORS, LLC
1115 Maple Way, Suite B, Jackson, WY 83011
9 2 $240,841,676
A Percentage of AUM, Performance Based
BEDDOW CAPITAL MANAGEMENT INC
199 East Pearl Avenue Suite 102, Jackson, WY 83001
3 162 $228,228,107
A Percentage of AUM
PINNACLE WEST ASSET MANAGEMENT INC
152 N. Durbin Street, Suite 400, Casper, WY 82601
3 219 $168,279,527
A Percentage of AUM
MARKLE FINANCIAL LLC
506 S. 21st. St. Suite 101, Laramie, WY 82070
4 874 $142,606,650
A Percentage of AUM, Hourly charges, Fixed Fees
TRACTION FINANCIAL PARTNERS
168 County Road 648, Encampment, WY 82325-1028
7 613 $140,971,491
A Percentage of AUM, Hourly charges, Fixed Fees
CYPRESS CAPITAL MANAGEMENT, LLC
312 Whitney Lane Suite 1a, Sheridan, WY 82801
4 291 $103,484,106
A Percentage of AUM, Fixed Fees
R. W. BAKER WEALTH MANAGEMENT GROUP LLC
100 W. 17th Street, Cheyenne, WY 82001
1 328 $95,730,264
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    A financial advisor is a professional who provides financial services (i.e. financial planning, creating investment strategies, wealth management, retirement planning, etc.) to their clients based on their specific circumstances and financial goals. As a Wyoming resident, you may need the help of a financial advisor if you need personalized guidance in achieving your financial objectives or help to make more informed financial decisions. To learn more, explore this guide on why and when you may need a financial advisor.

    A financial advisor in Wyoming can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    The cost of hiring a financial advisor in Wyoming varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When evaluating the qualifications of financial advisors in Wyoming, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Working with a financial advisor in Wyoming can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read further about the benefits of working with a financial advisor.

    When comparing different financial advisors in Wyoming, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in Wyoming, specifically tailored to your financial needs and goals.

    Financial advisors in Wyoming offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor in the Wyoming directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.

    Yes, there are several online tools and resources that can assist you in searching for financial advisors in Wyoming. We recommend using the WiserAdvisor online directory for the state of Wyoming to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on using BrokerCheck to evaluate a financial advisor's credentials.

    To determine if a financial advisor in Wyoming specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. A financial advisor can specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify the particular area of specialization on our directory, simply click the "View full profile" button next to any vetted financial advisor listed. There you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

    Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Wyoming can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor.

    Wyoming-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment per future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read about the Ten Retirement Investment Strategies You Need To Know.

    The typical minimum asset requirement for working with a financial advisor in Wyoming can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.

    Yes, there are financial advisors in Wyoming who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if started late.