Best Financial Advisor Firms Wyoming 2025

Written by AdvisorSearch.org

March 08, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Wyoming in 2024.

Best Firms in Wyoming

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$576.3 million	2,898	3	$198,872
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Aveo Capital Partners		$1.6 billion	1,498	21	$1.1 million
Ball & Company		$191.2 million	167	2	$1.1 million
Burrus		$213.3 million	316	2	$675,101
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
Harfst and Associates		$721.7 million	518	4	$1.4 million
Ironwood Investment Counsel		$1.5 billion	532	11	$2.8 million
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mench Financial		$121.2 million	184	3	$658,703
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
Obermeyer Wealth Partners		$2.6 billion	1,015	13	$2.6 million
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Palisade Asset Management		$1.3 billion	103	5	$12.3 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Peterson Wealth Advisors		$688.7 million	625	10	$1.1 million
Planning Alternatives		$1.3 billion	683	6	$1.9 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Sentry Advisors		$2.5 billion	180	4	$13.7 million
Sharkey Howes & Javer		$917.0 million	894	9	$1.0 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
Worthpointe		$885.6 million	509	9	$1.7 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Wyoming 2024.

Firm has:

• Jurisdiction in Wyoming
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.