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RIAs by state · SEC data as of October 1, 2026

RIAs in Wyoming

The SEC-registered investment advisers based in Wyoming, what they manage, and the largest independent wealth managers.

Wyoming is home to 15 wealth-focused RIAs managing $6.1B, 45th of 51 states and DC. The largest is Integrity Financial Corporation in Jackson, with $868M.

Wealth-focused RIAs
15
45th of 51
Their assets
$6.1B
46th of 51
$1B+ firms
1
Median $156M
All SEC RIAs
25
241 employees

Largest independent wealth managers in Wyoming

Largest independent wealth managers headquartered in Wyoming
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1Integrity Financial CorporationSEC recordJackson$868M1,20921
2Harfst and Associates, Inc.SEC recordSheridan$783M4998
3Elevate Wealth ManagementSEC recordSheridan$320M2695
4Traction Financial PartnersSEC recordEncampment$288M3269
5Gervais Capital Management, LLCSEC recordWilson$156M421
6Fiduciary Capital Management LLCSEC recordCheyenne$150M7412
7Markle Financial LLCSEC recordLaramie$141M2577
8RW Baker Wealth Management Group LLCSEC recordCheyenne$135M1962
9Cypress Capital Management, LLCSEC recordSheridan$122M1854

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Wyoming?

25 SEC-registered investment advisers have their main office in Wyoming, and 15 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Wyoming 45th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Wyoming?

Integrity Financial Corporation, based in Jackson, is the largest independent wealth manager headquartered in Wyoming, with $868M in regulatory assets under management and 1,209 individual clients on its latest Form ADV.

How much do Wyoming RIAs manage?

Wealth-focused RIAs based in Wyoming report $6.1B in regulatory assets under management, 46th among the states. 1 of them manage $1 billion or more; the median manages $156M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

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