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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

25 firms manage $44 billionWyoming

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 701
    Hrtg GPE, LLCWilson, WY · 22 clientsPrivate fund adviser
    No custodian reported
    $27B
  2. 1965
    Frontier Asset Management, LLCSheridan, WY · 3,240 clientsAsset manager
    Fidelity 75%Schwab 25%
    $5.5B
  3. 3430
    Golden State Wealth Management, LLCPowell, WY · 4,192 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $2.2B
  4. 3562
    Flat Footed LLCWilson, WY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  5. 4154
    Flat Rock GlobalJackson, WY · 3 clientsAsset managerHybrid
    No custodian reported
    $1.6B
  6. 5822
    Integrity Financial CorporationJackson, WY · 1,450 clientsWealth manager
    Schwab 100%
    $868M
  7. 6175
    Harfst and Associates, Inc.Sheridan, WY · 539 clientsWealth manager
    Schwab 55%Raymond James 45%
    $783M
  8. 7715
    Greybull Advisors, LLCJackson, WY · 4 clientsPrivate fund adviser
    No custodian reported
    $514M
  9. 9128
    Cannell Capital LLCAlta, WY · 8 clientsPrivate fund adviser
    Schwab 100%
    $373M
  10. 9262
    Income Focus Portfolio ManagementJackson, WY · 306 clientsWealth manager
    Schwab 50%Fidelity 50%
    $362M
  11. 9843
    Elevate Wealth ManagementSheridan, WY · 291 clientsWealth manager
    Fidelity 100%
    $320M
  12. 10007
    Founders Equity PartnersJackson, WY · 6 clientsPrivate fund adviser
    No custodian reported
    $309M
  13. 10360
    Traction Financial PartnersEncampment, WY · 338 clientsWealth managerHybrid
    LPL Financial 100%
    $288M
  14. 11180
    Pinnacle West Asset Management IncCasper, WY · 98 clientsWealth manager
    Schwab 100%
    $246M
  15. 13500
    Gervais Capital Management, LLCWilson, WY · 46 clientsWealth manager
    Schwab 100%
    $156M
  16. 13698
    Fiduciary Capital Management LLCCheyenne, WY · 74 clientsWealth managerHybrid
    No custodian reported
    $150M
  17. 13972
    Markle Financial LLCLaramie, WY · 265 clientsWealth manager
    SEI 100%
    $141M
  18. 14205
    RW Baker Wealth Management Group LLCCheyenne, WY · 196 clientsWealth manager
    Schwab 100%
    $135M
  19. 14481
    Copperline Wealth Management & PlanningCody, WY · 440 clientsWealth managerWrap sponsorHybrid
    LPL Financial 70%Schwab 30%
    $127M
  20. 14600
    O'donnell Wealth ManagementCody, WY · 211 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $123M
  21. 14656
    Cypress Capital Management, LLCSheridan, WY · 196 clientsWealth manager
    Schwab 99%
    $122M
  22. 15418
    Grupp Financial LLCJackson, WY · 10 clientsAsset manager
    Schwab 100%
    $100M
  23. 15946
    Unest Advisers, LLCLaramie, WY · 20,394 clientsWealth managerWrap sponsorHybridUnest Securities, LLC
    Apex Fintech 100%
    $46M
  24. 16475
    Afinitiv LLCSheridan, WY · 9 clientsAsset manager
    No custodian reported
    $354K
  25. 16848
    Justice Settlement Consulting Inc.Casper, WYAsset manager
    No custodian reported
    $0

RIAs by state