Wyoming · 16 advisers
Financial Advisors in Sheridan, Wyoming
Looking for a financial advisor in Sheridan, Wyoming? Falists indexes 16 SEC-registered and state-registered investment advisers in Sheridan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $5.49B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
16
With website
9
Largest AUM
$5.49B
Financial planning
5
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sheridan
Ranked by AUM · Fees, team & specialties at a glance
FRONTIER ASSET MANAGEMENT, LLC
Sheridan, WY
AUM
$5.49B
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
307-673-5675
HARFST AND ASSOCIATES, INC.
Sheridan, WY
AUM
$783.2M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
307-218-5667
ELEVATE WEALTH MANAGEMENT
Sheridan, WY
AUM
$320.3M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
307 461-5550
CYPRESS CAPITAL MANAGEMENT, LLC
Sheridan, WY
AUM
$121.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
307-674-1770
AFINITIV LLC
Sheridan, WY
AUM
$271K
Team
1 advisors
Clients
0
Fees
Percentage of AUM
+61404730453
SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS
Sheridan, WY
AUM
$400K
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
949-415-5305
SAVILE PRIVATE WEALTH LLC
Sheridan, WY
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
307-655-1008
More cities in Wyoming
Common questions
- How many financial advisors are in Sheridan, Wyoming?
- 16 registered investment advisers are listed in our Sheridan directory, sourced from public SEC filings.
- What types of advisors are in Sheridan?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Sheridan?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.