Wyoming · 6 advisers
Financial Advisors in Wilson, Wyoming
Looking for a financial advisor in Wilson, Wyoming? Falists indexes 6 SEC-registered and state-registered investment advisers in Wilson — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $27.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
6
With website
5
Largest AUM
$27.10B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wilson
Ranked by AUM · Fees, team & specialties at a glance
HRTG GPE, LLC
Wilson, WY
AUM
$27.10B
Team
8 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE ALLOCATION OR CARRIED INTEREST
650-397-9070
FLAT FOOTED LLC
Wilson, WY
AUM
$2.06B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-947-9071
GERVAIS CAPITAL MANAGEMENT, LLC
Wilson, WY
AUM
$155.9M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 433-5223
GALLATIN WEALTH MANAGEMENT LLC
Wilson, WY
AUM
$68.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
307-200-4343
More cities in Wyoming
Common questions
- How many financial advisors are in Wilson, Wyoming?
- 6 registered investment advisers are listed in our Wilson directory, sourced from public SEC filings.
- What types of advisors are in Wilson?
- 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 Wilson?
- 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.