Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
81 advisers found
OMNIVEST
Casper, WY
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(307) 337-1223
R2 ASSET MANAGEMENT, LLC
Curitiba Parana, WY
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+5541984662274
SEEKER FINANCIAL LLC
Afton, WY
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-340-7515
WYOU FINANCIAL STRATEGIES, LLC
Casper, WY
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
406-939-3254
PINNACLE WEST ASSET MANAGEMENT INC
Casper, WY
AUM
$245.9M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
307-235-3300
PEAKS INVESTMENT MANAGEMENT
Cheyenne, WY
AUM
$59.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
303-848-3642
GREEN TUATARA ASSET MANAGEMENT, LLC
Jackson, WY
AUM
$40.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(917) 340-1779
ELEVATED ASSET MANAGEMENT LLC
Jackson, WY
AUM
$39.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
307-732-3855
WEALTH DESIGN CONSULTING, LLC
Laramie, WY
AUM
$36.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
307-745-6257
ORR, BRAD L.
Casper, WY
AUM
$26.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
307-262-4450
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