HRTG GPE, LLC
Wilson, WY
AUM
$27.10B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE ALLOCATION OR CARRIED INTEREST
650-397-9070
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
81 advisers found
FRONTIER ASSET MANAGEMENT, LLC
Sheridan, WY
AUM
$5.49B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
307-673-5675
GOLDEN STATE WEALTH MANAGEMENT, LLC
Powell, WY
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
51-100
Fees
Percentage of AUM; FINANCIAL PLANNING FEE
866.273.1563
FLAT FOOTED LLC
Wilson, WY
AUM
$2.06B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-947-9071
FLAT ROCK GLOBAL
Jackson, WY
AUM
$1.57B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
307-500-5200
INTEGRITY FINANCIAL CORPORATION
Jackson, WY
AUM
$868.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 employees
Clients
More than 500
Fees
Percentage of AUM
8007944015
HARFST AND ASSOCIATES, INC.
Sheridan, WY
AUM
$783.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
307-218-5667
GREYBULL ADVISORS, LLC
Jackson, WY
AUM
$513.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(307) 364-6400
CANNELL CAPITAL LLC
Alta, WY
AUM
$372.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
307-733-2284
INCOME FOCUS PORTFOLIO MANAGEMENT
Jackson, WY
AUM
$362.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
307-733-5100
ELEVATE WEALTH MANAGEMENT
Sheridan, WY
AUM
$320.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
307 461-5550
FOUNDERS EQUITY PARTNERS
Jackson, WY
AUM
$309.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
307-249-6998
TRACTION FINANCIAL PARTNERS
Encampment, WY
AUM
$288.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
307-672-9738
GERVAIS CAPITAL MANAGEMENT, LLC
Wilson, WY
AUM
$155.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 433-5223
MARKLE FINANCIAL LLC
Laramie, WY
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(307) 721-1725
RW BAKER WEALTH MANAGEMENT GROUP LLC
Cheyenne, WY
AUM
$134.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
307-514-4445
AUM
$126.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
307-586-1880
O'DONNELL WEALTH MANAGEMENT
Cody, WY
AUM
$123.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
307-586-4279
CYPRESS CAPITAL MANAGEMENT, LLC
Sheridan, WY
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
307-674-1770
GRUPP FINANCIAL LLC
Jackson, WY
AUM
$100.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
1.307.200.6579
GALLATIN WEALTH MANAGEMENT LLC
Wilson, WY
AUM
$68.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
307-200-4343
FIDUCIARY CAPITAL MANAGEMENT LLC
Cheyenne, WY
AUM
$52.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503 515 1313
DREYFUSS CAPITAL MANAGEMENT LLC
Jackson, WY
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
720-442-5056
UNEST ADVISERS, LLC
Laramie, WY
AUM
$45.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · DISCRETIONARY ACCT FEE +1 more
(818) 275-0041
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