Clients per advisor for Independent firms serving clients in Wyoming

In Wyoming, independent financial advisors tend to serve a notably higher number of clients compared to the typical independent advisor nationwide. With a median of 44 clients per advisor—well above the national median of 26—Wyoming advisors may be balancing personalized service with a somewhat larger client base. This suggests many advisors in the state have moved beyond the early stages of practice-building but may still be managing client loads below the point where support staff or firm expansion becomes necessary. For clients, this could mean access to advisors who offer a blend of individualized attention and operational efficiency.

Independent firms nationally 9,196 firms
Very Low 3-9 per advisor
Low 9-20
Typical 20-35
High 35-65
Very High 65-140
5th 20th 40th 60th 80th 95th

Median: 26

Firm
Client/advisor ratio
Clients
Advisors
Staff
LendingRobot logo LendingRobot
Very High 609
609
1
2
Steward Financial Services, LLC logo Steward Financial Services, LLC
Very High 543
543
1
1
Legacy Cornerstone Wealth logo Legacy Cornerstone Wealth
Very High 441
441
1
1
Fletching Arrows Wealth Management LLC logo Fletching Arrows Wealth Management LLC
Very High 276
276
1
1
Olympus Peaks Financial, LLC logo Olympus Peaks Financial, LLC
Very High 163
163
1
1
Elevated Asset Management LLC
Very High 121
121
1
1
Columbia Benefits, LLC logo Columbia Benefits, LLC
Very High 109
109
1
1
Bullseye Investment Group logo Bullseye Investment Group
Very High 89
89
1
1
Orr, Brad L.
Very High 83
83
1
1
Cornerstone Investment Services, Inc. logo Cornerstone Investment Services, Inc.
Very High 80
80
1
1
Summit Wealth Strategies logo Summit Wealth Strategies
Very High 78
78
1
1
Iron Mountain Financial Planning logo Iron Mountain Financial Planning
Very High 69
69
1
1
Finlayson Financial Planning, Inc. logo Finlayson Financial Planning, Inc.
High 65
65
1
1
Guidepost Financial Planning, LLC logo Guidepost Financial Planning, LLC
High 52
52
1
1
Solid Rock Wealth Management logo Solid Rock Wealth Management
High 47
47
1
1
Dreyfuss Capital Management LLC logo Dreyfuss Capital Management LLC
High 46
46
1
1
Gervais Capital Management, LLC logo Gervais Capital Management, LLC
High 42
42
1
1
Alupka Asset Management logo Alupka Asset Management
Typical 34
34
1
1
Innovative Financial Advisors, LLC logo Innovative Financial Advisors, LLC
Typical 27
27
1
1
Pingora Partners LLC
Typical 26
26
1
1
Beplat Asset Management, Inc. logo Beplat Asset Management, Inc.
Typical 21
21
1
1
Water Dog Asset Management LLC
Low 17
17
1
1
Bootpack Financial Partners, LLC logo Bootpack Financial Partners, LLC
Low 15
15
1
1
Scott Investment Advisors, L.P. logo Scott Investment Advisors, L.P.
Low 15
15
1
2
Augusta Capital LLC logo Augusta Capital LLC
Low 12
12
1
1
Nemo Capital logo Nemo Capital
Low 10
10
1
1
WYOU Financial Strategies, LLC logo WYOU Financial Strategies, LLC
Very Low 9
9
1
1
Lawrence Capital Management, Inc.
Very Low 8
8
1
2
Encore 401K, LLC logo Encore 401K, LLC
Very Low 8
8
1
1
Teton Wealth Management, Inc.
Very Low 2
2
1
1
Reichel Management Company LLC logo Reichel Management Company LLC
Very Low 2
2
1
1
Bishop, Jt
Very Low 1
1
1
1
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