Clients per advisor for Multi-team firms serving clients in Wyoming

In Wyoming, multi-team financial advisory firms typically serve a slightly higher number of clients per advisor compared to the broader market. With 273 firms operating in the state, the median clients per advisor is 70, surpassing the national median of 62 for similar-sized firms. This suggests that Wyoming’s multi-team firms may lean toward more scalable, systematized service models, managing larger client loads per advisor. Clients seeking more personalized attention might find fewer options here, as the higher client count per advisor often indicates a focus on efficiency and broader client coverage rather than highly individualized service.

Multi-team firms nationally 0 firms

Very Low - per advisor

Low -

Typical -

High -

Very High -

5th 20th 40th 60th 80th 95th

Median: 0

Firm	Client/advisor ratio	Clients	Advisors	Staff
MWA Financial Services Inc.	Very Low 11	1,981	182	721
Gradient Advisors, LLC	Very Low 13	2,149	171	173
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
SVB Wealth	Very Low 14	1,024	71	73
Sepio Capital, LP	Very Low 15	276	18	31
Insigneo Advisory Services, LLC	Very Low 18	3,415	186	223
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Summit Trail Advisors, LLC	Very Low 21	639	31	94
First Citizens Asset Management, Inc	Very Low 21	1,246	60	60
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Siebert AdvisorNXT, LLC.	Very Low 23	973	42	43
Brighton Jones LLC	Very Low 24	3,585	152	316
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
integrity Advisory Solutions	Very Low 24	2,387	100	113
Bailard, Inc.	Very Low 24	1,008	42	80
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	318
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
USAA Investment Services Company	Very Low 28	2,635	93	176
71 West Capital Partners	Very Low 29	171	6	10
Range Advisory, LLC	Very Low 29	950	33	38
Mission Wealth Management, LP	Very Low 29	3,679	127	184
Plante Moran financial advisors	Very Low 29	3,894	134	148
49 Financial	Very Low 29	3,771	129	167
Citizens Private Wealth	Very Low 29	2,502	85	204
BOK Financial Private Wealth, Inc.	Very Low 29	737	25	37
The Oak Ridge Financial Services Group, Inc.	Very Low 30	994	33	57
IAMS Wealth Management, LLC	Very Low 30	1,612	53	53
Curi Capital, LLC	Very Low 30	2,865	94	180
New Edge Wealth	Very Low 31	3,621	118	211
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
CGN Advisors, LLC	Very Low 32	1,281	40	53
Aspiriant, LLc	Very Low 32	2,310	72	218
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Arvest Wealth management	Very Low 32	6,689	207	238
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Coldstream Wealth Management	Low 33	4,199	128	207
KCD Financial, Inc.	Low 33	1,257	38	38
Ashton Thomas Private Wealth	Low 33	3,181	96	96
Mason Investment Advisory Services Inc	Low 34	1,063	31	72
Robertson Stephens	Low 34	2,236	65	118
Ferguson Wellman Capital Management, Inc.	Low 35	951	27	68
Savvy	Low 36	4,552	127	170
Silvercrest Asset Management Group LLC	Low 36	1,081	30	175
RMR Wealth Builders, Inc.	Low 37	1,907	52	64
JMG Financial Group LTD	Low 37	1,776	48	103
UMB Financial Services, Inc.	Low 37	2,110	57	57
Empirical Wealth management	Low 37	2,394	64	94
FBL Wealth Management, LLC	Low 38	8,258	219	219
Global View Capital Management LLC	Low 38	3,786	100	122
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
Mariner Independent	Low 39	4,261	108	161
Vanderbilt Advisory Services	Low 40	6,199	156	161
Nfsg Corporation	Low 42	3,036	73	89
StoneX Advisors Inc.	Low 42	9,741	232	232
Tocqueville Asset Management LP	Low 43	1,159	27	73
WealthSpire Advisors	Low 43	8,631	201	368
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
Seacrest Wealth Management, LLC	Low 43	1,475	34	47
The Mather Group, LLC	Low 45	4,773	107	186
Wedbush Securities Inc.	Low 45	9,927	222	897
Evergreen Capital Management LLC	Low 45	1,121	25	37
Westminster Financial Advisory Corp	Low 45	1,935	43	43
On Investment Management CO	Low 45	9,317	207	207
Belpointe Asset Management LLC	Low 45	7,321	161	236
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
CWA Asset Management Group	Low 46	1,875	41	67
Hamilton Capital	Low 47	2,744	59	90
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Freestone Capital Management, LLC	Low 48	2,906	61	120
Encompass More Asset Management LLC	Low 48	4,008	84	108
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
Independent Wealth Network, Inc.	Low 48	1,445	30	37
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
Alden investment Group	Low 49	1,457	30	43
GHP Investment Advisors Inc	Low 49	1,226	25	25
Tucker Asset Management LLC	Low 49	2,943	60	80
Concorde Asset Management, LLC	Low 49	3,689	75	76
International Assets Investment Management, LLC	Low 49	5,871	119	124
Nbc Securities, Inc.	Low 49	3,508	71	71
Simplicity wealth	Low 49	8,456	171	424
BFC PLANNING, Inc.	Low 49	11,327	229	229
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Low 50	12,906	258	320
Maia Wealth	Low 51	2,127	42	43
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Composition Wealth, LLC	Typical 51	3,760	74	128
CL Wealth Management LLC	Typical 52	2,165	42	42
HUB Investment Partners, LLC	Typical 52	5,446	104	172
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
Moss Adams Wealth Advisors LLC	Typical 53	1,169	22	56
Farther	Typical 53	14,593	274	571
The Burney Company	Typical 54	1,880	35	46
Bridges Investment Management Inc	Typical 54	1,671	31	79
Forum Financial Management, LP	Typical 54	5,622	104	143
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Parallel Advisors, LLC	Typical 58	4,169	72	137
Nations Financial Group, Inc.	Typical 58	5,525	95	95
Buck Wealth Strategies, LLC	Typical 58	2,734	47	102
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Cary Street Partners	Typical 59	6,641	113	182
AlphaCore Capital LLC	Typical 59	3,328	56	111
Mutual Advisors, LLC	Typical 60	9,290	155	208
Sowell Management	Typical 60	6,280	104	162
AlphaStar Capital Management	Typical 62	8,466	136	150
Thurston Springer Advisors	Typical 63	5,600	89	93
Compass Financial Management LLC	Typical 63	2,152	34	34
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Waverly Advisors, LLC	Typical 66	12,923	197	414
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
Synovus Securities, Inc.	Typical 66	11,964	180	280
OneAscent Financial Services LLC	Typical 67	5,128	77	161
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Gradient Securities, LLC	Typical 67	4,546	68	68
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Soltis Investment Advisors, LLC	Typical 67	5,113	76	121
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Douglas C. Lane & Associates	Typical 68	1,084	16	37
Dakota Wealth, LLC	Typical 68	3,728	55	91
RedHawk Wealth Advisors, Inc.	Typical 68	3,118	46	55
Dynamic	Typical 68	5,509	81	130
Arkadios Wealth Advisors	Typical 68	14,320	210	210
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Wealth Watch Advisors, INC	Typical 69	3,587	52	62
Santander Securities LLC	Typical 69	10,832	157	449
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
Obermeyer Wealth Partners	Typical 70	1,115	16	33
Prospera Financial Services, inc.	Typical 70	18,706	266	333
Ascentis Independent Advisors, LLC	Typical 71	2,690	38	43
Arax Advisory Partners	Typical 71	6,949	98	122
SEIA	Typical 72	9,520	132	241
Summit Financial, LLC	Typical 72	15,660	217	490
Legacy Wealth Management, LLC	Typical 73	3,269	45	45
Bradley Foster & Sargent Inc	Typical 74	1,840	25	61
Ritholtz Wealth Management	Typical 74	3,999	54	83
TCI Wealth Advisors, Inc.	Typical 74	3,189	43	71
CG Advisory Services	High 74	4,898	66	136
Chicago Capital, LLC	High 74	818	11	18
Stratos Wealth Advisors LLC	High 75	4,928	66	170
CW Advisors, LLC	High 75	6,426	86	152
Trek Financial	High 76	4,539	60	60
Larson Financial Group, LLC	High 76	4,937	65	131
Beacon Trust	High 76	2,830	37	51
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
Merit Financial Advisors	High 79	20,040	254	470
Vicus Capital, Inc.	High 79	6,170	78	84
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Vivaldi Capital Management LP	High 81	2,425	30	68
Sunbelt Securities, Inc.	High 81	5,261	65	68
HighPoint Planning Partners	High 82	9,160	112	112
RWA Wealth Partners	High 84	5,951	71	178
Corecap Advisors	High 84	9,671	115	116
Founders Financial Securities LLC	High 84	9,590	114	139
Clear Creek Financial Management, LLC	High 84	3,964	47	91
PFG Advisors	High 85	7,527	89	112
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
Stephens	High 85	21,168	249	611
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Silver Oak Securities, Incorporated	High 85	8,631	101	103
RFG Advisory, LLC	High 87	14,368	166	311
Ingalls & Snyder, LLC	High 87	4,245	49	92
Spire Wealth Management, LLC	High 87	6,151	71	145
Crawford Investment Counsel Inc	High 88	1,943	22	54
Diversify Wealth Management, LLC	High 89	4,719	53	95
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Gladstone Wealth Partners	High 89	8,302	93	186
Pure Financial Advisors, llc	High 89	7,503	84	204
Golden State Wealth Management, LLC	High 90	4,119	46	46
Capital Advisors, Inc.	High 91	3,262	36	69
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Integrated Advisors Network LLC	High 91	7,363	81	87
Meridian Wealth Management, LLC	High 91	5,366	59	67
The AmeriFlex Group	High 91	15,724	172	201
Elm Wealth	High 92	644	7	8
American Independent Securities Group, LLC	High 92	4,339	47	49
G. A. Repple & Company	High 92	3,139	34	53
SageSpring Wealth Partners	High 92	11,558	125	195
Alpha Cubed Investments, LLC	High 94	2,058	22	29
Journey Strategic Wealth LLC	High 95	950	10	31
Continuum Advisory, LLC	High 96	3,344	35	66
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
Grimes & Company	High 96	3,660	38	69
B.O.S.S. Retirement Advisors, LLC	High 97	4,956	51	87
CS Planning Corp	High 97	4,190	43	60
Mariner Advisor Network	High 99	16,100	163	174
HBKS Wealth Advisors	High 99	7,344	74	109
Western Wealth Management LLC	High 99	11,019	111	111
XML Financial Group	High 100	2,890	29	54
The Wealth Consulting Group	High 100	12,646	126	131
CreativeOne Securities, LLC	High 101	12,362	123	196
Summit Wealth Group	High 101	3,117	31	80
Principal Advised Services	High 103	23,164	225	383
Level Four Advisory Services	High 103	14,964	145	145
Creativeone Wealth, LLC	High 104	22,064	212	222
Foundations Investment Advisors LLC	High 105	29,615	282	353
Wealth Management	High 105	4,731	45	61
Trilogy Capital, Inc.	High 106	8,058	76	76
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Capital Investment Advisors, LLC	High 109	6,014	55	107
Exencial Wealth Advisors	High 110	3,086	28	116
Kingsview Wealth Management, LLC	High 111	12,143	109	285
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
AdvisorNet Wealth Partners	Very High 113	3,499	31	131
Portside Wealth Group, LLC	Very High 114	6,257	55	55
Focus Financial	Very High 114	13,560	119	189
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Thrivent Advisor Network, LLC	Very High 120	14,611	122	122
Stoker Ostler, a Part of BMO Financial Group	Very High 121	1,579	13	30
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Harbour Investments, Inc.	Very High 127	29,827	235	235
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Douglass Winthrop Advisors LLC	Very High 139	1,249	9	34
Advisor Resource Council	Very High 141	11,699	83	119
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Advisory Alpha, LLC	Very High 147	8,799	60	66
United Capital Financial Advisors	Very High 151	24,837	165	289
Retirement Planners of America	Very High 152	5,625	37	126
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
Compound Planning, Inc.	Very High 153	11,480	75	119
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Provenance Wealth advisors	Very High 171	3,085	18	52
Trillium Asset Management	Very High 173	1,731	10	53
Sound Income Strategies, LLC	Very High 190	24,734	130	134
The Fiduciary Alliance	Very High 194	8,744	45	76
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
Great Valley Advisor Group, LLC	Very High 201	36,836	183	325
HBW Advisory Services LLC	Very High 203	13,779	68	72
KCM Investment Advisors	Very High 213	1,492	7	20
Genter Capital Management	Very High 214	4,069	19	63
Facet	Very High 215	13,331	62	168
Davidson Investment Advisors, Inc.	Very High 215	4,091	19	31
Midwestern Securities Trading Company, LLC	Very High 230	11,709	51	105
Good Life Advisors, LLC	Very High 234	22,240	95	135
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
H.M. Payson	Very High 264	3,961	15	34
Missionsquare Retirement	Very High 279	40,526	145	553
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Symmetry Partners	Very High 353	8,476	24	52
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
Asset Preservation Advisors, LLC	Very High 392	2,747	7	28
EFS Advisors	Very High 394	21,660	55	59
Marshfield Associates	Very High 395	3,946	10	27
Equity Investment Corp	Very High 409	6,550	16	27
Dunham	Very High 426	12,774	30	43
Howard Capital Management, Inc.	Very High 459	10,546	23	45
Concentric	Very High 514	5,142	10	26
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	105
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	149
Madison Investment Advisors, LLC	Very High 608	14,602	24	92
Aptus Capital Advisors, LLC	Very High 705	12,693	18	40
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Evoke Advisors	Very High 874	874	1	96
Ally invest Advisors	Very High 914	83,199	91	91
Signature Investment Advisors, LLC	Very High 932	7,454	8	21
Gradient Investments, LLC	Very High 984	26,560	27	40

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