Clients per advisor for Supported firms in Wyoming

In Wyoming, supported financial advisory firms tend to have a higher client load per advisor compared to the national median. With 73 firms operating in the state, the median number of clients per advisor is 72, notably above the national median of 47. This suggests that Wyoming’s supported firms often manage larger client bases, potentially reflecting more structured, scalable service models rather than highly personalized approaches. Clients seeking advisors in Wyoming might expect efficient processes designed to handle broader client needs, which could also mean lower minimums or fees. Understanding this dynamic can help individuals find advisors whose service style aligns with their preferences.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
HP Wealth Management LLC	Very Low 4	13	3	3
GT Investment Management, LLC	Very Low 9	35	4	4
Stafford Financial, LLC	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
SAGE 360 Advisors LLC	Very Low 13	25	2	2
Mountain Goat Wealth Management LLC	Very Low 13	38	3	3
Evergreen Financial Group	Very Low 14	41	3	3
Comprehensive Wealth Solutions, LLC	Very Low 15	60	4	4
Wealth Design Consulting, LLC	Very Low 17	52	3	3
Fremont Financial Advisors Inc.	Very Low 18	36	2	2
Vista Finance, LLC	Very Low 18	73	4	5
Fiduciary Capital Management LLC	Very Low 20	40	2	12
Corkern & Co., Inc.	Very Low 20	81	4	5
Thryve Wealth Management	Very Low 21	84	4	9
Arimathea	Low 23	23	1	5
Elevate Wealth Advisors, LLC	Low 24	71	3	8
Meddent Solutions	Low 26	26	1	5
Cauble & Harre Wealth Management, Inc.	Low 26	104	4	4
Peterson Rogers Private Wealth, LLC	Low 27	81	3	4
Asset Strategies Group, LLC	Low 28	83	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
Somerset Wealth Management, LLC	Low 38	76	2	2
Datalign	Low 38	38	1	20
Lind Capital Partners	Low 39	78	2	5
Capstone Wealth	Low 40	159	4	8
Opportunus Wealth Management, LLC	Typical 41	123	3	3
Pinnacle West Asset Management Inc	Typical 43	85	2	3
Wiser Advisor Group	Typical 43	130	3	3
Global Value Investment Corporation	Typical 44	174	4	11
High Country Capital Management	Typical 45	134	3	5
Strategic Advocates, LLC	Typical 47	141	3	3
Larimer Capital Corporation	Typical 51	101	2	4
O'Donnell Wealth Management	Typical 52	208	4	6
Mench Financial Inc	Typical 58	175	3	4
Markle Financial LLC	High 64	257	4	7
Rothman Investment Management, LLC	High 66	131	2	3
Cannon Capital Management, Inc.	High 70	211	3	8
Investable Wealth, LLC	High 72	143	2	2
Hale Financial Solutions, LLC	High 72	72	1	3
Ball & Company	High 74	147	2	4
Investable	High 81	81	1	4
Theory Financial	High 84	252	3	3
AG Financial	High 88	175	2	2
ATLAS Lifestyle Planning Group LLC	High 90	180	2	2
TJT Capital Group, LLC	High 91	181	2	4
Cohesion Wealth Management, LLC	High 91	364	4	5
Cypress Capital Management, LLC	High 93	185	2	4
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
RW Baker Wealth Management Group LLC	High 98	196	2	2
Income Focus Portfolio Management	High 99	296	3	3
Credentialed Wealth Advisors, LLC	High 99	297	3	4
Cambridge Financial Group, Inc.	High 102	306	3	6
ORBA Wealth Advisors, LLC	High 102	102	1	16
FamilyWealth Asset Management	High 103	413	4	4
Copper Beech Financial Group, LLC	Very High 118	118	1	9
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Advisifi LLC	Very High 133	133	1	6
Elevate Wealth Management	Very High 135	269	2	5
Jeffery C. Welch and Associates, Inc.	Very High 144	287	2	2
Cosner Financial Group, LLC	Very High 154	614	4	5
Burrus	Very High 161	322	2	5
Peak Investment Coaching, LLC	Very High 190	380	2	2
Lefavi Wealth Management	Very High 192	576	3	5
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Copperline Wealth Management & Planning	Very High 215	430	2	3
Wakeful	Very High 250	250	1	4
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Regents Partners, LLC	Very High 322	322	1	3
Polaris Financial, LLC	Very High 426	852	2	2

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Clients per advisor for Supported firms serving clients in Wyoming