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 broader national pattern. With 71 firms operating in the state, the median number of clients per advisor is 64, exceeding the national median of 47 for this firm category. This suggests that Wyoming advisors often manage larger client bases, potentially reflecting more structured or scalable service models. Clients seeking more personalized attention might find fewer options here, as advisors balance efficiency with client relationships. Understanding this dynamic can help Wyoming residents choose advisors whose service approach aligns with their preferences.

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

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Clients per advisor for Supported firms serving clients in Wyoming