Clients per advisor for Team firms in Wyoming

In Wyoming, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 77 clients per advisor versus the national median of 61. This suggests that Wyoming firms often operate with more scalable, process-driven models, allowing advisors to manage larger client loads efficiently. With 177 such firms in the state, clients may find a range of service approaches, but the tendency toward higher client counts indicates a focus on streamlined workflows and broader client reach rather than deeply personalized engagement. This structure may appeal to those seeking accessible advice with potentially lower fees.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
RSW Investments	Very High 706	1,412	2	10
Estabrook Capital Management LLC	Very High 697	697	1	10
Public Advisors LLC	Very High 646	4,521	7	44
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Professional Financial Advisors, LLC	Very High 473	3,314	7	12
Miller Tabak Asset Management	Very High 468	936	2	9
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Granite Investment Partners, LLC	Very High 462	462	1	20
Axos Invest, Inc	Very High 453	6,792	15	15
Compass Financial Group, INC	Very High 382	2,675	7	13
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Ascentis Asset Management, LLC	Very High 313	0	6	9
Oasis Advisors	Very High 277	4,987	18	26
Strategic Planning Group	Very High 264	1,582	6	20
Iron Gate Global Advisors	Very High 251	1,760	7	7
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Nelson Securities,Inc.	Very High 224	2,016	9	15
Ignite Planners LLC	Very High 200	4,605	23	36
Cullinan Associates, Inc.	Very High 200	599	3	17
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Ascend Investment Partners	Very High 186	931	5	8
James T. Borello & Co.	Very High 175	700	4	4
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
Nectarine	Very High 169	3,210	19	32
Harfst and Associates, Inc.	Very High 166	499	3	8
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
Woodley Farra	Very High 159	1,591	10	14
Financial Security Management, Inc	Very High 157	1,102	7	7
Triumph Capital Management	Very High 157	2,193	14	18
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
Matrix Asset Advisors Inc	Very High 152	607	4	12
Deltec Asset Management LLC	Very High 148	148	1	15
MEDIQUS Asset Advisors, Inc.	Very High 142	711	5	11
Driven Investments LLC	Very High 132	1,192	9	9
Beacon Financial Group	Very High 132	1,052	8	18
J. Hagan Capital, Inc.	Very High 131	785	6	12
Journey Retirement Planning and Investment Management, LLC	Very High 127	637	5	8
Navigation Wealth Management	Very High 119	954	8	8
Stenger Family Office, LLC	Very High 119	833	7	10
Roseman Wagner Wealth Management	Very High 116	580	5	8
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Oak Lane Advisors	Very High 112	898	8	12
Altus Wealth Group, LLC	Very High 112	785	7	7
Markowski Investments	Very High 112	1,227	11	11
Peterson Wealth Services Inc.	Very High 111	445	4	6
Bill Few Associates, Inc.	High 106	2,954	28	31
WealthPLAN Partners	High 105	1,677	16	56
SLP Wealth	High 104	1,657	16	23
Townsend	High 101	1,514	15	30
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Young Richard C & Co Ltd	High 100	798	8	14
Allen Capital Group, LLC	High 100	2,189	22	38
ALTA Capital Management LLC	High 99	1,193	12	19
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Sharkey Howes & Javer Inc	High 96	868	9	14
Preferred Retirement Options, Inc	High 96	480	5	5
Financial Action, Inc.	High 93	464	5	6
Tencap Wealth Coaching	High 92	736	8	8
Guidestone Advisors	High 91	2,087	23	34
TCP Asset Management, LLC	High 89	2,221	25	43
Stewardship Advisory Group, LLC	High 88	530	6	17
ELE Advisory Services, Inc	High 88	1,143	13	13
WT Wealth Management, LLC	High 87	1,133	13	16
Allied Investment Advisors LLC	High 87	953	11	12
Andrew Garrett Inc.	High 86	1,118	13	14
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
Wellesley Asset Management, Inc.	High 83	1,246	15	30
TFB Advisors, LLC	High 83	1,326	16	23
New Wave Wealth Advisors	High 83	496	6	7
Duncker Streett & Co.	High 83	165	2	5
BCG Securities, inc.	High 82	2,060	25	55
Boldin Advisors	High 82	821	10	15
Cornerstone Wealth	High 82	2,373	29	50
Vantage Point Wealth Management	High 81	1,219	15	15
Paradigm Investment Advisory, LLC	High 81	644	8	8
Golden Reserve Retirement, LLC	High 80	2,008	25	45
Century Management Financial Advisors	High 79	707	9	16
Vital Investment Management LLC	High 78	391	5	8
Cookson Peirce Wealth Management	High 77	1,544	20	29
WealthPlan Investment Management LLC	High 77	2,068	27	34
Continental Investors Services, Inc.	High 75	602	8	14
Dentist Advisors	High 75	752	10	24
Wood Wealth Group, LLC	High 75	373	5	5
Planning Alternatives Ltd	High 74	669	9	20
Salus Financial Advisors	Typical 73	365	5	5
MPM Wealth Advisors	Typical 73	1,094	15	18
Bourgeon Capital Management LLC	Typical 73	291	4	7
SteadTrust	Typical 72	651	9	9
Integrity Financial Corporation	Typical 71	1,209	17	21
Rothschild Investment LLC	Typical 70	1,191	17	39
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Worthpointe	Typical 69	622	9	16
Certior Financial Group, LLC	Typical 68	476	7	9
New Millennium Group	Typical 68	881	13	18
Drive Wealth Advisers	Typical 67	1,073	16	17
Kure Advisory, LLC	Typical 66	397	6	6
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Diamond Wealth Management, LLC	Typical 65	391	6	6
Arcus Capital Partners, LLC	Typical 64	447	7	15
GoalVest Advisory LLC	Typical 63	443	7	10
River Wealth Advisors LLC	Typical 63	876	14	20
Smart Money Group, LLC	Typical 62	556	9	24
Dash Investments	Typical 62	432	7	9
Net Worth Advisory Group, LLC	Typical 62	862	14	20
American Wealth Management, Inc.	Typical 61	550	9	10
Coign Capital Advisors LLC	Typical 61	427	7	8
Aspen Wealth Strategies, LLC	Typical 61	363	6	7
Dodds Wealth, LLC	Typical 60	421	7	11
Clearwater Capital Partners	Typical 59	889	15	23
DAI Wealth, LLC	Typical 59	1,466	25	40
The Norden Group LLC	Typical 58	1,271	22	30
Oxbow Advisors, LLC	Typical 57	688	12	13
Gagnon Securities, LLC	Typical 56	1,058	19	19
CPC Advisors, LLC	Typical 55	934	17	29
Dividend Assets Capital, LLC	Typical 55	382	7	7
Financial Synergies	Typical 55	927	17	21
Peterson Wealth Advisors, LLC	Typical 54	653	12	12
Traction Financial Partners	Typical 54	326	6	9
Pinion Wealth Management, LLC	Typical 54	431	8	12
Forty North Wealth	Typical 53	532	10	12
Three Seasons Wealth	Typical 53	372	7	14
Vestor Capital, LLC	Typical 52	1,197	23	27
Dara Capital US, Inc.	Typical 52	52	1	3
Elevated Capital Advisors, LLC	Low 50	1,006	20	30
Ironwood Investment Counsel, LLC	Low 50	549	11	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Corda Investment Management, LLC	Low 47	1,359	29	32
Heirloom Wealth Management LLC	Low 46	829	18	18
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Andina Advisors	Low 45	632	14	31
TRADEway	Low 44	611	14	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Nilsine Partners, LLC	Low 42	540	13	18
Narus Financial Partners, LLC	Low 41	203	5	6
Nasdaq Dorsey Wright	Low 40	806	20	25
Fidelis Wealth Advisors	Low 38	191	5	5
Buttonwood Financial Group, LLC	Low 37	336	9	12
Flagstar Advisors	Low 37	1,004	27	37
Sentry Advisors, LLC	Low 37	148	4	4
Albion Financial Group	Low 36	722	20	31
Capital Management Services, Inc.	Low 35	242	7	7
Keenan Financial	Very Low 33	751	23	27
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
One Wealth Map, LLC	Very Low 32	223	7	10
Stirlingshire Investments	Very Low 32	760	24	29
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Blue Barn Wealth	Very Low 28	226	8	9
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Fortitude Family Office	Very Low 27	356	13	28
Compass Capital Management Inc	Very Low 27	379	14	20
Cabin Advisors, LLC	Very Low 26	368	14	15
Private Wealth Asset Management	Very Low 25	559	22	32
Fort Point Capital Partners LLC	Very Low 23	431	19	32
Savvi Financial LLC	Very Low 23	135	6	22
Trail Ridge Investment Advisors, LLC	Very Low 20	158	8	11
Empirikal Partners LLC	Very Low 19	175	9	10
1834 Investment Advisors Co.	Very Low 19	369	19	45
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Bull Harbor Capital LLC.	Very Low 16	421	26	43
Palisade Asset Management, LLC	Very Low 15	104	7	10
Landolt Securities, Inc.	Very Low 12	173	14	14
Colorado Financial Service Corporation	Very Low 12	188	16	38
Sanders Morris LLC	Very Low 12	127	11	27
401k Generation	Very Low 11	68	6	35
Sierra Capital LLC	Very Low 11	76	7	8
Latin Securities Inc.	Very Low 3	23	7	7
Algorithmic Investment Models	Very Low 1	8	8	8

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Clients per advisor for Team firms serving clients in Wyoming