Mutual Advisors, LLC is a highly reputable regional investment advisory firm based in Casper, Wyoming. With 72 offices spread across the region, they have established themselves as a trusted partner for over 7,350 individual clients. Their impressive track record showcases their ability to manage a staggering $5,305,999,000 in assets, making them a major player in the investment industry. Specializing in employer 401Ks and individual investments, Mutual Advisors, LLC brings extensive experience to the table. They have successfully guided clients through the complexities of the investment landscape, ensuring optimal returns and financial security. A noteworthy aspect of their services is the discretionary management of 90% of the assets they handle, allowing clients to entrust their investments to their capable hands. Mutual Advisors, LLC's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This versatility ensures that clients have tailored options to suit their unique financial goals and preferences. With a robust team of 262 employees, Mutual Advisors, LLC boasts a team of dedicated professionals. Among them, 133 advisors specialize in investment advisory services, with each advisor managing an average of approximately $39,890,000 in assets. This impressive ratio speaks volumes about their commitment to personalized attention and quality service. Mark Nanamura, William McKinley, and Julie Cohen are among the firm's longest-tenured advisors, bringing years of expertise and a wealth of knowledge to their clients. Their presence exemplifies the firm's commitment to retaining top talent and fostering lasting client relationships. Mutual Advisors, LLC stands as a reliable partner for individuals and organizations seeking expert investment guidance in the Casper, Wyoming area. Their comprehensive services and impressive portfolio of satisfied clients set them apart as a leader in the industry.

Harfst And Associates, Inc. is a reputable investment advisory firm based out of Sheridan, Wyoming. With a total of 10 dedicated professionals, they offer a range of financial services to their esteemed clients. Among their skilled team, three individuals specialize in providing top-notch investment advisory services. On average, each investment advisor manages approximately $99,460,000 in assets under management, aligning well with the industry average. Harfst And Associates, Inc. prides itself on its diverse compensation structure, ensuring flexibility and fair remuneration. Their payment methods include a percentage of assets under management, hourly charges, and fixed fees, tailored to meet the unique needs of each client. With over 240 individual clients, Harfst And Associates, Inc. commands an impressive portfolio of assets under management, totaling over $581,688,000. Their expertise lies in managing assets for high net worth individuals, although they also possess the capability to handle employer funds, although such accounts make up less than 30% of their managed assets. An overwhelming 94% of the assets entrusted to Harfst And Associates, Inc. are managed on a discretionary basis, reflecting the confidence their clients have in their professional expertise. Operating from three offices, this small but formidable investment advisory firm has established itself as a trusted partner in the financial realm. Harfst And Associates, Inc. boasts a team of highly experienced professionals, with notable long-serving advisors such as Michelle Tucker, Danette Harfst, and Robby Harfst. Their combined knowledge and commitment enable the firm to provide exceptional financial advice and guidance to their valued clients, fostering long-term relationships built on trust and results.

Cypress Capital Management, LLC is a reputable investment advisory firm operating from Sheridan, Wyoming. With their main office located in Sheridan, Cypress Capital Management provides personalized financial services to a diverse clientele. The firm prides itself on its team of experienced professionals, consisting of four dedicated employees, two of whom are skilled investment advisors. With an average of approximately $51,740,000 in assets under management per investment advisor, Cypress Capital Management maintains a solid standing within the industry. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with clients' interests. Although 401K and individual accounts make up less than 30% of their assets under management, Cypress Capital Management possesses the capability to effectively manage employer funds. Their discretion extends to the entirety of the assets they handle, instilling trust and confidence in their clients. Cypress Capital Management boasts an impressive client base, serving over 140 individual clients with a total of more than $103,484,000 in assets under management. The firm takes pride in the tenure of their registered advisors, notably Kristin Herbst and Matthew Ebzery, who have remained dedicated members of the team for an extended period. As a small investment advisory firm, Cypress Capital Management distinguishes itself through its commitment to delivering personalized financial solutions tailored to each client's unique needs. With their experienced team and comprehensive range of services, Cypress Capital Management strives to help clients achieve their financial goals and secure their financial future.

Markle Financial LLC is a reputable investment advisory firm located in Laramie, Wyoming. With two offices in the area, the firm offers expert financial guidance to clients seeking to optimize their investment portfolios. Comprised of a dedicated team of six employees, Markle Financial LLC specializes in investment advisory services, with four advisors catering specifically to this area. The firm boasts an impressive average of approximately $35,650,000 in assets under management per investment advisor, showcasing their ability to handle substantial portfolios effectively. Markle Financial LLC employs a versatile compensation structure, including options such as a percentage of assets under management, fixed fees, and hourly charges. A notable portion of their assets under management, accounting for around half, is derived from employer 401Ks and individual investors, signifying their competence and success within this segment. Notably, 93% of the assets entrusted to Markle Financial LLC are managed on a discretionary basis, affirming the level of trust clients place in their expertise. With over 280 individual clients, the firm manages an impressive $142,607,000 in total assets. Markle Financial LLC takes pride in its long-standing advisors, including Taylor Barton, Wendy Rowley, and Richard Rowley, who have played integral roles in the firm's success over the years. Markle Financial LLC continues to thrive as a well-established investment advisory firm, offering comprehensive financial solutions and expert guidance to clients in Laramie, Wyoming, and beyond.

Integrity Financial Corporation, headquartered in Cheyenne, WY, is a prominent investment advisory firm serving both individual and institutional clients. With over 1,100 individual clients and a staggering $462,713,000 in assets under management, the company has established itself as a trusted partner in financial management. Operating across eight offices, Integrity Financial Corporation offers a comprehensive range of investment services to cater to the diverse needs of its clientele. While 401K and individual accounts contribute less than 30% to their extensive assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. An impressive 86% of the assets they oversee are discretionary, highlighting their commitment to personalized and strategic investment solutions. Integrity Financial Corporation's compensation structure encompasses various types, including a percentage of the assets under management. With a total workforce of 21 dedicated professionals, 18 of whom provide investment advisory services, the firm ensures that each client receives personalized attention and expert guidance. On average, each investment advisor manages approximately $25,710,000 in assets under management, reflecting their commitment to delivering exceptional service and maintaining long-term client relationships. Notably, Integrity Financial Corporation boasts a team of seasoned advisors, including Sarah Archer, Deann Cross, and Kristofer Gray, who have demonstrated their expertise and commitment over many years. Their collective experience and knowledge contribute to the firm's solid reputation and success in the industry. As Integrity Financial Corporation continues to grow and thrive, they remain dedicated to providing comprehensive investment advisory services, tailored to meet the unique financial goals of their clients.

Pinnacle West Asset Management Inc is a small investment advisory firm based out of Casper, WY. With a single office, the firm is dedicated to providing exceptional investment advisory services. The team at Pinnacle West consists of three experienced professionals who collectively manage approximately $56,090,000 in assets under management per investment advisor, which is in line with the industry average. The compensation structure at Pinnacle West Asset Management Inc includes various types, such as a percentage of assets under management. Although less than 30% of their assets under management come from 401K and individual accounts, the firm possesses the expertise to manage employer funds. Notably, all the assets managed by the firm are discretionary, providing flexibility to navigate market conditions and tailor strategies to clients' needs. The primary clientele of Pinnacle West Asset Management Inc comprises high-net-worth individuals. The firm proudly serves over 50 individual clients, overseeing a substantial portfolio worth more than $168,280,000. The company's success can be attributed to the expertise and dedication of its advisors. Pinnacle West's team includes several long-standing advisors who have established themselves as pillars of the firm. Notable among them are Arin Wesnitzer, Lane Hunsicker, and Tom Creager. These individuals bring a wealth of knowledge and experience to the table, ensuring that clients receive personalized and professional investment advice. With its commitment to excellence and a focus on high-net-worth individuals, Pinnacle West Asset Management Inc is poised to continue its growth and success in the investment advisory industry.

R. W. Baker Wealth Management Group LLC, headquartered in Cheyenne, Wyoming, is a distinguished investment advisory firm catering to high net worth individuals. With over 130 individual clients and an impressive $95,730,000 in assets under management, they provide comprehensive wealth management solutions. While 401K and individual accounts account for less than 30% of their assets, R. W. Baker Wealth Management Group LLC also possesses the expertise to efficiently manage employer funds. As a small firm, R. W. Baker Wealth Management Group LLC prides itself on personalized service and attention to detail. Their team of seasoned professionals, consisting of one investment advisor, is dedicated to delivering tailored investment strategies that align with their clients' financial goals and risk tolerance. The firm's compensation structure includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency. R. W. Baker Wealth Management Group LLC stands out in the industry with an average of $95,730,000 in assets under management per investment advisor, showcasing their commitment to providing individualized care. Among their highly qualified staff, Rosalyn Baker and Candice Wisdom hold the distinction of being the firm's longest-tenured registered advisors, offering a wealth of experience and expertise. With their deep understanding of the market and unwavering commitment to client success, R. W. Baker Wealth Management Group LLC continues to build long-term relationships based on trust and integrity. As they assist clients in navigating the complexities of wealth management, their reputation for excellence remains unrivaled in the industry.

Frontier Asset Management, LLC, based out of Sheridan, WY, is a reputable local investment advisory firm with a strong presence in the industry. With three offices strategically located, they provide comprehensive investment advisory services to a diverse client base. Comprising a total of 50 dedicated employees, Frontier Asset Management, LLC excels in delivering personalized financial solutions. Within the firm, 15 highly experienced professionals specialize in investment advisory services, ensuring clients receive expert guidance tailored to their unique needs. With an impressive average of approximately $396,370,000 in assets under management per investment advisor, Frontier Asset Management, LLC stands out for its exceptional ability to handle substantial portfolios effectively. The compensation structure at Frontier Asset Management, LLC offers flexibility, encompassing various options such as a percentage of assets under management, fixed fees, and hourly charges. While employer funds constitute a significant portion of their managed assets, Frontier Asset Management, LLC also handles other types of accounts, including 401K and individual accounts, making up less than 30% of their total assets under management. Impressively, the firm manages over $5,945,549,000 in assets, serving more than 3,270 individual clients. A testament to their success and client satisfaction, Frontier Asset Management, LLC maintains a substantial portion of discretionary assets, with 24% falling under their management. Notably, the firm boasts a team of highly tenured advisors, including Robert Miller, Brenda Jacobs, and Erin Foote, who possess extensive industry experience and have contributed significantly to the firm's success. With their expertise, Frontier Asset Management, LLC is well-equipped to continue providing exceptional investment advisory services to their valued clients, ensuring their financial goals are achieved effectively and efficiently.

Income Focus Portfolio Management is a small investment advisory firm based out of Jackson, WY, with a team of three highly skilled professionals dedicated to providing exceptional investment advisory services. With an average of approximately $90,750,000 in assets under management per investment advisor, they maintain a competitive position within the industry. Their compensation structure includes a variety of options such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial arrangement for both clients and advisors. Catering primarily to high-net-worth individuals, Income Focus Portfolio Management boasts an impressive roster of over 190 individual clients, with a total of $245,027,000 in assets under management. While the firm's focus lies predominantly on managing assets for high-net-worth individuals, they also possess the expertise to handle employer funds, although 401(k) and individual accounts account for less than 30% of their assets under management. With a 100% discretionary asset management approach, Income Focus Portfolio Management ensures that their clients' investments are expertly guided and monitored by their experienced team. Operating from a single office location, the firm prides itself on its long-tenured advisors, including Arik Griffin, Elizabeth Millet, and David Elan, who bring a wealth of industry knowledge and experience to their clients' portfolios. Overall, Income Focus Portfolio Management exemplifies dedication to providing personalized investment advisory services to their discerning clientele, backed by a track record of success and a commitment to delivering superior results.

Traction Financial Partners is a distinguished local investment advisory firm situated in Encampment, WY. With three offices strategically located in the area, they offer comprehensive financial services to clients. The firm boasts a team of seven skilled professionals, six of whom specialize in providing investment advisory services, ensuring clients receive top-notch expertise and guidance. Each investment advisor at Traction Financial Partners manages an average of approximately $23,500,000 in assets under management, showcasing their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to select a payment arrangement that aligns with their preferences and requirements. While employer funds and individual accounts make up less than 30% of their assets under management, Traction Financial Partners possesses the capability to effectively manage these types of assets. Notably, 100% of the assets they oversee are under discretionary management, ensuring clients' investments are managed proactively and with their best interests in mind. The majority of Traction Financial Partners' managed assets are dedicated to serving high net worth individuals, emphasizing their specialization in this affluent market segment. The firm proudly serves over 290 individual clients, managing a substantial sum of over $140,971,000 in assets. Traction Financial Partners benefits from the expertise of seasoned advisors, including Shane Wolfe, Pete Koury, and Evan Barnes, who have demonstrated their commitment to the firm over the long term. With their wealth of experience and a client-centered approach, Traction Financial Partners is dedicated to assisting clients in achieving their financial objectives and building a secure future.

Grupp Financial LLC is a reputable investment advisory firm headquartered in Jackson, WY, and boasting four strategically located offices. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at Grupp Financial LLC manages an impressive average of approximately $23,240,000 in assets under management, demonstrating their expertise and commitment to client success. At Grupp Financial LLC, the compensation structure encompasses various types, including a percentage of the assets under management, ensuring alignment of interests with their clients. The firm takes pride in its discretionary management of 100% of the assets entrusted to them, offering clients a hands-off approach while striving for optimal investment outcomes. With a robust client base, Grupp Financial LLC serves a substantial number of individual clients, overseeing a significant portfolio of assets under management totaling over $92,953,000. Throughout the years, the firm has nurtured enduring relationships with its clients, exemplified by their impressive longevity and continued trust. Grupp Financial LLC is led by a team of experienced advisors, with Joseph Grupp, Matthew Grupp, and Michael Estrada being among the longest tenured professionals at the firm. Their collective expertise, combined with a personalized approach, ensures that clients receive tailored investment solutions and reliable financial guidance. With their commitment to excellence and client satisfaction, Grupp Financial LLC stands as a trusted partner in navigating the complexities of investment management and helping clients achieve their financial goals.