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.

Navigation Wealth Management, based out of Fort Collins, CO, is a highly reputable investment advisory firm. With over 580 individual clients and an impressive $109,650,000 in assets under management, they have established themselves as a trusted partner in wealth management. Catering to a diverse clientele, Navigation Wealth Management specializes in handling employer 401Ks and individual accounts, boasting extensive experience in this field. The firm prides itself on managing 100% of their clients' assets on a discretionary basis, providing a high level of trust and expertise. With a strong team of 9 dedicated employees, each of whom offers exceptional investment advisory services, Navigation Wealth Management maintains a client-centric approach. Their compensation structure is flexible, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a tailored and transparent relationship with their clients. The firm's investment advisors excel in managing an average of approximately $12,180,000 in assets each, showcasing their proficiency and commitment to achieving optimal results for their clients. Among their most seasoned advisors are Chris Davies, Adam Brunin, and James Davies, who have played instrumental roles in the firm's success. Located in Fort Collins, CO, Navigation Wealth Management is deeply rooted in the local community. Their dedication to providing comprehensive and personalized investment advisory services has earned them a stellar reputation as a go-to firm for individuals and businesses seeking financial guidance and long-term wealth management strategies.

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.

Trail Ridge Investment Advisors, LLC, headquartered in Fort Collins, CO, is a reputable local investment advisory firm. With two offices, they have been serving clients in the region for many years. Committed to providing exceptional financial guidance, Trail Ridge Investment Advisors boasts a team of seven experienced professionals, all dedicated to delivering top-notch investment advisory services. The firm prides itself on managing a substantial amount of assets, with an impressive average of approximately $1,860,000 in assets under management per investment advisor. As a testament to their expertise, Trail Ridge Investment Advisors oversees a vast portfolio of over $213,587,000 in assets under management, serving more than 70 individual clients. Specializing in catering to high-net-worth individuals, the firm predominantly manages assets for this clientele segment, although they also possess the capabilities to manage employer funds. While 401K and individual accounts account for less than 30% of their assets under management, Trail Ridge Investment Advisors demonstrates its comprehensive approach by offering expertise in discretionary management, with 98% of the assets they manage falling under this category. The team at Trail Ridge Investment Advisors is known for its depth of experience and dedication to client success. Mark Kerwood, Jeffrey Kadavy, and David Jones, among others, have served as trusted advisors for many years, providing valuable insights and strategic guidance to clients seeking financial stability and growth. With a track record of excellence and a commitment to personalized service, Trail Ridge Investment Advisors, LLC, remains a prominent choice for individuals and businesses in the Fort Collins area seeking expert investment advisory services.

Vital Investment Management LLC, a small investment advisory firm headquartered in Loveland, CO, is renowned for its expertise in managing assets for high net worth individuals. With over 190 individual clients and more than $157,690,000 in assets under management, the firm has established a solid reputation in the industry. Led by a team of dedicated professionals, Vital Investment Management LLC offers comprehensive investment advisory services with a strong emphasis on discretionary management. Boasting an impressive track record, approximately half of the firm's assets under management come from employer 401Ks or individuals. Their vast experience in this space has enabled them to navigate complex financial landscapes and deliver exceptional results for their clients. Vital Investment Management LLC employs a diverse compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' unique needs and preferences. With a total of 5 employees, including 3 investment advisors, Vital Investment Management LLC maintains a close-knit team that fosters a personalized and attentive approach to client relationships. Each investment advisor manages an average of approximately $52,560,000 in assets under management, reflecting the firm's commitment to providing quality service. The firm takes pride in its long-tenured advisors, such as Dillon Goodman, Brian Nienhaus, and David Eads, who bring a wealth of experience and expertise to the table. These seasoned professionals contribute to the firm's reputation for delivering trusted investment guidance and achieving favorable outcomes for their clients. Vital Investment Management LLC continues to build on its strong foundation, seeking opportunities to enhance its clients' financial well-being through strategic investment management and sound financial planning.