# Financial advisors in Wyoming

> AdvisorCensus lists 105 investment advisory firms with a principal office in Wyoming, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wy/page/3

## At a glance

- Investment advisory firms: 105
- Registration: SEC-registered investment adviser: 29, State-registered investment adviser: 34, Exempt reporting adviser: 42
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 26 (41%); Percentage of assets 57 (90%); Hourly charges 24 (38%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 28 (44%); Performance-based fees 10 (16%); Other 11 (17%); No compensation arrangements reported 42
- Regulatory assets under management (Item 5.F): Under $25 million 20 (19%); $25 million to $100 million 14 (13%); $100 million to $500 million 14 (13%); $500 million to $1 billion 5 (5%); $1 billion to $5 billion 3 (3%); Over $5 billion 2 (2%); Not reported 47 (45%)
- Years registered: Under 5 years 58 (55%); 5 to 9 years 32 (30%); 10 to 19 years 10 (10%); 20 years or more 4 (4%); Not reported 1 (1%)

## Firms (page 3 of 3, 101 to 105 of 105, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Wealth Design Consulting, LLC](https://advisorcensus.com/firm/wealth-design-consulting-llc-laramie-wy-133312) ([md](https://advisorcensus.com/firm/wealth-design-consulting-llc-laramie-wy-133312.md)) | 133312 | Laramie, WY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [World Card Ltd](https://advisorcensus.com/firm/world-card-ltd-sheridan-wy-343703) ([md](https://advisorcensus.com/firm/world-card-ltd-sheridan-wy-343703.md)) | 343703 | Sheridan, WY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [WYO VC Management I LLC](https://advisorcensus.com/firm/wyo-vc-management-i-llc-cody-wy-335106) ([md](https://advisorcensus.com/firm/wyo-vc-management-i-llc-cody-wy-335106.md)) | 335106 | Cody, WY | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Wyoming Financial Group, Inc.](https://advisorcensus.com/firm/wyoming-financial-group-inc-cheyenne-wy-336340) ([md](https://advisorcensus.com/firm/wyoming-financial-group-inc-cheyenne-wy-336340.md)) | 336340 | Cheyenne, WY | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Wyou Financial Strategies, LLC](https://advisorcensus.com/firm/wyou-financial-strategies-llc-casper-wy-325159) ([md](https://advisorcensus.com/firm/wyou-financial-strategies-llc-casper-wy-325159.md)) | 325159 | Casper, WY | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/wy/page/2.md

## Questions people ask

**How many financial advisory firms are there in Wyoming?**
AdvisorCensus lists 105 investment advisory firms with a principal office in Wyoming, from Form ADV filings as of October 2026: 29 SEC-registered, 34 state-registered, and 42 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Wyoming?**
26 of the 105 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Wyoming offer financial planning?**
39 of the 63 firms in Wyoming that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Wyoming fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 26 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Wyoming](https://advisorcensus.com/advisors/wy) (https://advisorcensus.com/advisors/wy.md)
- [Fee-only financial advisors in Wyoming](https://advisorcensus.com/advisors/wy/fee-only) (https://advisorcensus.com/advisors/wy/fee-only.md)
- [Flat-fee financial advisors in Wyoming](https://advisorcensus.com/advisors/wy/flat-fee) (https://advisorcensus.com/advisors/wy/flat-fee.md)
- [Hourly financial advisors in Wyoming](https://advisorcensus.com/advisors/wy/hourly) (https://advisorcensus.com/advisors/wy/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/wy.csv

Cite as: AdvisorCensus. Financial advisors in Wyoming: 105 firms from Form ADV filings as of October 2026.