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Best financial advisors in Casper, WY

Registered advisers within 25 miles of Casper, WY.

Offices
60
Firms
34
Combined AUM
$7.27T
Firm-wide filings, not assets booked only here
Clients
1.13M
1,131,176 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
WYOU FINANCIAL STRATEGIES, LLC
LPL FINANCIAL LLC
EDWARD JONES
PINNACLE WEST ASSET MANAGEMENT INC
KINGSVIEW WEALTH MANAGEMENT, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LPL ENTERPRISE, LLC
EQUITABLE ADVISORS, LLC
GENEOS WEALTH MANAGEMENT, INC.
BREAKTHROUGH VENTURE CAPITAL LLC
FOCUS PARTNERS WEALTH, LLC
RBC CAPITAL MARKETS, LLC
ASHTON THOMAS PRIVATE WEALTH
MORGAN STANLEY

Investors

ERIC YOUNG
DAVID JOHN COOMBS
ANDREA YOUNG
CANDACE BONELLA
RUBEN RODRIGUEZ
GINA KRISTEN HAGGARD
Jessica Lynn Pratt
JOHN ERIC NEWELL
NATALIE DAWN BETCHER
Steven Joseph Jones
Jeffrey James Zenisek
TOM R CREAGER
Lane Robert Hunsicker
Arin B Wesnitzer
SHANE LEE SIDES
RICK LEE HARGROVE
ROBERT ROY ROBINSON
TONY JEROME LANTIS
CORTNIE MARIE HODDER
Jordan Malm
CHADWICK ROYCE KEELER
JASON MATHEW EILER
Jude A Watters
CHRISTINE LACEY STACK
Bret Ladenburger
MARK HERMAN HANSEN
THOMAS EUGENE BROCK
BRENDA JEAN JANIKOWSKI
Joseph Aaron Bennick
BLAINE WILLIAM CHRISTENSEN
Lane Alexander Fanto
Patrick Raymond Ford
CASEY BRAMLET
MICHAEL JUSTIN PORTER
KATHERINE ANN JOHNSON
SHAWN MICHAEL PORTER
SCOTT ALLEN BROWNELL
SHEILA T JOHNSON
NEAL PATRICK BURGESS
TIANA CHRISTINE CARLSON
Stephanie N Smith
Joshua Ryan Christianson

Within 25 miles of Casper, WY, Best Investors lists 34 registered investment advisory firms with 60 offices nearby, managing about $7.27T in combined regulatory AUM across 1,131,176 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Casper

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM