Top financial advisors in Casper, WY
We've curated a list of the best financial advisors in Casper, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $168,279,527 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Casper, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Pinnacle West Asset Management Inc
Pinnacle West Asset Management, Inc. is an investment management and research firm founded in 1991 in Casper, Wyoming, by Tom R. Creager and Roger W. Wesnitzer. The firm specializes in providing custom-designed investment portfolios tailored to meet specific client goals and objectives. Pinnacle employs a disciplined and systematic approach to achieve the highest risk-adjusted returns within defined investment objectives. The firm's investment philosophy focuses on proper asset allocation, long-term risk management, and the belief that market timing is not a successful long-term strategy. Pinnacle West Asset Management, Inc. has discretionary trading authority over client accounts and does not utilize leverage or margin for portfolio management. The firm's investment strategies include long-term holding of fundamentally sound companies for equities and preserving capital while generating income for fixed income investments. Client assets under management were approximately $168.3 million as of December 31, 2022. The minimum account size is $100,000, and fees are calculated annually and billed quarterly in arrears. Pinnacle West Asset Management, Inc. does not participate in wrap fee programs and does not receive performance-based fees. The firm acts as a fiduciary, placing client interests above its own and maintaining a culture of compliance and excellence. Clients are encouraged to review the firm's brochure for additional information.
$168,279,527 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Casper, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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