Top financial advisors in Jackson, WY
We've curated a list of the best financial advisors in Jackson, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $104,011,029 Number of advisors 4 advisors | |||
| 2 | Assets under management $552,433,220 Number of advisors 10 advisors | |||
| 3 | Assets under management $240,841,676 Number of advisors 9 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 Jackson, 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.
Grupp Financial LLC
Michael John Estrada is an Investment Adviser Representative at Grupp Financial LLC, based in Jackson, WY. With educational qualifications including a Master of Arts in Counseling and various professional designations such as CTFA, AFIM, and AIF, Estrada has been in the financial industry since 2013. He has held roles like Private Client Manager at Grupp Fiduciary Services and Director of Private Client Services at Grupp Law Firm LLC. Estrada does not have any disciplinary events on record, ensuring a clean track record for clients. He receives compensation solely through salary and bonuses from Grupp Financial LLC and works under the supervision of Matthew Peter Grupp. Estrada's activities adhere to regulatory requirements, including the firm's Code of Ethics. Clients can evaluate his suitability based on the disclosed information, which includes no involvement in arbitration claims exceeding $2,500 or bankruptcy petitions.
$104,011,029 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Flat Rock Global
Flat Rock Global is a financial advisory firm based in Jackson, Wyoming. It currently has approximately $552,433,220 of assets under management and employs about 10 people. Flat Rock Global uses a fee structure of a percentage of assets under your management and performance-based fees.
$552,433,220 under management
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Greybull Advisors, LLC
Greybull Advisors, LLC is a financial advisory firm based in Jackson, Wyoming. It currently has approximately $240,841,676 of assets under management and employs about 9 people. Greybull Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$240,841,676 under management
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 Jackson, 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.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.