Top financial advisors in Sheridan, WY
We've curated a list of the best financial advisors in Sheridan, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,445,101,292 Number of advisors 50 advisors | |||
| 2 | Assets under management $546,487,372 Number of advisors 10 advisors | |||
| 3 | Assets under management $323,300 Number of advisors 2 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 Sheridan, 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.
Frontier Asset Management, LLC
Frontier Asset Management, LLC is a financial advisory firm based in Sheridan, Wyoming. It currently has approximately $1,445,101,292 of assets under management and employs about 50 people. Frontier Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,445,101,292 under management
50 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
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)
Educational Seminars/workshops
Harfst And Associates, Inc.
Harfst and Associates, Inc. is a registered investment advisor established in 2007, owned by Robby D. Harfst and Danette J. Harfst. The firm offers wealth management services, institutional management services, pension consulting services, and financial planning and consulting services. They provide discretionary and non-discretionary investment management services, tailored to individual client needs. Clients may have assets invested in predefined model portfolios or customized portfolios. The firm may use sub-advisors to manage investments on a discretionary basis, with fees ranging from .25% to .50% of assets managed by the sub-advisor. Advisory fees for wealth management services are based on a percentage of assets under management, with fees ranging from 1.25% to 0.40% based on asset levels. The firm practices investment discretion, allowing them to manage client investments within specified guidelines without prior client approval. Harfst and Associates, Inc. do not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm requires a minimum of $500,000 to open and maintain an advisory account. They conduct ongoing account reviews and provide detailed reports to clients. Harfst and Associates, Inc. prioritize client privacy and have policies in place to protect personal information.
$546,487,372 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
Afinitiv LLC
Afinitiv LLC is a Nevada-based limited liability company established in 2019, operating as an SEC Registered Investment Advisor. The firm specializes in providing online automated investment advice, known as 'robo-advice,' utilizing Artificial Intelligence and algorithmic tools for investment allocations and asset selection. Afinitiv offers services to individuals, high net worth individuals, corporations, pooled investment vehicles, and pension and profit sharing plans in the US and globally. The firm charges annualized asset-based percentage fees ranging from 0.75% to 2.00%, depending on the client's jurisdiction. Clients' accounts are held at a qualified custodian, and trades are executed without prior client approval under investment discretion. Afinitiv does not provide legal, accounting, insurance, or lending services but may offer general guidance and information on third-party products. The firm follows a fiduciary standard, acting in clients' best interests, and does not engage in performance-based fees or side-by-side management. Clients are encouraged to review account statements from custodians and are responsible for voting on proxies and making other investment-related decisions. Afinitiv maintains a business continuity plan to address operational disruptions. For further details, visit www.afinitiv.com.
$323,300 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Online 'robo' Advice, Which Provides Portfolio Recommendations On The Basis Of Responses To An Online Questionnaire.
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 Sheridan, 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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