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Top 3 financial advisor firms in Sheridan

3 SEC-registered financial advisor firms are headquartered in Sheridan, WY, with $1.23B in combined regulatory assets under management. The largest by assets are Harfst and Associates ($783M), Elevate Wealth Management ($320M) and Cypress Capital Management ($122M).

3
Financial advisor firms
$1.23B
Their combined AUM
$320M
Median firm AUM
1,026
Clients of the top 3

The 3 largest by assets

  1. 1
    Harfst and Associates

    RIA

    $783M

  2. 2
    Elevate Wealth Management

    RIA

    $320M

  3. 3
    Cypress Capital Management

    RIA

    $122M

Profiles of the top 3

No. 1 · RIA

Harfst and Associates

Harfst and Associates is an investment adviser based in Sheridan, WY, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $783 million, as filed on 25 March 2026.

Harfst and Associates charges 0.40%–1.25% a year for its Wealth Management Services.

Regulatory AUM
$783M
Clients
539
Advisory staff
2
Fee schedule
0.40% to 1.25% a year
Custodians
Raymond James, Charles Schwab
Headquarters
1949 Sugarland Drive, #220, Sheridan, WY 82801
Phone
307-218-5667
Website
harfstandassociates.com

No. 2 · RIA

Elevate Wealth Management

Elevate Wealth Management is an investment adviser based in Sheridan, WY, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include charitable organizations, high-net-worth individuals and individual clients. Its regulatory assets under management total $320 million, as filed on 14 May 2026.

Elevate Wealth Management charges up to 2.00% a year for its Investment management.

Regulatory AUM
$320M
Clients
291
Advisory staff
3
Fee schedule
Up to 2.00% a year
Custodians
Fidelity
Headquarters
50 E Loucks, Suite 125, Sheridan, WY 82801
Phone
307-461-5550
Website
elevateasset.com

No. 3 · RIA

Cypress Capital Management

Cypress Capital Management is an investment adviser based in Sheridan, WY, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $122 million, as filed on 4 March 2026.

Cypress Capital Management charges 0.40%–1.00% a year for its Investment management.

Regulatory AUM
$122M
Clients
196
Advisory staff
2
Fee schedule
0.40% to 1.00% a year
Custodians
Charles Schwab, Morgan Stanley
Headquarters
312 Whitney Lane Suite 1a, Sheridan, WY 82801
Phone
307-674-1770
Website
cypresscapitalmanagement.com

Questions about financial advisors in Sheridan

How many financial advisor firms are headquartered in Sheridan?

3 SEC-registered financial advisor firms report their principal office in Sheridan, WY, managing $1.23B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Sheridan?

Harfst and Associates, with $783M in regulatory assets under management on its latest Form ADV. The next largest are Elevate Wealth Management ($320M) and Cypress Capital Management ($122M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Sheridan?

The median firm manages $320M in regulatory assets. That is the midpoint of the 3 firms headquartered in Sheridan.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Sheridan charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Sheridan?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Sheridan has 3 financial advisor firms; see every adviser in the city →