Casper, WY

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Casper, WY
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Best Financial Advisors in Casper, WY

10 firms listed · all 10 in Casper · 1 open weekends · 6 rated 4.5+

Data verified October 18, 2026

We are still growing

There are too few quality options within 12.5 miles radius, so we have expanded area of coverage to up to 200 miles from you. This includes Casper and several other cities.
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Internal Benefit Advisors

Internal Benefit Advisors

(25)
  • Thrift Savings Plan
  • Information
  • Benefits
“Since everyone's situation is different, of course the default “settings” for things like TSP planning and life insurance can be customized in ways I hadn't thought about.”
In Business Since 2019
5830 E 2nd St Suite 7000 #241, Casper, WY
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Hodder Investment Advisors

Hodder Investment Advisors

(2)
“These are some of the kindest people I have ever worked with.”
In Business Since 2022
1551 Three Crowns Dr #100, Casper, WY
Featured

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Grooms & Harkins

Grooms & Harkins

(1)
“They are always willing to take extra time with us when we need further explanations or when we wanted to talk our way through future projections.”
Family Business
555 S Wolcott St, Casper, WY
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Waddell & Reed -- Shane Sides

Waddell & Reed -- Shane Sides

(1)
“Awesome experience”
Accepts All Major Credit Cards
152 N Durbin St Suite 420, Casper, WY
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Pathfinder Investment Advisors

Pathfinder Investment Advisors

Accepts All Major Credit Cards
In Business Since 1996
600 E 1st St, Casper, WY
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Jonah Wealth Management

Jonah Wealth Management

In Business Since 2012
777 W 1st St, Casper, WY
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The 10 firms listed for Casper, WY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Casper, WY

All 10 firms we list here are in Casper itself. 6 of the firms on this page have a rating, and all of them are rated 5.0, across 48 reviews. 1 is open on Saturdays. 5 have ten or more years of experience, the longest 30 years. 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; 7 publish a contact page; 4 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

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LPL Financial

LPL Financial

Accepts All Major Credit Cards
In Business Since 2007
904 S Center St, Casper, WY
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Wells Asset Management

Wells Asset Management

Accepts All Major Credit Cards
In Business Since 2012
300 N Forest Dr Ste 100, Casper, WY
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Platte River Private Wealth

Platte River Private Wealth

In Business Since 2022
152 N Durbin St # 120, Casper, WY
FAQs
What motivated you to make the change?
As the financial industry continues to change and evolve, we felt an increased need for flexibility in our business and how we offer services to our clients. With the support of LPL Financial as our broker/dealer, we will be able to offer clients a broad array of investment choices, while having the flexibility to choose the technology, financial planning, and other tools to elevate the client experience. With the support of LPL Strategic Wealth Services, we will be able to spend more time working for you and doing the things at work that we are passionate about.
How did you choose your name?
The Platte River crossing in Casper, WY was a critical juncture for pioneers traveling the Oregon trail in the 1800s. Our name and logo are inspired by their journey and determination to improve their lives in spite of the many challenges they faced.
What should I expect during this transition?
You can expect a smooth and transparent process as we make this transition together. None of your current investments will need to be sold in the process of a transfer. We will contact you directly to discuss your account transfer, and how this change will positively impact your experience with us.
Can I keep my accounts where they are?
Yes, however, we will not be able to manage the accounts since we are no longer affiliated with Morgan Stanley. If you choose to keep your accounts, you will be reassigned to a different advisor.
Has your investment process changed?
No. In fact, because we are now an independent firm, we are no longer limited in our access to research, planning, and portfolio construction capabilities. This freedom of choice empowers us to do more for you.
More information can also be found on the FAQ page of our website.
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Retirement Resources

Retirement Resources

In Business Since 2013
1607 CY Ave Ste 103, Casper, WY
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HomeWealth Management AdvisorsWyomingCasper, WY

Retirement Planning and Investment Management Services in Casper, WY Cost Estimates

Minimum cost
$1060
Maximum cost
$9003
National Average
$3178
Avg Per Hour Rates
$318
$2119
$5825
Typical price range is based on 294 cost profiles
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Average Cost $3178
Minimum cost $1060
Maximum cost $9003
Avg Per Hour Rates $318

Typical range $2119 to $5825 is based on 294 cost profiles.

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