We’re proud to share that WorthPointe has been named the #3 Best-In-State Wealth Advisor in Wyoming in the 2026 Forbes | SHOOK Best-In-State Wealth Advisors ranking.

This isn’t a pay-to-play list. The Forbes | SHOOK ranking is built on in-person due diligence and independent verification by SHOOK Research. Their evaluation process includes both quantitative and qualitative factors, including interviews with advisors nominated by their firms. It’s a distinction that has to be earned.

Why This Ranking Matters

2026 has tested the discipline of every advisor in the country. Markets have been pulled in multiple directions by tariff disputes, shifting rate expectations, geopolitical tensions, and volatile oil prices. After several strong years, investors are once again facing real uncertainty with sudden swings that can shake even experienced participants.

These are the moments that separate good advisors from great ones. It’s not just about managing portfolios. It’s about helping clients stay anchored to their long-term plan when everything around them feels unstable, and avoiding the costly emotional decisions that volatility tends to provoke.

The advisors featured in this year’s eighth annual ranking collectively oversee $20.6 trillion in assets. Being recognized among that group, and as #3 in the state of Wyoming, reflects the kind of steady, disciplined guidance we work to provide every day.

What This Means for Our Clients

For the people we serve, this ranking is confirmation of something they already experience: a team that takes their financial future seriously and puts in the work to earn their trust. We don’t take that lightly.

If you’re not yet a client but you’ve been thinking about whether your current advisor is the right fit, we’d welcome the conversation. You can learn more about our approach and disclosures at worthpointeinvest.com.

View the full list here.

The 2026 Forbes | SHOOK Best-In-State Wealth Advisors ranking was developed by SHOOK Research LLC based on data compiled from June 30, 2024 to June 30, 2025. Forbes | SHOOK rankings are based on quantitative and qualitative factors including in-person interviews. This ranking is not indicative of future performance and does not represent any one client’s experience. WorthPointe is a registered investment adviser. Registration does not imply a certain level of skill or training. All investing involves risk, including the risk of loss. Please review WorthPointe’s disclosures at worthpointeinvest.com.