Clients per advisor for Enterprise firms in Pennsylvania

In Pennsylvania, enterprise financial advisory firms closely mirror the national pattern, with 437 firms serving a median of 60 clients per advisor. This aligns with the typical range of 50 to 70 clients per advisor seen in large firms nationwide, reflecting a balance between personalized service and scalable operations. The state’s distribution boundaries are slightly broader, suggesting some firms manage client loads that are both more concentrated and more extensive than average. For clients in Pennsylvania, this means access to advisors who benefit from centralized support and standardized processes while still offering relationship-driven service, especially for higher-value clients.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Orion Portfolio Solutions, LLC	Very High 941	185,377	197	305
Focus Partners Advisor Solutions, LLC	Very High 763	32,796	43	309
Transamerica Retirement Advisors, LLC	Very High 707	212,700	301	398
Breckinridge Capital Advisors Inc	Very High 629	16,362	26	88
Nationwide Investment Advisors, LLC	Very High 623	251,200	403	403
AE Wealth Management, LLC	Very High 286	127,213	445	630
Valic Financial Advisors	Very High 230	292,989	1,276	1,647
Wells Fargo Investment Institute, Inc.	Very High 200	11,181	56	225
Private Advisor Group, LLC	Very High 189	139,740	740	740
Janney Montgomery Scott	Very High 181	239,764	1,325	2,404
Empower Advisory Group	Very High 178	293,347	1,648	8,051
Brookstone Capital Management LLC	Very High 173	54,810	316	405
Fayez Sarofim & Co.	Very High 171	2,739	16	54
Independent Financial partners	Very High 163	52,539	322	328
Planmember Securities Corporation	Very High 162	69,441	429	429
PNC Wealth Management	Very High 143	160,885	1,126	1,713
RBC Rochdale, LLC	Very High 129	16,170	125	269
Commonwealth Financial Network	Very High 123	355,973	2,894	4,200
&PARTNERS	Very High 116	53,863	463	703
Schwab Wealth Advisory	High 115	168,774	1,471	1,471
Allworth financial, L.P.	High 115	28,786	251	493
First Command Advisory Services	High 112	113,511	1,015	1,787
William Blair	High 110	35,296	322	492
First Manhattan Co. LLC	High 107	6,080	57	147
Goldman Sachs Wealth Services	High 105	115,350	1,098	1,923
D.A. DAVIDSON & Co.	High 100	68,135	683	990
The huntington Investment company	High 96	42,153	440	520
Centaurus Financial, Inc.	High 91	37,955	419	580
Citizens Securities, Inc.	High 89	60,162	673	673
wealth Enhancement Advisory Services, LLC	High 88	80,986	916	1,700
Cwm, Llc	High 88	52,263	593	1,416
Steward Partners Investment Advisory, LLC	High 87	39,386	452	549
Prime Capital Financial	High 86	22,129	256	446
GWN Securities Inc.	High 85	37,763	444	707
Newedge Advisors	High 85	48,809	577	1,073
Osaic Advisory Services, LLC	High 84	29,516	350	2,180
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	High 84	30,039	358	620
Kestra Advisory	High 82	115,285	1,409	1,409
Creative Planning	Typical 79	87,051	1,106	1,650
Capital Group Private Client Services, Inc.	Typical 77	7,684	100	189
Clearstead; Clearstead Advisory Solutions	Typical 73	4,311	59	280
Integrated Wealth Concepts LLC	Typical 72	25,274	352	493
Stratos Wealth Partners, Ltd	Typical 68	24,844	365	618
Tiedemann Advisors, LLC	Typical 68	407	6	182
Beacon Pointe Advisors, LLC	Typical 66	29,565	448	780
Benjamin F. Edwards & Company, Inc.	Typical 66	32,532	493	755
SPC	Typical 65	30,595	472	472
J. W. Cole Advisors, Inc.	Typical 64	30,867	481	550
Truist Advisory Services	Typical 62	126,145	2,020	2,461
Focus Partners Wealth, LLC	Typical 62	61,002	983	1,915
Hornor, Townsend & kent, LLC	Typical 62	27,999	452	485
Hantz financial Services, Inc.	Typical 62	23,624	383	435
EP Wealth Advisors	Typical 61	19,618	320	618
Hightower Advisors	Typical 61	62,807	1,034	1,983
Mariner	Typical 60	54,583	913	1,889
Independent Financial Group, LLC	Typical 56	25,896	465	624
TD private Client Wealth LLC	Low 55	25,351	458	671
Eagle Strategies (NY Life)	Low 55	132,722	2,419	3,190
Ameritas Advisory Services, LLC	Low 55	29,363	538	797
key Investment Services LLC	Low 55	34,509	633	1,325
Mai Capital Management, LLC	Low 54	15,740	292	562
Mercer Global Advisors Inc.	Low 52	35,044	670	1,429
Davenport & Company LLC	Low 51	16,855	333	525
FIFTH THIRD SECURITIES, Inc.	Low 50	46,299	919	13,533
Rockefeller Financial LLC	Low 50	47,801	952	1,005
Sanctuary Advisors, LLC	Low 50	19,025	382	710
Savant Wealth Management	Low 49	17,555	355	659
Sequoia Financial Group, L.L.C.	Low 49	11,064	224	424
Corient	Low 48	25,963	540	1,537
CIBC Private Wealth Advisors, Inc.	Low 47	8,083	172	610
TIAA-CREF	Low 44	72,469	1,649	1,649
LIDO	Low 43	13,043	304	437
Primerica Advisors	Low 43	80,267	1,876	2,073
Transamerica Financial Advisors	Low 40	42,497	1,076	1,076
Cerity partners LLC	Very Low 37	24,945	677	1,529
Principal Financial Services	Very Low 36	51,650	1,427	1,464
Moneta Group Investment Advisors, LLC	Very Low 36	8,840	247	585
Oppenheimer	Very Low 32	37,047	1,142	2,806
HSBC SECURITIES (USA) Inc.	Very Low 32	12,045	376	490
Integrity Alliance, LLC	Very Low 32	10,660	336	400
T. Rowe Price Advisory Services, Inc.	Very Low 31	13,517	441	441
HB Wealth	Very Low 30	4,808	160	325
OSAIC Institutions, INC.	Very Low 30	15,798	529	1,839
Bankers Life Advisory Services, Inc.	Very Low 28	14,275	511	511
Cresset Asset Management, LLC	Very Low 26	4,746	185	496
VOYA Financial Advisors, Inc.	Very Low 26	16,313	636	638
Capital Analysts	Very Low 25	15,611	627	679
Citigroup Global Markets	Very Low 24	58,096	2,427	7,036
First Citizens Investor Services, Inc.	Very Low 24	7,563	318	352
Equity Services, inc.	Very Low 24	11,897	503	503
TLG Advisors, INC.	Very Low 16	5,018	309	309
IEQ Capital, LLC	Very Low 14	2,300	168	266
Pathstone	Very Low 12	1,979	168	704

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Clients per advisor for Enterprise firms serving clients in Pennsylvania