Clients per advisor for Enterprise firms in Puerto Rico

In Puerto Rico, enterprise financial advisory firms typically have a median of 63 clients per advisor, slightly above the national median of 60 for this category. With 191 firms operating in the state, advisors tend to manage client loads that suggest a balance between personalized service and scalable efficiency. The wider range in Puerto Rico, with some advisors serving up to 604 clients, indicates variability in service models—from more relationship-focused approaches to those leveraging centralized support and standardized processes. This diversity allows clients in Puerto Rico to find advisors suited to varying preferences for attention and fee structures.

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
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
Schwab Wealth Advisory	High 115	168,774	1,471	1,471
First Command Advisory Services	High 112	113,511	1,015	1,787
William Blair	High 110	35,296	322	492
Goldman Sachs Wealth Services	High 105	115,350	1,098	1,923
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
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
Newedge Advisors	High 85	48,809	577	1,073
Osaic Advisory Services, LLC	High 84	29,516	350	2,180
Kestra Advisory	High 82	115,285	1,409	1,409
Creative Planning	Typical 79	87,051	1,106	1,650
Clearstead; Clearstead Advisory Solutions	Typical 73	4,311	59	280
Integrated Wealth Concepts LLC	Typical 72	25,274	352	493
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
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
Mai Capital Management, LLC	Low 54	15,740	292	562
Mercer Global Advisors Inc.	Low 52	35,044	670	1,429
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
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
Oppenheimer	Very Low 32	37,047	1,142	2,806
HSBC SECURITIES (USA) Inc.	Very Low 32	12,045	376	490
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
VOYA Financial Advisors, Inc.	Very Low 26	16,313	636	638
Cresset Asset Management, LLC	Very Low 26	4,746	185	496
Capital Analysts	Very Low 25	15,611	627	679
Citigroup Global Markets	Very Low 24	58,096	2,427	7,036
TLG Advisors, INC.	Very Low 16	5,018	309	309
Pathstone	Very Low 12	1,979	168	704

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Clients per advisor for Enterprise firms serving clients in Puerto Rico