Clients per advisor for Enterprise firms in Virgin Islands

In the Virgin Islands, enterprise financial advisory firms typically serve a slightly higher number of clients per advisor compared to the national median. With 142 firms operating in this category, the median client load is 64, just above the national median of 60. This suggests that advisors in the Virgin Islands may balance personalized service with scalable operations, reflecting a blend of relationship-driven models and efficient, standardized processes. Clients here might expect a service experience that leverages the resources of larger firms while still maintaining meaningful advisor interactions, suitable for those seeking both accessibility and professionalism.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Citigroup Global Markets	Very Low 24	58,096	2,427	7,036
Capital Analysts	Very Low 25	15,611	627	679
VOYA Financial Advisors, Inc.	Very Low 26	16,313	636	638
OSAIC Institutions, INC.	Very Low 30	15,798	529	1,839
T. Rowe Price Advisory Services, Inc.	Very Low 31	13,517	441	441
HSBC SECURITIES (USA) Inc.	Low 32	12,045	376	490
Oppenheimer	Low 32	37,047	1,142	2,806
Cerity partners LLC	Low 37	24,945	677	1,529
Transamerica Financial Advisors	Low 40	42,497	1,076	1,076
Primerica Advisors	Low 43	80,267	1,876	2,073
LIDO	Low 43	13,043	304	437
Money Concepts Capital Corp	Low 44	16,807	385	478
TIAA-CREF	Low 44	72,469	1,649	1,649
CIBC Private Wealth Advisors, Inc.	Low 47	8,083	172	610
Corient	Low 48	25,963	540	1,537
Sequoia Financial Group, L.L.C.	Low 49	11,064	224	424
Sanctuary Advisors, LLC	Low 50	19,025	382	710
Rockefeller Financial LLC	Typical 50	47,801	952	1,005
Mercer Global Advisors Inc.	Typical 52	35,044	670	1,429
Mariner	Typical 60	54,583	913	1,889
EP Wealth Advisors	Typical 62	19,618	320	618
Truist Advisory Services	Low 62	126,145	2,020	2,461
J. W. Cole Advisors, Inc.	Typical 64	30,867	481	550
SPC	Typical 65	30,595	472	472
Beacon Pointe Advisors, LLC	Typical 66	29,565	448	780
Benjamin F. Edwards & Company, Inc.	Typical 66	32,532	493	755
Integrated Wealth Concepts LLC	High 72	25,274	352	493
Creative Planning	Typical 79	87,051	1,106	1,650
Kestra Advisory	High 81	115,285	1,409	1,409
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	High 84	30,039	358	620
Osaic Advisory Services, LLC	High 84	29,516	350	2,180
Newedge Advisors	High 85	48,809	577	1,073
GWN Securities Inc.	High 85	37,763	444	707
Citizens Securities, Inc.	High 89	60,162	673	673
Centaurus Financial, Inc.	High 91	37,955	419	580
The huntington Investment company	High 96	42,153	440	520
Goldman Sachs Wealth Services	High 105	115,350	1,098	1,923
William Blair	High 110	35,296	322	492
Schwab Wealth Advisory	Very High 115	168,774	1,471	1,471
Commonwealth Financial Network	High 123	355,973	2,894	4,200
RBC Rochdale, LLC	Very High 129	16,170	125	269
PNC Wealth Management	Very High 143	160,885	1,126	1,713
Independent Financial partners	Very High 163	52,539	322	328
Fayez Sarofim & Co.	Very High 171	2,739	16	54
Empower Advisory Group	Very High 178	293,347	1,648	8,051
Janney Montgomery Scott	Very High 181	239,764	1,325	2,404
Private Advisor Group, LLC	Very High 189	139,740	740	740
Wells Fargo Investment Institute, Inc.	Very High 200	11,181	56	225
AE Wealth Management, LLC	Very High 286	127,213	445	630
Breckinridge Capital Advisors Inc	Very High 629	16,362	26	88
Transamerica Retirement Advisors, LLC	Very High 707	212,700	301	398
Orion Portfolio Solutions, LLC	Very High 941	185,377	197	305

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Clients per advisor for Enterprise firms serving clients in Virgin Islands