Clients per advisor for Independent firms serving clients in Connecticut

In Connecticut, independent financial advisors serve a median of 26 clients each, closely aligning with the broader pattern seen nationally. With 200 independent firms operating in the state, many advisors likely balance building their practices with a focus on personalized service. This client load suggests that Connecticut advisors often maintain manageable caseloads, allowing for deeper client relationships rather than high-volume efficiency. For clients seeking tailored attention, the state’s independent advisors may offer a more relationship-driven approach, reflecting a mix of newer advisors growing their books and experienced professionals choosing to keep their practices intentionally small.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

5th 20th 40th 60th 80th 95th

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
East Guilford Financial Services LLC	Very High 301	301	1	1
McGrath WealthCare, LLC	Very High 212	212	1	1
Verducci Asset Management, Inc.	Very High 209	209	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Financial Answers, LLC	Very High 176	176	1	1
Teplitz Financial Group LLC	Very High 168	168	1	2
Sladek & Witek, LLP	Very High 155	155	1	2
Burne Financial Concepts, LLC	Very High 144	144	1	1
WealthShape LLC	Very High 136	136	1	1
WPG Advisory Group, LLC	Very High 128	128	1	1
TruNorth Financial LLC	Very High 123	123	1	1
Finmas Capital LLC	Very High 121	121	1	1
Hudson View Advisors, LLC	Very High 117	117	1	1
JK Private Wealth, LLC	Very High 115	115	1	2
Asset Management Associates	Very High 104	104	1	1
Troutman Wealth	Very High 100	100	1	2
Iron Path Wealth Management, Inc.	Very High 95	95	1	1
Dennis Glynn, CPA	Very High 95	95	1	1
Capital Trust and Associates LLC	Very High 91	91	1	2
CM Financial Advisors, LLC	Very High 88	88	1	2
Saber Capital Management LLC	Very High 88	88	1	2
Aspetuck Financial Management LLC	Very High 87	87	1	1
Lucey Investment Management, LLC	Very High 85	85	1	1
Fox Financial Services, Inc.	Very High 84	84	1	1
Dependent Financial Planning	Very High 77	77	1	1
Wax Asset Management LLC	Very High 74	74	1	1
Compass Retirement, LLC	Very High 74	74	1	1
Fremont Wealth Management, LP	Very High 72	72	1	1
Greene & Company Financial Services LLC	Very High 69	69	1	1
Ladd Capital Management LLC	Very High 69	69	1	1
Achieve Retirement & Wealth Management, LLC	High 66	66	1	1
Westcott Investment Advisors LLC	High 66	66	1	1
National Christian Financial Advisors, Inc.	High 65	65	1	1
Sebetic Advisors, LLC	High 61	61	1	1
TPK Advisors LLC	High 60	60	1	1
Sound Planning and Investments, LLC	High 59	59	1	1
Financial Planning Associates, LLC	High 59	59	1	1
Capable Wealth, LLC	High 57	57	1	1
Loretta Nolan Associates, LLC	High 56	56	1	1
Panarella Wealth Management LLC	High 55	55	1	1
Frontsight Wealth Advisors, LLC	High 54	54	1	1
Capital Planning Consultants, LLC	High 54	54	1	1
Ronald J. Iannucci CFP	High 53	53	1	1
Karagosian Financial Services, Inc	High 52	52	1	1
P-Squared Capital Management	High 50	50	1	1
Nexgen Investments LLC	High 50	50	1	1
Proyash Capital Management	High 50	50	1	2
Farmingbury Financial Services, LLC	High 50	50	1	1
Reach Strategic Wealth LLC	High 50	50	1	2
Worrell Advisory Services	High 49	49	1	1
Affinity Financial Solutions, LLC	High 48	48	1	1
Moreau Investment Management Co	High 47	47	1	2
Financial Advantage Advisors Co.	High 47	47	1	1
Brae Head, Inc.	High 47	47	1	1
Infinity Financial Strategies, LLC	High 44	44	1	1
Glastonbury CPA's Financial Advisors, LLC	High 43	43	1	1
McCauley Investments Advisors LLC	High 42	42	1	1
Brenneman Investment Adviser, LLC	High 42	42	1	1
Horizon Financial Advisors, LLC	High 42	42	1	1
Lifeline Financial, LLC	High 42	42	1	2
Calcagnini Wealth Management, LLC	High 41	41	1	1
Northmont Wealth Management LLC	High 41	41	1	1
Rawlings Wealth Management	High 41	41	1	1
Rockhouse Capital, LLC	High 41	41	1	1
Alexa Wealth Management, LLC	High 40	40	1	1
Prometheus Investment Advisors LLC	High 40	40	1	1
Jadim Wealth Management, LLC	High 40	40	1	1
Calidris Financial, LLC	High 39	39	1	1
Fenwick Investments, LLC	High 39	39	1	1
Twenty-First Century Financial Advisors Inc	High 38	38	1	1
Spano Advisory Services Inc.	High 38	38	1	1
Nutmeg Capital Advisors, LLC	High 37	37	1	1
MFC Portfolios, Inc.	High 37	37	1	2
MyFinancialPro, LLC	High 37	37	1	1
Norman Kramer Investments, Inc.	High 36	36	1	1
Validea Capital Management LLC	High 36	36	1	2
Norfield Capital, LLC	Typical 34	34	1	1
Salzman Financial Management LLC	Typical 33	33	1	1
DocsFP	Typical 33	33	1	1
Coastal Wealth Management	Typical 32	32	1	1
Araglan Capital Management, LLC	Typical 32	32	1	1
Summit Investment Management, LLC	Typical 31	31	1	1
Fleurus Investment Advisory, LLC	Typical 31	31	1	1
Soaring Capital Management, LLC	Typical 31	31	1	1
Blair Capital Management	Typical 30	30	1	1
The Real Wealth Coterie	Typical 30	30	1	1
Stone Lake Wealth Management, LLC	Typical 30	30	1	1
DSW Investment, LLC	Typical 30	30	1	1
Bright Asset Management	Typical 30	30	1	1
JQR Capital Management, LLC	Typical 29	29	1	1
Polymath Capital Advisors, LLC.	Typical 29	29	1	1
Arete Capital Management	Typical 28	28	1	1
Triathlon Partners LLC	Typical 28	28	1	1
Cooper Capital, Inc.	Typical 28	28	1	1
Lifestyle Financial Strategies, LLC	Typical 27	27	1	1
Key Financial Concepts, Inc.	Typical 26	26	1	2
Wiley Capital Partners	Typical 26	26	1	1
B Side Partners, LLC	Typical 25	25	1	2
LDL Capital Management, LLC	Typical 25	25	1	1
Marathon Investments, LLC	Typical 25	25	1	1
Northshire Consulting, LLC	Typical 25	25	1	1
Sound Trust Wealth Advisors, LLC	Typical 25	25	1	1
BE Investment Management	Typical 24	24	1	1
Riskin Wealth Management, LLC	Typical 23	23	1	1
SKM Wealth Management, LLC	Typical 22	22	1	1
Apogee Tactical	Typical 21	21	1	1
B.P. Walsh and Co., LLC	Typical 21	21	1	1
Caliber Wealth Advisory	Typical 21	21	1	1
Parker Wealth Management, LLC	Typical 21	21	1	1
Open Circle Wealth Partners	Typical 21	21	1	2
DJ Wealth Systems, LLC	Low 20	20	1	1
Weston Wealth Advisors, LLC	Low 20	20	1	1
RLS Financial Group, Inc.	Low 20	20	1	1
Adriatic Wealth Management LLC	Low 20	20	1	1
Peattie Capital Management	Low 20	20	1	1
Savrin	Low 19	19	1	1
Compo Advisors, LLC	Low 18	18	1	1
Broad Wealth Management, Inc.	Low 18	18	1	1
Real Financial Planning, LLC	Low 18	18	1	1
Balanced View Capital, LLC	Low 18	18	1	1
IWM Advisors, LLC	Low 18	18	1	1
Blue Keel Financial Planning	Low 18	18	1	1
Martorell Capital Partners, LLC	Low 18	18	1	2
RAS Capital Services, Inc.	Low 17	17	1	1
CFIG Investment Advisory Services, LLC	Low 17	17	1	1
Dewitt Capital Management LLC	Low 16	16	1	1
Shehu Asset Management, LLC	Low 15	15	1	1
JKG Capital LLC	Low 14	14	1	1
RidgePoint Wealth Advisors LLC	Low 14	14	1	1
Tam Capital Management Inc	Low 14	14	1	1
Quarve Associates, LLC	Low 14	14	1	1
RCH Fields Family Wealth Management LLC	Low 14	14	1	1
Oak Grove Management LLC	Low 13	13	1	1
Sealex Advisory, LLC	Low 13	13	1	1
Shaffer Asset Management, Inc.	Low 13	13	1	1
Troika Investment Advisors, LLC	Low 12	12	1	1
DIA LLC	Low 12	12	1	2
USA 401K	Low 12	12	1	1
Tadpole Investments LLC	Low 12	12	1	1
Del Gallo Financial Services, LLC	Low 12	12	1	1
Manor Park Capital LLC	Low 12	12	1	1
Securities Industry Management Corp.	Low 12	12	1	1
KCCS Management Inc.	Low 12	12	1	2
Greenfield Financial Services, LLC	Low 11	11	1	1
Divergence Capital Management	Low 11	11	1	1
Green Pastures Wealth Management LLC	Low 11	11	1	1
Indigo Asset Management, Inc.	Low 11	11	1	1
Sursum Financial LLC	Low 11	11	1	1
Kane Financial Planning	Low 10	10	1	1
Layered Financial, LLC	Low 10	10	1	1
Compound Wealth Advisors	Low 10	10	1	1
Morgan House Capital, LLC	Low 10	10	1	1
Cropsey Asset Management, LLC	Very Low 9	9	1	1
Paulson Private Wealth LLC	Very Low 9	9	1	1
The WF Group, LLC	Very Low 8	8	1	1
Olive Tree Ridge Investment Advisors	Very Low 8	8	1	1
Three Lakes Advisors, Inc.	Very Low 8	8	1	1
Spree Capital Advisers	Very Low 8	8	1	1
Wealth Protection Management	Very Low 8	8	1	1
Mountain Capital Management Inc	Very Low 8	8	1	1
RLR Capital Management, Inc.	Very Low 7	7	1	1
Waypoint Strategic Wealth LLC	Very Low 7	7	1	1
In the Money Retirement Planning Limited Liability Company	Very Low 7	7	1	1
Butler & Co., Inc.	Very Low 7	7	1	1
Harvested Financial, LLC	Very Low 7	7	1	1
Shine Financial Services, LLC	Very Low 6	6	1	1
Navigator Financial LLC	Very Low 6	6	1	1
McClain Value Management, LLC	Very Low 6	6	1	2
Chieco Capital Management, LLC	Very Low 6	6	1	1
Global Hill Wealth Advisors LLC	Very Low 6	6	1	1
Goodstead	Very Low 6	6	1	1
Schemco, LLC	Very Low 6	6	1	1
MBS Mantra, LLC	Very Low 6	6	1	1
Makenna & Company, Inc.	Very Low 6	6	1	1
Elm Tree Capital Management LLC	Very Low 5	5	1	1
Hamilton Advisors Inc	Very Low 5	5	1	2
Vihar Capital Management	Very Low 5	5	1	1
Foundation Financial Inc.	Very Low 5	5	1	1
Your Choice Financial, LLC	Very Low 5	5	1	1
Prospect Advisors, LLC	Very Low 5	5	1	1
Oceanus Research LLC	Very Low 5	5	1	1
McCary Anheuser Wealth Management, LLC	Very Low 5	5	1	1
Granite Hill Capital Management, LLC	Very Low 5	5	1	1
Smartvalue Investment Management, LLC	Very Low 4	4	1	1
Wolfhound Wealth	Very Low 4	4	1	1
Euclid Harding, LLC	Very Low 4	4	1	1
Revelations Asset Management LLC	Very Low 4	4	1	1
Trendhaven Investment Management, LLC	Very Low 3	3	1	1
Nonesuch Advisors	Very Low 3	3	1	1
Little Point Capital, LLC	Very Low 3	3	1	1
Hunjo LLC	Very Low 2	2	1	1
Waldo.AI, Inc.	Very Low 2	0	1	2
HarborAdvisors, LLC	Very Low 2	2	1	1
Seneca Wealth Advisors, LLC	Very Low 2	2	1	1
Silversea Capital, LLC	Very Low 1	1	1	1
Firmiacer Investment LLC	Very Low 1	1	1	1
Robin Pinkham Investment Advisory, LLC	Very Low 1	1	1	1

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