Clients per advisor for Independent firms in District Of Columbia

In the District of Columbia, independent financial advisors tend to serve a higher number of clients compared to the broader national trend for this category. With a median of 44 clients per advisor, DC advisors often manage more extensive client rosters than the typical independent advisor nationally, who usually serves around 24 clients. This suggests that many independent advisors in DC may be balancing personalized service with a moderately scalable practice size. The presence of 55 independent firms indicates a competitive market where advisors might be growing their client base beyond the early stages or choosing to maintain a larger clientele while still offering tailored financial guidance.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Manna Wealth Management	Very High 614	614	1	2
LendingRobot	Very High 609	609	1	2
The W & W Group LLC	Very High 300	300	1	2
Parco Wealth Management LLC	Very High 191	191	1	2
Financial Advisor for You, LLC	Very High 168	168	1	1
Glover Park Wealth Management, LLC	Very High 162	162	1	2
Lotus Asset Management Limited Liability Company	Very High 116	116	1	1
Vivuto, LLC	Very High 111	111	1	1
Harris and Harris Wealth Management Group, LLC	Very High 109	109	1	1
Envision Wealth Planning Inc.	Very High 106	106	1	2
Bull Run Investment Management LLC	Very High 101	101	1	1
Elite Financial Group	Very High 101	101	1	1
Harlan Financial LLC	Very High 99	99	1	1
Arc Advisers LLC	Very High 91	91	1	1
U.S. Advisors, Inc.	Very High 81	81	1	1
Cabildo Capital LLC	Very High 80	80	1	1
Roda Investment Management, LLC	Very High 80	80	1	2
The Wealth Syndicate LLC	Very High 80	80	1	1
Solist Financial	Very High 78	78	1	1
Contrary Investment Advisors	Very High 72	72	1	1
Logbook Financial Planning, LLC	Very High 70	70	1	1
DeafInvest	Very High 68	68	1	1
Laser Wealth Management, LLC	Very High 67	67	1	1
MKN Wealth Management LLC	High 63	63	1	1
MFA Global Consulting Group LLC	High 58	58	1	1
Cwm Financial Group, Inc.	High 57	57	1	1
Personal Financial Partners	High 57	57	1	1
Arlington Wealth Planning, LLC	High 56	56	1	1
Planning for Progress	High 55	55	1	1
Katz-Moses Financial LLC	High 53	53	1	1
Lander & Associates Inc	High 53	53	1	1
ACI Group	High 49	49	1	1
Money Plans	High 46	46	1	1
Watson Capital Management, Inc.	High 44	44	1	1
Marin Financial LLC	High 40	40	1	1
Styled Wealth	High 36	36	1	1
About Time Financial Planning	Typical 31	31	1	1
Tyndale Investments, LLC	Typical 30	30	1	1
Carrington Financial Planning, LLC	Typical 30	30	1	1
North Financial Advisors	Typical 30	30	1	1
Amauta Financial	Typical 27	27	1	1
Potomac Investment Company	Typical 27	27	1	2
Plein Air Capital Advisers, LLC	Typical 27	27	1	1
MoneyByLisa LLC	Typical 26	26	1	1
Life Story Financial	Typical 25	25	1	1
J. B. Bryan Financial Group, Inc.	Typical 23	23	1	1
BlueSail Advisors LLC	Typical 23	23	1	1
Advocate Wealth, LLC	Typical 22	22	1	1
JG Wealth Management, LLC	Typical 21	21	1	2
Dream Financial Planning	Low 20	20	1	1
Mabery Consulting, LLC	Low 18	18	1	1
Dominion Financial Consultants, LLC	Low 17	17	1	1
MSM Financial, LLC	Low 16	16	1	1
Beckett Clark Private Wealth, LLC	Low 14	14	1	2
Illumint	Low 14	14	1	1
Berlin Wealth Group Advisors	Low 13	13	1	2
Heronwood Capital LLC	Low 12	12	1	1
The Money Mission Limited Liability Company	Low 10	10	1	1
Discovery Wealth Planning LLC	Very Low 8	8	1	1
Lund Capital Management LLC	Very Low 7	7	1	1
SHB Advisors	Very Low 5	5	1	1
Saber Asset Management	Very Low 4	4	1	1
True North Advisory, LLC	Very Low 4	4	1	1
Mount Ararat Financial Services LLC	Very Low 2	2	1	1
Hive Wealth Management LLC	Very Low 1	1	1	1

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Clients per advisor for Independent firms serving clients in District Of Columbia