Clients per advisor for Independent firms in Rhode Island

In Rhode Island, independent financial advisors tend to serve a notably higher number of clients compared to the typical independent advisor nationally. With 47 firms operating in the state, the median clients per advisor is 53, which surpasses the national median of 26 for this category. This suggests that Rhode Island’s independent advisors may be managing larger client bases, potentially balancing personalized service with a more scalable approach. For consumers, this could mean advisors here are either more established or have adopted models that accommodate more clients without sacrificing relationship quality. Understanding this dynamic can help clients gauge the level of attention and service style they might expect.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Quahog Investments LLC	Very Low 5	5	1	1
Vetta Investments	Very Low 5	5	1	1
Efficient Capital Strategies, LLC	Very Low 8	8	1	1
Stillwater Investments	Low 10	10	1	1
USA 401K	Low 12	12	1	1
Bulldog Financial Planning LLC	Low 12	12	1	1
Hacket Asset Management, Inc.	Low 16	16	1	1
Zarathustra Wealth Management	Low 20	20	1	1
Carlson Planning Company	Typical 21	21	1	1
Boston Investment Trust Management, Inc.	Typical 22	22	1	1
South County Wealth Planning	Typical 22	22	1	1
Merlin Asset Management	Typical 25	25	1	1
Goal Wealth Advisory Group, LLC	Typical 28	28	1	1
Green Street Wealth Advisory, LLC	Typical 29	29	1	1
Charles J. Means & Co., LLC	Typical 33	33	1	2
Lally Wealth Management, LLC	High 38	38	1	1
Rawlings Wealth Management	High 41	41	1	1
Gulati Asset Management LLC	High 41	41	1	1
DDO Advisory Services, LLC	High 45	45	1	1
Lodestar Wealth, LLC	High 46	46	1	1
Wade Management LLC	High 49	49	1	1
Parkmount Financial Partners LLC	High 50	50	1	1
Fisher Financial Strategies	High 50	50	1	1
Coastal Financial Planning, Inc.	High 53	53	1	1
JBP Financial LLC	High 53	53	1	1
Helm Financial Planning LLC	High 59	59	1	1
MB Financial Planning LLC	High 59	59	1	1
CB Capital LLC	High 61	61	1	1
Silver Anchor Financial, LLC	High 63	63	1	1
Jones Fiduciary Wealth Management LLC	High 65	65	1	1
James Horton, LLC	High 66	66	1	1
Wickford Wealth Management, LLC	Very High 69	69	1	1
South Coast Planning & Wealth Management	Very High 70	70	1	1
Brown Advisory Group, LLC	Very High 71	71	1	1
Income Associates	Very High 77	77	1	1
Northeast Capital Management, Inc.	Very High 84	84	1	1
Atlas Peak Advisors, Inc.	Very High 94	94	1	1
Foy Financial Services, Inc.	Very High 104	104	1	1
Lechner Associates	Very High 125	125	1	2
MacDonald Wealth Management, LLC	Very High 187	187	1	2
D & P Investment Advisors, Ltd.	Very High 228	228	1	1
Eisenhiler Capital LLC	Very High 230	230	1	1
Constant Guidance Financial, LLC	Very High 239	239	1	1
The Capital Group	Very High 282	282	1	1
East Guilford Financial Services LLC	Very High 301	301	1	1
Clarity Retirement & Wealth, LLC	Very High 329	329	1	2
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Rhode Island