Clients per advisor for Independent firms serving clients in Virgin Islands

In the Virgin Islands, independent financial advisors typically serve a median of 24 clients each, closely aligning with the broader trend for solo advisors nationwide. With only five independent firms operating in the territory, this suggests a small but stable market where advisors likely focus on building personalized, relationship-driven practices. The client counts here fall within the low to moderate range, indicating that advisors may either be in the early stages of growing their client base or deliberately maintaining a smaller roster to provide more tailored service. For clients seeking individualized attention, Virgin Islands independent advisors may offer a fitting balance between accessibility and personalized care.

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 logo LendingRobot
Very High 609
609
1
2
Zurich Awes Financial Management, LLC logo Zurich Awes Financial Management, LLC
High 66
66
1
1
ACSB Capital Management, LLC
Typical 24
24
1
1
Freedom Financial Advisors logo Freedom Financial Advisors
Low 10
10
1
1
Inove Asset Management, L.L.C. logo Inove Asset Management, L.L.C.
Very Low 6
6
1
1
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