Clients per advisor for Independent firms in West Virginia

In West Virginia, independent financial advisors tend to serve a higher number of clients per advisor compared to the broader independent advisor landscape. With 23 independent firms in the state, the median clients per advisor is 38, surpassing the national median of 26 for this category. This suggests that West Virginia’s independent advisors may be balancing between personalized service and a moderately scaled client base. While many independent advisors nationally focus on smaller, relationship-driven practices, those in West Virginia appear to manage somewhat larger client loads, potentially reflecting a blend of growth-stage firms and those aiming for efficient service models.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
Plan2Retire	Very High 271	271	1	1
Coastal Wealth Advisory Services, LLC	Very High 230	230	1	1
Taylor Capital Management	Very High 207	207	1	1
Marathon Strategic Advisors, LLC	Very High 195	195	1	2
Parco Wealth Management LLC	Very High 191	191	1	2
Applied Financial Wisdom	Very High 151	151	1	1
Anthony Investment Management, LLC	Very High 105	105	1	1
Retirement Planning Consultants Inc	Very High 91	91	1	1
Plentiful Wealth, LLC	Very High 79	79	1	2
JA Investment Management, LLC	Very High 67	67	1	1
Blackwater Financial	High 38	38	1	2
Arbus Capital Management, LLC	Typical 30	30	1	2
WNA Wealth Management, LLC	Typical 21	21	1	1
Jondaknows Financial Group, Inc.	Low 16	16	1	1
The Spano Group Wealth Managers	Low 14	14	1	1
Bianco Capital Management, LLC	Low 10	10	1	1
Mission: Advice	Low 10	10	1	1
Legacy Advisors	Very Low 6	6	1	1
McKee Wealth Management	Very Low 6	6	1	1
Global Freedom Financial LLC	Very Low 2	2	1	1
Layne Financial Group	Very Low 1	1	1	1
McClure Private Wealth, LLC	Very Low 1	1	1	1

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Clients per advisor for Independent firms serving clients in West Virginia