Clients per advisor for Institution firms in Colorado

In Colorado, the 44 institution-scale financial advisory firms closely mirror the national pattern, with a median of 90 clients per advisor. This aligns with the broader trend of these large firms serving between 60 and 90 clients on average, reflecting a balance between personalized attention and scalable service models. The client load range in Colorado, spanning roughly 18 to 133 clients per advisor, suggests a diverse mix of advisory approaches—from more relationship-focused teams to highly efficient, larger-scale operations. For clients in Colorado, this means there are options whether you prioritize individualized service or broader access through streamlined models.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Edelman Financial Engines	Very High 692	477,170	690	1,679
Vanguard Advisers	Very High 352	791,495	2,247	2,247
Edward Jones	Very High 170	4,030,222	23,701	36,317
Charles Schwab	Very High 143	955,800	6,702	30,690
Fidelity	Very High 140	2,390,975	17,080	17,112
Wells Fargo Advisors	Very High 122	455,837	3,737	4,047
UBS Financial Services	High 116	1,098,059	9,492	12,524
Morgan Stanley	High 114	2,644,338	23,144	29,481
Ameriprise	High 107	1,373,063	12,784	14,056
Raymond James & Associates	High 94	513,125	5,437	16,780
Robert Baird & Co.	High 92	236,131	2,571	4,322
Mass Mutual Investors Services	Typical 92	448,837	4,903	6,976
Cambridge Investment Research Advisors	Typical 91	355,872	3,909	3,909
J.P. Morgan Securities	Typical 90	1,234,172	13,660	13,660
Wells Fargo Clearing	Typical 90	1,298,616	14,470	18,895
LPL Financial	Typical 90	1,962,908	21,907	41,879
Cetera	Low 77	801,652	10,350	10,350
Raymond James Financial	Low 76	493,979	6,494	9,675
Fisher Investments	Low 73	199,061	2,723	4,369
OSAIC	Low 73	569,367	7,827	8,979
RBC Capital Markets	Low 73	275,938	3,801	8,781
Merrill	Very Low 70	1,791,731	25,612	32,960
STIFEL	Very Low 69	230,676	3,326	6,478
Thrivent Investment Management	Very Low 41	124,646	3,050	3,901
LPL Enterprise	Very Low 34	102,071	3,023	5,215
Primerica Advisors	Very Low 18	67,586	3,710	3,992
Equitable Advisors	Very Low 16	71,990	4,585	5,674

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Clients per advisor for Institution firms serving clients in Colorado