Clients per advisor for Institution firms in New York

In New York, there are 44 institution-scale financial advisory firms, reflecting a robust presence of some of the largest and most scaled organizations in the industry. Advisors in these firms typically manage around 90 clients each, aligning closely with the state’s median and slightly above the national median for this category. This suggests that New York’s institutional advisors balance efficiency with personalized service, offering a range of advisory models from highly scaled to more relationship-focused teams. For clients, this means access to diverse service approaches depending on the firm’s structure and client needs within the state.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Edelman Financial Engines	Very High 693	477,170	690	1,679
Vanguard Advisers	Very High 353	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	High 123	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.	Typical 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	Typical 77	801,652	10,350	10,350
Raymond James Financial	Typical 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	Low 70	1,791,731	25,612	32,960
STIFEL	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 New York