Clients per advisor for Multi-team firms serving clients in Maine

In Maine, multi-team financial advisory firms tend to serve slightly more clients per advisor compared to the broader national pattern. With 316 firms operating in this category, the median number of clients per advisor is 68, which is above the national median of 62. This suggests that Maine’s multi-team firms may lean toward more scalable, systematized service models that manage a broader client base per advisor. However, the range also indicates some variation, with firms balancing between personalized, relationship-driven approaches and efficient, higher-volume client coverage. This diversity offers clients options depending on their preference for service intensity and fee structures.

Multi-team firms nationally 0 firms

Very Low - per advisor

Low -

Typical -

High -

Very High -

5th 20th 40th 60th 80th 95th

Median: 0

Firm	Client/advisor ratio	Clients	Advisors	Staff
MWA Financial Services Inc.	Very Low 11	1,981	182	721
Gradient Advisors, LLC	Very Low 13	2,149	171	173
XYPN Invest	Very Low 13	621	49	55
Lifemark Securities Corp.	Very Low 14	1,053	77	78
Northeast Planning Associates, Inc.	Very Low 14	959	70	129
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
SVB Wealth	Very Low 14	1,024	71	73
Hennion & Walsh Asset Management, Inc.	Very Low 15	1,087	73	75
IP Financial Advisory Services LLC	Very Low 16	2,001	125	125
Root Financial Partners	Very Low 17	852	51	65
Infinity Financial Services Advisory	Very Low 18	642	35	35
Crewe Advisors	Very Low 20	514	26	32
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Bryn Mawr Trust Advisors, LLC	Very Low 23	1,335	59	87
Latitude Advisors, LLC	Very Low 23	1,525	67	67
Siebert AdvisorNXT, LLC.	Very Low 23	973	42	43
Momentum Independent Network Inc.	Very Low 23	2,817	121	121
Brighton Jones LLC	Very Low 24	3,585	152	316
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
integrity Advisory Solutions	Very Low 24	2,387	100	113
Bailard, Inc.	Very Low 24	1,008	42	80
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
Hilltop Securities inc.	Very Low 25	3,335	134	134
Andersen	Very Low 25	550	22	2,061
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
Connecticut Wealth Management, LLC	Very Low 26	1,303	50	74
Sand Hill Global Advisors, LLC	Very Low 27	546	20	33
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	318
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
Crestwood Advisors	Very Low 28	1,106	40	64
USAA Investment Services Company	Very Low 28	2,635	93	176
71 West Capital Partners	Very Low 29	171	6	10
Range Advisory, LLC	Very Low 29	950	33	38
Prosperity - An EisnerAmper Company	Very Low 29	1,850	64	66
Citizens Private Wealth	Very Low 29	2,502	85	204
Curi Capital, LLC	Very Low 30	2,865	94	180
New Edge Wealth	Very Low 31	3,621	118	211
Plancorp, LLC	Very Low 31	1,486	48	91
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
Aegis Capital Corp.	Very Low 31	3,030	97	260
Keel Point, LLC	Very Low 31	1,475	47	76
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
CGN Advisors, LLC	Very Low 32	1,281	40	53
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Arvest Wealth management	Very Low 32	6,689	207	238
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Robertson Stephens	Low 34	2,236	65	118
Abacus Wealth Partners	Low 35	1,547	44	65
Savvy	Low 36	4,552	127	170
Silvercrest Asset Management Group LLC	Low 36	1,081	30	175
Choate Investment Advisors	Low 36	614	17	34
RMR Wealth Builders, Inc.	Low 37	1,907	52	64
Gibson Capital, LLC	Low 37	222	6	17
UMB Financial Services, Inc.	Low 37	2,110	57	57
Empirical Wealth management	Low 37	2,394	64	94
SAX Wealth Advisors, LLC	Low 38	1,596	42	42
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
Bolton Securities Corporation	Low 39	5,566	143	158
Calton & Associates, Inc.	Low 39	5,056	129	373
Mariner Independent	Low 39	4,261	108	161
Vanderbilt Advisory Services	Low 40	6,199	156	161
SignatureFD, LLC	Low 40	1,891	47	130
McAdam LLC	Low 41	5,538	136	174
Fortis Capital Advisors, LLC	Low 41	2,127	52	68
Greenspring Advisors, LLC	Low 41	1,697	41	68
StoneX Advisors Inc.	Low 42	9,741	232	232
Tocqueville Asset Management LP	Low 43	1,159	27	73
WealthSpire Advisors	Low 43	8,631	201	368
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
Seacrest Wealth Management, LLC	Low 43	1,475	34	47
F L Putnam Investment Management Co.	Low 43	2,823	65	160
The Mather Group, LLC	Low 45	4,773	107	186
Wedbush Securities Inc.	Low 45	9,927	222	897
Westminster Financial Advisory Corp	Low 45	1,935	43	43
On Investment Management CO	Low 45	9,317	207	207
Wedmont Private Capital	Low 45	496	11	13
Belpointe Asset Management LLC	Low 45	7,321	161	236
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
CWA Asset Management Group	Low 46	1,875	41	67
SB Advisory, LLC	Low 46	1,574	34	34
Hamilton Capital	Low 47	2,744	59	90
Truepoint, Inc.	Low 47	1,867	40	103
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Freestone Capital Management, LLC	Low 48	2,906	61	120
Encompass More Asset Management LLC	Low 48	4,008	84	108
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
Independent Wealth Network, Inc.	Low 48	1,445	30	37
Exodus Wealth, LLC	Low 48	2,219	46	53
U.S. Capital Wealth Advisors, LLC	Low 48	4,395	91	141
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
Alden investment Group	Low 49	1,457	30	43
Moran Wealth Management, LLC	Low 49	1,606	33	53
Pallas Capital Advisors, LLC	Low 49	1,221	25	28
Concorde Asset Management, LLC	Low 49	3,689	75	76
Badgley Phelps Wealth Managers	Low 49	1,282	26	45
International Assets Investment Management, LLC	Low 49	5,871	119	124
Nbc Securities, Inc.	Low 49	3,508	71	71
Simplicity wealth	Low 49	8,456	171	424
BFC PLANNING, Inc.	Low 49	11,327	229	229
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Low 50	12,906	258	320
Modera Wealth Management, LLC	Low 51	5,918	117	238
Maia Wealth	Low 51	2,127	42	43
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Composition Wealth, LLC	Typical 51	3,760	74	128
Advisory Services Network	Typical 51	12,426	244	268
Secure Asset Management, L.L.C.	Typical 51	2,877	56	56
CL Wealth Management LLC	Typical 52	2,165	42	42
HUB Investment Partners, LLC	Typical 52	5,446	104	172
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
Farther	Typical 53	14,593	274	571
Northrock Partners, LLC	Typical 54	4,778	89	233
Krilogy	Typical 54	3,061	57	103
The Burney Company	Typical 54	1,880	35	46
Brookwood Investment Group	Typical 54	3,500	65	65
Forum Financial Management, LP	Typical 54	5,622	104	143
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Verdence Capital Advisors, LLC	Typical 54	1,798	33	52
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Perigon Wealth Management, LLC	Typical 58	5,421	94	159
Parallel Advisors, LLC	Typical 58	4,169	72	137
Archer Investment Corporation	Typical 58	4,290	74	80
Principle Wealth	Typical 59	1,173	20	28
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Cary Street Partners	Typical 59	6,641	113	182
AlphaCore Capital LLC	Typical 59	3,328	56	111
Mutual Advisors, LLC	Typical 60	9,290	155	208
Sowell Management	Typical 60	6,280	104	162
Capital Investment Advisory Services, LLC	Typical 61	6,172	102	102
Royal Fund Management, LLC	Typical 61	4,940	81	93
Victory Financial	Typical 61	2,937	48	48
Accurate Wealth Management, LLC	Typical 62	2,612	42	47
AlphaStar Capital Management	Typical 62	8,466	136	150
Compass Financial Management LLC	Typical 63	2,152	34	34
Virtue Capital Management, LLC	Typical 64	5,740	90	105
Cumberland Advisors	Typical 64	1,091	17	36
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Waverly Advisors, LLC	Typical 66	12,923	197	414
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Moneco Advisors	Typical 66	2,781	42	66
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
Synovus Securities, Inc.	Typical 66	11,964	180	280
OneAscent Financial Services LLC	Typical 67	5,128	77	161
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Gradient Securities, LLC	Typical 67	4,546	68	68
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Soltis Investment Advisors, LLC	Typical 67	5,113	76	121
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Douglas C. Lane & Associates	Typical 68	1,084	16	37
Dakota Wealth, LLC	Typical 68	3,728	55	91
Arkadios Wealth Advisors	Typical 68	14,320	210	210
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Santander Securities LLC	Typical 69	10,832	157	449
Proficio Capital Partners LLC	Typical 69	138	2	23
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
FAS Wealth Partners, Inc.	Typical 69	1,524	22	33
Moors & Cabot, Inc.	Typical 69	4,921	71	121
Prospera Financial Services, inc.	Typical 70	18,706	266	333
SEIA	Typical 72	9,520	132	241
Summit Financial, LLC	Typical 72	15,660	217	490
Bradley Foster & Sargent Inc	Typical 74	1,840	25	61
Coastal Bridge Advisors	Typical 74	1,846	25	46
Prosperity Capital Advisors	Typical 74	7,469	101	244
Ritholtz Wealth Management	Typical 74	3,999	54	83
TCI Wealth Advisors, Inc.	Typical 74	3,189	43	71
Strategic blueprint, LLC	Typical 74	3,338	45	57
CG Advisory Services	High 74	4,898	66	136
Quotient Wealth Partners, LLC	High 75	2,163	29	60
Stratos Wealth Advisors LLC	High 75	4,928	66	170
CW Advisors, LLC	High 75	6,426	86	152
Cassaday & Company, Inc.	High 75	3,142	42	97
Larson Financial Group, LLC	High 76	4,937	65	131
The Patriot Financial Group, LLC	High 76	2,361	31	59
Beacon Trust	High 76	2,830	37	51
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
Merit Financial Advisors	High 79	20,040	254	470
Vicus Capital, Inc.	High 79	6,170	78	84
Carnegie Investment Counsel	High 80	3,056	38	69
OnePoint BFG Wealth Partners	High 81	8,458	105	205
The Pinnacle Financial Group	High 81	3,150	39	54
Gateway Wealth Partners, LLC	High 81	7,312	90	90
Berger Financial Group	High 82	3,755	46	89
HighPoint Planning Partners	High 82	9,160	112	112
John W. Bristol & Co., Inc.	High 83	83	1	18
RWA Wealth Partners	High 84	5,951	71	178
Corecap Advisors	High 84	9,671	115	116
Founders Financial Securities LLC	High 84	9,590	114	139
Essex Financial Services, Inc.	High 84	2,780	33	46
BLBB Advisors	High 84	1,520	18	32
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
Stephens	High 85	21,168	249	611
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Silver Oak Securities, Incorporated	High 85	8,631	101	103
RFG Advisory, LLC	High 87	14,368	166	311
Ingalls & Snyder, LLC	High 87	4,245	49	92
Spire Wealth Management, LLC	High 87	6,151	71	145
IFG Advisory, LLC	High 88	9,038	103	187
Crawford Investment Counsel Inc	High 88	1,943	22	54
Diversify Wealth Management, LLC	High 89	4,719	53	95
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Gladstone Wealth Partners	High 89	8,302	93	186
Pure Financial Advisors, llc	High 89	7,503	84	204
Capital Advisors, Inc.	High 91	3,262	36	69
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Integrated Advisors Network LLC	High 91	7,363	81	87
American Independent Securities Group, LLC	High 92	4,339	47	49
G. A. Repple & Company	High 92	3,139	34	53
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
SageSpring Wealth Partners	High 92	11,558	125	195
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
APELLA Wealth	High 96	7,683	80	164
Winthrop Wealth	High 96	2,405	25	38
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
Grimes & Company	High 96	3,660	38	69
Jacobi Capital Management, LLC	High 97	2,900	30	31
Joel Isaacson & Co., LLC	High 97	1,267	13	52
Mariner Advisor Network	High 99	16,100	163	174
HBKS Wealth Advisors	High 99	7,344	74	109
Western Wealth Management LLC	High 99	11,019	111	111
XML Financial Group	High 100	2,890	29	54
The Wealth Consulting Group	High 100	12,646	126	131
CreativeOne Securities, LLC	High 101	12,362	123	196
Summit Wealth Group	High 101	3,117	31	80
Principal Advised Services	High 103	23,164	225	383
Level Four Advisory Services	High 103	14,964	145	145
Creativeone Wealth, LLC	High 104	22,064	212	222
Foundations Investment Advisors LLC	High 105	29,615	282	353
Trilogy Capital, Inc.	High 106	8,058	76	76
R M Davis Inc	High 106	2,342	22	63
Csenge Advisory Group, LLC	High 108	7,147	66	74
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Capital Investment Advisors, LLC	High 109	6,014	55	107
Novem Group	High 110	3,513	32	52
Exencial Wealth Advisors	High 110	3,086	28	116
Harbor Investment Advisory, LLC	Very High 112	3,357	30	35
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
Palisade Capital Management, LP	Very High 113	1,577	14	42
AdvisorNet Wealth Partners	Very High 113	3,499	31	131
Howland Capital Management LLC	Very High 115	1,270	11	35
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Flagship Harbor Advisors, LLC	Very High 117	7,280	62	62
Octavia Wealth Advisors LLC	Very High 118	3,672	31	45
Carret Asset Management, LLC	Very High 121	1,336	11	22
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Beaumont Financial Partners	Very High 127	1,898	15	24
Harbour Investments, Inc.	Very High 127	29,827	235	235
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Cornerstone Wealth Management, LLC	Very High 134	12,454	93	103
Allegheny Financial Group	Very High 135	3,920	29	103
Douglass Winthrop Advisors LLC	Very High 139	1,249	9	34
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Advisory Alpha, LLC	Very High 147	8,799	60	66
Cannell & Spears LLC	Very High 150	2,394	16	40
United Capital Financial Advisors	Very High 151	24,837	165	289
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
Compound Planning, Inc.	Very High 153	11,480	75	119
Madison Avenue Securities, LLC	Very High 155	14,084	91	125
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
Welch & Forbes LLC	Very High 161	643	4	55
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Wealthcare Capital Management LLC	Very High 171	5,638	33	54
Kornitzer Capital Management, Inc.	Very High 173	1,904	11	40
Trillium Asset Management	Very High 173	1,731	10	53
Northeast Investment Management Inc	Very High 181	1,626	9	25
Sound Income Strategies, LLC	Very High 190	24,734	130	134
Clinton Investment Management, LLC	Very High 190	2,095	11	14
The Fiduciary Alliance	Very High 194	8,744	45	76
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
IPI Wealth Management, Inc.	Very High 199	13,138	66	67
Great Valley Advisor Group, LLC	Very High 201	36,836	183	325
HBW Advisory Services LLC	Very High 203	13,779	68	72
Karpus Investment Management	Very High 207	1,653	8	38
Genter Capital Management	Very High 214	4,069	19	63
Facet	Very High 215	13,331	62	168
Davidson Investment Advisors, Inc.	Very High 215	4,091	19	31
St. Germain Investment Management	Very High 223	6,461	29	42
Advance Capital Management Inc	Very High 228	7,287	32	62
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
H.M. Payson	Very High 264	3,961	15	34
Riverbridge	Very High 268	3,482	13	46
TruWealth Advisors, LLC	Very High 274	4,655	17	34
Missionsquare Retirement	Very High 279	40,526	145	553
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High 321	3,214	10	109
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Symmetry Partners	Very High 353	8,476	24	52
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
EFS Advisors	Very High 394	21,660	55	59
Marshfield Associates	Very High 395	3,946	10	27
Equity Investment Corp	Very High 409	6,550	16	27
Howard Capital Management, Inc.	Very High 459	10,546	23	45
Lincoln Investment	Very High 462	138,132	299	1,238
Beck, Mack & Oliver LLC	Very High 504	1,512	3	24
Concentric	Very High 514	5,142	10	26
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	105
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	149
Madison Investment Advisors, LLC	Very High 608	14,602	24	92
Aptus Capital Advisors, LLC	Very High 705	12,693	18	40
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Chilton Investment Services, LLC	Very High 839	1,678	2	70
Ally invest Advisors	Very High 914	83,199	91	91
Signature Investment Advisors, LLC	Very High 932	7,454	8	21
Gradient Investments, LLC	Very High 984	26,560	27	40

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