Clients per advisor for Multi-team firms serving clients in North Dakota

In North Dakota, multi-team financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 79 clients versus the national median of 57. This suggests that firms in the state often operate with more scalable, systematized models, managing larger client loads per advisor. With 161 such firms in North Dakota, the landscape reflects a preference for efficiency and broader client coverage rather than highly personalized, low-client-load approaches. Clients seeking more individualized attention may find fewer options here, as many advisors balance service across a substantial client base within these multi-team organizations.

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
Gradient Investments, LLC	Very High 984	26,560	27	40
Signature Investment Advisors, LLC	Very High 932	7,454	8	21
Ally invest Advisors	Very High 914	83,199	91	91
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Madison Investment Advisors, LLC	Very High 608	14,602	24	92
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	149
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	105
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
Concentric	Very High 514	5,142	10	26
Lincoln Investment	Very High 462	138,132	299	1,238
Howard Capital Management, Inc.	Very High 459	10,546	23	45
Equity Investment Corp	Very High 409	6,550	16	27
EFS Advisors	Very High 394	21,660	55	59
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Symmetry Partners	Very High 353	8,476	24	52
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Missionsquare Retirement	Very High 279	40,526	145	553
Riverbridge	Very High 268	3,482	13	46
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Accredited Investors Wealth Management	Very High 236	942	4	53
Midwestern Securities Trading Company, LLC	Very High 230	11,709	51	105
Davidson Investment Advisors, Inc.	Very High 215	4,091	19	31
Facet	Very High 215	13,331	62	168
HBW Advisory Services LLC	Very High 203	13,779	68	72
Great Valley Advisor Group, LLC	Very High 201	36,836	183	325
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
The Fiduciary Alliance	Very High 194	8,744	45	76
Sound Income Strategies, LLC	Very High 190	24,734	130	134
Trillium Asset Management	Very High 173	1,731	10	53
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Madison Avenue Securities, LLC	Very High 155	14,084	91	125
Compound Planning, Inc.	Very High 153	11,480	75	119
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
United Capital Financial Advisors	Very High 151	24,837	165	289
Private Client Services, LLC	Very High 150	8,723	58	60
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Harbour Investments, Inc.	Very High 127	29,827	235	235
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Thrivent Advisor Network, LLC	Very High 120	14,611	122	122
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Focus Financial	Very High 114	13,560	119	189
AdvisorNet Wealth Partners	Very High 113	3,499	31	131
Palisade Capital Management, LP	Very High 113	1,577	14	42
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
Exencial Wealth Advisors	High 110	3,086	28	116
Novem Group	High 110	3,513	32	52
Capital Investment Advisors, LLC	High 109	6,014	55	107
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Csenge Advisory Group, LLC	High 108	7,147	66	74
Foundations Investment Advisors LLC	High 105	29,615	282	353
Creativeone Wealth, LLC	High 104	22,064	212	222
Level Four Advisory Services	High 103	14,964	145	145
Principal Advised Services	High 103	23,164	225	383
CreativeOne Securities, LLC	High 101	12,362	123	196
Western Wealth Management LLC	High 99	11,019	111	111
Mariner Advisor Network	High 99	16,100	163	174
Grimes & Company	High 96	3,660	38	69
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
APELLA Wealth	High 96	7,683	80	164
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
Alpha Cubed Investments, LLC	High 94	2,058	22	29
SageSpring Wealth Partners	High 92	11,558	125	195
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
American Independent Securities Group, LLC	High 92	4,339	47	49
G. A. Repple & Company	High 92	3,139	34	53
Meridian Wealth Management, LLC	High 91	5,366	59	67
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Capital Advisors, Inc.	High 91	3,262	36	69
Gladstone Wealth Partners	High 89	8,302	93	186
Diversify Wealth Management, LLC	High 89	4,719	53	95
Spire Wealth Management, LLC	High 87	6,151	71	145
Ingalls & Snyder, LLC	High 87	4,245	49	92
RFG Advisory, LLC	High 87	14,368	166	311
Silver Oak Securities, Incorporated	High 85	8,631	101	103
Stephens	High 85	21,168	249	611
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
Founders Financial Securities LLC	High 84	9,590	114	139
Corecap Advisors	High 84	9,671	115	116
RWA Wealth Partners	High 84	5,951	71	178
Berger Financial Group	High 82	3,755	46	89
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Vicus Capital, Inc.	High 79	6,170	78	84
Merit Financial Advisors	High 79	20,040	254	470
Beacon Trust	High 76	2,830	37	51
The Patriot Financial Group, LLC	High 76	2,361	31	59
Larson Financial Group, LLC	High 76	4,937	65	131
CW Advisors, LLC	High 75	6,426	86	152
Stratos Wealth Advisors LLC	High 75	4,928	66	170
CG Advisory Services	High 74	4,898	66	136
Summit Financial, LLC	Typical 72	15,660	217	490
SEIA	Typical 72	9,520	132	241
Arax Advisory Partners	Typical 71	6,949	98	122
Ascentis Independent Advisors, LLC	Typical 71	2,690	38	43
Prospera Financial Services, inc.	Typical 70	18,706	266	333
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
Santander Securities LLC	Typical 69	10,832	157	449
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Arkadios Wealth Advisors	Typical 68	14,320	210	210
Dakota Wealth, LLC	Typical 68	3,728	55	91
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Gradient Securities, LLC	Typical 67	4,546	68	68
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Perennial Financial Services	Typical 67	3,069	46	71
OneAscent Financial Services LLC	Typical 67	5,128	77	161
Synovus Securities, Inc.	Typical 66	11,964	180	280
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Waverly Advisors, LLC	Typical 66	12,923	197	414
Cumberland Advisors	Typical 64	1,091	17	36
AlphaStar Capital Management	Typical 62	8,466	136	150
CX Institutional, LLC	Typical 61	4,553	75	130
Sowell Management	Typical 60	6,280	104	162
Mutual Advisors, LLC	Typical 60	9,290	155	208
BIP Wealth, LLC	Typical 60	3,108	52	88
Cary Street Partners	Typical 59	6,641	113	182
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Parallel Advisors, LLC	Typical 58	4,169	72	137
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Cooper McManus	Typical 57	3,379	59	59
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
Inspire Advisors, LLC	Typical 55	3,523	64	64
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Forum Financial Management, LP	Typical 54	5,622	104	143
Bridges Investment Management Inc	Typical 54	1,671	31	79
The Burney Company	Typical 54	1,880	35	46
Northrock Partners, LLC	Typical 54	4,778	89	233
Farther	Typical 53	14,593	274	571
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
HUB Investment Partners, LLC	Typical 52	5,446	104	172
CL Wealth Management LLC	Typical 52	2,165	42	42
Secure Asset Management, L.L.C.	Typical 51	2,877	56	56
Composition Wealth, LLC	Typical 51	3,760	74	128
Kovack Advisors, inc.	Low 50	12,906	258	320
Choreo, LLC	Low 50	6,794	137	232
BFC PLANNING, Inc.	Low 49	11,327	229	229
Simplicity wealth	Low 49	8,456	171	424
Nbc Securities, Inc.	Low 49	3,508	71	71
International Assets Investment Management, LLC	Low 49	5,871	119	124
Concorde Asset Management, LLC	Low 49	3,689	75	76
Alden investment Group	Low 49	1,457	30	43
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
Freestone Capital Management, LLC	Low 48	2,906	61	120
Balefire, LLC	Low 47	1,757	37	38
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
SB Advisory, LLC	Low 46	1,574	34	34
CWA Asset Management Group	Low 46	1,875	41	67
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
Belpointe Asset Management LLC	Low 45	7,321	161	236
On Investment Management CO	Low 45	9,317	207	207
Wedbush Securities Inc.	Low 45	9,927	222	897
The Mather Group, LLC	Low 45	4,773	107	186
Seacrest Wealth Management, LLC	Low 43	1,475	34	47
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
WealthSpire Advisors	Low 43	8,631	201	368
Tocqueville Asset Management LP	Low 43	1,159	27	73
Financial Gravity Family Office Services, LLC	Low 43	1,716	40	45
StoneX Advisors Inc.	Low 42	9,741	232	232
Nfsg Corporation	Low 42	3,036	73	89
McAdam LLC	Low 41	5,538	136	174
Vanderbilt Advisory Services	Low 40	6,199	156	161
Mariner Independent	Low 39	4,261	108	161
Calton & Associates, Inc.	Low 39	5,056	129	373
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
FBL Wealth Management, LLC	Low 38	8,258	219	219
UMB Financial Services, Inc.	Low 37	2,110	57	57
Transce3nd LLC	Low 37	1,581	43	60
Savvy	Low 36	4,552	127	170
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Arvest Wealth management	Very Low 32	6,689	207	238
CGN Advisors, LLC	Very Low 32	1,281	40	53
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
Cape Investment Advisory, Inc.	Very Low 31	1,002	32	34
Aegis Capital Corp.	Very Low 31	3,030	97	260
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
New Edge Wealth	Very Low 31	3,621	118	211
Curi Capital, LLC	Very Low 30	2,865	94	180
The Oak Ridge Financial Services Group, Inc.	Very Low 30	994	33	57
Citizens Private Wealth	Very Low 29	2,502	85	204
Mission Wealth Management, LP	Very Low 29	3,679	127	184
Range Advisory, LLC	Very Low 29	950	33	38
71 West Capital Partners	Very Low 29	171	6	10
USAA Investment Services Company	Very Low 28	2,635	93	176
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	318
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
Andersen	Very Low 25	550	22	2,061
Hilltop Securities inc.	Very Low 25	3,335	134	134
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
Bailard, Inc.	Very Low 24	1,008	42	80
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
Brighton Jones LLC	Very Low 24	3,585	152	316
Momentum Independent Network Inc.	Very Low 23	2,817	121	121
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Prairie Capital Management Group, LLC	Very Low 20	431	22	47
IP Financial Advisory Services LLC	Very Low 16	2,001	125	125
SVB Wealth	Very Low 14	1,024	71	73
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
XYPN Invest	Very Low 13	621	49	55
Gradient Advisors, LLC	Very Low 13	2,149	171	173
MWA Financial Services Inc.	Very Low 11	1,981	182	721

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