Clients per advisor for Multi-team firms in Puerto Rico

In Puerto Rico, multi-team financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 88 firms operating in this category, the median clients per advisor is 69, surpassing the national median of 57. This suggests that advisors in Puerto Rico often manage larger client loads, reflecting a more scalable and systematized approach to client service. Such firms may prioritize efficiency and broader client coverage, potentially offering lower minimums or fees. For clients, this indicates a market leaning toward streamlined advisory models rather than highly personalized, relationship-driven service.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Blackridge Asset Management, LLC	Very Low 10	676	66	66
Gentrust	Very Low 11	264	23	40
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
Insigneo Advisory Services, LLC	Very Low 18	3,415	186	223
Summit Trail Advisors, LLC	Very Low 21	639	31	94
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
71 West Capital Partners	Very Low 29	171	6	10
Plante Moran financial advisors	Very Low 29	3,894	134	148
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
Aegis Capital Corp.	Very Low 31	3,030	97	260
Reynders, McVeigh Capital Management, LLC	Low 32	704	22	35
OpenArc Corporate Advisory, LLC	Low 32	3,841	119	146
Arvest Wealth management	Low 32	6,689	207	238
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
Calton & Associates, Inc.	Low 39	5,056	129	373
Nfsg Corporation	Low 42	3,036	73	89
StoneX Advisors Inc.	Low 42	9,741	232	232
Tocqueville Asset Management LP	Low 43	1,159	27	73
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
Wedbush Securities Inc.	Low 45	9,927	222	897
NPA Asset Management, LLC	Low 45	2,293	51	68
On Investment Management CO	Low 45	9,317	207	207
Belpointe Asset Management LLC	Low 45	7,321	161	236
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
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
Alden investment Group	Typical 49	1,457	30	43
Cantor Fitzgerald Investment Advisors	Typical 49	1,217	26	35
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
International Assets Investment Management, LLC	Low 49	5,871	119	124
Nbc Securities, Inc.	Low 49	3,508	71	71
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Typical 50	12,906	258	320
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
HUB Investment Partners, LLC	Typical 52	5,446	104	172
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
The Burney Company	Typical 54	1,880	35	46
ValMark Advisers, Inc.	Typical 54	14,624	270	280
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Sowell Management	Typical 60	6,280	104	162
Accurate Wealth Management, LLC	Typical 62	2,612	42	47
AlphaStar Capital Management	Typical 63	8,466	136	150
Compass Financial Management LLC	Typical 63	2,152	34	34
Cumberland Advisors	Typical 64	1,091	17	36
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Apollon Wealth Management, LLC	Typical 67	8,310	123	199
Arkadios Wealth Advisors	Typical 69	14,320	210	210
Santander Securities LLC	Typical 69	10,832	157	449
SteelPeak Wealth, LLC	High 69	2,278	33	84
Prospera Financial Services, inc.	High 70	18,706	266	333
SEIA	High 72	9,520	132	241
Summit Financial, LLC	High 72	15,660	217	490
Strategic blueprint, LLC	High 74	3,338	45	57
Beacon Trust	High 74	2,830	37	51
Merit Financial Advisors	High 79	20,040	254	470
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Corecap Advisors	High 84	9,671	115	116
Founders Financial Securities LLC	High 84	9,590	114	139
Williams Jones Wealth Management, LLC	High 84	1,517	17	52
Spire Wealth Management, LLC	High 87	6,151	71	145
Gladstone Wealth Partners	High 89	8,302	93	186
American Independent Securities Group, LLC	High 92	4,339	47	49
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 95	19,977	209	211
APELLA Wealth	High 96	7,683	80	164
Grimes & Company	High 96	3,660	38	69
Brave Warrior Advisors, LLC	High 98	98	1	6
Western Wealth Management LLC	High 100	11,019	111	111
Foundations Investment Advisors LLC	High 105	29,615	282	353
Capital Investment Advisors, LLC	High 109	6,014	55	107
Geneos Wealth Management, Inc.	High 112	21,267	190	200
Palisade Capital Management, LP	Very High 113	1,577	14	42
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Harbour Investments, Inc.	Very High 126	29,827	235	235
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
United Capital Financial Advisors	Very High 151	24,837	165	289
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Trillium Asset Management	Very High 173	1,731	10	53
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
Genter Capital Management	Very High 214	4,069	19	63
Facet	Very High 215	13,331	62	168
Axxcess Wealth Management, LLC	Very High 217	9,558	44	72
Good Life Advisors, LLC	Very High 234	22,240	95	135
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
Missionsquare Retirement	Very High 278	40,526	145	553
Advisors Capital Management, LLC	Very High 330	17,842	55	103
Symmetry Partners	Very High 353	8,476	24	52
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
EFS Advisors	Very High 394	21,660	55	59
Equity Investment Corp	Very High 409	6,550	16	27
Lincoln Investment	Very High 464	138,132	299	1,238
Concentric	Very High 514	5,142	10	26
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
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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Clients per advisor for Multi-team firms serving clients in Puerto Rico