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
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
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
Concentric	Very High 514	5,142	10	26
Lincoln Investment	Very High 462	138,132	299	1,238
Equity Investment Corp	Very High 409	6,550	16	27
EFS Advisors	Very High 394	21,660	55	59
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
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
Good Life Advisors, LLC	Very High 234	22,240	95	135
Axxcess Wealth Management, LLC	Very High 217	9,558	44	72
Facet	Very High 215	13,331	62	168
Genter Capital Management	Very High 214	4,069	19	63
Great Valley Advisor Group, LLC	Very High 201	36,836	183	325
IPI Wealth Management, Inc.	Very High 199	13,138	66	67
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
Trillium Asset Management	Very High 173	1,731	10	53
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
United Capital Financial Advisors	Very High 151	24,837	165	289
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Harbour Investments, Inc.	Very High 127	29,827	235	235
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Palisade Capital Management, LP	Very High 113	1,577	14	42
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
Capital Investment Advisors, LLC	High 109	6,014	55	107
Foundations Investment Advisors LLC	High 105	29,615	282	353
Western Wealth Management LLC	High 99	11,019	111	111
Brave Warrior Advisors, LLC	High 98	98	1	6
Grimes & Company	High 96	3,660	38	69
APELLA Wealth	High 96	7,683	80	164
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
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
Gladstone Wealth Partners	High 89	8,302	93	186
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Spire Wealth Management, LLC	High 87	6,151	71	145
Founders Financial Securities LLC	High 84	9,590	114	139
Corecap Advisors	High 84	9,671	115	116
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Merit Financial Advisors	High 79	20,040	254	470
Beacon Trust	High 76	2,830	37	51
Strategic blueprint, LLC	Typical 74	3,338	45	57
Summit Financial, LLC	Typical 72	15,660	217	490
SEIA	Typical 72	9,520	132	241
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
Arkadios Wealth Advisors	Typical 68	14,320	210	210
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Cumberland Advisors	Typical 64	1,091	17	36
Compass Financial Management LLC	Typical 63	2,152	34	34
AlphaStar Capital Management	Typical 62	8,466	136	150
Accurate Wealth Management, LLC	Typical 62	2,612	42	47
Sowell Management	Typical 60	6,280	104	162
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
ValMark Advisers, Inc.	Typical 54	14,624	270	280
The Burney Company	Typical 54	1,880	35	46
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
HUB Investment Partners, LLC	Typical 52	5,446	104	172
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Kovack Advisors, inc.	Low 50	12,906	258	320
Choreo, LLC	Low 50	6,794	137	232
Nbc Securities, Inc.	Low 49	3,508	71	71
International Assets Investment Management, LLC	Low 49	5,871	119	124
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
Encompass More Asset Management LLC	Low 48	4,008	84	108
Freestone Capital Management, LLC	Low 48	2,906	61	120
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Hamilton Capital	Low 47	2,744	59	90
SB Advisory, LLC	Low 46	1,574	34	34
CWA Asset Management Group	Low 46	1,875	41	67
Belpointe Asset Management LLC	Low 45	7,321	161	236
On Investment Management CO	Low 45	9,317	207	207
NPA Asset Management, LLC	Low 45	2,293	51	68
Wedbush Securities Inc.	Low 45	9,927	222	897
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
Tocqueville Asset Management LP	Low 43	1,159	27	73
StoneX Advisors Inc.	Low 42	9,741	232	232
Nfsg Corporation	Low 42	3,036	73	89
Calton & Associates, Inc.	Low 39	5,056	129	373
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
Arvest Wealth management	Very Low 32	6,689	207	238
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
Aegis Capital Corp.	Very Low 31	3,030	97	260
New Edge Wealth	Very Low 31	3,621	118	211
Curi Capital, LLC	Very Low 30	2,865	94	180
Citizens Private Wealth	Very Low 29	2,502	85	204
Plante Moran financial advisors	Very Low 29	3,894	134	148
71 West Capital Partners	Very Low 29	171	6	10
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
Summit Trail Advisors, LLC	Very Low 21	639	31	94
Insigneo Advisory Services, LLC	Very Low 18	3,415	186	223
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
Gentrust	Very Low 11	264	23	40
Blackridge Asset Management, LLC	Very Low 10	676	66	66

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Clients per advisor for Multi-team firms serving clients in Puerto Rico