Clients per advisor for Multi-team firms serving clients in Rhode Island

In Rhode Island, multi-team financial advisory firms tend to serve slightly more clients per advisor than the typical range seen nationally. With 276 firms operating in the state, the median number of clients per advisor is 69, higher than the national median of 62 for this firm category. This suggests that Rhode Island firms may lean toward more scalable, systematized service models that handle broader client coverage. However, the range of clients per advisor in Rhode Island is also wider, indicating a mix of approaches—from more personalized, team-based service to efficient, higher-volume advisory models—reflecting varied client needs and firm structures within the state.

Multi-team firms nationally 0 firms

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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
Evoke Advisors	Very High 874	874	1	96
Chilton Investment Services, LLC	Very High 839	1,678	2	70
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Aptus Capital Advisors, LLC	Very High 705	12,693	18	40
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
Beck, Mack & Oliver LLC	Very High 504	1,512	3	24
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
Hamlin Capital Management, LLC	Very High 399	1,594	4	24
Marshfield Associates	Very High 395	3,946	10	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
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High 321	3,214	10	109
Klingenstein Fields Advisors	Very High 309	1,237	4	39
Missionsquare Retirement	Very High 279	40,526	145	553
Riverbridge	Very High 268	3,482	13	46
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
St. Germain Investment Management	Very High 223	6,461	29	42
Facet	Very High 215	13,331	62	168
Karpus Investment Management	Very High 207	1,653	8	38
HBW Advisory Services LLC	Very High 203	13,779	68	72
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
Clinton Investment Management, LLC	Very High 190	2,095	11	14
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
Bison Wealth, LLC	Very High 162	8,569	53	78
Welch & Forbes LLC	Very High 161	643	4	55
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
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
Cannell & Spears LLC	Very High 150	2,394	16	40
Advisory Alpha, LLC	Very High 147	8,799	60	66
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Douglass Winthrop Advisors LLC	Very High 139	1,249	9	34
Allegheny Financial Group	Very High 135	3,920	29	103
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
United Advisor Group	Very High 128	6,395	50	69
Harbour Investments, Inc.	Very High 127	29,827	235	235
Beaumont Financial Partners	Very High 127	1,898	15	24
Octavia Wealth Advisors LLC	Very High 118	3,672	31	45
Flagship Harbor Advisors, LLC	Very High 117	7,280	62	62
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
Howland Capital Management LLC	Very High 115	1,270	11	35
Palisade Capital Management, LP	Very High 113	1,577	14	42
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
PKS Advisory Services, LLC	High 111	4,874	44	45
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
Triad Wealth Partners, LLC	High 108	3,896	36	46
R M Davis Inc	High 106	2,342	22	63
Trilogy Capital, Inc.	High 106	8,058	76	76
Colony Family Offices, LLC	High 105	631	6	16
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
The Wealth Consulting Group	High 100	12,646	126	131
XML Financial Group	High 100	2,890	29	54
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
Winthrop Wealth	High 96	2,405	25	38
APELLA Wealth	High 96	7,683	80	164
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
Continuum Advisory, LLC	High 96	3,344	35	66
SageSpring Wealth Partners	High 92	11,558	125	195
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
G. A. Repple & Company	High 92	3,139	34	53
Integrated Advisors Network LLC	High 91	7,363	81	87
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
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Diversify Wealth Management, LLC	High 89	4,719	53	95
Ingalls & Snyder, LLC	High 87	4,245	49	92
Spire Wealth Management, LLC	High 87	6,151	71	145
RFG Advisory, LLC	High 87	14,368	166	311
Silver Oak Securities, Incorporated	High 85	8,631	101	103
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Stephens	High 85	21,168	249	611
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
BLBB Advisors	High 84	1,520	18	32
Essex Financial Services, Inc.	High 84	2,780	33	46
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
John W. Bristol & Co., Inc.	High 83	83	1	18
Tsa Management Inc	High 83	2,566	31	32
HighPoint Planning Partners	High 82	9,160	112	112
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
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
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
Strategic blueprint, LLC	Typical 74	3,338	45	57
Ritholtz Wealth Management	Typical 74	3,999	54	83
Prosperity Capital Advisors	Typical 74	7,469	101	244
Coastal Bridge Advisors	Typical 74	1,846	25	46
Bradley Foster & Sargent Inc	Typical 74	1,840	25	61
Legacy Wealth Management, LLC	Typical 73	3,269	45	45
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
Prospera Financial Services, inc.	Typical 70	18,706	266	333
Moors & Cabot, Inc.	Typical 69	4,921	71	121
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
Proficio Capital Partners LLC	Typical 69	138	2	23
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
RedHawk Wealth Advisors, Inc.	Typical 68	3,118	46	55
Dakota Wealth, LLC	Typical 68	3,728	55	91
Douglas C. Lane & Associates	Typical 68	1,084	16	37
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Independence Square Holdings, LLC	Typical 67	2,621	39	39
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
Synovus Securities, Inc.	Typical 66	11,964	180	280
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
Moneco Advisors	Typical 66	2,781	42	66
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
Waverly Advisors, LLC	Typical 66	12,923	197	414
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Cumberland Advisors	Typical 64	1,091	17	36
Virtue Capital Management, LLC	Typical 64	5,740	90	105
AlphaStar Capital Management	Typical 62	8,466	136	150
Sowell Management	Typical 60	6,280	104	162
Mutual Advisors, LLC	Typical 60	9,290	155	208
AlphaCore Capital LLC	Typical 59	3,328	56	111
Rehmann Wealth	Typical 59	2,186	37	39
Cary Street Partners	Typical 59	6,641	113	182
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Principle Wealth	Typical 59	1,173	20	28
Archer Investment Corporation	Typical 58	4,290	74	80
Parallel Advisors, LLC	Typical 58	4,169	72	137
Perigon Wealth Management, LLC	Typical 58	5,421	94	159
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
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
Brookwood Investment Group	Typical 54	3,500	65	65
The Burney Company	Typical 54	1,880	35	46
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
Pinnacle Investments, LLC	Typical 52	3,141	60	60
CL Wealth Management LLC	Typical 52	2,165	42	42
Advisory Services Network	Typical 51	12,426	244	268
Main Street Financial Solutions, LLC	Typical 51	1,981	39	41
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Modera Wealth Management, LLC	Low 51	5,918	117	238
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
Tucker Asset Management LLC	Low 49	2,943	60	80
Pallas Capital Advisors, LLC	Low 49	1,221	25	28
Moran Wealth Management, LLC	Low 49	1,606	33	53
Alden investment Group	Low 49	1,457	30	43
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
U.S. Capital Wealth Advisors, LLC	Low 48	4,395	91	141
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
Freestone Capital Management, LLC	Low 48	2,906	61	120
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
Westminster Financial Advisory Corp	Low 45	1,935	43	43
NPA Asset Management, LLC	Low 45	2,293	51	68
Wedbush Securities Inc.	Low 45	9,927	222	897
The Mather Group, LLC	Low 45	4,773	107	186
F L Putnam Investment Management Co.	Low 43	2,823	65	160
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
Fourstar Wealth Advisors, LLC	Low 43	1,753	41	48
StoneX Advisors Inc.	Low 42	9,741	232	232
Nfsg Corporation	Low 42	3,036	73	89
Fortis Capital Advisors, LLC	Low 41	2,127	52	68
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
Bolton Securities Corporation	Low 39	5,566	143	158
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
SAX Wealth Advisors, LLC	Low 38	1,596	42	42
New England Private Wealth Advisors, LLC	Low 38	376	10	21
UMB Financial Services, Inc.	Low 37	2,110	57	57
JMG Financial Group LTD	Low 37	1,776	48	103
RMR Wealth Builders, Inc.	Low 37	1,907	52	64
Choate Investment Advisors	Low 36	614	17	34
Silvercrest Asset Management Group LLC	Low 36	1,081	30	175
Savvy	Low 36	4,552	127	170
Robertson Stephens	Low 34	2,236	65	118
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Arvest Wealth management	Very Low 32	6,689	207	238
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Aspiriant, LLc	Very Low 32	2,310	72	218
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
Prosperity - An EisnerAmper Company	Very Low 29	1,850	64	66
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
Crestwood Advisors	Very Low 28	1,106	40	64
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
Connecticut Wealth Management, LLC	Very Low 26	1,303	50	74
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
Latitude Advisors, LLC	Very Low 23	1,525	67	67
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Summit Trail Advisors, LLC	Very Low 21	639	31	94
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Infinity Financial Services Advisory	Very Low 18	642	35	35
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
Northeast Planning Associates, Inc.	Very Low 14	959	70	129
Lifemark Securities Corp.	Very Low 14	1,053	77	78
XYPN Invest	Very Low 13	621	49	55
Gradient Advisors, LLC	Very Low 13	2,149	171	173
Waldron Private Wealth	Very Low 12	517	44	70

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