Clients per advisor for Multi-team firms in Virgin Islands

In the Virgin Islands, multi-team financial advisory firms typically serve a slightly higher number of clients per advisor compared to the broader national pattern. With 86 firms operating in this category, the median clients per advisor stands at 66, exceeding the national median of 62. This suggests that advisors in the Virgin Islands often manage a broader client base, reflecting a balance between personalized service and scalable, efficient advisory models. The distribution indicates a range where some firms may emphasize more individualized attention, while others adopt more systematized approaches to accommodate larger client loads within their multi-team structures.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
Infinity Financial Services Advisory	Very Low 18	642	35	35
Insigneo Advisory Services, LLC	Very Low 18	3,415	186	223
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Bailard, Inc.	Very Low 24	1,008	42	80
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
71 West Capital Partners	Very Low 29	171	6	10
Range Advisory, LLC	Very Low 29	950	33	38
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	Very Low 32	704	22	35
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Wesbanco Securities, Inc.	Low 34	1,627	48	110
Vectorglobal Iag, Inc.	Low 34	1,203	35	35
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
Wedbush Securities Inc.	Low 45	9,927	222	897
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
CWA Asset Management Group	Low 46	1,875	41	67
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Freestone Capital Management, LLC	Low 48	2,906	61	120
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
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
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
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Low 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
The Burney Company	Typical 54	1,880	35	46
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Cary Street Partners	Typical 59	6,641	113	182
Sowell Management	Typical 60	6,280	104	162
Cumberland Advisors	Typical 64	1,091	17	36
Waverly Advisors, LLC	Typical 66	12,923	197	414
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Synovus Securities, Inc.	Typical 66	11,964	180	280
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Douglas C. Lane & Associates	Typical 68	1,084	16	37
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Santander Securities LLC	Typical 69	10,832	157	449
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
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
Beacon Trust	High 76	2,830	37	51
Merit Financial Advisors	High 79	20,040	254	470
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Founders Financial Securities LLC	High 84	9,590	114	139
RFG Advisory, LLC	High 87	14,368	166	311
Spire Wealth Management, LLC	High 87	6,151	71	145
Crawford Investment Counsel Inc	High 88	1,943	22	54
SageSpring Wealth Partners	High 92	11,558	125	195
Alpha Cubed Investments, LLC	High 94	2,058	22	29
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
Grimes & Company	High 96	3,660	38	69
Western Wealth Management LLC	High 99	11,019	111	111
XML Financial Group	High 100	2,890	29	54
Level Four Advisory Services	High 103	14,964	145	145
Capital Investment Advisors, LLC	High 109	6,014	55	107
Palisade Capital Management, LP	Very High 113	1,577	14	42
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
United Capital Financial Advisors	Very High 151	24,837	165	289
Compound Planning, Inc.	Very High 153	11,480	75	119
Trillium Asset Management	Very High 173	1,731	10	53
Keystone Financial Group, LLC	Very High 194	6,602	34	49
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
Karpus Investment Management	Very High 207	1,653	8	38
Facet	Very High 215	13,331	62	168
Missionsquare Retirement	Very High 279	40,526	145	553
Klingenstein Fields Advisors	Very High 309	1,237	4	39
Advisors Capital Management, LLC	Very High 324	17,842	55	103
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Equity Investment Corp	Very High 409	6,550	16	27
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

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Clients per advisor for Multi-team firms serving clients in Virgin Islands