Clients per advisor for Multi-team firms serving clients in West Virginia

In West Virginia, multi-team financial advisory firms tend to have a slightly higher client load per advisor compared to the national median. With 270 firms operating in the state, the median number of clients per advisor is 68, exceeding the national median of 62 for this firm category. This suggests that West Virginia’s multi-team firms may lean toward more scalable service models, balancing personalized attention with efficiency. Clients working with advisors in these firms might expect a blend of relationship-driven service supported by structured teams, reflecting the state’s tendency toward broader client coverage within its multi-team advisory landscape.

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
MWA Financial Services Inc.	Very Low 11	1,981	182	721
Waldron Private Wealth	Very Low 12	517	44	70
Gradient Advisors, LLC	Very Low 13	2,149	171	173
XYPN Invest	Very Low 13	621	49	55
Lifemark Securities Corp.	Very Low 14	1,053	77	78
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
SVB Wealth	Very Low 14	1,024	71	73
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Latitude Advisors, LLC	Very Low 23	1,525	67	67
Momentum Independent Network Inc.	Very Low 23	2,817	121	121
Brighton Jones LLC	Very Low 24	3,585	152	316
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
integrity Advisory Solutions	Very Low 24	2,387	100	113
Bailard, Inc.	Very Low 24	1,008	42	80
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
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
United Brokerage Services, INC	Very Low 26	1,368	52	95
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
USAA Investment Services Company	Very Low 28	2,635	93	176
Huntleigh Advisors, Inc.	Very Low 28	1,795	63	63
71 West Capital Partners	Very Low 29	171	6	10
Range Advisory, LLC	Very Low 29	950	33	38
Prosperity - An EisnerAmper Company	Very Low 29	1,850	64	66
Lombard Advisers Incorporated	Very Low 29	941	32	41
Citizens Private Wealth	Very Low 29	2,502	85	204
Americana Partners, LLC	Very Low 30	1,627	54	86
Curi Capital, LLC	Very Low 30	2,865	94	180
New Edge Wealth	Very Low 31	3,621	118	211
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
Aegis Capital Corp.	Very Low 31	3,030	97	260
Cape Investment Advisory, Inc.	Very Low 31	1,002	32	34
Keel Point, LLC	Very Low 31	1,475	47	76
Schneider Downs Wealth Management Advisors, LP	Very Low 32	663	21	28
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
Brockenbrough	Very Low 32	482	15	31
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Arvest Wealth management	Very Low 32	6,689	207	238
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
KCD Financial, Inc.	Low 33	1,257	38	38
Wesbanco Securities, Inc.	Low 34	1,627	48	110
Portfolio Medics, LLC	Low 36	2,929	82	82
Savvy	Low 36	4,552	127	170
RMR Wealth Builders, Inc.	Low 37	1,907	52	64
UMB Financial Services, Inc.	Low 37	2,110	57	57
FBL Wealth Management, LLC	Low 38	8,258	219	219
SAX Wealth Advisors, LLC	Low 38	1,596	42	42
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
Calton & Associates, Inc.	Low 39	5,056	129	373
Mariner Independent	Low 39	4,261	108	161
Interactive Financial Advisors	Low 40	1,307	33	33
Vanderbilt Advisory Services	Low 40	6,199	156	161
SignatureFD, LLC	Low 40	1,891	47	130
McAdam LLC	Low 41	5,538	136	174
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
WealthSpire Advisors	Low 43	8,631	201	368
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
Financial & Tax Architects, LLC	Low 43	1,565	36	71
The Mather Group, LLC	Low 45	4,773	107	186
Wedbush Securities Inc.	Low 45	9,927	222	897
Evergreen Capital Management LLC	Low 45	1,121	25	37
Westminster Financial Advisory Corp	Low 45	1,935	43	43
On Investment Management CO	Low 45	9,317	207	207
Belpointe Asset Management LLC	Low 45	7,321	161	236
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
CWA Asset Management Group	Low 46	1,875	41	67
Staley Capital Advisers Inc	Low 46	416	9	15
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Eversource Wealth Advisors, LLC	Low 47	3,255	69	76
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
Independent Wealth Network, Inc.	Low 48	1,445	30	37
Exodus Wealth, LLC	Low 48	2,219	46	53
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
BFC PLANNING, Inc.	Low 49	11,327	229	229
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Low 50	12,906	258	320
Forvis Mazars Wealth Advisors, LLC	Low 50	4,183	83	123
Modera Wealth Management, LLC	Low 51	5,918	117	238
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Advisory Services Network	Typical 51	12,426	244	268
Secure Asset Management, L.L.C.	Typical 51	2,877	56	56
CL Wealth Management LLC	Typical 52	2,165	42	42
HUB Investment Partners, LLC	Typical 52	5,446	104	172
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
Farther	Typical 53	14,593	274	571
The Burney Company	Typical 54	1,880	35	46
Forum Financial Management, LP	Typical 54	5,622	104	143
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Verdence Capital Advisors, LLC	Typical 54	1,798	33	52
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
Inspire Advisors, LLC	Typical 55	3,523	64	64
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Perigon Wealth Management, LLC	Typical 58	5,421	94	159
Parallel Advisors, LLC	Typical 58	4,169	72	137
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Cary Street Partners	Typical 59	6,641	113	182
Advocacy Wealth Management, LLC	Typical 59	1,658	28	36
Mutual Advisors, LLC	Typical 60	9,290	155	208
Bogart Wealth, LLC	Typical 60	1,442	24	50
Sowell Management	Typical 60	6,280	104	162
Capital Investment Advisory Services, LLC	Typical 61	6,172	102	102
CX Institutional, LLC	Typical 61	4,553	75	130
Royal Fund Management, LLC	Typical 61	4,940	81	93
AlphaStar Capital Management	Typical 62	8,466	136	150
Thurston Springer Advisors	Typical 63	5,600	89	93
Virtue Capital Management, LLC	Typical 64	5,740	90	105
Cumberland Advisors	Typical 64	1,091	17	36
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Waverly Advisors, LLC	Typical 66	12,923	197	414
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
Invst, LLC	Typical 66	2,193	33	65
Synovus Securities, Inc.	Typical 66	11,964	180	280
OneAscent Financial Services LLC	Typical 67	5,128	77	161
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Gradient Securities, LLC	Typical 67	4,546	68	68
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Trustmont Advisory Group, Inc.	Typical 68	4,322	64	64
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Douglas C. Lane & Associates	Typical 68	1,084	16	37
Dynamic	Typical 68	5,509	81	130
Arkadios Wealth Advisors	Typical 68	14,320	210	210
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
JFS Wealth Advisors, LLC	Typical 69	2,216	32	89
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
Founders Financial Alliance, LLC	Typical 74	2,354	32	32
First Advisors National, LLC	Typical 74	4,858	66	66
Ritholtz Wealth Management	Typical 74	3,999	54	83
Strategic blueprint, LLC	Typical 74	3,338	45	57
CG Advisory Services	High 74	4,898	66	136
Stratos Wealth Advisors LLC	High 75	4,928	66	170
CW Advisors, LLC	High 75	6,426	86	152
Cassaday & Company, Inc.	High 75	3,142	42	97
Larson Financial Group, LLC	High 76	4,937	65	131
Beacon Trust	High 76	2,830	37	51
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
Merit Financial Advisors	High 79	20,040	254	470
Vicus Capital, Inc.	High 79	6,170	78	84
Carnegie Investment Counsel	High 80	3,056	38	69
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Vivaldi Capital Management LP	High 81	2,425	30	68
Sunbelt Securities, Inc.	High 81	5,261	65	68
HighPoint Planning Partners	High 82	9,160	112	112
Gibbs Wealth Management, LLC	High 82	5,356	65	147
RWA Wealth Partners	High 84	5,951	71	178
Corecap Advisors	High 84	9,671	115	116
Founders Financial Securities LLC	High 84	9,590	114	139
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
Stephens	High 85	21,168	249	611
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Silver Oak Securities, Incorporated	High 85	8,631	101	103
RFG Advisory, LLC	High 87	14,368	166	311
Ingalls & Snyder, LLC	High 87	4,245	49	92
Spire Wealth Management, LLC	High 87	6,151	71	145
Diversify Wealth Management, LLC	High 89	4,719	53	95
Gladstone Wealth Partners	High 89	8,302	93	186
Capital Advisors, Inc.	High 91	3,262	36	69
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Integrated Advisors Network LLC	High 91	7,363	81	87
Meridian Wealth Management, LLC	High 91	5,366	59	67
American Independent Securities Group, LLC	High 92	4,339	47	49
G. A. Repple & Company	High 92	3,139	34	53
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
SageSpring Wealth Partners	High 92	11,558	125	195
Continuum Advisory, LLC	High 96	3,344	35	66
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
APELLA Wealth	High 96	7,683	80	164
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
Grimes & Company	High 96	3,660	38	69
Mariner Advisor Network	High 99	16,100	163	174
Western Wealth Management LLC	High 99	11,019	111	111
XML Financial Group	High 100	2,890	29	54
CreativeOne Securities, LLC	High 101	12,362	123	196
Summit Wealth Group	High 101	3,117	31	80
Principal Advised Services	High 103	23,164	225	383
Level Four Advisory Services	High 103	14,964	145	145
Creativeone Wealth, LLC	High 104	22,064	212	222
Foundations Investment Advisors LLC	High 105	29,615	282	353
Csenge Advisory Group, LLC	High 108	7,147	66	74
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Capital Investment Advisors, LLC	High 109	6,014	55	107
Exencial Wealth Advisors	High 110	3,086	28	116
PKS Advisory Services, LLC	High 111	4,874	44	45
Kingsview Wealth Management, LLC	High 111	12,143	109	285
Confluence Financial Partners	Very High 112	4,698	42	70
Harbor Investment Advisory, LLC	Very High 112	3,357	30	35
Geneos Wealth Management, Inc.	Very 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
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Beaumont Financial Partners	Very High 127	1,898	15	24
Harbour Investments, Inc.	Very High 127	29,827	235	235
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Allegheny Financial Group	Very High 135	3,920	29	103
MCF Advisors, LLC	Very High 138	3,440	25	55
OneSeven	Very High 140	15,787	113	264
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Advisory Alpha, LLC	Very High 147	8,799	60	66
United Capital Financial Advisors	Very High 151	24,837	165	289
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
Compound Planning, Inc.	Very High 153	11,480	75	119
Madison Avenue Securities, LLC	Very High 155	14,084	91	125
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Wealthcare Capital Management LLC	Very High 171	5,638	33	54
Kornitzer Capital Management, Inc.	Very High 173	1,904	11	40
Trillium Asset Management	Very High 173	1,731	10	53
Sound Income Strategies, LLC	Very High 190	24,734	130	134
Keystone Financial Group, LLC	Very High 194	6,602	34	49
The Fiduciary Alliance	Very High 194	8,744	45	76
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
HBW Advisory Services LLC	Very High 203	13,779	68	72
Karpus Investment Management	Very High 207	1,653	8	38
Facet	Very High 215	13,331	62	168
Davidson Investment Advisors, Inc.	Very High 215	4,091	19	31
Axxcess Wealth Management, LLC	Very High 217	9,558	44	72
Advance Capital Management Inc	Very High 228	7,287	32	62
Midwestern Securities Trading Company, LLC	Very High 230	11,709	51	105
Good Life Advisors, LLC	Very High 234	22,240	95	135
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
Riverbridge	Very High 268	3,482	13	46
Missionsquare Retirement	Very High 279	40,526	145	553
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Symmetry Partners	Very High 353	8,476	24	52
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
Asset Preservation Advisors, LLC	Very High 392	2,747	7	28
EFS Advisors	Very High 394	21,660	55	59
Marshfield Associates	Very High 395	3,946	10	27
Equity Investment Corp	Very High 409	6,550	16	27
Howard Capital Management, Inc.	Very High 459	10,546	23	45
Lincoln Investment	Very High 462	138,132	299	1,238
Beck, Mack & Oliver LLC	Very High 504	1,512	3	24
Concentric	Very High 514	5,142	10	26
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
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
Aptus Capital Advisors, LLC	Very High 705	12,693	18	40
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Chilton Investment Services, LLC	Very High 839	1,678	2	70
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

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev