Clients per advisor for Supported firms serving clients in Connecticut

In Connecticut, supported financial advisor firms tend to have a slightly higher client load per advisor compared to the broader category median. With 315 firms in the state, the median number of clients per advisor is around 60, exceeding the national median of 47 for supported firms. This suggests that Connecticut advisors often manage a moderately larger client base, which may indicate a balance between personalized service and efficient, scalable advisory models. Clients seeking advisors in Connecticut can expect firms that are established with support staff, allowing advisors to handle more clients while still maintaining a manageable workload.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
VinsonCap Wealth Advisors LLC	Very Low 1	2	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
Epogee Capital Management, LLC	Very Low 2	3	2	2
Sonder Partners	Very Low 3	5	2	2
Black Swan Wealth Management	Very Low 4	7	2	2
Strive Retirement Group	Very Low 5	14	3	3
AMFA LLC	Very Low 5	16	3	5
Noble Capital Management, Inc.	Very Low 6	22	4	4
Kineo Capital LLC	Very Low 6	17	3	3
Fleetstar Financial	Very Low 6	6	1	5
Pettee Investors Inc	Very Low 7	27	4	6
Blue Elm Advisors	Very Low 8	15	2	2
Calm River Capital LLC	Very Low 8	23	3	3
The Family Financial Group	Very Low 8	16	2	2
Collaborative Capital Advisors LLC	Very Low 9	17	2	5
New Line Capital, LLC	Very Low 9	26	3	3
Shearman, Ralston Inc.	Very Low 10	20	2	4
Netherby Advisors LLC	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Merrion Investment Management Co, LLC	Very Low 11	32	3	6
Jadwin Asset Management LLC	Very Low 12	23	2	2
Dick Hutchinson Registered Investment Advisor	Very Low 12	24	2	2
Confluent Asset Management LLC	Very Low 12	24	2	2
KP7 Investors LLC	Very Low 12	12	1	3
Professional Alliance Associates, LLC	Very Low 13	25	2	2
LumenAI	Very Low 13	13	1	3
Innovation Partners LLC	Very Low 13	26	2	305
Krauss Whiting Capital Advisors LLC	Very Low 14	27	2	2
Olson Consulting LLC	Very Low 14	28	2	3
Groesbeck Investment Management Corp	Very Low 15	29	2	2
Longwall Family Office	Very Low 15	44	3	5
Mighty Oak Management LLC	Very Low 15	45	3	3
Beacon Financial Advisors	Very Low 16	47	3	4
Tanaka Capital Management Inc	Very Low 16	16	1	3
VII Capital Management LLC	Very Low 16	48	3	3
North Haven Financial LLC	Very Low 17	33	2	2
Park State Asset Management LLC	Very Low 17	50	3	6
Atlas Financial Advisors, LLC	Very Low 17	67	4	5
Apricity Financial, LLC	Very Low 17	67	4	6
Stone Wall Money Management LLC	Very Low 17	67	4	6
Compass	Very Low 18	54	3	5
Penbrook Management LLC	Very Low 19	74	4	4
Osprey Private Wealth LLC	Very Low 19	56	3	6
Mint Asset Management LLC	Very Low 19	56	3	4
WSA Affiliates, LLC	Very Low 19	56	3	8
Red Tortoise	Very Low 20	78	4	4
Diamant Asset Management, Inc.	Low 20	59	3	3
Innovative Wealth Management	Very Low 20	79	4	4
Lyons Asset Management	Low 20	40	2	2
Firethorn Capital, LLC	Low 20	40	2	2
Greenwich Financial Advisors, LLC	Low 22	44	2	2
Delta Wealth Management, LLC	Low 22	44	2	2
Target Rock Wealth Management, LLC	Very Low 22	88	4	4
Fiscal Dynamics Incorporated	Low 23	45	2	3
Wharton Midmarket Investment Advisors Inc	Low 24	47	2	2
Investors Capital Management Inc.	Low 24	47	2	2
Rioux & Company, LLC	Low 24	71	3	3
Compass Planning Associates, Inc.	Low 24	72	3	3
Drum Hill Capital, LLC	Low 24	72	3	3
Avos Capital Management, LLC	Low 24	48	2	6
Origin Wealth Advisers	Low 24	48	2	2
LCR Wealth Management LLC	Low 24	73	3	3
Abbington Investment Group, LLC	Low 25	50	2	3
Cornerstone Financial Management LLC	Very Low 25	101	4	7
Fairport Asset Management Corp	Low 26	51	2	2
Onitus Capital, LLC	Low 26	51	2	2
Lionshead Wealth Management, LLC	Very Low 26	103	4	4
CIG Asset Management, Inc.	Low 26	78	3	8
Buell Investment Advisors	Very Low 27	106	4	4
Alpine Hill Advisors LLC	Low 28	56	2	4
Connecticut Capital Management Group, LLC	Very Low 29	114	4	5
Colchester Investment Counsel LLC	Low 29	58	2	3
Global Trust Wealth Management LLC	Low 29	88	3	5
Crionna Wealth LLC	Low 30	59	2	4
Waypoint Financial, LLC	Low 30	60	2	2
Mountain Vista Wealth Management	Low 30	60	2	2
Cove Private Wealth, LLC	Low 31	92	3	3
Brennan Capital Management LLC	Low 31	62	2	2
Beaulieu & Associates, LLC	Low 32	63	2	2
Aventura Capital Management, LLC	Low 32	126	4	4
Oppenheimer + Close, LLC	Low 32	126	4	5
Turtle Bay Group, Inc.	Low 32	64	2	9
Plan First Wealth LLC	Low 32	96	3	3
South Shore Capital Advisors, LLC	Low 32	96	3	3
Sovereign Financial Services	Low 33	65	2	2
Main Street Financial	Low 33	98	3	4
RGA Investment Advisors, LLC	Low 33	99	3	4
Eagle Capital Advisors, LLC	Low 34	67	2	2
Safir Wealth Advisors, LLC	Low 34	67	2	2
Envest Asset Management, LLC	Low 34	67	2	2
Eagle Wealth Advisors	Low 34	101	3	3
Zenith Investment Management, LLC	Low 34	101	3	6
Financial Decisions, LLC	Low 34	136	4	8
FAO Wealth Inc	Low 34	68	2	2
Greenwich Creek Capital Management, LLC	Low 34	68	2	2
DBA Seaside Financial & Insurance Services	Low 34	137	4	4
Five Mile River Investment Management, LLC	Low 34	103	3	4
NorthStar Portfolio Investments, LLC	Low 35	70	2	2
Hoskin Capital	Low 35	70	2	4
Tittmann & Rusch, LLC	Low 35	70	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Wright Private Asset Management LLC	Low 36	36	1	22
Wellspring Financial, LLC	Low 37	112	3	3
Catum Advisory Group, LLC	Low 38	75	2	4
Compass Rose Strategic Partners LLC	Low 38	150	4	6
Silver Lake Advisory Partners, LLC	Low 38	152	4	4
Datalign	Low 38	38	1	20
Shea Financial Advisors	Typical 39	77	2	2
Settanni Financial LLC	Low 39	155	4	4
Bourne Lent Asset Managament, Inc.	Typical 39	78	2	4
AIS Capital Management L.P.	Typical 39	39	1	3
Value Investment Professionals, LLC	Low 39	156	4	4
Altman Investment Management LLC	Typical 39	39	1	5
APM Wealth	Typical 40	79	2	3
Lifestyle Freedom Advisory Group, LLC	Low 41	162	4	5
Investment Advisor Group	Typical 41	123	3	3
Bortolussi Wealth Management, Inc.	Typical 42	125	3	3
Retirement Systems LLC	Low 43	172	4	5
Chesapeake Asset Management LLC	Typical 43	130	3	5
Gci Financial Group	Typical 43	130	3	3
Magnolia Private Wealth, LLC	Low 44	176	4	4
Wealth Management Advisers, LLC	Typical 45	89	2	2
Bright Advisors	Low 45	178	4	4
BlueDoor Private Wealth, LLC	Typical 45	135	3	6
RF&L Wealth Management, LLC	Typical 45	136	3	3
Signet Investment Advisory Group, Inc.	Low 46	185	4	9
RPM Capital Management, LLC	Typical 47	140	3	3
United Financial Planning Group LLC	Low 47	188	4	8
Silver Oak Wealth Advisors Services, LLC	Typical 47	142	3	7
Main Street Investment Advisors, LLC	Typical 47	142	3	3
The Herbst Group, LLC	Low 48	190	4	7
Congress Park Capital LLC	Typical 48	145	3	4
Bey-Douglas, LLC Investment Counsel	Typical 48	145	3	3
Springboard Asset Management LLC	Typical 49	97	2	2
Hanley & Associates LLC	Typical 49	97	2	2
Heritage Capital, LLC	Typical 49	146	3	3
Clear Point Advisors, Inc.	Typical 49	147	3	4
Cox Capital Management LLC	Typical 50	201	4	4
Larimer Capital Corporation	Typical 51	101	2	4
Haviland & Sams, LLC	Typical 51	101	2	3
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Stage Wealth Management, Inc.	Typical 51	203	4	4
Werlinich Asset Management, L.L.C.	Typical 51	51	1	1
Somnio Financial Group, LLC	Typical 52	103	2	4
Weiss Financial Group LLC	Typical 53	105	2	2
Charter Research & Investment Group Inc	Typical 53	158	3	3
Spurstone	Typical 53	159	3	5
Essex Private Wealth Management LLC	Typical 54	216	4	6
Kevin M. Gibney and Company, LLC	Typical 54	108	2	2
TimeCapital Investor Advisory Services Inc	Typical 55	218	4	4
Assetgrade, LLC	Typical 55	165	3	3
Woodside Wealth Management	Typical 55	110	2	4
Ayrshire Capital Management LLC	Typical 56	111	2	2
Arlen Capital, LLC	Typical 56	222	4	6
Silver Pine Capital, LLC	Typical 56	169	3	3
Heydorn Stone Capital Management LLC	Typical 57	113	2	3
Infiniti Wealth Management	Typical 57	171	3	5
Emissary Wealth	Typical 57	229	4	6
Succession Financial, Inc	Typical 58	173	3	6
Quorus Inc.	Typical 58	174	3	7
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Mench Financial Inc	Typical 58	175	3	4
Jabez Financial, LLC	Typical 59	117	2	3
Allvet Financial	Typical 59	117	2	2
Denali Wealth Management, Inc.	Typical 59	236	4	6
Jeffrey N. Mehler, CFP LLC	Typical 59	177	3	9
Clark & Stuart Inc	Typical 59	178	3	4
Mullaney Keating & Wright Inc	Typical 60	180	3	3
Constitution Investment Advisory and Portfolio Management	Typical 60	180	3	6
Pleasantdale Wealth Management, LLC	Typical 60	181	3	3
Sullivan Financial, LLC	Typical 61	121	2	4
Southport Station Financial Management, LLC	Typical 61	182	3	3
Oak Financial Group Inc	Typical 61	122	2	4
Scarsdale Investment Group, Ltd.	Typical 62	124	2	3
Abundant Wealth Management LLC	Typical 62	187	3	4
Spivak Asset Management, LLC	Typical 63	63	1	1
Maryland Capital Advisors, Inc.	High 63	190	3	7
Wills Financial Group, LLC	Typical 64	254	4	5
Barron Financial Group, LLP	High 64	192	3	3
Richardson Financial Services	High 64	192	3	6
DJG Financial Services, Inc.	High 65	194	3	3
Agilis Investment Management LLC	High 65	194	3	4
Silverberg Bernstein Capital Management	High 66	131	2	3
Briggs Wealth Management, Inc.	High 66	132	2	6
TSW Wealth Management	High 66	132	2	5
Darden Wealth Group	Typical 66	264	4	5
Campbell Financial Partners, LLC	High 66	132	2	2
East Coast Wealth Management, Inc.	High 67	201	3	3
Audible Wealth Management	Typical 67	269	4	5
Financial Asset Management Corp	High 68	204	3	3
WJ Financial Advisors, LLC	Typical 68	272	4	4
First Wilshire Securities Management, Inc.	Typical 69	275	4	9
Conscious Capital Wealth Management, LLC	High 69	207	3	5
Financial Independence, LLC	High 70	278	4	7
Sound Portfolio Advisors, LLC	High 70	139	2	3
Tableaux Wealth	High 70	209	3	6
Income & Asset Advisory, Inc.	High 70	279	4	4
Third Eye Associates, Ltd	High 70	211	3	3
Greenhouse Wealth Management, LLC	High 71	71	1	2
Villafranco Wealth Management	High 72	72	1	4
Sightline Wealth Advisors, LLC	High 73	290	4	5
Rooted Planning Group	High 73	218	3	7
Golden Bay Advisors LLC	High 73	146	2	2
Dunham Lane Capital Partners LLC	High 73	146	2	2
Pennfield Capital Corp	High 74	148	2	2
Top Private Wealth	High 75	150	2	2
Gold Coast Wealth Management, LLC	High 77	154	2	3
Hurley Capital, LLC	High 79	158	2	4
Abbondandolo Wealth Management Corp	High 79	238	3	3
Kubhera Enterprises LLC	High 79	238	3	5
Old Bridge Wealth, Inc.	High 80	239	3	5
August Wealth Advisors LLC	High 80	319	4	8
New England Schooner, Inc.	High 80	320	4	4
R.W. Roge & Company, Inc	High 81	322	4	9
Morrissey Wealth Management LLC	High 81	161	2	3
Investable	High 81	81	1	4
BridgeLight Financial Advisors, Inc	High 82	246	3	3
Passive Management LLC	High 83	166	2	2
Corrado Advisors, LLC	High 84	337	4	9
Mainstream Capital Management	High 85	170	2	4
Opulen Financial Group, LLC	High 86	172	2	2
The Clifford Group LLC	High 87	261	3	6
Forteris Wealth Management, Inc.	High 88	175	2	3
Meridian Financial, LLC	High 89	177	2	5
Novus Advisors	High 89	267	3	5
Giverny Capital Advisors	High 90	179	2	2
TJT Capital Group, LLC	High 91	181	2	4
Strategic Financial, LLC	High 91	181	2	2
Prato Capital Management	High 91	273	3	4
Aurora Investment Managers, LLC	High 93	185	2	4
Successful Wealth Strategies, LLC	High 94	187	2	2
Bond Financial Group, Inc.	High 96	191	2	5
VCP Financial LLC	High 96	385	4	5
Portfolio Strategies Inc	High 96	289	3	5
Eagle Financial Strategies	High 98	294	3	6
Keynote Financial Services, LLC	High 99	198	2	2
LifeCapital Partners LLC	High 99	297	3	4
Creative Funding Corporation	High 102	203	2	2
Cambridge Financial Group, Inc.	High 102	306	3	6
Dunbar Associates, LLC	High 102	204	2	3
Scholtz & Company, LLC	High 102	204	2	7
FamilyWealth Asset Management	High 103	413	4	4
Pasco Advisors, LLC	High 105	210	2	2
Targeted Financial Services, LLC	High 106	422	4	5
WMGNA	Very High 109	326	4	9
Turner Capital Investments, LLC	Very High 111	333	3	4
Trombley Wealth Management	Very High 111	222	2	4
Weybosset Research & Management, LLC	Very High 112	224	2	3
Tumolo Wealth Management LLC	Very High 112	449	4	7
McCollum Christoferson Group, LLC	Very High 112	337	3	6
Your Private Client Group, Inc.	Very High 113	225	2	2
Broadlake Financial Management	Very High 113	451	4	5
Carnegie Wealth Management, LLC	Very High 113	226	2	6
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Charter Oak Asset Management, Inc.	Very High 114	114	1	3
Slocum, Gordon & Co. LLP	Very High 117	117	1	5
Breachway Investments, LLC	Very High 118	236	2	2
Oaktrust Wealth Advisors, LLC	Very High 118	236	2	3
Howard Wealth Management, LLC	Very High 119	237	2	2
The David J. Yvars Group Inc.	Very High 119	476	4	6
MarketRiders	Very High 119	477	3	6
Granite Islands Private Wealth, LLC	Very High 119	477	4	4
Cape Ann Capital, Inc.	Very High 120	240	2	2
Florin Pensions LLC	Very High 121	485	4	5
Murphy Wealth Management Group	Very High 122	367	3	6
Pereon Wealth LLC	Very High 125	125	1	7
Reshape Wealth	Very High 127	127	1	3
Ridgeview Asset Management Partners, LLC	Very High 129	129	1	3
Steinberganna Wealth Management LLC	Very High 130	259	2	3
Richard P. Doleva & Associates	Very High 132	264	2	4
Kennedy Wealth & Tax Management, LLC	Very High 133	133	1	4
Advisifi LLC	Very High 133	133	1	6
Financial Resources Group, LLC	Very High 135	404	3	3
Agemy Wealth Advisors, LLC	Very High 135	404	3	6
LDN Wealth, LLC	Very High 136	271	2	5
Perkins Capital Management Inc	Very High 137	137	1	9
Regatta Research & Money Management L.L.C.	Very High 138	550	4	8
Eliot Rose Wealth Management, LLC	Very High 141	141	1	4
Center for Asset Management, LLC	Very High 142	284	2	6
Sky Alpha Asset Advisors	Very High 143	286	2	3
Candace Shira Associates, LLC	Very High 144	431	3	4
Five Corners Financial Services	Very High 145	290	2	3
Thames Financial Management	Very High 146	292	2	2
Flagship Private Wealth	Very High 149	597	4	4
Brook Capital	Very High 157	626	4	5
Sage Capital Management LLC	Very High 157	314	2	3
Brendel Financial Advisors LLC	Very High 161	321	2	4
Metric Financial, LLC	Very High 165	165	1	3
FSC Wealth Advisors, LLC	Very High 172	686	4	5
First Financial Advisory Services Inc	Very High 172	516	3	7
Hall Capital Management Company, Inc.	Very High 173	519	3	9
APEX Investment Group	Very High 173	519	3	6
Cutter Financial Group LLC	Very High 173	520	3	6
Plum Pointe Wealth Management	Very High 183	183	1	3
Boyar Asset Management, Inc.	Very High 185	185	1	9
Bountiful Investment Management LLC	Very High 187	560	3	3
Tuttle Wealth Partners LLC	Very High 188	565	3	5
The Retirement Planning Company of New England, Inc.	Very High 188	565	3	4
Graney & King, LLC	Very High 198	791	4	4
Aljen Asset Management LLC	Very High 199	397	2	5
Adirondack Financial Services Corp	Very High 199	596	3	16
Axiom Investment Management LLC	Very High 201	201	1	10
Advanced Capital Advisors, LLC	Very High 201	201	1	3
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Markin Asset Management, LP	Very High 206	412	2	3
Capital Preservation Partners, Inc.	Very High 209	417	2	3
44 North Capital, LLC	Very High 213	425	2	3
U.S.A. Financial & Tax Services, LLC	Very High 220	660	3	3
Camelot Portfolios, LLC	Very High 221	662	3	7
Joseph P. Lucia & Associates, LLC	Very High 221	662	3	5
Arista Advisory Group, LLC	Very High 222	222	1	3
Trident Advisors Inc	Very High 224	224	1	3
PASNAU Investment Management, Inc.	Very High 233	233	1	3
Rothwell Investment Advisors	Very High 236	707	3	5
Hammond Iles Wealth Advisors	Very High 243	971	4	7
Socha Financial Group, LLC	Very High 245	734	3	6
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Its Asset Management, L.P.	Very High 293	586	2	9
SavvyFi	Very High 307	307	1	15
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
The Dowling Group Wealth Management	Very High 321	321	1	3
GreenPortfolio Inc.	Very High 346	346	1	6
Polaris Financial, LLC	Very High 426	852	2	2
Toomey Investment Management, Inc	Very High 430	1,291	3	3
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Cooper Financial Services, Inc.	Very High 445	1,335	3	3
Arta Finance	Very High 522	1,043	2	68
Feldstein, Steven dba Steven Feldstein & Associates	Very High 526	526	1	4
Jackson Financial Services, LLC	Very High 551	551	1	3
Diversified Resources, LLC	Very High 640	640	1	6
Forbes Financial Planning, Inc.	Very High 871	871	1	3
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2

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