Clients per advisor for Supported firms in Delaware

In Delaware, supported financial advisory firms tend to have a higher client load per advisor compared to the broader national pattern. With 117 firms in this category, the median number of clients per advisor is about 75, notably above the national median of 47. This suggests that Delaware advisors in supported firms often manage larger client bases, which may indicate more structured, scalable service models rather than highly personalized approaches. For clients, this means advisors here might balance efficiency with accessibility, potentially offering services that accommodate a broader range of client needs while maintaining effective support through small teams or staff.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Polaris Financial, LLC	Very High 426	852	2	2
Costello Asset Management, Inc.	Very High 356	356	1	3
Sector Analysts LLC	Very High 339	677	2	4
Blueprint Wealth Management Inc.	Very High 320	320	1	6
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Anchored Financial Planning LLC	Very High 250	500	2	5
HF Advisory Group, LLC	Very High 230	460	2	6
Hfm Investment Advisors, Inc.	Very High 218	218	1	1
Federal Prep	Very High 212	637	3	5
Waypoint Wealth Management	Very High 204	204	1	3
Axiom Investment Management LLC	Very High 201	201	1	10
Adirondack Financial Services Corp	Very High 199	596	3	16
Metz Capital Management LLC	Very High 195	195	1	3
Andersen Wealth Management	Very High 173	691	4	12
Investment Management & Planning LLC	Very High 168	503	3	3
Sherpa Capital Management	Very High 158	158	1	3
Montgomery Financial	Very High 149	596	4	6
VCM Wealth	Very High 146	291	2	2
BIG Investment Services	Very High 142	569	4	8
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
Chesapeake Financial Advisors	Very High 134	268	2	10
Redwood Wealth Management Group, LLC	Very High 133	400	3	4
Advisifi LLC	Very High 133	133	1	6
Intentional	Very High 132	395	3	3
Milestones Private Investment Advisors LLC	Very High 127	253	2	3
Grigg Financial, LLC	Very High 126	252	2	2
JPL Asset Management and Planning, LLC	Very High 123	369	3	3
Woloshin Investment Management, LLC	Very High 120	361	3	3
Calvert Wealth Management, Inc.	Very High 120	360	3	4
Mccann Wealth Strategies,Inc.	Very High 119	119	1	4
Lighthouse Financial Services Inc	Very High 115	458	4	6
Godshalk Welsh Capital Management, Inc.	Very High 110	110	1	2
RCS Financial Planning, LLC	Very High 109	218	2	2
Brandywine Financial Group, Inc.	High 104	208	2	2
Pegasus Management Services L.L.C.	High 101	201	2	2
Law & Associates Inc	High 99	297	3	6
Bay Harbor Wealth Management, LLC	High 99	396	4	6
Safe Harbor Retirement Planners	High 97	290	3	4
Odyssey Capital Advisors Inc.	High 84	252	3	5
Investable	High 81	81	1	4
Morrissey Wealth Management LLC	High 81	161	2	3
DRS Wealth Management	High 80	160	2	4
Cohen Investment Advisors, LLC	High 79	237	3	7
Town Capital	High 78	156	2	3
Bontempo Ohly Capital Management, LLC	High 77	153	2	6
Holos Integrated Wealth	High 75	225	3	5
Farley Financial	High 75	149	2	2
Harvest Financial Partners	High 74	147	2	2
Unique Wealth Strategies	High 71	285	4	10
Marks Wealth Management	High 71	283	4	5
Chartered Advisory Group	High 71	283	4	6
Partnership Wealth Management	High 70	139	2	3
First Wilshire Securities Management, Inc.	High 69	275	4	9
Katz Family Financial Advisors, LLC	High 67	133	2	2
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
N1 Advisors	High 65	194	3	7
Old Security Group	Typical 62	62	1	3
Crossgate Wealth Advisors, LLC	Typical 61	183	3	6
Rockford Financial Planning	Typical 59	118	2	3
CGI Wealth Advisors, Inc.	Typical 59	118	2	2
Righthand Capital, LLC	Typical 59	118	2	3
S.F. Ehrlich Associates, Inc.	Typical 59	117	2	2
Hwa Financial Group	Typical 56	167	3	4
Donald W. Nicholson & Associates Ltd	Typical 52	156	3	5
Five Rivers Financial Advisors, LLC	Typical 52	104	2	2
Arbor Private Wealth, LLC	Typical 50	100	2	2
Dudley Capital Management LLC	Typical 49	97	2	3
Meadowbrook Advisors	Typical 47	142	3	4
Burkholder & Associates, LLC	Typical 47	93	2	4
MPI Wealth Management LLC	Typical 45	136	3	4
Argo Wealth Advisory, LLC	Typical 45	90	2	2
Chesapeake Capital Management, LLC	Typical 44	176	4	8
Stratfi	Typical 44	87	2	2
Wiser Advisor Group	Typical 43	130	3	3
Princeton Capital Management LLC	Typical 43	171	4	10
Foundation Wealth Management, LLC	Typical 42	167	4	5
Wealthcare Solutions, LLC	Typical 42	83	2	2
Investment Advisor Group	Typical 41	123	3	3
Datalign	Low 38	38	1	20
Omicron Advisors, LLC	Low 37	74	2	2
Wissahickon Wealth Management LLC	Low 37	110	3	3
Red Spruce Capital, LLC	Low 36	143	4	4
Evergreen Wealth Advisors	Low 36	142	4	18
Atlas Wealth Management, LLC	Low 31	93	3	3
Montchanin Asset Management, LLC	Low 30	60	2	2
Benchmark Financial, LLC	Low 30	90	3	3
Barnstone Advisors LLC	Low 30	90	3	4
Delaware Wealth Planners	Low 30	89	3	4
Elevate Wealth Advisors, LLC	Low 24	71	3	8
Greenwich Financial Advisors, LLC	Low 22	44	2	2
Legacy Investment Advisors, LLC	Low 22	65	3	4
Arrow Wealth Advisory LLC	Very Low 21	21	1	1
CSG Financial	Very Low 21	62	3	3
Thomas Story and Son LLC	Very Low 20	39	2	2
Black Arrow Capital LLC	Very Low 19	38	2	2
Axion Financial Group LLC	Very Low 18	36	2	2
Oberlin Wealth Partners, LLC	Very Low 17	17	1	3
CSS Capital Advisory LLC	Very Low 12	23	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Third Sigma Investment Advisors LLC	Very Low 11	42	4	4
Raskin Global Inc.	Very Low 10	38	4	4
GT Investment Management, LLC	Very Low 9	35	4	4
Insight Financial Strategists	Very Low 8	23	3	3
Paoli Financial Advisors, Ltd.	Very Low 5	9	2	2
Walnut Green Asset Management, LLC	Very Low 4	7	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
Ziv Investment Company	Very Low 1	1	1	4

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Clients per advisor for Supported firms serving clients in Delaware