Clients per advisor for Supported firms in District Of Columbia

In the District of Columbia, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 119 firms operating in this category, the median client load per advisor is about 70, notably above the national median of 47. This suggests that advisors in DC often manage larger client bases, likely reflecting more structured, scalable service models. Clients seeking more personalized attention might find fewer options here, as the higher client counts indicate a focus on efficiency and broader client reach rather than highly individualized service.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Golden Eagle Capital Advisors, Inc.	Very Low 4	16	4	4
Virtera Partners LLC	Very Low 5	15	3	5
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
CST Advisory Services, LLC	Very Low 11	11	1	5
District Capital Management, LLC	Very Low 13	40	3	5
Springreef LLC	Very Low 15	29	2	2
Generational Private Wealth	Very Low 16	49	3	3
Alikos Wealth Management, LLC	Very Low 17	34	2	2
CJC Wealth Management	Very Low 18	72	4	6
Ithaka Financial Planning, LLC	Very Low 18	55	3	3
Steward Inc.	Very Low 19	38	2	4
Re Envision Wealth	Very Low 20	78	4	5
Preserve Private Wealth, LLC	Low 20	40	2	2
SMP Financial Planning, LLC	Low 22	43	2	2
Concert Financial Planning, LLC	Low 22	44	2	2
MZ Capital, LLC	Low 24	71	3	3
Abbington Investment Group, LLC	Low 25	50	2	3
Jade & Cowry LLC	Low 25	50	2	2
Arthur Stein Financial, LLC	Low 25	76	3	3
Holistic Planners	Low 26	51	2	2
Florin Group, LLC	Low 27	81	3	4
Bethesda Financial Advisors, LLC	Low 29	58	2	2
8th Street Investments, LLC	Low 29	58	2	3
Omega Wealth Management LLC	Low 30	121	4	7
Oppenheimer + Close, LLC	Low 32	126	4	5
Princeton Asset Management, LLC	Low 33	66	2	2
Donalies Financial Planning, LLC	Low 34	135	4	5
Ivy League Financial Advisors LLC	Low 34	102	3	4
Washington Growth Strategies LLC	Low 35	35	1	1
Campion Asset Management, LLC	Low 35	106	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
Guide Rock Capital Management, Inc.	Low 36	71	2	2
Impact Capital, LLC	Low 37	112	3	4
T/R Financial Management Group, LLC	Low 38	75	2	2
Sagevest Wealth Management	Low 38	150	4	6
Datalign	Low 38	38	1	20
DecisionMap Wealth Management, LLC	Low 40	159	4	5
Advanced Tax & Investments, Inc.	Typical 41	81	2	2
Meritis Wealth Management, Inc.	Typical 43	130	3	3
Capital Squared Financial LLC	Typical 44	87	2	3
DBA Seslia Securities	Typical 45	134	3	3
Burkholder & Associates, LLC	Typical 47	93	2	4
Meadowbrook Advisors	Typical 47	142	3	4
Sherman Wealth Management LLC	Typical 48	143	3	5
Lee-Kelleher Wealth Management	Typical 50	151	3	3
Larimer Capital Corporation	Typical 51	101	2	4
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Ortman Financial Planning	Typical 52	104	2	2
Valor Wealth Partners	Typical 52	156	3	4
Berg Faircloth Investment Advisors	Typical 53	105	2	2
Jason Howell Company	Typical 54	107	2	2
Craftwork Capital LLC	Typical 54	163	3	3
Advocate Investing Services	Typical 55	220	4	5
Capital Area Planning Group	Typical 56	56	1	4
Rockbridge Asset Management, Llc	Typical 56	56	1	4
Macroview Investment Management LLC	Typical 56	225	4	5
Houlihan Financial Resource Group, Ltd.	Typical 57	171	3	4
Bryspen, Incorporated	Typical 58	58	1	2
Warren Capital Group	Typical 60	181	3	3
4J Wealth Management, LLC	Typical 61	243	4	4
Darden Wealth Group	Typical 66	264	4	5
Variant Private Wealth LLC	High 66	198	3	4
Audible Wealth Management	Typical 67	269	4	5
First Wilshire Securities Management, Inc.	Typical 69	275	4	9
Alexander Randolph Advisory Inc	High 69	138	2	5
Promethium	High 69	277	4	4
Cope Connelly	High 70	139	2	6
Invera Wealth Advisors LLC	High 70	139	2	3
ProFocus Incorporated	High 70	139	2	7
Partnership Wealth Management	High 70	139	2	3
MG Capital Partners, LLC	High 70	210	3	3
Third Eye Associates, Ltd	High 70	211	3	3
Sanchez & Zures, LLC	High 71	142	2	2
Torrey Growth & Income Advisors, LLC	High 73	293	4	5
Courage Miller Partners, LLC	High 74	222	3	4
Reframe Wealth, LLC	High 78	235	3	5
Blue Marble Investments	High 78	235	3	3
Sullivan Wood Capital Management, LLC	High 79	79	1	3
Garritt Financial Solutions LLC	High 80	159	2	2
Entelechy	High 80	80	1	1
Investable	High 81	81	1	4
Buchanan Wealth Management	High 82	164	2	4
McGinn Penninger Investment Management Inc.	High 83	331	4	5
Odyssey Capital Advisors Inc.	High 84	252	3	5
M3 Advisory Group, LLC	High 85	341	4	5
Opulen Financial Group, LLC	High 86	172	2	2
Intervest Ltd	High 88	175	2	5
TJT Capital Group, LLC	High 91	181	2	4
Ferguson-Johnson Wealth Management, Inc.	High 95	190	2	4
Law & Associates Inc	High 99	297	3	6
LifeCapital Partners LLC	High 99	297	3	4
Merryfield Barnes, LLC	High 100	200	2	4
Fifr	High 107	214	2	2
Bernard Wealth Management Corp.	Very High 109	327	3	4
Rede Wealth, LLC	Very High 110	219	2	4
Actify Investor Retirements, LLC	Very High 110	220	2	2
BNB Wealth Management, LLC	Very High 110	441	4	5
Kilner Capital Advisors, LLC	Very High 115	230	2	3
MainStreet Financial Planning, Inc.	Very High 117	350	3	6
Calvert Wealth Management, Inc.	Very High 120	360	3	4
Jacques Advisors, LLC	Very High 124	247	2	2
Advisifi LLC	Very High 133	133	1	6
Oars Capital	Very High 158	158	1	3
Shaker Financial Services	Very High 165	329	2	6
Adirondack Financial Services Corp	Very High 199	596	3	16
Axiom Investment Management LLC	Very High 201	201	1	10
Borabond, LLC	Very High 207	207	1	3
Peachtree Wealth Advisors, Inc	Very High 227	453	2	3
HF Advisory Group, LLC	Very High 230	460	2	6
Catoctin Ridge Wealth Partner	Very High 233	933	4	5
Capstone, LLC	Very High 287	287	1	120
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
SavvyFi	Very High 307	307	1	15
GreenPortfolio Inc.	Very High 346	346	1	6
Polaris Financial, LLC	Very High 426	852	2	2
Arta Finance	Very High 522	1,043	2	68

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Clients per advisor for Supported firms serving clients in District Of Columbia