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

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