Clients per advisor for Supported firms serving clients in Maryland

In Maryland, supported financial advisor firms tend to serve a higher number of clients per advisor compared to the broader national pattern. With 374 firms operating in this category, the median clients per advisor in Maryland is 67, notably above the national median of 47. This suggests that Maryland advisors in supported firms often manage larger client loads, indicating a tendency toward more structured and scalable service models. Clients seeking more personalized attention might find fewer options at the lower end of the client range, while those comfortable with efficient, process-driven advisory relationships may find Maryland’s supported firms well suited to their needs.

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
Annapolitan Investment Group, Inc.	Very Low 1	0	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
Dauntless Advisory, LLC	Very Low 1	3	3	5
One Oak	Very Low 2	5	3	7
Foundation Financial Advisors, Inc.	Very Low 2	7	4	9
Sunlight Peaks Financial Partners, LLC	Very Low 4	12	3	3
Noorvest	Very Low 6	12	2	2
Ridge Capital Advisors, LLC	Very Low 7	27	4	4
The Family Financial Group	Very Low 8	16	2	2
Raskin Global Inc.	Very Low 10	38	4	4
Odyssey Investments, Corp.	Very Low 10	19	2	2
Legacy Financial Advisors	Very Low 11	21	2	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Access Investment Management, LLC	Very Low 11	32	3	3
CST Advisory Services, LLC	Very Low 11	11	1	5
Nautica Asset Management LLC	Very Low 11	22	2	2
Acts Financial Advisors	Very Low 12	23	2	2
The Financial Advisory Group	Very Low 12	49	4	4
Innovation Partners LLC	Very Low 13	26	2	305
District Capital Management, LLC	Very Low 13	40	3	5
Silverstone Financial LLC	Very Low 14	28	2	2
Springreef LLC	Very Low 15	29	2	2
Lifetime Financial	Very Low 15	29	2	2
Blackfield Capital Management LLC	Very Low 15	29	2	2
Exemplar Wealth Partners LLC	Very Low 15	29	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
A.G. Campbell Advisory, LLC	Very Low 15	61	4	5
Allridge Wealth Management, Inc	Very Low 16	31	2	2
Generational Private Wealth	Very Low 16	49	3	3
Poder Wealth Advisors	Very Low 17	33	2	2
Foundry Wealth Advisors, LLC	Very Low 17	66	4	4
Alikos Wealth Management, LLC	Very Low 17	34	2	2
The J.O.. Johnson Group Inc.	Very Low 17	34	2	2
Axion Financial Group LLC	Very Low 18	36	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
Lee Financial Associates, Inc.	Low 20	39	2	4
Fiduciary Capital Management LLC	Low 20	40	2	12
Integrity Advisory Partners LLC	Low 20	40	2	2
Preserve Private Wealth, LLC	Low 20	40	2	2
NorthStar Wealth Management, Inc.	Low 21	41	2	2
Millennium Financial Services LLP	Low 21	42	2	2
SMP Financial Planning, LLC	Low 22	43	2	2
Legacy Investment Advisors, LLC	Low 22	65	3	4
Monocacy Wealth Management, LLC	Low 22	66	3	6
Life, Inc. Retirement Services	Very Low 22	89	4	8
Capital Assets Planning Incorporated	Low 23	45	2	2
Evolutionary Tree Capital Management, LLC	Low 24	47	2	5
MZ Capital, LLC	Low 24	71	3	3
Just Futures	Very Low 24	95	4	6
Bourke Wealth Management	Very Low 24	96	4	4
Compass Planning Associates, Inc.	Low 24	72	3	3
Soar Financial LLC	Very Low 24	97	4	5
Shepherd Street Advisors	Low 25	49	2	2
Cubic Advisors, LLC	Low 25	49	2	2
Bluestone® Financial Advisors, LLC	Low 25	50	2	3
Abbington Investment Group, LLC	Low 25	50	2	3
Jade & Cowry LLC	Low 25	50	2	2
Seaborn Financial, LLC	Low 25	76	3	4
Arthur Stein Financial, LLC	Low 25	76	3	3
Holistic Planners	Low 26	51	2	2
Pierce Wealth Partners, Inc.	Low 26	51	2	5
Financial Dimensions, LLC	Very Low 26	104	4	4
Stratus Capital Management, LLC	Low 26	26	1	5
Nazelrod & Associates Financial Services, Inc.	Low 27	53	2	2
Capitol Financial Consultants, Inc.	Very Low 27	107	4	4
Florin Group, LLC	Low 27	81	3	4
Integrated Financial Planning Services	Low 27	27	1	21
Fryar Financial	Low 28	56	2	2
Bethesda Financial Advisors, LLC	Low 29	58	2	2
Sierra Hotel Financial LLC	Low 30	59	2	3
Delaware Wealth Planners	Low 30	89	3	4
Global Investment Solutions, LLC	Low 30	89	3	3
Demand Wealth	Low 30	60	2	3
Omega Wealth Management LLC	Low 30	121	4	7
Brightscape Investment Centers	Low 31	123	4	4
Oxford Planning Group, LLC	Low 31	93	3	3
White Oak Wealth Management	Low 31	62	2	3
Aventura Capital Management, LLC	Low 32	126	4	4
Lovett Investment Consulting LLC	Low 32	32	1	1
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Donalies Financial Planning, LLC	Low 34	135	4	5
Kirk Capital Advisors LLC	Low 34	135	4	5
Ivy League Financial Advisors LLC	Low 34	102	3	4
Crest Wealth Advisors LLC	Low 35	69	2	2
Renew Wealth Management LLC	Low 35	35	1	3
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
Bryan Investments, LLC	Low 36	71	2	2
Revolution Wealth, LLC	Low 36	107	3	3
Red Spruce Capital, LLC	Low 36	143	4	4
Woods Advisory Services LLC	Low 37	37	1	3
Omicron Advisors, LLC	Low 37	74	2	2
Impact Capital, LLC	Low 37	112	3	4
Sagevest Wealth Management	Low 38	150	4	6
Doxa Capital, LLC	Low 38	75	2	2
T/R Financial Management Group, LLC	Low 38	75	2	2
DouglasBradley LLC	Low 38	75	2	3
Datalign	Low 38	38	1	20
GS Investment Inc	Low 38	76	2	4
Abridge Partners, LLC	Typical 39	116	3	5
The Aranda Group Advisors, LLC	Low 39	156	4	8
APM Wealth	Typical 40	79	2	3
DecisionMap Wealth Management, LLC	Low 40	159	4	5
Thinagee Investments Inc.	Typical 40	40	1	1
Wealthspring Financial Advisors, LLC	Typical 41	41	1	231,946,911
MJC Advisors, LLC	Typical 42	83	2	2
ABEL Financial Management Co.	Typical 42	84	2	2
Holton & Kosanke Wealth Management, LLC	Typical 42	127	3	3
Ridgewood Investments	Low 43	170	4	7
Princeton Capital Management LLC	Low 43	171	4	10
Meritis Wealth Management, Inc.	Typical 43	130	3	3
Chesapeake Asset Management LLC	Typical 43	130	3	5
Capital Squared Financial LLC	Typical 44	87	2	3
Chesapeake Capital Management, LLC	Low 44	176	4	8
The Cavanaugh Group Inc	Typical 44	44	1	2
Mccormack Financial Planning Inc.	Typical 44	132	3	3
Compass Investments LLC	Low 44	176	4	5
Foxman Asset Advisors Inc.	Typical 44	133	3	3
DBA Seslia Securities	Typical 45	134	3	3
Argo Wealth Advisory, LLC	Typical 45	90	2	2
BrightPath Wealth Advisors LLC	Low 46	182	4	4
Aspire Wealth Architects	Typical 46	137	3	4
The Scott S. James Company	Typical 46	139	3	3
Burkholder & Associates, LLC	Typical 47	93	2	4
Lighthouse Wealth Management, LLC	Typical 47	93	2	2
Tesfaye O'Neill Financial	Typical 48	95	2	3
Sherman Wealth Management LLC	Typical 48	143	3	5
Sacks & Associates, LLC	Typical 48	143	3	4
CW Securities, LLC	Typical 48	145	3	3
Sentinel Wealth Management, Inc.	Typical 49	97	2	3
RCPlanners	Typical 49	148	3	3
Harbor Asset Planning, Inc.	Typical 50	99	2	3
Arbor Private Wealth, LLC	Typical 50	100	2	2
Lee-Kelleher Wealth Management	Typical 50	151	3	3
Rauch Advisory LLC	Typical 51	153	3	5
Resilient Asset Management	Typical 51	51	1	3
L. K. Benson & Company, P.C.	Typical 52	103	2	9
Ortman Financial Planning	Typical 52	104	2	2
Five Rivers Financial Advisors, LLC	Typical 52	104	2	2
Valor Wealth Partners	Typical 52	156	3	4
Cristata Investment Management	Typical 53	105	2	2
Berg Faircloth Investment Advisors	Typical 53	105	2	2
Shrier Wealth Management, LLC	Typical 53	158	3	5
Birks Financial Corp.	Typical 53	159	3	3
BCS Private Wealth Management	Typical 53	213	4	6
Jason Howell Company	Typical 54	107	2	2
Montgomery Investment Management Inc	Typical 54	107	2	3
Intentional Wealth Strategies	Typical 54	161	3	4
Craftwork Capital LLC	Typical 54	163	3	3
The Ellerson Group Inc	Typical 55	109	2	2
Advocate Investing Services	Typical 55	220	4	5
Hwa Financial Group	Typical 56	167	3	4
Rivertree Wealth	Typical 56	167	3	5
Arkagos Advisors & Asset Management, Inc.	Typical 56	112	2	2
Capital Area Planning Group	Typical 56	56	1	4
Cornerstone Asset Management	Typical 56	112	2	2
Macroview Investment Management LLC	Typical 56	225	4	5
Tweddell Goldberg Investment Management	Typical 57	113	2	2
GLR Partners	Typical 57	170	3	5
Houlihan Financial Resource Group, Ltd.	Typical 57	171	3	4
My Wealth Management, Inc.	Typical 57	114	2	2
Lightsquare Wealth Management, LLC	Typical 57	172	3	5
YFP Wealth	Typical 58	230	4	7
Bayview Investment Counsel, Inc	Typical 58	115	2	2
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Kailasa Capital Management LLC	Typical 58	116	2	3
Outfitter Financial	Typical 58	58	1	4
Highstone Group	Typical 58	174	3	4
Mench Financial Inc	Typical 58	175	3	4
Bestgate Wealth Advisors, LLC	Typical 59	118	2	9
Norton Capital Management, Inc.	Typical 59	118	2	6
Rockford Financial Planning	Typical 59	118	2	3
Mullaney Keating & Wright Inc	Typical 60	180	3	3
Warren Capital Group	Typical 60	181	3	3
4J Wealth Management, LLC	Typical 61	243	4	4
Oak Financial Group Inc	Typical 61	122	2	4
Old Security Group	Typical 62	62	1	3
Tufton Capital Management, LLC	Typical 62	248	4	9
Mount Vernon Associates Inc	Typical 62	62	1	3
American Financial Management, Ltd.	Typical 62	124	2	2
Wealthy & Wise Family Office	Typical 63	188	3	6
Opulentia, LLC	Typical 63	188	3	5
Maryland Capital Advisors, Inc.	High 63	190	3	7
Revalue LLC	Typical 64	254	4	8
Northbrook Financial	High 64	127	2	8
Return on Life Wealth Partners	Typical 64	255	4	13
RMG Advisors	High 64	192	3	6
Silvestri Financial and Tax Advisors, Inc	High 65	129	2	3
N1 Advisors	High 65	194	3	7
MD Investment Advisors	High 65	130	2	2
Diamond Head Financial Advisors LLC	High 66	66	1	3
Variant Private Wealth LLC	High 66	198	3	4
Katz Family Financial Advisors, LLC	High 67	133	2	2
First Growth Capital LLC	High 67	67	1	4
Audible Wealth Management	Typical 67	269	4	5
Abbot Financial Management, Inc.	High 67	202	3	4
Moore Wealth	High 68	204	3	6
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
Alexander Randolph Advisory Inc	High 69	138	2	5
Promethium	High 69	277	4	4
Cope Connelly	High 70	139	2	6
Partnership Wealth Management	High 70	139	2	3
ProFocus Incorporated	High 70	139	2	7
River Crescent Advisors, LLC	High 70	140	2	2
MG Capital Partners, LLC	High 70	210	3	3
Marks Wealth Management	High 71	283	4	5
Chartered Advisory Group	High 71	283	4	6
Cedar Spring Advisors, LLC	High 71	284	4	4
Investable Wealth, LLC	High 72	143	2	2
Piedmont Wealth Advisory	High 72	215	3	3
Legend Financial Advisors Inc	High 72	215	3	11
Sovereign Financial Services, LLC	High 73	145	2	2
Harvest Financial Partners	High 74	147	2	2
Farley Financial	High 75	149	2	2
Twinleaf Financial Advisors	High 76	76	1	3
Bontempo Ohly Capital Management, LLC	High 77	153	2	6
Town Capital	High 78	156	2	3
Blue Marble Investments	High 78	235	3	3
IQVestment, LLC	High 78	235	3	5
Reframe Wealth, LLC	High 78	235	3	5
Pointer Financial Advisors LLC	High 79	157	2	5
DWD Portfolio Solutions, Inc.	High 79	316	4	6
Sullivan Wood Capital Management, LLC	High 79	79	1	3
Portus Capital Management, LLC	High 79	238	3	3
Garritt Financial Solutions LLC	High 80	159	2	2
Theus Wealth Advisors	High 80	239	3	4
DRS Wealth Management	High 80	160	2	4
Entelechy	High 80	80	1	1
Investable	High 81	81	1	4
Northpeak Financial, Inc.	High 81	162	2	3
Meta Wealth Advisory	High 81	81	1	3
CWM Advisory, LLC	High 81	243	3	6
Odyssey Group Wealth Advisors	High 82	245	3	6
Buchanan Wealth Management	High 82	164	2	4
McGinn Penninger Investment Management Inc.	High 83	331	4	5
Brighter Financial Capital Management, LLC	High 83	332	4	4
DC Capital Management, LLC	High 84	84	1	3
Odyssey Capital Advisors Inc.	High 84	252	3	5
Mainstream Capital Management	High 85	170	2	4
Opulen Financial Group, LLC	High 86	172	2	2
Stash Wealth, LLC	High 87	174	2	3
Intervest Ltd	High 88	175	2	5
Investology Inc.	High 88	350	4	5
Invested Advisors	High 89	266	3	5
Novus Advisors	High 89	267	3	5
BCK Partners, Inc.	High 89	178	2	5
Hillman Capital Management Inc	High 89	178	2	7
TJT Capital Group, LLC	High 91	181	2	4
Auour Investments LLC	High 91	363	4	7
Accordant Advisory Group, Inc.	High 91	182	2	3
Urban Wealth Management (UWM)	High 92	275	3	5
Archetype Advisors, LLC	High 92	275	3	4
Cassilly Financial	High 92	184	2	2
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Manzil Investment Advisors, LLC	High 93	93	1	4
Elm3 Financial Group, LLC	High 94	282	3	5
Pring Turner	High 94	188	2	4
Ferguson-Johnson Wealth Management, Inc.	High 95	190	2	4
Wealth Planning Group	High 95	380	4	6
VCP Financial LLC	High 96	385	4	5
Portfolio Strategies Inc	High 96	289	3	5
Safe Harbor Retirement Planners	High 97	290	3	4
Alere Planning LLC	High 98	195	2	3
Eagle Financial Strategies	High 98	294	3	6
Bay Rivers Group Wealth Partners	High 99	395	4	4
Bay Harbor Wealth Management, LLC	High 99	396	4	6
Law & Associates Inc	High 99	297	3	6
Seaside Wealth Advisors LLC	High 100	400	4	5
Great Gable Wealth Management, LLC	High 100	301	3	3
Park Square Financial Group LLC	High 101	404	4	5
Cambridge Financial Group, Inc.	High 102	306	3	6
Clarion Wealth Management Partners	High 103	411	4	8
FamilyWealth Asset Management	High 103	413	4	4
New Perspectives, Inc.	High 104	414	4	8
Brandywine Financial Group, Inc.	High 104	208	2	2
Kassira Wealth Management, LLC	High 105	209	2	2
ValueWealth Services, LLC	High 105	420	4	4
Physician Wealth Solutions	High 107	107	1	1
Main Advisory, Inc.	High 107	214	2	4
Xantos Labs, LLC	Very High 108	108	1	4
Cobblestone Asset Management	Very High 108	432	4	4
Malnik Wealth Management, LLC	Very High 108	216	2	2
Bernard Wealth Management Corp.	Very High 109	327	3	4
Main Street Advisors, LLC	Very High 109	109	1	3
RCS Financial Planning, LLC	Very High 109	218	2	2
Rede Wealth, LLC	Very High 110	219	2	4
Bluefin Financial	Very High 110	329	3	4
Actify Investor Retirements, LLC	Very High 110	220	2	2
BNB Wealth Management, LLC	Very High 110	441	4	5
Turner Capital Investments, LLC	Very High 111	333	3	4
Your Private Client Group, Inc.	Very High 113	225	2	2
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Lighthouse Financial Services Inc	Very High 115	458	4	6
Kilner Capital Advisors, LLC	Very High 115	230	2	3
MainStreet Financial Planning, Inc.	Very High 117	350	3	6
Asset Strategy Retirement Plan Consultants, LLC	Very High 119	237	2	5
Mccann Wealth Strategies,Inc.	Very High 119	119	1	4
MarketRiders	Very High 119	477	3	6
Calvert Wealth Management, Inc.	Very High 120	360	3	4
Woloshin Investment Management, LLC	Very High 120	361	3	3
Pursuit Wealth Strategies, LLC	Very High 121	483	4	7
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Oliver Wealth Management	Very High 121	484	4	6
JPL Asset Management and Planning, LLC	Very High 123	369	3	3
Embark Wealth Management, LLC	Very High 123	369	3	3
Jacques Advisors, LLC	Very High 124	247	2	2
Hershey Financial Advisers, LLC	Very High 125	499	4	6
Grigg Financial, LLC	Very High 126	252	2	2
Woodfield Financial Advisors, Inc.	Very High 128	383	3	3
The Pines Wealth Management, LLC	Very High 131	262	2	4
Intentional	Very High 132	395	3	3
Advisifi LLC	Very High 133	133	1	6
Chesapeake Financial Advisors	Very High 134	268	2	10
WealthFD	Very High 135	406	3	16
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
Fingerlakes Wealth Management, Inc.	Very High 141	564	4	4
Phillips Wealth Management LLC	Very High 142	284	2	3
BIG Investment Services	Very High 142	569	4	8
Callahan Wealth Advisory	Very High 143	285	2	4
Kaplan Wealth Management, Inc.	Very High 144	287	2	4
Blue Curve Advisory, LLC	Very High 145	289	2	8
TruNorth Financial Services, Inc.	Very High 146	439	3	6
Wordhouse Wealth Coaching	Very High 147	293	2	2
Atlas Wealth Partners LLC	Very High 149	297	2	3
Montgomery Financial	Very High 149	596	4	6
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Grandview Asset Management LLC	Very High 152	606	4	9
The Simmons Partnership, Inc	Very High 154	307	2	3
Redwood Financial Planning, LLC	Very High 155	621	4	4
Oars Capital	Very High 158	158	1	3
MWM Group LLC	Very High 164	328	2	4
Tred Avon Family Wealth, LLC	Very High 164	328	2	3
Shaker Financial Services	Very High 165	329	2	6
M.Z. Kark & Associates, Inc.	Very High 165	165	1	4
Legacy Wealth Management Inc.	Very High 166	665	4	10
Wealthplans, LLC	Very High 171	171	1	1
FSC Wealth Advisors, LLC	Very High 172	686	4	5
First Financial Advisory Services Inc	Very High 172	516	3	7
Andersen Wealth Management	Very High 173	691	4	12
Hall Capital Management Company, Inc.	Very High 173	519	3	9
Stride Investments, LLC	Very High 175	524	3	8
Fusion Capital, LLC	Very High 175	700	4	6
Financial Concepts Unlimited, Inc.	Very High 191	191	1	3
Taylor Securities Services, Inc.	Very High 191	765	4	11
Fund Advisors of America Inc	Very High 195	585	3	3
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Adirondack Financial Services Corp	Very High 199	596	3	16
Virtus Financial Partners	Very High 201	602	3	6
Axiom Investment Management LLC	Very High 201	201	1	10
Integrated Financial Solutions, Inc.	Very High 203	203	1	1
Huffman & Ross Wealth Management LLC	Very High 204	408	2	2
Waypoint Wealth Management	Very High 204	204	1	3
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Cornerstone Alternatives	Very High 205	410	2	6
Markin Asset Management, LP	Very High 206	412	2	3
Borabond, LLC	Very High 207	207	1	3
Anchor Wealth Management Group LLC	Very High 208	208	1	1
Hfm Investment Advisors, Inc.	Very High 218	218	1	1
X Advisors, LLC	Very High 220	659	3	5
Dorval & Chorne Financial Advisors	Very High 221	663	3	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
HF Advisory Group, LLC	Very High 230	460	2	6
Catoctin Ridge Wealth Partner	Very High 233	933	4	5
Capital Wealth Investments	Very High 235	469	2	3
P3 Wealth Management	Very High 239	478	2	4
Socha Financial Group, LLC	Very High 245	734	3	6
Nestlerode & Loy, Inc.	Very High 262	262	1	4
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Genesee Capital Advisors, LLC	Very High 272	544	2	4
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
Tower Wealth Partners	Very High 307	920	3	9
SavvyFi	Very High 307	307	1	15
Peakstone Financial Advisors	Very High 319	319	1	4
Blueprint Wealth Management Inc.	Very High 320	320	1	6
GreenPortfolio Inc.	Very High 346	346	1	6
Guidance Capital, Inc.	Very High 378	756	2	10
Polaris Financial, LLC	Very High 426	852	2	2
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Arta Finance	Very High 522	1,043	2	68
Jackson Financial Services, LLC	Very High 551	551	1	3
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2

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