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
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2
Jackson Financial Services, LLC	Very High 551	551	1	3
Arta Finance	Very High 522	1,043	2	68
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Polaris Financial, LLC	Very High 426	852	2	2
Guidance Capital, Inc.	Very High 378	756	2	10
GreenPortfolio Inc.	Very High 346	346	1	6
Blueprint Wealth Management Inc.	Very High 320	320	1	6
Peakstone Financial Advisors	Very High 319	319	1	4
SavvyFi	Very High 307	307	1	15
Tower Wealth Partners	Very High 307	920	3	9
Its Asset Management, L.P.	Very High 293	586	2	9
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Genesee Capital Advisors, LLC	Very High 272	544	2	4
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Nestlerode & Loy, Inc.	Very High 262	262	1	4
Socha Financial Group, LLC	Very High 245	734	3	6
P3 Wealth Management	Very High 239	478	2	4
Capital Wealth Investments	Very High 235	469	2	3
Catoctin Ridge Wealth Partner	Very High 233	933	4	5
HF Advisory Group, LLC	Very High 230	460	2	6
Kiker Wealth Management, LLC	Very High 224	894	4	9
Dorval & Chorne Financial Advisors	Very High 221	663	3	7
X Advisors, LLC	Very High 220	659	3	5
Hfm Investment Advisors, Inc.	Very High 218	218	1	1
Anchor Wealth Management Group LLC	Very High 208	208	1	1
Borabond, LLC	Very High 207	207	1	3
Markin Asset Management, LP	Very High 206	412	2	3
Cornerstone Alternatives	Very High 205	410	2	6
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Huffman & Ross Wealth Management LLC	Very High 204	408	2	2
Waypoint Wealth Management	Very High 204	204	1	3
Integrated Financial Solutions, Inc.	Very High 203	203	1	1
Axiom Investment Management LLC	Very High 201	201	1	10
Virtus Financial Partners	Very High 201	602	3	6
Adirondack Financial Services Corp	Very High 199	596	3	16
Fund Advisors of America Inc	Very High 195	585	3	3
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Taylor Securities Services, Inc.	Very High 191	765	4	11
Financial Concepts Unlimited, Inc.	Very High 191	191	1	3
Fusion Capital, LLC	Very High 175	700	4	6
Stride Investments, LLC	Very High 175	524	3	8
Hall Capital Management Company, Inc.	Very High 173	519	3	9
Andersen Wealth Management	Very High 173	691	4	12
First Financial Advisory Services Inc	Very High 172	516	3	7
FSC Wealth Advisors, LLC	Very High 172	686	4	5
Wealthplans, LLC	Very High 171	171	1	1
Legacy Wealth Management Inc.	Very High 166	665	4	10
M.Z. Kark & Associates, Inc.	Very High 165	165	1	4
Shaker Financial Services	Very High 165	329	2	6
MWM Group LLC	Very High 164	328	2	4
Tred Avon Family Wealth, LLC	Very High 164	328	2	3
MarketRiders	Very High 159	477	3	6
Oars Capital	Very High 158	158	1	3
Redwood Financial Planning, LLC	Very High 155	621	4	4
The Simmons Partnership, Inc	Very High 154	307	2	3
Grandview Asset Management LLC	Very High 152	606	4	9
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Montgomery Financial	Very High 149	596	4	6
Atlas Wealth Partners LLC	Very High 149	297	2	3
Wordhouse Wealth Coaching	Very High 147	293	2	2
TruNorth Financial Services, Inc.	Very High 146	439	3	6
Blue Curve Advisory, LLC	Very High 145	289	2	8
Kaplan Wealth Management, Inc.	Very High 144	287	2	4
Callahan Wealth Advisory	Very High 143	285	2	4
BIG Investment Services	Very High 142	569	4	8
Phillips Wealth Management LLC	Very High 142	284	2	3
Fingerlakes Wealth Management, Inc.	Very High 141	564	4	4
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
WealthFD	Very High 135	406	3	16
Chesapeake Financial Advisors	Very High 134	268	2	10
Advisifi LLC	Very High 133	133	1	6
Intentional	Very High 132	395	3	3
The Pines Wealth Management, LLC	Very High 131	262	2	4
Woodfield Financial Advisors, Inc.	Very High 128	383	3	3
Grigg Financial, LLC	Very High 126	252	2	2
Hershey Financial Advisers, LLC	Very High 125	499	4	6
Jacques Advisors, LLC	Very High 124	247	2	2
Embark Wealth Management, LLC	Very High 123	369	3	3
JPL Asset Management and Planning, LLC	Very High 123	369	3	3
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Oliver Wealth Management	Very High 121	484	4	6
Pursuit Wealth Strategies, LLC	Very High 121	483	4	7
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
Asset Strategy Retirement Plan Consultants, LLC	Very High 119	237	2	5
MainStreet Financial Planning, Inc.	Very High 117	350	3	6
Kilner Capital Advisors, LLC	Very High 115	230	2	3
Lighthouse Financial Services Inc	Very High 115	458	4	6
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Your Private Client Group, Inc.	Very High 113	225	2	2
Turner Capital Investments, LLC	Very High 111	333	3	4
BNB Wealth Management, LLC	Very High 110	441	4	5
Actify Investor Retirements, LLC	Very High 110	220	2	2
Bluefin Financial	Very High 110	329	3	4
Rede Wealth, LLC	Very High 110	219	2	4
Main Street Advisors, LLC	Very High 109	109	1	3
Bernard Wealth Management Corp.	Very High 109	327	3	4
RCS Financial Planning, LLC	Very High 109	218	2	2
Cobblestone Asset Management	Very High 108	432	4	4
Xantos Labs, LLC	Very High 108	108	1	4
Malnik Wealth Management, LLC	Very High 108	216	2	2
Physician Wealth Solutions	Very High 107	107	1	1
Main Advisory, Inc.	Very High 107	214	2	4
ValueWealth Services, LLC	High 105	420	4	4
Kassira Wealth Management, LLC	High 105	209	2	2
Brandywine Financial Group, Inc.	High 104	208	2	2
New Perspectives, Inc.	High 104	414	4	8
FamilyWealth Asset Management	High 103	413	4	4
Clarion Wealth Management Partners	High 103	411	4	8
Cambridge Financial Group, Inc.	High 102	306	3	6
Park Square Financial Group LLC	High 101	404	4	5
Great Gable Wealth Management, LLC	High 100	301	3	3
Seaside Wealth Advisors LLC	High 100	400	4	5
Bay Harbor Wealth Management, LLC	High 99	396	4	6
Law & Associates Inc	High 99	297	3	6
Bay Rivers Group Wealth Partners	High 99	395	4	4
Eagle Financial Strategies	High 98	294	3	6
Alere Planning LLC	High 98	195	2	3
Safe Harbor Retirement Planners	High 97	290	3	4
Portfolio Strategies Inc	High 96	289	3	5
VCP Financial LLC	High 96	385	4	5
Ferguson-Johnson Wealth Management, Inc.	High 95	190	2	4
Wealth Planning Group	High 95	380	4	6
Pring Turner	High 94	188	2	4
Elm3 Financial Group, LLC	High 94	282	3	5
Manzil Investment Advisors, LLC	High 93	93	1	4
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Cassilly Financial	High 92	184	2	2
Urban Wealth Management (UWM)	High 92	275	3	5
Archetype Advisors, LLC	High 92	275	3	4
Accordant Advisory Group, Inc.	High 91	182	2	3
Auour Investments LLC	High 91	363	4	7
TJT Capital Group, LLC	High 91	181	2	4
BCK Partners, Inc.	High 89	178	2	5
Hillman Capital Management Inc	High 89	178	2	7
Novus Advisors	High 89	267	3	5
Invested Advisors	High 89	266	3	5
Investology Inc.	High 88	350	4	5
Intervest Ltd	High 88	175	2	5
Stash Wealth, LLC	High 87	174	2	3
Opulen Financial Group, LLC	High 86	172	2	2
Mainstream Capital Management	High 85	170	2	4
DC Capital Management, LLC	High 84	84	1	3
Odyssey Capital Advisors Inc.	High 84	252	3	5
Brighter Financial Capital Management, LLC	High 83	332	4	4
McGinn Penninger Investment Management Inc.	High 83	331	4	5
Buchanan Wealth Management	High 82	164	2	4
Odyssey Group Wealth Advisors	High 82	245	3	6
CWM Advisory, LLC	High 81	243	3	6
Northpeak Financial, Inc.	High 81	162	2	3
Meta Wealth Advisory	High 81	81	1	3
Investable	High 81	81	1	4
Entelechy	High 80	80	1	1
DRS Wealth Management	High 80	160	2	4
Theus Wealth Advisors	High 80	239	3	4
Garritt Financial Solutions LLC	High 80	159	2	2
Portus Capital Management, LLC	High 79	238	3	3
DWD Portfolio Solutions, Inc.	High 79	316	4	6
Sullivan Wood Capital Management, LLC	High 79	79	1	3
Pointer Financial Advisors LLC	High 79	157	2	5
Blue Marble Investments	High 78	235	3	3
Reframe Wealth, LLC	High 78	235	3	5
IQVestment, LLC	High 78	235	3	5
Town Capital	High 78	156	2	3
Bontempo Ohly Capital Management, LLC	High 77	153	2	6
Twinleaf Financial Advisors	High 76	76	1	3
Farley Financial	High 75	149	2	2
Harvest Financial Partners	High 74	147	2	2
Sovereign Financial Services, LLC	High 73	145	2	2
Piedmont Wealth Advisory	High 72	215	3	3
Legend Financial Advisors Inc	High 72	215	3	11
Investable Wealth, LLC	High 72	143	2	2
Cedar Spring Advisors, LLC	High 71	284	4	4
Chartered Advisory Group	High 71	283	4	6
Marks Wealth Management	High 71	283	4	5
River Crescent Advisors, LLC	High 70	140	2	2
MG Capital Partners, LLC	High 70	210	3	3
Partnership Wealth Management	High 70	139	2	3
ProFocus Incorporated	High 70	139	2	7
Cope Connelly	High 70	139	2	6
Promethium	High 69	277	4	4
Conscious Capital Wealth Management, LLC	High 69	207	3	5
Alexander Randolph Advisory Inc	High 69	138	2	5
First Wilshire Securities Management, Inc.	High 69	275	4	9
WJ Financial Advisors, LLC	High 68	272	4	4
Moore Wealth	High 68	204	3	6
Abbot Financial Management, Inc.	High 67	202	3	4
Audible Wealth Management	High 67	269	4	5
First Growth Capital LLC	High 67	67	1	4
Katz Family Financial Advisors, LLC	High 67	133	2	2
Variant Private Wealth LLC	High 66	198	3	4
Diamond Head Financial Advisors LLC	High 66	66	1	3
MD Investment Advisors	High 65	130	2	2
N1 Advisors	High 65	194	3	7
Silvestri Financial and Tax Advisors, Inc	High 65	129	2	3
RMG Advisors	High 64	192	3	6
Return on Life Wealth Partners	High 64	255	4	13
Northbrook Financial	Typical 64	127	2	8
Revalue LLC	Typical 64	254	4	8
Maryland Capital Advisors, Inc.	Typical 63	190	3	7
Wealthy & Wise Family Office	Typical 63	188	3	6
Opulentia, LLC	Typical 63	188	3	5
American Financial Management, Ltd.	Typical 62	124	2	2
Old Security Group	Typical 62	62	1	3
Mount Vernon Associates Inc	Typical 62	62	1	3
Tufton Capital Management, LLC	Typical 62	248	4	9
Oak Financial Group Inc	Typical 61	122	2	4
4J Wealth Management, LLC	Typical 61	243	4	4
Warren Capital Group	Typical 60	181	3	3
Mullaney Keating & Wright Inc	Typical 60	180	3	3
Rockford Financial Planning	Typical 59	118	2	3
Norton Capital Management, Inc.	Typical 59	118	2	6
Bestgate Wealth Advisors, LLC	Typical 59	118	2	9
Mench Financial Inc	Typical 58	175	3	4
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Outfitter Financial	Typical 58	58	1	4
Highstone Group	Typical 58	174	3	4
Kailasa Capital Management LLC	Typical 58	116	2	3
Bayview Investment Counsel, Inc	Typical 58	115	2	2
YFP Wealth	Typical 58	230	4	7
Lightsquare Wealth Management, LLC	Typical 57	172	3	5
My Wealth Management, Inc.	Typical 57	114	2	2
Houlihan Financial Resource Group, Ltd.	Typical 57	171	3	4
GLR Partners	Typical 57	170	3	5
Tweddell Goldberg Investment Management	Typical 57	113	2	2
Macroview Investment Management LLC	Typical 56	225	4	5
Cornerstone Asset Management	Typical 56	112	2	2
Arkagos Advisors & Asset Management, Inc.	Typical 56	112	2	2
Capital Area Planning Group	Typical 56	56	1	4
Hwa Financial Group	Typical 56	167	3	4
Rivertree Wealth	Typical 56	167	3	5
Advocate Investing Services	Typical 55	220	4	5
The Ellerson Group Inc	Typical 55	109	2	2
Craftwork Capital LLC	Typical 54	163	3	3
Intentional Wealth Strategies	Typical 54	161	3	4
Jason Howell Company	Typical 54	107	2	2
Montgomery Investment Management Inc	Typical 54	107	2	3
BCS Private Wealth Management	Typical 53	213	4	6
Birks Financial Corp.	Typical 53	159	3	3
Shrier Wealth Management, LLC	Typical 53	158	3	5
Cristata Investment Management	Typical 53	105	2	2
Berg Faircloth Investment Advisors	Typical 53	105	2	2
Five Rivers Financial Advisors, LLC	Typical 52	104	2	2
Valor Wealth Partners	Typical 52	156	3	4
Ortman Financial Planning	Typical 52	104	2	2
L. K. Benson & Company, P.C.	Typical 52	103	2	9
Resilient Asset Management	Typical 51	51	1	3
Rauch Advisory LLC	Typical 51	153	3	5
Lee-Kelleher Wealth Management	Typical 50	151	3	3
Arbor Private Wealth, LLC	Typical 50	100	2	2
Harbor Asset Planning, Inc.	Typical 50	99	2	3
RCPlanners	Typical 49	148	3	3
Sentinel Wealth Management, Inc.	Typical 49	97	2	3
CW Securities, LLC	Typical 48	145	3	3
Sherman Wealth Management LLC	Typical 48	143	3	5
Sacks & Associates, LLC	Typical 48	143	3	4
Tesfaye O'Neill Financial	Typical 48	95	2	3
Burkholder & Associates, LLC	Typical 47	93	2	4
Lighthouse Wealth Management, LLC	Typical 47	93	2	2
The Scott S. James Company	Typical 46	139	3	3
Aspire Wealth Architects	Typical 46	137	3	4
BrightPath Wealth Advisors LLC	Typical 46	182	4	4
Argo Wealth Advisory, LLC	Typical 45	90	2	2
DBA Seslia Securities	Typical 45	134	3	3
Foxman Asset Advisors Inc.	Typical 44	133	3	3
Compass Investments LLC	Typical 44	176	4	5
The Cavanaugh Group Inc	Typical 44	44	1	2
Mccormack Financial Planning Inc.	Typical 44	132	3	3
Chesapeake Capital Management, LLC	Typical 44	176	4	8
Capital Squared Financial LLC	Typical 44	87	2	3
Chesapeake Asset Management LLC	Typical 43	130	3	5
Meritis Wealth Management, Inc.	Typical 43	130	3	3
Princeton Capital Management LLC	Typical 43	171	4	10
Ridgewood Investments	Typical 43	170	4	7
Holton & Kosanke Wealth Management, LLC	Typical 42	127	3	3
ABEL Financial Management Co.	Typical 42	84	2	2
MJC Advisors, LLC	Typical 42	83	2	2
Wealthspring Financial Advisors, LLC	Typical 41	41	1	231,946,911
Thinagee Investments Inc.	Low 40	40	1	1
DecisionMap Wealth Management, LLC	Low 40	159	4	5
APM Wealth	Low 40	79	2	3
The Aranda Group Advisors, LLC	Low 39	156	4	8
Abridge Partners, LLC	Low 39	116	3	5
Datalign	Low 38	38	1	20
GS Investment Inc	Low 38	76	2	4
DouglasBradley LLC	Low 38	75	2	3
Doxa Capital, LLC	Low 38	75	2	2
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
Woods Advisory Services LLC	Low 37	37	1	3
Omicron Advisors, LLC	Low 37	74	2	2
Red Spruce Capital, LLC	Low 36	143	4	4
Revolution Wealth, LLC	Low 36	107	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
Bryan Investments, LLC	Low 36	71	2	2
Campion Asset Management, LLC	Low 35	106	3	3
Renew Wealth Management LLC	Low 35	35	1	3
Washington Growth Strategies LLC	Low 35	35	1	1
Crest Wealth Advisors LLC	Low 35	69	2	2
Ivy League Financial Advisors LLC	Low 34	102	3	4
Kirk Capital Advisors LLC	Low 34	135	4	5
Donalies Financial Planning, LLC	Low 34	135	4	5
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Lovett Investment Consulting LLC	Low 32	32	1	1
Aventura Capital Management, LLC	Low 32	126	4	4
Oxford Planning Group, LLC	Low 31	93	3	3
White Oak Wealth Management	Low 31	62	2	3
Brightscape Investment Centers	Low 31	123	4	4
Omega Wealth Management LLC	Low 30	121	4	7
Demand Wealth	Low 30	60	2	3
Delaware Wealth Planners	Low 30	89	3	4
Global Investment Solutions, LLC	Low 30	89	3	3
Sierra Hotel Financial LLC	Low 30	59	2	3
Bethesda Financial Advisors, LLC	Low 29	58	2	2
Fryar Financial	Low 28	56	2	2
Florin Group, LLC	Low 27	81	3	4
Integrated Financial Planning Services	Low 27	27	1	21
Capitol Financial Consultants, Inc.	Low 27	107	4	4
Nazelrod & Associates Financial Services, Inc.	Low 27	53	2	2
Financial Dimensions, LLC	Low 26	104	4	4
Stratus Capital Management, LLC	Low 26	26	1	5
Holistic Planners	Low 26	51	2	2
Pierce Wealth Partners, Inc.	Low 26	51	2	5
Seaborn Financial, LLC	Low 25	76	3	4
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
Bluestone® Financial Advisors, LLC	Low 25	50	2	3
Shepherd Street Advisors	Low 25	49	2	2
Cubic Advisors, LLC	Low 25	49	2	2
Soar Financial LLC	Low 24	97	4	5
Compass Planning Associates, Inc.	Low 24	72	3	3
Bourke Wealth Management	Low 24	96	4	4
Just Futures	Low 24	95	4	6
MZ Capital, LLC	Low 24	71	3	3
Evolutionary Tree Capital Management, LLC	Low 24	47	2	5
Capital Assets Planning Incorporated	Low 23	45	2	2
Life, Inc. Retirement Services	Low 22	89	4	8
Monocacy Wealth Management, LLC	Low 22	66	3	6
Legacy Investment Advisors, LLC	Low 22	65	3	4
SMP Financial Planning, LLC	Low 22	43	2	2
Millennium Financial Services LLP	Very Low 21	42	2	2
NorthStar Wealth Management, Inc.	Very Low 21	41	2	2
Preserve Private Wealth, LLC	Very Low 20	40	2	2
Integrity Advisory Partners LLC	Very Low 20	40	2	2
Fiduciary Capital Management LLC	Very Low 20	40	2	12
Lee Financial Associates, Inc.	Very Low 20	39	2	4
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
Axion Financial Group LLC	Very Low 18	36	2	2
CJC Wealth Management	Very Low 18	72	4	6
Alikos Wealth Management, LLC	Very Low 17	34	2	2
The J.O.. Johnson Group Inc.	Very Low 17	34	2	2
Foundry Wealth Advisors, LLC	Very Low 17	66	4	4
Poder Wealth Advisors	Very Low 17	33	2	2
Generational Private Wealth	Very Low 16	49	3	3
Allridge Wealth Management, Inc	Very Low 16	31	2	2
A.G. Campbell Advisory, LLC	Very Low 15	61	4	5
Prospera Capital Management, LLC	Very Low 15	44	3	3
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
Springreef LLC	Very Low 15	29	2	2
Silverstone Financial LLC	Very Low 14	28	2	2
District Capital Management, LLC	Very Low 13	40	3	5
Innovation Partners LLC	Very Low 13	26	2	305
The Financial Advisory Group	Very Low 12	49	4	4
Acts Financial Advisors	Very Low 12	23	2	2
CST Advisory Services, LLC	Very Low 11	11	1	5
Nautica Asset Management LLC	Very Low 11	22	2	2
Access Investment Management, LLC	Very Low 11	32	3	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Legacy Financial Advisors	Very Low 11	21	2	3
Odyssey Investments, Corp.	Very Low 10	19	2	2
Raskin Global Inc.	Very Low 10	38	4	4
The Family Financial Group	Very Low 8	16	2	2
Ridge Capital Advisors, LLC	Very Low 7	27	4	4
Noorvest	Very Low 6	12	2	2
Sunlight Peaks Financial Partners, LLC	Very Low 4	12	3	3
Foundation Financial Advisors, Inc.	Very Low 2	7	4	9
One Oak	Very Low 2	5	3	7
Zacks Intelligence LLC	Very Low 1	1	1	7
Dauntless Advisory, LLC	Very Low 1	3	3	5
Annapolitan Investment Group, Inc.	Very Low 1	0	2	2

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