Clients per advisor for Supported firms serving clients in Minnesota

In Minnesota, supported financial advisory firms tend to have a higher client load per advisor compared to the national median. With 302 firms operating in the state, the median number of clients per advisor is about 70, surpassing the national median of 47. This suggests that Minnesota advisors in supported firms often manage larger client bases, likely reflecting more structured and scalable service models. Clients working with these firms might expect efficient processes and potentially lower minimums or fees, though possibly less personalized attention than firms with fewer clients per advisor. Understanding this dynamic can help clients gauge the type of service they may receive in Minnesota’s advisory market.

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
Plan Confidence Corporation	Very High 859	859	1	3
Preston Investments	Very High 842	2,526	3	4
Renaud & Company, LLC	Very High 477	953	2	5
B.A. Roberts Financial Services, Inc.	Very High 448	1,344	3	8
Encore Wealth Advisors	Very High 437	437	1	4
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
MFP Financial Services, LLC	Very High 428	1,284	3	5
Guzek Asset Management	Very High 425	425	1	6
JMR Financial Group	Very High 418	835	2	4
Pankonin Financial Group	Very High 415	829	2	3
Freeman, Will & Niemeier, Inc.	Very High 358	358	1	2
Gunderson Capital Management	Very High 347	694	2	4
GreenPortfolio Inc.	Very High 346	346	1	6
Webb Financial Group	Very High 337	673	2	8
McAlvany Wealth Management, LLC	Very High 325	650	2	5
FFP Wealth Management, LLC	Very High 316	316	1	8
Light Financial Services, Inc.	Very High 311	621	2	2
SavvyFi	Very High 307	307	1	15
Its Asset Management, L.P.	Very High 293	586	2	9
Mann Financial Group	Very High 293	585	2	5
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
Haldorson & Pincombe Investment Advisors Inc.	Very High 262	262	1	3
Tuve Investment Management, Inc.	Very High 262	523	2	6
Bucket List Wealth Management, LLC	Very High 240	480	2	2
Des Moines Investments, LLC	Very High 233	700	3	4
Trademark Financial Management, LLC	Very High 229	458	2	5
Dorval & Chorne Financial Advisors	Very High 221	663	3	7
Acumen Financial Advisors, LLC	Very High 220	220	1	5
TFP Management, LLC	Very High 220	660	3	4
Palouse Capital Management, Inc.	Very High 219	877	4	4
Copperline Wealth Management & Planning	Very High 215	430	2	3
Borabond, LLC	Very High 207	207	1	3
Gabe Nelson Financial, Inc.	Very High 202	202	1	3
Underdog Wealth Management, LLC	Very High 201	402	2	3
Virtus Financial Partners	Very High 201	602	3	6
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Fund Advisors of America Inc	Very High 195	585	3	3
Interwest Investment Advisors, Inc	Very High 195	389	2	2
Spyrnal Financial Group	Very High 194	387	2	4
Peak Financial Consulting, Inc.	Very High 186	371	2	2
Jason Janes Wealth Management, Inc.	Very High 185	369	2	2
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Wealth Forward, LLC	Very High 178	355	2	2
Evergreen Wealth Partners LLC	Very High 177	708	4	9
Retirement Resource Wealth Management, LLC	Very High 168	336	2	3
Financial Institution Services, LLC	Very High 166	332	2	4
Financial Strategies Group	Very High 165	659	4	10
Paladin Financial	Very High 165	494	3	7
MarketRiders	Very High 159	477	3	6
Central Wealth Management LLC	Very High 158	158	1	4
Luedtke & Associates	Very High 157	470	3	5
Brook Capital	Very High 157	626	4	5
Trott Brook Financial	Very High 155	155	1	3
B&E Investment Advisers, Inc.	Very High 154	462	3	7
North Compass Financial Advisors, LLC	Very High 154	308	2	4
Larson Financial Advisors	Very High 154	154	1	3
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Secured Retirement Advisors, LLC	Very High 151	602	4	6
D & G Advisory Group, L.L.C.	Very High 147	293	2	3
Thames Financial Management	Very High 146	292	2	2
Wilkerson Advisory Group LLC	Very High 146	582	4	10
Lebens Advisory Group LLC	Very High 140	140	1	3
Haas Financial, Inc.	Very High 138	138	1	4
Stone Steps Financial, LLC	Very High 138	138	1	6
Northern Edge Wealth Management	Very High 138	550	4	6
Cedrus Wealth Group	Very High 138	550	4	7
Perkins Capital Management Inc	Very High 137	137	1	9
Great River Financial	Very High 136	136	1	4
CFG Retirement	Very High 135	541	4	7
Enspyre Wealth Advisors, Inc.	Very High 133	133	1	3
Koob Wealth Management, LLC	Very High 133	133	1	3
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Josh Arnold Investment Consultant, LLC	Very High 128	256	2	2
LifePlan Financial, LLC	Very High 128	255	2	7
Leslie Global Wealth, LLC	Very High 127	380	3	6
Embark Wealth Management, LLC	Very High 123	369	3	3
Mokosak Advisory Group, LLC	Very High 123	490	4	4
Legacy Financial Advisors Corporation	Very High 123	245	2	6
The Sherwin Group	Very High 121	242	2	2
UAK Diversified Wealth Advisors	Very High 117	233	2	3
Capital Wealth Alliance, LLC	Very High 116	348	3	5
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Phillip James Financial Co.	Very High 114	114	1	3
Principium Investments LLC	Very High 114	227	2	3
McCollum Christoferson Group, LLC	Very High 112	337	3	6
Kingdom Legacy Advisors	Very High 112	223	2	5
Coordinated Financial Services, Inc.	Very High 111	334	3	4
Pack Private Wealth, LLC	Very High 111	222	2	3
Actify Investor Retirements, LLC	Very High 110	220	2	2
T. Anton Investment House, Inc.	Very High 109	328	3	6
Michael Traxler Wealth Management, LLC	Very High 107	429	4	6
Ulland Investment Advisors, LLC	Very High 106	211	2	5
Excelsior Investors	High 105	105	1	2
True Measure Wealth Management	High 105	105	1	2
Boyle Capital	High 105	418	4	5
FamilyWealth Asset Management	High 103	413	4	4
Cambridge Financial Group, Inc.	High 102	306	3	6
Logan Park Wealth Management	High 102	408	4	6
Centurion Financial Strategies LLC	High 102	102	1	5
Wilkinson Wealth Management, LLC	High 102	203	2	2
Cushing Capital Partners, LLC	High 100	199	2	2
Future Bright	High 99	396	4	4
Pitzl Financial	High 99	394	4	8
Portfolio Strategies Inc	High 96	289	3	5
VCP Financial LLC	High 96	385	4	5
Complete Investment Advisory, LLC	High 95	189	2	5
Northland Capital Management	High 94	281	3	6
Applewhite & Buys Financial Advisors	High 93	185	2	2
Captar Private Wealth	High 92	184	2	2
True Vision Financial Advisors	High 92	367	4	9
John F Suby Wealth Management LLC	High 92	183	2	3
Cohesion Wealth Management, LLC	High 91	364	4	5
TJT Capital Group, LLC	High 91	181	2	4
Quantum Private Wealth, LLC	High 90	90	1	6
Madison Park Capital Advisors, LLC	High 90	358	4	4
Snider Advisors	High 89	357	4	4
Milborn Advisors, ltd	High 89	178	2	2
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
Great Plains Advisory Services LLC	High 86	172	2	2
Blackmore Financial Solutions	High 86	171	2	2
Johnson Wealth Management, LLC	High 85	169	2	2
Brentview investment Management, LLC	High 85	169	2	6
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Passive Management LLC	High 83	166	2	2
Kowalski Financial Inc.	High 83	166	2	7
GEN Financial Management Inc.	High 82	246	3	3
Networth Asset Management, Inc.	High 82	245	3	3
Investable	High 81	81	1	4
McKinley Money, LLC	High 81	162	2	3
Releve Financial Group	High 80	321	4	7
Access Financial Services, Inc.	High 80	318	4	10
Foresee Wealth Advisors	High 79	158	2	2
Pivotal Wealth and Tax	High 79	314	4	4
IQVestment, LLC	High 78	235	3	5
Morgan-Aly Wealth Management, LLC	High 78	156	2	3
MHS Advisory Services, LLC	High 78	310	4	7
Freedom Financial Partners LLC	High 77	308	4	8
Rossi Dubuque Breckenridge, LLC	High 77	154	2	2
Tealwood Asset Management	High 77	230	3	7
Quantitative Asset Management, LLC	High 77	153	2	2
Dunnavan & Co.	High 76	228	3	6
Briggs Financial Inc.	High 74	148	2	2
Pecaut Wealth Management	High 73	219	3	6
Paradigm, Strategies in Wealth Management, LLC	High 73	218	3	5
Ares Financial Consulting LLC	High 72	289	4	5
Thomas Leo Advisory, LLC	High 72	144	2	2
Investable Wealth, LLC	High 72	143	2	2
First Wilshire Securities Management, Inc.	High 69	275	4	9
RossJohnson & Associates, LLC	High 68	272	4	4
Schmidt Wealth Management	High 68	68	1	4
Quarry Hill Advisors	High 68	203	3	5
Clarity Asset Management, Inc.	High 68	270	4	5
Fjell Capital	High 67	202	3	4
One Life Financial Group, Inc.	High 67	200	3	6
Boulevard	High 67	266	4	5
Kane Company Wealth Management, Inc.	High 66	198	3	5
aLuman	High 66	132	2	2
Calculated Wealth	High 65	194	3	5
Guardian Wealth Advisors, LLC	Typical 64	254	4	7
Revalue LLC	Typical 64	254	4	8
Portfolio Design Services, LLC	Typical 63	253	4	4
Halbert Wealth Management, Inc	Typical 62	249	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
Scarecrow Advisors, LLC	Typical 62	247	4	5
Core Capital Management and Research Inc.	Typical 61	244	4	4
Make Way Wealth Management	Typical 60	120	2	2
Capital Consulting & Asset Management	Typical 60	180	3	8
Oceanside Advisors LLC	Typical 60	240	4	5
Elevation Wealth Management	Typical 60	179	3	3
LifeSTAGE Wealth Management, Inc.	Typical 60	119	2	2
Allvet Financial	Typical 59	117	2	2
Cardinal Wealth Advisors, L.L.C.	Typical 59	117	2	2
Prairiewood Wealth Management	Typical 59	234	4	8
Mench Financial Inc	Typical 58	175	3	4
Somerset Group LLC	Typical 58	58	1	3
Fencl Advisory Services, LLC	Typical 58	173	3	3
Wacker & Associates, Inc.	Typical 57	172	3	4
Birath Wealth Management, LLC	Typical 57	114	2	2
Trumix Advisors	Typical 57	170	3	6
Corinthian Partners Asset Management LLC	Typical 57	226	4	7
Macroview Investment Management LLC	Typical 56	225	4	5
Jepsen Financial	Typical 55	55	1	3
Evansbrook Capital Management	Typical 55	110	2	2
PSC Financial LLC	Typical 54	108	2	3
Truesdell Wealth, Inc.	Typical 54	54	1	4
Optima Capital Management	Typical 54	215	4	4
Ataraxis Financial	Typical 53	106	2	2
Eighth Wonder Investments	Typical 53	106	2	2
Azure Wealth Management	Typical 53	105	2	2
Toptier Wealth Management	Typical 53	105	2	2
Rosman Asset Management, LLC	Typical 52	104	2	3
Lifetime Wealth Management, LLC	Typical 52	156	3	3
Tower View Wealth Management LLC	Typical 52	206	4	6
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Winter & Associates, Inc.	Typical 51	203	4	5
Trailhead Planners, LLC	Typical 50	151	3	4
Financial Empowerment LLC	Typical 50	100	2	2
Holistic Finance LLC	Typical 50	198	4	5
Echo Wealth Management, LLC	Typical 48	144	3	5
S3, Inc	Typical 48	95	2	3
All Terrain Financial Advisors	Typical 48	190	4	4
Abens Financial Services Inc	Typical 47	93	2	3
Gw Financial	Typical 47	93	2	3
Williams and Schiller Wealth Management, LLC	Typical 46	92	2	2
5 Stone Financial Group, LLC	Typical 46	91	2	3
The Financial Planning Co.	Typical 46	91	2	2
Opus Financial Solutions LLC	Typical 45	136	3	4
RK Retirement Solutions LLC	Typical 45	90	2	2
Gen Y Planning	Typical 45	90	2	2
LFN Advisors Inc.	Typical 45	179	4	4
Guide Financial Planning	Typical 44	132	3	6
Twin Cities Retirement Group	Typical 44	87	2	3
ICON Financial	Typical 44	87	2	2
Heritage Capital Advisors, LLC	Typical 43	43	1	5
Sieben Wealth Planning LLC	Typical 43	86	2	2
Bane O'Leary LLC	Typical 42	166	4	4
Regan Investments, Inc.	Typical 41	81	2	3
Lions Wealth Management	Low 40	120	3	4
White Pine Capital LLC	Low 40	79	2	7
Lottsa Financial Services, Inc.	Low 39	117	3	4
Lions Gate Sovereign Capital, LLC	Low 39	78	2	2
Hyland Lake Partners	Low 39	78	2	3
Barking Sands Capital	Low 38	76	2	2
GS Investment Inc	Low 38	76	2	4
Datalign	Low 38	38	1	20
Anson Analytics	Low 38	113	3	5
T/R Financial Management Group, LLC	Low 38	75	2	2
Wealth Planning Advisors LLC	Low 37	112	3	3
Wealth Planning Systems, LLC	Low 37	74	2	2
Sterling Financial Advisors, LLC	Low 36	143	4	4
Evergreen Wealth Advisors	Low 36	142	4	18
Lifetime Capital Planning Group LLC	Low 36	71	2	2
Nottingham Wealth Partners, Inc.	Low 36	142	4	7
Lyons Wealth Management	Low 35	106	3	4
Bannerstone Capital	Low 35	106	3	3
Total Wealth Advisors, LLC	Low 35	69	2	2
YES Wealth Management	Low 33	100	3	7
Rocket Capital Management, L.L.C.	Low 33	66	2	3
RGA Investment Advisors, LLC	Low 33	99	3	4
Truman Wealth Advisors	Low 32	96	3	3
Forethought Planning LLC	Low 31	62	2	2
NorthStar Wealth Management, Inc.	Low 31	61	2	3
Clerestory Advisors, Inc	Low 31	61	2	3
Financial Compass Corporation	Low 31	61	2	3
Abbey Hill Financial Advisors, LLC	Low 30	60	2	2
Vision Capital & Management	Low 30	59	2	5
Lundeen Abrams Advisors, LLC	Low 29	58	2	2
ViaWealth, LLC	Low 29	86	3	4
Sage Wealth Advisory	Low 28	56	2	3
Symmetric Advisors Inc	Low 28	83	3	4
TAG Wealth Advisors	Low 27	54	2	2
Fyooz Financial Planning	Low 26	79	3	3
Triton Investments, LLC	Low 26	77	3	3
Falker Investments Inc.	Low 26	51	2	2
AKM Advisory	Low 26	51	2	2
Adams-Hansen & Associates	Low 25	75	3	3
Colleen Weber CPA, LLC	Low 25	50	2	2
Wold Financial Group	Low 24	72	3	3
Barrington Capital Management, Inc.	Low 24	47	2	2
Wealthspring Advisors, LLC	Low 24	47	2	2
Life, Inc. Retirement Services	Low 22	89	4	8
Custom Funds Management LLC	Low 22	44	2	2
Fountain Financial Group, Inc.	Low 22	66	3	5
GCB Private Wealth	Low 22	43	2	2
Keystone Wealth Advisors, Incorporated	Low 21	64	3	3
Clark Wealth Strategies, Inc	Very Low 21	85	4	5
FIDERE Advisors	Very Low 21	63	3	3
Farnam Financial	Very Low 20	81	4	4
Process Design Capital Management LLC	Very Low 20	79	4	4
Vista Finance, LLC	Very Low 18	73	4	5
Bright Angel Advisors LLC	Very Low 18	35	2	4
AlphaCopia	Very Low 18	35	2	2
T. Rose & Associates, Inc.	Very Low 18	35	2	2
Jeffrey A. Drayton Financial Group, Inc.	Very Low 17	51	3	3
Stapleton Asset Management, LLC	Very Low 17	33	2	3
Upstream Financial Advisors LLC	Very Low 16	31	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
Stone Fortress Wealth Strategies	Very Low 14	28	2	3
Innovation Partners LLC	Very Low 13	26	2	305
Hofkin Capital Management, Inc.	Very Low 13	39	3	4
Money Matters	Very Low 13	25	2	2
Walrus Partners, LLC	Very Low 12	12	1	3
Springtide Partners	Very Low 12	24	2	6
Jones Kertz & Associates, Inc.	Very Low 11	44	4	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Endurance Financial Group	Very Low 11	21	2	2
Crane Capital Management LLC	Very Low 11	21	2	2
SIOL Wealth Advisors	Very Low 9	9	1	3
QST Capital LLC	Very Low 7	14	2	3
PairOne Private Wealth	Very Low 7	14	2	2
1st Financial Investment, Inc.	Very Low 5	16	3	8
Dynic Wealth Management LLC	Very Low 5	15	3	3
Paladin Capital	Very Low 5	18	4	5
Kusske Financial, Inc.	Very Low 4	12	3	8
Provenire Capital LLC	Very Low 4	7	2	2
Investment Consulting Services, LLC	Very Low 3	6	2	3
CRG Wealth, LLC	Very Low 2	4	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7

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