Clients per advisor for Supported firms in Puerto Rico

In Puerto Rico, supported financial advisory firms—typically small teams with one to three advisors—serve a median of 38 clients per advisor, which is somewhat below the national median of 47 for this firm category. This suggests that advisors in Puerto Rico may offer a more personalized, relationship-driven approach compared to the broader market, where client loads tend to be higher. With 40 such firms operating in the state, clients seeking more individualized attention might find these smaller client rosters appealing, reflecting a service model that prioritizes tailored advice over scalability.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Pariter Wealth Management Group LLC	Very Low 4	11	3	3
Chapel Bridge Wealth Advisors	Very Low 6	17	3	3
Jirau Capital Management LLC	Very Low 6	12	2	3
Measured Strategies LLC	Very Low 7	13	2	2
Ellevity Capital, LLC	Very Low 7	13	2	2
TrueHaven Capital	Very Low 10	19	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Generational Private Wealth	Very Low 16	49	3	3
Haron Capital Management, LLC	Very Low 19	38	2	2
Atlantis Investment Coaching, LLC	Very Low 20	61	3	4
Viden Arbor Capital	Very Low 21	21	1	1
Perini Capital	Low 21	64	3	5
Broxton Capital Advisors	Low 26	51	2	3
Meddent Solutions	Low 26	26	1	5
Vauban Wealth Management	Low 29	57	2	2
Thomas Wright Asset Management, Inc.	Low 30	30	1	1
Finanxial Investment Advisors, Corp	Low 35	69	2	6
Evergreen Wealth Advisors	Low 36	142	4	18
Datalign	Low 38	38	1	20
Freedom Family Office, LLC	Low 39	116	3	10
Corinthian Partners Asset Management LLC	Typical 57	226	4	7
Lyon Bern, LLC	High 79	157	2	2
Copper Beech Financial Group, LLC	Very High 118	118	1	9
Advisifi LLC	Very High 133	133	1	6
Adrian Day Asset Management	Very High 134	134	1	3
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Rothwell Investment Advisors	Very High 236	707	3	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Regents Partners, LLC	Very High 322	322	1	3

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Clients per advisor for Supported firms serving clients in Puerto Rico