Clients per advisor for Supported firms in Rhode Island

In Rhode Island, supported financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 94 firms in this category, the median client load per advisor is 83, well above the national median of 51. This suggests that Rhode Island advisors in supported firms often operate with more scalable, process-driven models, managing larger client bases efficiently. For clients, this could mean access to firms that balance personalized service with broader reach, potentially offering lower minimums or fees. Understanding this dynamic can help you gauge the type of advisory experience to expect in Rhode Island.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Van Liew Capital Inc	Very Low 2	6	4	5
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Innovation Partners LLC	Very Low 13	26	2	305
The Delta Group	Very Low 15	29	2	2
Invest Track Financial, LLC	Very Low 15	29	2	2
Levatus LLC	Very Low 15	46	3	4
TrueFocus Financial Partners	Very Low 19	38	2	2
Cornerstone Financial Management LLC	Low 25	101	4	7
Cornerstone Investment Services	Low 26	78	3	3
Creative Resources Investment Advisors LLC	Low 28	85	3	4
Marathon Financial Group	Low 30	118	4	6
Moore Financial Advisors, LTD.	Low 31	92	3	4
Aventura Capital Management, LLC	Low 32	126	4	4
Guidici Wealth Management LLC	Low 32	64	2	2
Experience Your Wealth, LLC	Low 33	65	2	3
Evergreen Wealth Advisors	Low 36	142	4	18
Copper Beech Wealth Management	Low 37	73	2	2
Datalign	Low 38	38	1	20
MHP Asset Management	Low 38	76	2	2
Weatherhelm Capital Management LLC	Low 39	77	2	4
Sheeley & Partners Wealth Management, LLC	Low 40	79	2	3
Compass Investments LLC	Typical 44	176	4	5
Blue Chip Financial Advisors, LLP	Typical 45	178	4	5
Delphinus Financial Advisors, LLC	Typical 45	90	2	2
Signet Investment Advisory Group, Inc.	Typical 46	185	4	9
Main Street Investment Advisors, LLC	Typical 47	142	3	3
Heritage Capital, LLC	Typical 49	146	3	3
Nia Impact Capital	Typical 49	147	3	9
CCM Investment Management, LLC	Typical 52	103	2	2
Proactive Financial Solutions 360, LLC	Typical 53	53	1	7
Ayrshire Capital Management LLC	Typical 56	111	2	2
Arlen Capital, LLC	Typical 56	222	4	6
Mench Financial Inc	Typical 58	175	3	4
Washburn Capital Management Inc.	Typical 60	180	3	3
Spinnaker Asset Management Inc.	Typical 62	186	3	5
C.L. Sheldon & Company, LLC	Typical 64	127	2	10
Silverberg Bernstein Capital Management	High 66	131	2	3
Robbins Farley LLC	High 66	263	4	5
Financial Independence, LLC	High 70	278	4	7
Income & Asset Advisory, Inc.	High 70	279	4	4
Investable Wealth, LLC	High 72	143	2	2
Sightline Wealth Advisors, LLC	High 73	290	4	5
IQVestment, LLC	High 78	235	3	5
New England Schooner, Inc.	High 80	320	4	4
Investable	High 81	81	1	4
Exchange Place Advisors, LLC	High 83	248	3	3
Granite Wealth Management LLC	High 84	168	2	2
TradeWinds Wealth Management	High 87	260	3	4
Lincoln Capital Corporation	High 88	265	3	6
Strategic Financial, LLC	High 91	181	2	2
The Alchemists, LLC	High 91	91	1	3
JW Thompson Investments LLC	High 95	190	2	2
Statera Financial, LLC	High 100	301	3	3
Cambridge Financial Group, Inc.	High 102	306	3	6
FamilyWealth Asset Management	High 103	413	4	4
American Retirement & Investment Strategies, LLC	Very High 108	215	2	2
Heritage Wealth Management	Very High 108	215	2	2
Weybosset Research & Management, LLC	Very High 112	224	2	3
Farrell Financial	Very High 117	233	2	2
Slocum, Gordon & Co. LLP	Very High 117	117	1	5
Breachway Investments, LLC	Very High 118	236	2	2
Balanced Wealth Management, LLC.	Very High 122	243	2	4
Factor Investing Group	Very High 123	491	4	6
LUMINIST Capital, LLC	Very High 133	530	4	4
Strategic Planning Group, Inc.	Very High 133	265	2	3
Advisifi LLC	Very High 133	133	1	6
Marstone LLC	Very High 139	139	1	21
Eliot Rose Wealth Management, LLC	Very High 141	141	1	4
Tudor Financial, Inc.	Very High 144	431	3	6
Five Corners Financial Services	Very High 145	290	2	3
Thames Financial Management	Very High 146	292	2	2
Timmons Wealth Management	Very High 150	150	1	3
Craig Duvarney, Cfp	Very High 152	152	1	1
Brendel Financial Advisors LLC	Very High 161	321	2	4
Alpha Dog Advisors, RUFF	Very High 161	321	2	3
FSC Wealth Advisors, LLC	Very High 172	686	4	5
First Financial Advisory Services Inc	Very High 172	516	3	7
Hall Capital Management Company, Inc.	Very High 173	519	3	9
APEX Investment Group	Very High 173	519	3	6
Plum Pointe Wealth Management	Very High 183	183	1	3
Bountiful Investment Management LLC	Very High 187	560	3	3
The Retirement Planning Company of New England, Inc.	Very High 188	565	3	4
Old Forge Wealth Management, LLC	Very High 244	244	1	3
Ransom Advisory	Very High 250	250	1	3
Successful Money Strategies Inc	Very High 273	273	1	3
The Capital Group Fiduciary Advisors, LLC	Very High 283	283	1	3
Ironwood Investment Management, LLC	Very High 288	288	1	8
SavvyFi	Very High 307	307	1	15
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
GreenPortfolio Inc.	Very High 346	346	1	6
M. W. Aragao Investment Advisors, LLC	Very High 596	596	1	5
Diversified Resources, LLC	Very High 640	640	1	6
Forbes Financial Planning, Inc.	Very High 871	871	1	3

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Clients per advisor for Supported firms serving clients in Rhode Island