Clients per advisor for Supported firms in Rhode Island

In Rhode Island, supported financial advisory firms tend to serve significantly more clients per advisor compared to the broader market, with a median of 108 clients per advisor versus the national median of 47. This suggests that Rhode Island’s supported firms often operate with more efficient, scalable models, likely leveraging staff or small teams to manage larger client bases. With 94 firms in this category, the state’s advisors may prioritize structured processes that enable handling higher client volumes, which could translate to more accessible services with potentially lower minimums or fees. Clients seeking highly personalized attention might find fewer options in this environment, where efficiency often takes precedence.

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

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Clients per advisor for Supported firms serving clients in Rhode Island