Clients per advisor for Supported firms in South Dakota

In South Dakota, supported financial advisory firms tend to have a slightly higher client load per advisor compared to the broader national pattern. With 55 firms operating in this category, the median number of clients per advisor is 62, exceeding the national median of 51. This suggests that advisors in South Dakota often manage a broader client base, potentially reflecting more structured and scalable service models. Clients seeking more personalized attention might find fewer options in firms with higher client loads, while those valuing efficiency and accessibility may benefit from the state's advisory landscape. Overall, South Dakota's supported firms strike a balance between manageable client numbers and operational scale.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Rock Creek Advisors LLC	Very Low 2	3	2	2
OneFirm Consulting, LLC	Very Low 3	9	3	3
Myrna Mitchell, MBA, CFP	Very Low 8	15	2	2
GT Investment Management, LLC	Very Low 9	35	4	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Innovation Partners LLC	Very Low 13	26	2	305
Northern Monarch Capital LLC	Very Low 18	71	4	4
Astute Financial, LLC	Low 22	43	2	3
Willkate Wealth Management, LLC	Low 30	30	1	4
Private Client Wealth Advisors, LLC	Low 32	97	3	3
Legacy Bridge Private Family Offices	Low 33	66	2	8
Nottingham Wealth Partners, Inc.	Low 36	142	4	7
Evergreen Wealth Advisors	Low 36	142	4	18
Frontier Financial Partners, LLC	Low 38	151	4	5
Datalign	Low 38	38	1	20
Impact Wealth Management	Typical 41	124	3	5
Wealth Plus of the Dakotas, Inc.	Typical 43	128	3	4
Wiser Advisor Group	Typical 43	130	3	3
Resolve Capital Management LLC	Typical 45	89	2	2
Lauer Capital Management Ltd	Typical 45	90	2	3
Holistic Finance LLC	Typical 50	198	4	5
Larimer Capital Corporation	Typical 51	101	2	4
Birath Wealth Management, LLC	Typical 57	114	2	2
Wacker & Associates, Inc.	Typical 57	172	3	4
Mench Financial Inc	Typical 58	175	3	4
Make Way Wealth Management	Typical 60	120	2	2
American Financial Management, Ltd.	Typical 62	124	2	2
Investable Wealth, LLC	High 72	143	2	2
Pecaut Wealth Management	High 73	219	3	6
Terry Peschl & Associates, Inc.	High 80	80	1	3
Investable	High 81	81	1	4
Kowalski Financial Inc.	High 83	166	2	7
Midwest Heritage Financial Advisors	High 84	334	4	6
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
Parvin Asset Management, LLC	High 94	94	1	6
Future Bright	High 99	396	4	4
FamilyWealth Asset Management	High 103	413	4	4
Boyle Capital	High 105	418	4	5
LifePlan Financial, LLC	Very High 128	255	2	7
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Lauer Wealth Management	Very High 133	399	3	5
Advisifi LLC	Very High 133	133	1	6
Perkins Capital Management Inc	Very High 137	137	1	9
Stone Steps Financial, LLC	Very High 138	138	1	6
Burrus	Very High 161	322	2	5
Paladin Financial	Very High 165	494	3	7
Financial Strategies Group	Very High 165	659	4	10
Retirement Resource Wealth Management, LLC	Very High 168	336	2	3
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Axiom Investment Management LLC	Very High 201	201	1	10
Gabe Nelson Financial, Inc.	Very High 202	202	1	3
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8

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Clients per advisor for Supported firms serving clients in South Dakota