Clients per advisor for Supported firms in Virgin Islands

In the Virgin Islands, supported financial advisory firms—typically small teams or solo advisors with staff—serve a slightly higher median number of clients per advisor at 57, compared to the national median of 47. This suggests that advisors in the Virgin Islands may operate with somewhat broader client bases, potentially reflecting more structured or scalable service models. With only nine firms in this category, the market remains small but indicates a balance between personalized attention and efficiency. Clients seeking advisors here might expect a blend of relationship-driven service with the capacity to manage a moderate client load effectively.

Firm	Client/advisor ratio	Clients	Advisors	Staff
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Evergreen Wealth Advisors	Low 36	142	4	18
Datalign	Low 38	38	1	20
DBA Seslia Securities	Typical 45	134	3	3
Lightsquare Wealth Management, LLC	Typical 57	172	3	5
Portfolio Design Services, LLC	Typical 63	253	4	4
Advisifi LLC	Very High 133	133	1	6
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Axiom Investment Management LLC	Very High 201	201	1	10

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Clients per advisor for Supported firms serving clients in Virgin Islands