Clients per advisor for Supported firms in Virgin Islands

In the Virgin Islands, supported financial advisory firms tend to have significantly higher client loads per advisor compared to the typical range seen nationally. With 14 firms operating in this category, the median number of clients per advisor is 176, well above the national median of around 47. This suggests that advisors in the Virgin Islands often manage larger client bases, likely reflecting more structured and scalable service models. For clients, this could mean less individualized attention but potentially more streamlined processes and broader access. Understanding this dynamic can help you gauge the type of advisory experience to expect in the Virgin Islands market.

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

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Clients per advisor for Supported firms serving clients in Virgin Islands