Clients per advisor for Team firms serving clients in Arkansas

In Arkansas, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 190 such firms operating in the state, the median client load per advisor is 78, exceeding the national median of around 50. This suggests that Arkansas firms often adopt more scalable, process-driven models, enabling advisors to manage larger client rosters efficiently. While this may indicate less individualized attention per client, it also reflects a structured approach with defined roles and shared responsibilities within teams. Clients seeking more personalized service might find firms on the lower end of this range, but overall, Arkansas’s team firms lean toward broader client coverage.

Team firms nationally 3,584 firms

Very Low 17-34 per advisor

Low 34-51

Typical 51-73

High 73-109

Very High 109-216

5th 20th 40th 60th 80th 95th

Median: 61

Firm	Client/advisor ratio	Clients	Advisors	Staff
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Estabrook Capital Management LLC	Very High 697	697	1	10
Public Advisors LLC	Very High 646	4,521	7	44
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Main Street Retirement Planning, LLC	Very High 563	1,688	3	3
Financial Concepts	Very High 504	2,518	5	19
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Miller Tabak Asset Management	Very High 468	936	2	9
Axos Invest, Inc	Very High 453	6,792	15	15
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Compass Financial Group, INC	Very High 382	2,675	7	13
Barnes Pettey Financial Advisors, LLC	Very High 378	3,024	8	13
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Q3 Asset Management Corporation	Very High 348	2,780	8	12
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Forge Financial	Very High 312	4,674	15	15
Market Investment Group, LLC	Very High 302	1,814	6	33
FREC	Very High 298	1,789	6	7
Melia Wealth LLC	Very High 291	1,163	4	7
Patten and Patten, Inc.	Very High 280	841	3	13
Traynor Capital Management	Very High 227	1,590	7	12
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
Nelson Securities,Inc.	Very High 224	2,016	9	15
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Capital Investment Management, Inc	Very High 214	1,072	5	9
Whitaker-Myers Wealth Managers, Ltd.	Very High 214	3,422	16	29
Hahn Financial Group	Very High 205	1,846	9	16
Paul Winkler, Inc.	Very High 202	2,419	12	22
Ignite Planners LLC	Very High 200	4,605	23	36
Cullinan Associates, Inc.	Very High 200	599	3	17
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Adk Wealth Advisory Group	Very High 199	1,195	6	14
Clarity Financial Advisors LLC	Very High 197	985	5	8
Mach-1 Financial Group, LLC	Very High 196	1,566	8	20
Berkeley Capital Partners, LLC	Very High 195	1,557	8	11
Scarborough Capital Management	Very High 178	2,664	15	23
SageGuard Financial Group, LLC	Very High 176	2,469	14	14
Syntegra Private Wealth Group LLC	Very High 176	2,112	12	20
James T. Borello & Co.	Very High 175	700	4	4
Retirement Investment Advisors Inc	Very High 175	1,399	8	15
CPS Investment Advisors	Very High 173	3,107	18	60
Retirable	Very High 170	2,210	13	23
Nectarine	Very High 169	3,210	19	32
Southern Capital Advisors, LLC	Very High 162	812	5	5
Drawbridge Capital	Very High 162	972	6	10
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
Woodley Farra	Very High 159	1,591	10	14
SMI Advisory Services, LLC	Very High 154	1,080	7	7
KPP Advisory Services LLC	Very High 154	3,995	26	36
Wisdom Financial Services, L.L.C.	Very High 152	1,518	10	14
Matrix Asset Advisors Inc	Very High 152	607	4	12
Financial Partners Group, Inc.	Very High 152	1,213	8	9
Total Investment Management, Inc.	Very High 148	1,184	8	12
Deltec Asset Management LLC	Very High 148	148	1	15
Strategic Wealth Group	Very High 147	3,524	24	24
Schorn Wealth	Very High 142	712	5	9
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Vertis Wealth, LLC	Very High 139	833	6	17
Values First Advisors, Inc.	Very High 138	967	7	12
Beacon Financial Group	Very High 132	1,052	8	18
12 Th Street Asset Management	Very High 129	517	4	5
Steel Grove Capital Advisors, LLC	Very High 124	867	7	13
United Advisors America	Very High 122	2,809	23	28
Ellenbecker Investment Group	Very High 120	2,277	19	51
Peak Planning Group, LLC	Very High 120	838	7	11
Meriwether Wealth & Planning, LLC	Very High 119	597	5	8
Caliber Wealth Management, LLC	Very High 119	1,668	14	24
StrongBox Wealth, LLC	Very High 119	474	4	7
Argent Advisors, Inc.	Very High 118	1,410	12	27
CapWealth Advisors, LLC	Very High 117	1,407	12	19
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
AdamsBrown Wealth Consultants LLC	Very High 114	1,818	16	22
Pinnacle Family Advisors, LLC	Very High 113	907	8	13
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Markowski Investments	Very High 112	1,227	11	11
CCM Investment Advisers, LLC	High 109	873	8	11
Sollinda Capital Management LLC	High 107	1,710	16	20
Cozad Asset Management Inc	High 106	2,116	20	29
Bill Few Associates, Inc.	High 106	2,954	28	31
WealthPLAN Partners	High 105	1,677	16	56
SyntheticFi LLC	High 104	624	6	10
SLP Wealth	High 104	1,657	16	23
TMB Capital Partners, LLC	High 102	409	4	6
Trinity Strategic Wealth	High 102	1,735	17	27
PCG Wealth Management	High 101	1,819	18	24
Simplified Wealth Management	High 101	707	7	9
Townsend	High 101	1,514	15	30
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Stephens Group Asset Management, LLC	High 100	200	2	4
Young Richard C & Co Ltd	High 100	798	8	14
Allen Capital Group, LLC	High 100	2,189	22	38
ALTA Capital Management LLC	High 99	1,193	12	19
Heritage Investment Group, Inc.	High 99	894	9	21
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
WealthCare Asset Management, LLC	High 99	495	5	6
Symphony Financial Services, Inc.	High 99	591	6	7
Gilliland Jeter Wealth Management, LLC	High 97	291	3	4
Absher Wealth Management, LLC	High 95	665	7	9
RIA Advisors	High 95	1,235	13	16
Convergence Financial	High 92	2,665	29	29
Legacy Wealth Management, LLC	High 91	1,460	16	22
Waddell & Associates, LLC	High 91	1,001	11	21
Guidestone Advisors	High 91	2,087	23	34
Delta Asset Management, LLC	High 91	543	6	10
Probity Advisors, Inc.	High 91	543	6	9
Empire Financial Management Company, LLC	High 89	982	11	12
AssetBuilder, Inc.	High 89	714	8	11
RDA Financial network	High 89	1,514	17	17
Bradford Financial Center	High 87	699	8	26
Aegis Wealth Management, Inc.	High 87	2,350	27	27
Park Place Capital Corporation	High 87	607	7	20
Andrew Garrett Inc.	High 86	1,118	13	14
Summit Asset Management LLC	High 86	515	6	8
Legacy Capital Group California, Inc.	High 85	256	3	18
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
Wealth Advisory Solutions, LLC	High 85	678	8	11
George M. Hiller Companies, LLC	High 85	423	5	5
Oath Planning, LLC	High 84	502	6	8
Caldwell Advisors, LLC	High 83	499	6	8
Wellesley Asset Management, Inc.	High 83	1,246	15	30
TFB Advisors, LLC	High 83	1,326	16	23
New Wave Wealth Advisors	High 83	496	6	7
Cheviot Value Management, LLC	High 83	578	7	7
BCG Securities, inc.	High 82	2,060	25	55
Moisand Fitzgerald Tamayo, LLC	High 82	906	11	30
Astra Wealth Management Group	High 80	964	12	17
CFO4Life	High 80	877	11	22
Waterfront Wealth Inc.	High 79	792	10	14
Century Management Financial Advisors	High 79	707	9	16
Kimery Wealth Management, LLC	High 79	471	6	10
Hexagon Capital Partners, LLC	High 78	392	5	8
Everhart Advisors	High 78	2,268	29	59
NPF Investment Advisors	High 78	938	12	18
STRATEGIC WEALTH ADVISORS GROUP, Inc.	High 78	544	7	13
Cookson Peirce Wealth Management	High 77	1,544	20	29
Selective Wealth Management, Inc.	High 76	688	9	9
Applied Capital LLC	High 76	687	9	9
Lathrop Investment Management Company	High 76	229	3	5
Lukas Total Wealth	High 76	381	5	5
Oxford Wealth Group, LLC	High 76	913	12	14
Strongtower Wealth Management, Plc	High 76	380	5	7
Uptick Partners, LLC	High 76	1,135	15	25
Occidental Asset Management, LLC	High 76	908	12	15
Mustard Seed Wealth Management	High 75	679	9	10
Dentist Advisors	High 75	752	10	24
Greenwood Gearhart, LLC	High 75	1,051	14	26
The Arkansas Financial Group, Inc.	High 73	367	5	11
Cypress Capital, LLC	Typical 73	657	9	12
FEFA Financial	Typical 73	1,679	23	27
Parkway Wealth Management Group, LLC	Typical 73	1,310	18	27
Plan Group Financial, INC.	Typical 72	1,221	17	29
Summit Financial Wealth Advisors	Typical 71	1,208	17	22
Rothschild Investment LLC	Typical 70	1,191	17	39
Auxan Capital Advisors, LLC	Typical 70	559	8	8
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Kinetic Investment Management, Inc.	Typical 69	1,453	21	31
Prosperitas Financial, LLC	Typical 67	1,745	26	33
William Joseph Capital Management, Inc.	Typical 67	1,879	28	28
HORAN Wealth, LLC	Typical 67	1,408	21	32
RCM Wealth Advisors	Typical 66	797	12	15
ISC Advisors, Inc.	Typical 66	1,780	27	30
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Craft & Sage Wealth	Typical 66	524	8	11
Abound Wealth Management, LLC	Typical 65	914	14	41
CMG Wealth Management	Typical 65	325	5	5
Insight Folios	Typical 65	1,228	19	19
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Capital Square, LLC	Typical 64	704	11	11
Arcus Capital Partners, LLC	Typical 64	447	7	15
Uniting Wealth Partners	Typical 64	830	13	23
Perryman Financial Advisory, Inc.	Typical 64	510	8	8
HoganTaylor Wealth	Typical 63	379	6	10
Richmond Investment Services LLC	Typical 63	877	14	14
Axient Investment Advisors LLC	Typical 62	749	12	18
Dash Investments	Typical 62	432	7	9
Ifrah Financial Services, Inc.	Typical 62	555	9	14
Callahan Advisors, LLC	Typical 62	431	7	11
Optivise Advisory Services LLC	Typical 61	1,227	20	25
Insight Wealth Partners	Typical 60	959	16	16
Main Street Research LLC	Typical 60	1,018	17	24
Canopy Wealth Management	Typical 59	592	10	13
DAI Wealth, LLC	Typical 59	1,466	25	40
The Norden Group LLC	Typical 58	1,271	22	30
Aptus Financial, LLC	Typical 58	634	11	11
Oxbow Advisors, LLC	Typical 57	688	12	13
Transcendent Capital Group	Typical 56	506	9	11
Gagnon Securities, LLC	Typical 56	1,058	19	19
Bts Asset Management, Inc.	Typical 55	443	8	13
Bass and Bell, Inc.	Typical 55	329	6	6
Cadent Capital Advisors, LLC	Typical 55	602	11	15
Dividend Assets Capital, LLC	Typical 55	382	7	7
Financial Synergies	Typical 55	927	17	21
Greenup Wealth	Typical 54	973	18	20
Monere Wealth Management, Inc.	Typical 54	485	9	10
SFMG Wealth Advisors	Typical 54	968	18	39
BankPlus Wealth Advisors	Typical 53	633	12	19
Dara Capital US, Inc.	Typical 52	52	1	3
McDonald Partners LLC	Low 51	1,131	22	29
Client 1st Advisory Group	Low 50	353	7	8
Decisionpoint Financial, LLC	Low 50	602	12	18
Doceo Wealth, LLC	Low 50	300	6	7
Horter Investment Management, LLC	Low 50	1,292	26	43
TD Capital Management LLC	Low 49	445	9	15
Signal Securities, Inc.	Low 49	1,137	23	35
Forthright Capital	Low 49	978	20	22
MariPau Wealth Management LLC	Low 48	1,064	22	24
Keen Wealth Advisors	Low 48	1,014	21	30
Meridian Investment Advisors	Low 48	191	4	6
AZA Capital Management	Low 47	331	7	8
Corda Investment Management, LLC	Low 47	1,359	29	32
Tanglewood Total Wealth Management, Inc.	Low 46	417	9	14
Decker Wealth Management, LLC	Low 46	320	7	7
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Castleview Partners, LLC	Low 46	592	13	22
Chicory Wealth	Low 45	539	12	23
Secure Investment Management, LLC	Low 45	942	21	31
Envision Financial Planning, LLC	Low 45	268	6	6
Burkholder Wealth Management	Low 44	266	6	8
Kelman Lazarov Inc	Low 44	574	13	17
Beaird Harris	Low 44	793	18	19
Delta Investment Management, LLC	Low 44	1,099	25	25
TRADEway	Low 44	611	14	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Foundation Resource Management, Inc.	Low 42	211	5	9
Legacy Capital Wealth Partners, LLC	Low 41	660	16	21
BentOak Capital	Low 41	774	19	20
Narus Financial Partners, LLC	Low 41	203	5	6
Nasdaq Dorsey Wright	Low 40	806	20	25
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
Severin Investments LLC	Low 39	233	6	8
Quadcap Wealth Management, LLC	Low 39	582	15	23
Flagstar Advisors	Low 37	1,004	27	37
Capital Markets IQ, LLC	Low 37	698	19	23
Econologics Financial Advisors	Low 36	291	8	18
ARIA Wealth Management	Low 36	218	6	9
The Investment House LLC	Low 36	288	8	11
Veracity Capital LLC	Low 36	359	10	12
Jackson Hole Capital Partners, LLC	Low 35	140	4	6
Koss-Olinger Consulting, LLC.	Low 34	650	19	30
Black Knight Wealth Management, LLC	Low 34	444	13	14
Worth Asset Management	Very Low 33	329	10	12
Lasting Mark Retirement Group LLC	Very Low 33	229	7	7
Keenan Financial	Very Low 33	751	23	27
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Quantum Financial Advisors, LLC	Very Low 32	451	14	16
Craft Wealth Services	Very Low 32	222	7	7
Stirlingshire Investments	Very Low 32	760	24	29
Strategic Advisory Services	Very Low 32	252	8	10
Valtrion Capital Management, LLC	Very Low 31	188	6	6
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
WaFd Wealth, Inc	Very Low 30	274	9	14
Silverleafe Capital Partners, LLC	Very Low 30	179	6	7
FCG Investment Company	Very Low 29	294	10	10
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
AWM Financial Services Inc.	Very Low 29	200	7	19
WESTPARK WEALTH Advisors, Inc.	Very Low 28	737	26	26
Gibraltar Capital Management, Inc.	Very Low 28	505	18	31
Financial Management, Inc.	Very Low 28	140	5	6
Anchor Capital Advisors LLC	Very Low 28	474	17	42
EverPar Advisors LLC	Very Low 28	250	9	9
1 St Discount Brokerage, Inc.	Very Low 27	216	8	8
Cabin Advisors, LLC	Very Low 26	368	14	15
Amuni Financial, Inc.	Very Low 24	283	12	21
Searcy Financial Services, Inc.	Very Low 23	185	8	9
Willis Johnson & Associates, Inc.	Very Low 23	578	25	41
Savvi Financial LLC	Very Low 23	135	6	22
Naviter Wealth, LLC	Very Low 22	303	14	15
Churchill Financial Advisors, LLC	Very Low 22	108	5	5
AAN Wealth Advisors LLC	Very Low 21	229	11	11
1834 Investment Advisors Co.	Very Low 19	369	19	45
Keener Financial Planning	Very Low 19	193	10	12
Quility Financial Advisors	Very Low 19	227	12	13
Altitude Capital Management LLC	Very Low 19	488	26	28
Providence Capital	Very Low 18	90	5	6
Brownlee Wealth Management	Very Low 17	86	5	6
Capital Synergy Partners	Very Low 17	331	20	21
AWM Capital, LLC	Very Low 16	455	28	38
Bull Harbor Capital LLC.	Very Low 16	421	26	43
CSP Financial Group LLC	Very Low 16	312	20	20
Fidelis Capital	Very Low 16	218	14	22
Partners Capital Services, Inc.	Very Low 15	210	14	18
American Elite Advisory	Very Low 15	73	5	6
Cornerstone Advisors LLC	Very Low 12	58	5	7
Sanders Morris LLC	Very Low 12	127	11	27
Paraklete Financial, Inc.	Very Low 12	69	6	6
401k Generation	Very Low 11	68	6	35
Regal Advisory Services, Inc.	Very Low 11	269	24	25
Investment Research Corp	Very Low 11	163	15	21
Algorithmic Investment Models	Very Low 1	8	8	8

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