Clients per advisor for Team firms serving clients in Delaware

Delaware’s team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the national median, with a state median of 77 clients versus the national median of 61. This suggests that Delaware firms often operate with more scalable, process-driven models, allowing advisors to manage broader client bases efficiently. With 340 such firms in the state, this pattern indicates a well-established market where clients might expect a balance between personalized service and streamlined workflows. For those seeking more individualized attention, it may be worth exploring firms on the lower end of this range within Delaware.

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
Algorithmic Investment Models	Very Low 1	8	8	8
Sun Global LLC	Very Low 2	11	5	5
Latin Securities Inc.	Very Low 3	23	7	7
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Acima Private Wealth LLC	Very Low 12	59	5	7
Bigsur Partners, LLC	Very Low 13	79	6	16
Curated Wealth Partners, LLC	Very Low 14	68	5	12
Vision Investment Advisors, LLC	Very Low 14	127	9	9
Folger Nolan Fleming Douglas Incorporated	Very Low 14	257	18	44
AMC Wealth Management, LLC	Very Low 14	101	7	7
Palisade Asset Management, LLC	Very Low 15	104	7	10
Mora Capital Management, LLC	Very Low 15	429	28	49
Fidelis Capital	Very Low 16	218	14	22
CSP Financial Group LLC	Very Low 16	312	20	20
MMA Asset Management LLC	Very Low 16	282	18	19
Bull Harbor Capital LLC.	Very Low 16	421	26	43
Manchester Capital Management LLC	Very Low 16	211	13	38
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Princeton Global Asset Management LLC	Very Low 18	356	20	22
Altitude Capital Management LLC	Very Low 19	488	26	28
Tillman Hartley LLC	Very Low 19	57	3	5
MBI LLC	Very Low 19	191	10	13
Intelligent Capitalworks	Very Low 19	96	5	6
1834 Investment Advisors Co.	Very Low 19	369	19	45
LRI Investments	Very Low 20	477	24	35
Brainvest Wealth Management LLC	Very Low 20	101	5	8
Churchill Financial Advisors, LLC	Very Low 22	108	5	5
Savvi Financial LLC	Very Low 23	135	6	22
The Coury Firm	Very Low 23	206	9	23
HT Partners LLC	Very Low 23	115	5	7
Storge	Very Low 23	69	3	5
Paradiem, LLC	Very Low 23	140	6	14
MDRN Capital	Very Low 24	569	24	36
Chapin, Davis	Very Low 26	543	21	26
Feltl Advisors	Very Low 26	395	15	15
Trust Advisory Group Ltd	Very Low 27	562	21	22
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Dale K. Ehrhart, Inc.	Very Low 29	114	4	6
Next Capital Management LLC	Very Low 29	257	9	23
Little House Capital, LLC	Very Low 29	200	7	7
Wellington Shields & Co., LLC	Very Low 29	580	20	25
HFM Wealth Management	Very Low 29	176	6	10
Evermay Wealth Management, LLC	Very Low 29	558	19	24
Chadds Ford Wealth Partners, LLC	Very Low 30	60	2	3
Sargent Investment Group	Very Low 30	396	13	18
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Grey Fox Wealth Advisors, LLC	Very Low 31	311	10	11
Stirlingshire Investments	Very Low 32	760	24	29
Mill Capital Management, LLC	Very Low 32	97	3	5
LifeInvest Wealth Management, LTD	Very Low 33	260	8	11
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
Manhattan West Asset Management, LLC	Very Low 33	331	10	36
SC&H Wealth	Very Low 33	668	20	24
TritonPoint Wealth, LLC	Very Low 34	338	10	15
SGL Financial, LLC	Very Low 34	509	15	33
Riversedge Advisors	Low 35	382	11	19
Conservest Capital Advisors Inc	Low 35	278	8	8
The L. Warner Companies, Inc	Low 35	352	10	38
PTS Brokerage, LLC	Low 35	495	14	18
Oakwood Capital, Inc.	Low 36	608	17	20
RTD Financial Advisors Inc	Low 36	719	20	39
Veery Capital, LLC	Low 36	252	7	13
Capital Markets IQ, LLC	Low 37	698	19	23
Flagstar Advisors	Low 37	1,004	27	37
Concentus Wealth Advisors	Low 38	341	9	12
Verity Investment Partners	Low 38	459	12	16
Curio Wealth, LLC	Low 39	354	9	13
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
Leigh Baldwin & Co., LLC	Low 40	676	17	17
Pennsylvania Capital Management Inc.	Low 40	200	5	10
Paradigm Wealth Advisory LLC	Low 40	280	7	14
Nasdaq Dorsey Wright	Low 40	806	20	25
Activest Wealth Management, LLC	Low 41	530	13	22
Wick Capital Partners, LLC	Low 41	367	9	11
5th Street Advisors, LLC	Low 41	207	5	7
Clariti Wealth Advisors	Low 42	250	6	10
HSC Wealth Advisors	Low 42	376	9	10
Stansberry Asset Management, LLC	Low 42	975	23	34
West Financial Services, Inc.	Low 43	940	22	39
High Probability Advisors, LLC	Low 43	344	8	16
TGS Financial Advisors	Low 43	259	6	13
Ellis Investment Partners, LLC	Low 44	786	18	23
Kendall Capital Management	Low 44	352	8	12
GFG Solutions	Low 45	315	7	18
Siharum Advisors, LLC	Low 45	90	2	9
RKL Private Wealth	Low 45	948	21	38
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Empirical Asset Management, LLC	Low 46	457	10	14
Liberty One Wealth Advisors	Low 47	236	5	5
Westover Capital Advisors, LLC	Low 48	238	5	11
Key Group Management, Inc.	Low 48	335	7	7
Private Capital Management	Low 48	432	9	21
Mitchell Sinkler & Starr	Low 48	240	5	9
Prism Advisors, Inc.	Low 48	242	5	5
Berman McAleer	Low 50	646	13	29
Horter Investment Management, LLC	Low 50	1,292	26	43
Glass Jacobson Wealth Advisors	Low 50	501	10	10
Financial Coach	Low 51	253	5	7
Brandywine oak Private Wealth LLC	Low 51	507	10	15
Erguz, LLC	Low 51	51	1	1
Tilson Financial Group Inc	Low 51	410	8	9
Riggs Asset Management Co Inc	Low 51	410	8	8
McDonald Partners LLC	Low 51	1,131	22	29
Topsail Wealth Management LLC	Typical 52	206	4	5
AMB Wealth, LLC	Typical 52	878	17	22
Gilbert & Cook, Inc.	Typical 52	879	17	32
Dara Capital US, Inc.	Typical 52	52	1	3
Thrive Capital Management, LLC	Typical 52	783	15	26
Turning Point Financial	Typical 52	784	15	23
Entrust Financial LLC	Typical 53	264	5	6
Blue Rock Financial Group	Typical 53	265	5	10
Blackdiamond Wealth Management, LLC	Typical 53	371	7	10
Stonebridge Financial Group, LLC	Typical 54	1,287	24	29
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Oakbourne Advisors	Typical 55	437	8	10
Formidable Asset management, LLC	Typical 55	877	16	21
Abundance Wealth Counselors, LLC	Typical 55	439	8	30
Bts Asset Management, Inc.	Typical 55	443	8	13
Mv Capital Management, Inc.	Typical 56	444	8	8
Sovereign Financial Group, Inc.	Typical 56	1,288	23	31
Marathon Capital Management	Typical 56	281	5	7
Oxbow Advisors, LLC	Typical 57	688	12	13
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Castlekeep Investment Advisors	Typical 58	116	2	5
Affinity Wealth Management LLC	Typical 58	639	11	17
DAI Wealth, LLC	Typical 59	1,466	25	40
Clearwater Capital Partners	Typical 59	889	15	23
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Main Street Research LLC	Typical 60	1,018	17	24
Cypress Financial Planning	Typical 61	427	7	7
Centurion Wealth Management	Typical 61	428	7	14
Dash Investments	Typical 62	432	7	9
Personal CFO Solutions LLC	Typical 62	624	10	18
Jemma Financial Services	Typical 62	312	5	5
River Wealth Advisors LLC	Typical 63	876	14	20
Financial Consulate	Typical 65	844	13	25
PKS Investment Advisors LLC	Typical 65	457	7	9
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
WBH Advisory, Inc.	Typical 66	725	11	16
Atlas Private Wealth Advisors	Typical 67	1,211	18	29
Samalin Wealth	Typical 67	539	8	13
Stone House Investment Management, LLC	Typical 68	1,153	17	18
Wellington Shields Capital Management, LLC	Typical 68	544	8	20
Turner Financial Group, Inc.	Typical 68	547	8	12
Tiller Private Wealth, Inc.	Typical 69	343	5	11
MFG Investments, LLC	Typical 69	344	5	5
Capital Investment Advisors	Typical 70	417	6	11
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Rothschild Investment LLC	Typical 70	1,191	17	39
Victory Wealth Partners	Typical 70	351	5	5
Cabot Wealth Management	Typical 71	636	9	16
Meridian Wealth Partners, LLC	Typical 71	707	10	13
Wellfull	Typical 71	784	11	14
Eagle Wealth Strategies	Typical 72	648	9	11
SteadTrust	Typical 72	651	9	9
The Kelly Group	Typical 72	1,087	15	22
Sterling Investment Advisors Ltd.	Typical 73	436	6	7
FEFA Financial	Typical 73	1,679	23	27
Compass Ion Advisors, LLC	High 74	1,177	16	24
KFA Private Wealth Group, LLC	High 74	814	11	11
OMNI 360 Wealth, Inc.	High 74	370	5	8
Occidental Asset Management, LLC	High 76	908	12	15
HFM Investment Advisors, LLC	High 76	532	7	7
Diversified, LLC	High 76	1,982	26	53
Selective Wealth Management, Inc.	High 76	688	9	9
The Marshall Financial Group LLC	High 76	994	13	18
WealthPlan Investment Management LLC	High 77	2,068	27	34
National Wealth Management Group, LLC	High 77	1,308	17	18
Cookson Peirce Wealth Management	High 77	1,544	20	29
Amplius Wealth Advisors	High 78	775	10	13
FSA Wealth Partners	High 78	698	9	16
Onyx Bridge Wealth Group LLC	High 78	1,794	23	32
Whalen Financial	High 78	391	5	10
Century Management Financial Advisors	High 79	707	9	16
Thrive Wealth Management, LLC	High 79	865	11	15
Neville, Rodie & Shaw Inc	High 80	320	4	13
Blue Bell Private Wealth Management, LLC	High 80	804	10	13
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Pekin Hardy Strauss, Inc.	High 81	725	9	19
Ameraudi Asset Management, Inc.	High 81	888	11	15
BCG Securities, inc.	High 82	2,060	25	55
Wealth Management Associates, Inc.	High 82	907	11	20
Rodgers & Associates	High 83	994	12	21
Fragasso Financial Advisors	High 83	2,073	25	35
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Smithbridge Asset Management, Inc.	High 83	500	6	12
Aurora Private Wealth, INC.	High 84	1,508	18	25
BDFS Capital LLC	High 84	756	9	9
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
Research Financial Strategies	High 85	511	6	10
Andrew Garrett Inc.	High 86	1,118	13	14
Stack Financial Management Inc	High 87	779	9	14
Milestone Financial Associates, LLC	High 88	618	7	12
Stewardship Advisory Group, LLC	High 88	530	6	17
Empire Financial Management Company, LLC	High 89	982	11	12
Baldwin Investment Management, LLC	High 89	268	3	14
Rembert Pendleton Jackson	High 90	1,434	16	20
Cornerstone Advisory	High 90	808	9	19
Common Cents Planning	High 90	452	5	8
Guidestone Advisors	High 91	2,087	23	34
The Hoerner Planning Group, LLC	High 91	365	4	8
FBB Capital Partners	High 91	1,004	11	21
United Asset Strategies Inc.	High 91	1,553	17	33
Widmann Financial Services	High 92	551	6	14
Biondo Investment Advisors LLC	High 92	1,108	12	17
Presilium Private Wealth, LLC	High 93	373	4	7
Cora Capital Advisors	High 94	752	8	13
The Wealth Alliance, LLC	High 95	1,144	12	29
Lebenthal Global Advisors, LLC	High 95	2,385	25	30
Market Street Wealth Management	High 96	1,052	11	19
Prostatis Financial Advisors Group	High 98	1,568	16	27
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Heritage Investment Group, Inc.	High 99	894	9	21
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Mcguire Wealth Management	High 101	302	3	5
Aviso Wealth Management	High 101	913	9	9
Innova Wealth Partners, LLC	High 102	508	5	6
Veridian Capital Partners	High 102	816	8	8
Virtus Wealth Solutions	High 102	307	3	6
Fortis Group Advisors LLC	High 103	2,566	25	29
SLP Wealth	High 104	1,657	16	23
SyntheticFi LLC	High 104	624	6	10
American Capital Management Inc	High 104	313	3	16
Invicta Advisors LLC	High 105	1,152	11	44
The Millstone Evans Group, LLC	High 105	630	6	8
Torray Investment Partners LLC	High 105	526	5	10
Bill Few Associates, Inc.	High 106	2,954	28	31
Rossby Financial, LLC	High 106	2,542	24	24
Northwest Financial Advisors LLC	High 106	1,908	18	37
Dumont & Blake Investment Advisors LLC	High 107	428	4	8
Payne Capital Management, LLC	High 107	964	9	17
First Financial Coaching, Inc.	High 107	1,500	14	14
LM Advisors LLC	High 108	540	5	22
Financial Council, LLC	High 108	648	6	21
IBEX Wealth Advisors, LLC	High 109	869	8	10
Alteri Wealth	High 109	328	3	7
Elite Income Advisors, Inc.	Very High 110	657	6	7
Bridgeport Financial Solutions	Very High 112	895	8	9
Altus Wealth Group, LLC	Very High 112	785	7	7
Navellier & Associates Inc	Very High 113	1,238	11	21
Valley National Advisers Inc	Very High 113	1,353	12	13
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
WNY Asset Management, LLC	Very High 116	3,234	28	35
Axiom Asset Management	Very High 116	579	5	5
Beacon Bridge Wealth Partners, LLC	Very High 116	698	6	11
Sequoia Wealth Management, LLC	Very High 117	1,640	14	16
SFG Wealth Management	Very High 117	1,173	10	19
Wealthcare Capital Partners, LLC	Very High 118	708	6	14
Hughes Financial Services, LLC	Very High 120	839	7	12
PW Nova Financial Services LLC	Very High 120	721	6	6
Ballast Financial Advisors, LLC	Very High 120	602	5	5
Bluesphere Advisors LLC	Very High 121	482	4	8
VSM Wealth Advisory, LLC	Very High 122	609	5	6
Grantvest Financial Group LLC	Very High 124	620	5	5
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
12 Th Street Asset Management	Very High 129	517	4	5
CRA Financial Services, L.L.C.	Very High 130	1,299	10	14
Beacon Financial Group	Very High 132	1,052	8	18
Perspective Wealth Management	Very High 132	264	2	6
Key Financial, Inc.	Very High 141	1,409	10	36
Chatham Wealth Management	Very High 141	424	3	6
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Schorn Wealth	Very High 142	712	5	9
Advantage Wealth Partners	Very High 143	570	4	10
Acorn Financial Advisory Services, Inc.	Very High 144	2,584	18	18
Stillwater Capital Advisors, LLC	Very High 144	577	4	6
Deltec Asset Management LLC	Very High 148	148	1	15
Flynn Zito Capital Management, LLC	Very High 148	1,039	7	7
Guardian Asset Advisors, LLC	Very High 150	1,196	8	8
Red Oak Financial Group	Very High 150	1,051	7	20
Matrix Asset Advisors Inc	Very High 152	607	4	12
Tower Bridge Advisors	Very High 152	761	5	14
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Milestone Asset Management, LLC	Very High 168	1,347	8	13
Retirable	Very High 170	2,210	13	23
IAM Advisory LLC	Very High 176	1,583	9	14
Scarborough Capital Management	Very High 178	2,664	15	23
Faithward Advisors, LLC	Very High 179	3,036	17	47
Grandfield & Dodd, LLC	Very High 186	742	4	16
Lipe & Dalton Investment Counsel	Very High 188	376	2	2
Bruton Chisnell Advisors, LLC	Very High 192	577	3	3
Vantus Wealth	Very High 196	980	5	15
Focused Wealth Management, Inc.	Very High 197	2,163	11	19
Clarity Financial Advisors LLC	Very High 197	985	5	8
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Harvest Investment Consultants LLC	Very High 203	1,015	5	12
Kennedy Investment Group	Very High 207	1,036	5	12
Rockline Wealth Management LLC	Very High 215	861	4	4
Johnson Brunetti	Very High 216	6,038	28	64
Key Client Fiduciary Advisors, LLC	Very High 220	2,195	10	10
Wealth Quarterback LLC	Very High 222	1,111	5	11
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Nelson Securities,Inc.	Very High 224	2,016	9	15
Stanley-Laman Group Ltd.	Very High 225	225	1	24
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Traynor Capital Management	Very High 227	1,590	7	12
Stonecrop Wealth Advisors, LLC	Very High 237	1,185	5	7
McGowan & Co LLP	Very High 240	240	1	3
Levin Capital Strategies, L.P.	Very High 250	250	1	14
DT Investment Partners, LLC	Very High 259	1,296	5	8
Glen Eagle Advisors, LLC	Very High 280	3,361	12	21
Patten and Patten, Inc.	Very High 280	841	3	13
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Portfolio Design Labs, LLC	Very High 346	346	1	5
Nest Egg	Very High 352	2,819	8	14
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Baltimore-Washington Financial Advisors	Very High 406	5,272	13	36
MTM Financial Group, LLC	Very High 409	3,273	8	16
NewSquare Capital, LLC	Very High 421	2,105	5	21
Laurel Oak Wealth Management, LLC	Very High 422	4,640	11	22
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Hoey Investments, Inc.	Very High 589	589	1	5
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Public Advisors LLC	Very High 646	4,521	7	44
McGowan Group Asset Management, Inc.	Very High 679	4,754	7	9
Estabrook Capital Management LLC	Very High 697	697	1	10
RSW Investments	Very High 706	1,412	2	10
Retirement Management Systems	Very High 758	3,032	4	11
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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