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

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev