Clients per advisor for Team firms serving clients in District Of Columbia

In the District of Columbia, team-based financial advisory firms tend to serve a slightly higher number of clients per advisor compared to the broader market. With 219 firms operating in this category, the median clients per advisor is 64, surpassing the national median of 57. This suggests that DC firms often adopt more scalable, process-driven approaches, managing larger client loads while maintaining collaborative team structures. The wider range of clients per advisor, extending up to 642, indicates significant variation in service models—from highly personalized to more standardized advice—offering clients in DC diverse options depending on their preference for attention and engagement level.

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 3	11	5	5
Total Alignment Wealth Advisors, LLC	Very Low 5	28	6	6
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Rothschild Capital Partners	Very Low 13	64	6	9
Avestar Capital, LLC	Very Low 13	170	13	16
AtCap Partners, LLC	Very Low 14	342	24	26
Folger Nolan Fleming Douglas Incorporated	Very Low 14	257	18	44
Partners Capital Services, Inc.	Very Low 15	210	14	18
Manchester Capital Management LLC	Very Low 15	211	13	38
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
Values Added Financial	Very Low 16	112	7	9
Papamarkou Wellner Perkin Advisors	Very Low 16	96	6	11
Bull Harbor Capital LLC.	Very Low 16	421	26	43
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Capital Synergy Partners	Very Low 17	331	20	21
Highline Wealth Partners	Very Low 19	320	17	17
MBI LLC	Very Low 19	191	10	13
1834 Investment Advisors Co.	Very Low 19	369	19	45
LRI Investments	Very Low 20	477	24	35
Birch Hill Investment Advisors LLC	Very Low 20	182	9	19
Glassy Mountain Advisors, Inc.	Very Low 21	127	6	7
Lynx Investment Advisory, LLC	Very Low 21	214	10	10
Churchill Financial Advisors, LLC	Very Low 22	108	5	5
WealthCare Financial Group, Inc.	Very Low 22	130	6	6
Argonautica Private Wealth Management, Inc	Very Low 22	109	5	6
Painted Porch Advisors LLC	Very Low 22	292	13	21
Savvi Financial LLC	Very Low 23	135	6	22
Fruitful	Very Low 23	351	15	44
Jeffrey Matthews Wealth Management, LLC	Very Low 23	352	15	15
BSW Wealth Partners	Very Low 24	476	20	27
Monument wealth Management	Very Low 24	215	9	11
Northstar Asset Management, Inc.	Very Low 24	169	7	15
Aegis Wealth	Very Low 25	123	5	6
Chapin, Davis	Very Low 26	543	21	26
Global Investment Advisory	Very Low 26	182	7	9
WMS Advisors, LLC	Very Low 26	131	5	7
Overbrook Management Corporation	Very Low 26	105	4	17
Trust Advisory Group Ltd	Very Low 27	562	21	22
Mclean Asset Management Corp.	Very Low 27	486	18	26
Glassman Wealth Services, LLC	Very Low 28	359	13	21
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Geometric Wealth Advisors, LLC	Very Low 28	256	9	32
Crew Capital Management, LTD.	Very Low 29	203	7	7
Wellington Shields & Co., LLC	Very Low 29	580	20	25
Evermay Wealth Management, LLC	Very Low 29	558	19	24
Sargent Investment Group	Low 30	396	13	18
Guardian Wealth Partners, LLC	Low 31	402	13	75
Stirlingshire Investments	Low 32	760	24	29
Craft Wealth Services	Low 32	222	7	7
The L. Warner Companies, Inc	Low 32	352	10	38
LifeInvest Wealth Management, LTD	Low 33	260	8	11
Equitycompass Investment Management, LLC	Low 33	163	5	14
Zenith Wealth Partners	Low 33	298	9	11
SC&H Wealth	Low 33	668	20	24
OLIO Financial Planning	Low 33	368	11	14
TritonPoint Wealth, LLC	Low 34	338	10	15
Westbourne Investments, Inc.	Low 35	173	5	7
Riversedge Advisors	Low 35	382	11	19
Almanack Investment Partners	Low 35	386	11	20
D'Orazio Wealth Advisors	Low 36	291	8	11
Advisors Financial, Inc.	Low 37	220	6	7
Foundry Financial LLC	Low 37	184	5	8
Flagstar Advisors	Low 37	1,004	27	37
Westbourne Investment Advisors Inc.	Low 37	187	5	6
DiversiFi Capital LLC	Low 38	264	7	13
Family Office Research, LLC	Low 38	115	3	5
Montis Financial, LLC	Low 39	580	15	26
Collective Wealth Partners, LLC	Low 39	194	5	6
Ellevest	Low 39	471	12	19
Marotta Wealth Management, Inc.	Low 39	354	9	16
Curio Wealth, LLC	Low 39	354	9	13
Hermitage Wealth	Low 39	197	5	14
Veris Wealth Partners, LLC	Low 40	316	8	31
Lafayette Investments, Inc.	Low 40	240	6	7
Fortress Private Ledger, LLC	Low 40	681	17	22
Nasdaq Dorsey Wright	Low 40	806	20	25
Trumbower Financial Advisors LLC	Low 41	246	6	11
5th Street Advisors, LLC	Low 41	207	5	7
Prudent Management Associates	Low 42	210	5	13
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
West Financial Services, Inc.	Low 43	940	22	39
Emerald Advisors, LLC	Low 43	215	5	11
John G. Ullman & Associates, Inc	Low 43	992	23	58
XXI Wealth, LLC	Low 44	87	2	5
TRADEway	Low 44	611	14	36
Kendall Capital Management	Low 44	352	8	12
Brown \| Miller Wealth Management, LLC	Low 44	487	11	11
Strathmore Capital Advisors	Low 45	493	11	17
Chicory Wealth	Low 45	539	12	23
Bridgewater Advisors Inc.	Low 45	589	13	24
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Tortoise Investment Management, LLC	Low 46	504	11	21
Professional Financial Solutions, LLC	Low 47	279	6	8
Avenir Corporation	Low 47	140	3	6
Corrales & Co.	Low 47	280	6	10
Treasure Coast Financial Planning, Inc.	Low 47	234	5	6
Hopwood Financial Services, Inc.	Low 47	283	6	11
Covenant Wealth Advisors	Low 47	522	11	12
Horter Investment Management, LLC	Low 48	1,292	26	43
Private Capital Management	Typical 48	432	9	21
Ironview Capital Management, LLC	Typical 48	386	8	12
Austin Wealth Management, LLC	Typical 48	580	12	18
Delta Financial Advisors, Inc.	Typical 49	245	5	10
Mckinley Carter Wealth Services, Inc.	Typical 49	1,231	24	32
Schaeffer Financial LLC	Typical 49	247	5	7
Parsons Capital Management Inc	Typical 50	695	14	22
Passive Capital Management, LLC	Typical 50	399	8	8
Glass Jacobson Wealth Advisors	Typical 50	501	10	10
Ashford Advisors, LLC	Typical 51	51	1	8
PlanVest Financial, Inc.	Typical 51	307	6	8
Riggs Asset Management Co Inc	Typical 51	410	8	8
McDonald Partners LLC	Typical 51	1,131	22	29
Natural Investments	Typical 52	1,242	24	24
Turning Point Financial	Typical 52	784	15	23
Carderock Capital Management, Inc.	Typical 53	211	4	4
NobleBridge Wealth	Typical 53	372	7	8
NerdWallet Wealth Partners, LLC	Typical 53	694	14	23
Centurion Wealth Management	Typical 54	428	7	14
Armstrong, Fleming & Moore, Inc.	Typical 54	539	10	27
Meritas Wealth Management, LLC	Typical 54	324	6	12
Condor Capital Wealth Management	Typical 54	869	16	31
Financial Synergies	Typical 55	927	17	21
Dividend Assets Capital, LLC	Typical 55	382	7	7
CPC Advisors, LLC	Typical 55	934	17	29
Mv Capital Management, Inc.	Typical 56	444	8	8
Gagnon Securities, LLC	Typical 56	1,058	19	19
Resolute Wealth Strategies, LLC	Typical 56	279	5	7
Chesapeake Investment Management LLC	Typical 56	391	7	7
Aspect Partners, LLC	Typical 56	280	5	8
Marathon Capital Management	Typical 56	281	5	7
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Cooper/Haims Advisors, LLC	Typical 58	518	9	19
Heritage Financial LLC	Typical 58	350	6	7
DAI Wealth, LLC	Typical 59	1,466	25	40
Roof Eidam Maycock Peralta LLC	Typical 59	296	5	10
Main Street Research LLC	Typical 60	1,018	17	24
Prentiss Smith & Company, Inc.	Typical 60	300	5	8
Preston Wealth Advisors, LLC.	Typical 60	301	5	5
Bright Road Wealth Management, LLC	Typical 61	614	10	13
Dash Investments	Typical 62	432	7	9
Jemma Financial Services	Typical 62	312	5	5
Personal CFO Solutions LLC	Typical 62	624	10	18
Edgemoor Investment Advisors, Inc.	Typical 62	312	5	9
Richmond Investment Services LLC	Typical 63	877	14	14
Abundo Wealth	Typical 63	695	11	13
Arcus Capital Partners, LLC	Typical 64	447	7	15
The Patten Group, Inc.	Typical 64	447	7	11
Warner Financial, Inc.	Typical 64	256	4	4
Buttonwood Financial Advisors, Inc.	Typical 64	321	5	8
Global Brokerage Services, Inc.	Typical 64	386	6	6
RZH Advisors LLC	Typical 64	451	7	11
Toth Financial Advisory Corp	Typical 65	647	10	18
Financial Consulate	Typical 65	844	13	25
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
WBH Advisory, Inc.	Typical 66	725	11	16
Wellington Shields Capital Management, LLC	Typical 68	544	8	20
ABLE Financial Group, LLC	Typical 68	613	9	14
Capital Investment Advisors	High 70	417	6	11
ARS Wealth Advisors	High 70	1,044	15	24
Masterworks Advisers, LLC	High 70	1,045	15	15
Axiom Value Wealth Management LLC	High 70	351	5	10
Sandbox Financial Partners, LLC	High 71	498	7	11
CJM Wealth Advisers, LTD.	High 72	860	12	13
MJP Wealth Advisors	High 72	865	12	21
KFA Private Wealth Group, LLC	High 74	814	11	11
Hunter Associates LLC	High 75	1,193	16	16
Strategic Family Wealth Counselors, L.L.C.	High 75	300	4	14
Greenwood Gearhart, LLC	High 75	1,051	14	26
Worth Advisors	High 75	451	6	15
Wealthcrest Financial Services, LLC	High 76	380	5	9
WealthPlan Investment Management LLC	High 77	2,068	27	34
Roberts, Glore & Co.	High 77	383	5	7
Steigerwald, Gordon & Koch - Wealth Advisors	High 77	693	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
FSA Wealth Partners	High 78	698	9	16
Onyx Bridge Wealth Group LLC	High 78	1,794	23	32
Century Management Financial Advisors	High 79	707	9	16
Thrive Wealth Management, LLC	High 79	865	11	15
The Main Street Group	High 79	711	9	13
Retirement Income Solutions, Inc.	High 79	1,265	16	26
Rebalance LLC	High 80	636	8	17
Brighton Securities Corp.	High 80	1,753	22	26
Golden Reserve Retirement, LLC	High 80	2,008	25	45
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Capitol Private Wealth Group LLC	High 81	570	7	8
Cornerstone Wealth	High 82	2,373	29	50
BCG Securities, inc.	High 82	2,060	25	55
Fragasso Financial Advisors	High 83	2,073	25	35
Wellesley Asset Management, Inc.	High 83	1,246	15	30
RVW Wealth LLC	High 83	834	10	11
Aurora Private Wealth, INC.	High 84	1,508	18	25
Sound View Wealth Advisors Group, LLC	High 84	927	11	19
Founders Grove Wealth Partners, LLC	High 85	169	2	4
Romano Brothers And Company	High 85	934	11	16
Research Financial Strategies	High 85	511	6	10
Abich Financial Wealth Management, LLC	High 86	517	6	28
Foster Victor	High 86	1,638	19	42
Matauro, LLC	High 88	876	10	16
Seneca Financial Advisors LLC	High 88	353	4	19
Stewardship Advisory Group, LLC	High 88	530	6	17
Cross Border Wealth, LLC	High 89	531	6	6
RDA Financial network	High 89	1,514	17	17
Seasons of Advice Wealth Management	High 89	891	10	20
O'Keefe Stevens Advisory, Inc.	High 89	357	4	8
Rembert Pendleton Jackson	High 90	1,434	16	20
Cornerstone Advisory	High 90	808	9	19
Guidestone Advisors	High 91	2,087	23	34
Waddell & Associates, LLC	High 91	1,001	11	21
The Hoerner Planning Group, LLC	High 91	365	4	8
FBB Capital Partners	High 91	1,004	11	21
Salomon and Ludwin	High 92	459	5	12
Market Street Wealth Management	High 96	1,052	11	19
Freedom Investment Management, Inc.	High 97	485	5	9
Hudock Capital Group	High 97	876	9	15
Affiance Financial LLC	High 98	1,178	12	25
Charter Oak Capital Management	High 99	1,389	14	27
Armstrong Advisory Group Inc.	High 99	1,489	15	22
3Edge Asset Management, LP	High 99	1,489	15	24
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
Northwest Financial Advisors LLC	High 100	1,908	18	37
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Graham Capital Wealth Management, LLC	High 101	705	7	8
Aviso Wealth Management	High 101	913	9	9
Fortis Group Advisors LLC	High 103	2,566	25	29
Concord Wealth Partners	High 103	1,232	12	20
SLP Wealth	High 104	1,657	16	23
American Capital Management Inc	High 104	313	3	16
The Millstone Evans Group, LLC	High 105	630	6	8
Torray Investment Partners LLC	High 105	526	5	10
Bill Few Associates, Inc.	Very High 106	2,954	28	31
Wealthquest Corporation	Very High 106	1,583	15	42
Cozad Asset Management Inc	Very High 106	2,116	20	29
Rossby Financial, LLC	Very High 106	2,542	24	24
Financial Council, LLC	Very High 108	648	6	21
CCM Investment Advisers, LLC	Very High 109	873	8	11
Magnus Financial Group LLC	Very High 111	1,114	10	24
Bridgeport Financial Solutions	Very High 112	895	8	9
Stablepoint Partners, LLC	Very High 112	561	5	11
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Allegiance Financial Group	Very High 114	571	5	12
Axiom Asset Management	Very High 116	579	5	5
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
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Reston Wealth Management	Very High 120	480	4	8
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Hendershot Investments, Inc.	Very High 129	516	4	6
Beacon Financial Group	Very High 132	1,052	8	18
Atwood Financial Planning LLC	Very High 134	939	7	7
Azzad Asset Management, Inc.	Very High 136	1,494	11	18
Acorn Financial Advisory Services, Inc.	Very High 144	2,584	18	18
Deltec Asset Management LLC	Very High 148	148	1	15
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
Griffin Asset Management, LLC	Very High 153	612	4	10
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Pine Harbor Wealth Management LLC	Very High 159	159	1	2
Woodley Farra	Very High 159	1,591	10	14
Folger Nolan Fleming Douglas Capital Management, Inc.	Very High 159	478	3	9
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
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Tempo Wealth	Very High 171	853	5	12
Scarborough Capital Management	Very High 178	2,664	15	23
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Grandfield & Dodd, LLC	Very High 186	742	4	16
Minot DeBlois Advisors LLC	Very High 187	187	1	4
Focused Wealth Management, Inc.	Very High 197	2,163	11	19
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
North Star Investment Management Corporation	Very High 211	2,536	12	26
Phoenix Wealth Advisors Inc.	Very High 220	1,538	7	8
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Innovative Wealth Building LLC	Very High 221	1,770	8	17
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
First Affirmative Financial Network LLC	Very High 228	2,275	10	23
CovingtonAlsina	Very High 247	1,236	5	5
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Glen Eagle Advisors, LLC	Very High 280	3,361	12	21
Patten and Patten, Inc.	Very High 280	841	3	13
Reliant Wealth Planning, LLC	Very High 283	1,700	6	13
FREC	Very High 298	1,789	6	7
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
GFP Private Wealth	Very High 347	693	2	30
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Withum Wealth Management	Very High 378	755	2	13
The Portfolio Strategy Group, LLC	Very High 405	405	1	15
Baltimore-Washington Financial Advisors	Very High 406	5,272	13	36
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
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Mariner	Very High 505	3,537	7	13
Hollow Brook Wealth Management LLC	Very High 549	549	1	18
Public Advisors LLC	Very High 565	4,521	7	44
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	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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