Clients per advisor for Team firms serving clients in Mississippi

In Mississippi, team-based financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 158 firms operating in the state, the median clients per advisor is 89, well above the national median of around 50 for similar-sized teams. This suggests that Mississippi firms often adopt more scalable, process-driven models, allowing advisors to manage larger client loads efficiently. For consumers, this may indicate a greater emphasis on standardized workflows and broader client reach, which can translate to more accessible services but potentially less personalized attention than firms with lower client-to-advisor ratios.

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
Colomb Investment Management Company, LLC	Very Low 4	32	8	8
Hurley Investments, LLC	Very Low 11	56	5	5
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Partners Capital Services, Inc.	Very Low 15	210	14	18
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
1834 Investment Advisors Co.	Very Low 19	369	19	45
Family WMS, LLC	Very Low 20	61	3	8
freeGulliver, LLC	Very Low 21	170	8	17
Naviter Wealth, LLC	Very Low 22	303	14	15
Enclave Advisors, LLC	Very Low 22	66	3	6
Savvi Financial LLC	Very Low 23	135	6	22
Jeffrey Matthews Wealth Management, LLC	Very Low 23	352	15	15
Wealthharbor Capital Group, LLC	Very Low 24	188	8	9
WestPark Capital, Inc.	Very Low 24	265	11	11
Laffer Tengler Investments, Inc.	Very Low 24	243	10	14
Global Investment Advisory	Very Low 26	182	7	9
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Cogentblue	Very Low 28	112	4	5
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Hardy Reed, LLC	Very Low 29	351	12	18
FCG Investment Company	Low 29	294	10	10
Silverleafe Capital Partners, LLC	Low 30	179	6	7
Oakworth Asset Management, LLC	Very Low 30	539	18	20
Coker & Palmer	Low 30	213	7	8
Guardian Wealth Partners, LLC	Low 31	402	13	75
Strategic Advisory Services	Low 32	252	8	10
Stirlingshire Investments	Low 32	760	24	29
Equitycompass Investment Management, LLC	Low 33	163	5	14
Lasting Mark Retirement Group LLC	Low 33	229	7	7
Econologics Financial Advisors	Low 36	291	8	18
Flagstar Advisors	Low 37	1,004	27	37
Navigate Wealth Management, LLC	Low 39	271	7	8
Quadcap Wealth Management, LLC	Low 39	582	15	23
Woodmont Investment Counsel, LLC	Low 40	437	11	15
Fortress Private Ledger, LLC	Low 40	681	17	22
Nasdaq Dorsey Wright	Low 40	806	20	25
Legacy Capital Wealth Partners, LLC	Low 41	660	16	21
Seven Springs Wealth Group	Low 43	384	9	15
Dominion Portfolio Management, Inc.	Low 43	782	18	18
TRADEway	Low 44	611	14	36
BSG Advisers	Low 44	264	6	9
Kelman Lazarov Inc	Low 44	574	13	17
Stansberry Asset Management, LLC	Low 44	975	23	34
Envision Financial Planning, LLC	Low 45	268	6	6
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Decker Wealth Management, LLC	Low 46	320	7	7
Brown Financial Advisory	Low 46	275	6	8
Corda Investment Management, LLC	Low 47	1,359	29	32
Second Line Capital, LLC	Low 47	1,127	24	28
Meridian Investment Advisors	Typical 48	191	4	6
Horter Investment Management, LLC	Low 48	1,292	26	43
Private Capital Management	Typical 48	432	9	21
TD Capital Management LLC	Typical 49	445	9	15
Client 1st Advisory Group	Typical 50	353	7	8
McDonald Partners LLC	Typical 51	1,131	22	29
Noesis Capital Management Corp	Typical 52	362	7	12
Rhame & Gorrell Wealth Management	Typical 52	776	15	27
Cahaba Wealth Management, Inc.	Typical 52	888	17	23
BankPlus Wealth Advisors	Typical 53	633	12	19
Pinion Wealth Management, LLC	Typical 54	431	8	12
Element Wealth, LLC	Typical 54	652	12	15
BCU Wealth Advisors, LLC	Typical 54	870	16	17
CPC Advisors, LLC	Typical 55	934	17	29
Bts Asset Management, Inc.	Typical 55	443	8	13
Gagnon Securities, LLC	Typical 56	1,058	19	19
Resolute Wealth Strategies, LLC	Typical 56	279	5	7
BCM Advisors, LLC	Typical 57	396	7	9
Oxbow Advisors, LLC	Typical 57	688	12	13
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Aptus Financial, LLC	Typical 58	634	11	11
DAI Wealth, LLC	Typical 59	1,466	25	40
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Callahan Advisors, LLC	Typical 62	431	7	11
Dash Investments	Typical 62	432	7	9
Southern Capital Services Inc	Typical 62	373	6	9
Axient Investment Advisors LLC	Typical 62	749	12	18
GoalVest Advisory LLC	Typical 63	443	7	10
Ethos Financial Group, LLC	Typical 63	1,709	27	38
Arcus Capital Partners, LLC	Typical 64	447	7	15
Capital Square, LLC	Typical 64	704	11	11
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Blue Financial	Typical 65	324	6	11
Financial Sense Advisors, Inc.	Typical 65	588	9	11
FMP Wealth Advisers	Typical 66	721	11	14
Christy Capital Management, Inc.	High 70	765	11	22
Masterworks Advisers, LLC	High 70	1,045	15	15
Rothschild Investment LLC	High 70	1,191	17	39
Cornerstone Professional Advisor Services, LLC	High 70	352	5	14
Summit Financial Wealth Advisors	High 71	1,208	17	22
Wrenne Financial Planning LLC	High 71	428	6	11
FEFA Financial	High 73	1,679	23	27
Argent Wealth, LLC	High 75	450	6	11
Worth Advisors	High 75	451	6	15
Occidental Asset Management, LLC	High 76	908	12	15
Strongtower Wealth Management, Plc	High 76	380	5	7
Applied Capital LLC	High 76	687	9	9
Fairvoy Private Wealth, LLC	High 77	463	6	8
Cookson Peirce Wealth Management	High 77	1,544	20	29
TrueWealth Advisors, LLC	High 78	1,090	14	21
Kimery Wealth Management, LLC	High 79	471	6	10
Century Management Financial Advisors	High 79	707	9	16
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Paradigm Investment Advisory, LLC	High 81	644	8	8
Cornerstone Wealth	High 82	2,373	29	50
BCG Securities, inc.	High 82	2,060	25	55
Hassell Wealth Management	High 83	414	5	9
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Caldwell Advisors, LLC	High 83	499	6	8
Oath Planning, LLC	High 84	502	6	8
Beam Wealth Advisors, Inc.	High 85	2,207	26	27
Phillips and Company Advisors LLC	High 85	1,110	13	19
Summit Asset Management LLC	High 86	515	6	8
Stack Financial Management Inc	High 87	779	9	14
Park Place Capital Corporation	High 87	607	7	20
Bradford Financial Center	High 87	699	8	26
ELE Advisory Services, Inc	High 88	1,143	13	13
Hibernia Wealth Partners, LLC	High 89	623	7	10
RDA Financial network	High 89	1,514	17	17
AssetBuilder, Inc.	High 89	714	8	11
Delta Asset Management, LLC	High 91	543	6	10
Guidestone Advisors	High 91	2,087	23	34
Waddell & Associates, LLC	High 91	1,001	11	21
Legacy Wealth Management, LLC	High 91	1,460	16	22
Jackson Thornton Wealth Management, LLC	High 94	943	10	16
Mack Investment Securities, Inc.	High 94	661	7	8
RIA Advisors	High 95	1,235	13	16
Managed Asset Portfolios, LLC	High 95	1,620	17	22
Mag Cap	High 96	1,437	15	18
Gilliland Jeter Wealth Management, LLC	High 97	291	3	4
HHM Wealth Advisors, LLC	High 98	1,180	12	20
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
Stephens Group Asset Management, LLC	High 100	200	2	4
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Townsend	High 101	1,514	15	30
Simplified Wealth Management	High 101	707	7	9
First Kentucky Securities Corporation	High 101	1,521	15	19
Trinity Strategic Wealth	High 102	1,735	17	27
TMB Capital Partners, LLC	High 102	409	4	6
SLP Wealth	High 104	1,657	16	23
Mitchell, Mcleod, Pugh & Williams, Inc.	High 104	935	9	15
SyntheticFi LLC	High 104	624	6	10
Money Management Services Inc	High 104	521	5	12
Bill Few Associates, Inc.	Very High 106	2,954	28	31
WMG Financial Advisors, LLC	Very High 106	1,589	15	18
St. Denis J. Villere & Co., LLC	Very High 108	323	3	5
Hancock Whitney Investment Services Inc.	Very High 108	865	8	49
CCM Investment Advisers, LLC	Very High 109	873	8	11
Meld Financial, Inc.	Very High 111	1,114	10	15
Markowski Investments	Very High 112	1,227	11	11
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Core Advisory Group	Very High 114	1,141	10	10
CapWealth Advisors, LLC	Very High 117	1,407	12	19
Argent Advisors, Inc.	Very High 118	1,410	12	27
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
LBMC Investment Advisors, LLC	Very High 121	485	4	8
Beacon Capital Management, LLC	Very High 121	2,064	17	39
Ballew Advisors Inc	Very High 122	853	7	11
United Advisors America	Very High 122	2,809	23	28
Waters, Parkerson & Co., LLC	Very High 124	741	6	12
Sunburst Financial Group, LLC	Very High 124	865	7	9
Steel Grove Capital Advisors, LLC	Very High 124	867	7	13
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
12 Th Street Asset Management	Very High 129	517	4	5
RWM Capital, LLC	Very High 131	1,437	11	63
OneAscent Wealth Management	Very High 131	916	8	23
Beacon Financial Group	Very High 132	1,052	8	18
Driven Investments LLC	Very High 132	1,192	9	9
Montz Harcus Wealth Management	Very High 133	667	5	9
Slagle Financial, LLC	Very High 137	1,510	11	21
Values First Advisors, Inc.	Very High 138	967	7	12
Rollins Financial Advisors, LLC	Very High 140	982	7	14
Deltec Asset Management LLC	Very High 148	148	1	15
Hubbell Strickland Wealth Management, LLC	Very High 148	444	3	3
Total Investment Management, Inc.	Very High 148	1,184	8	12
Matrix Asset Advisors Inc	Very High 152	607	4	12
SMI Advisory Services, LLC	Very High 154	1,080	7	7
Sandhill Investment Management	Very High 157	2,044	13	22
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Southern Capital Advisors, LLC	Very High 162	812	5	5
Key Capital Management, Inc.	Very High 167	2,006	12	35
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Tempo Wealth	Very High 171	853	5	12
SageGuard Financial Group, LLC	Very High 176	2,469	14	14
Scarborough Capital Management	Very High 178	2,664	15	23
Strategic Wealth Partners, Ltd.	Very High 192	3,646	19	24
Clarity Financial Advisors LLC	Very High 197	985	5	8
Asset Dedication, LLC	Very High 199	1,986	10	10
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Ignite Planners LLC	Very High 200	4,605	23	36
Paul Winkler, Inc.	Very High 202	2,419	12	22
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
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
Traynor Capital Management	Very High 227	1,590	7	12
Lee Danner & Bass Inc	Very High 240	959	4	11
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Patten and Patten, Inc.	Very High 280	841	3	13
Forge Financial	Very High 312	4,674	15	15
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Q3 Asset Management Corporation	Very High 348	2,780	8	12
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Allen Wealth Management, LLC	Very High 366	1,099	3	7
Barnes Pettey Financial Advisors, LLC	Very High 378	3,024	8	13
Southern Financial Group, LLC	Very High 380	1,140	3	8
Axos Invest, Inc	Very High 453	6,792	15	15
Miller Tabak Asset Management	Very High 468	936	2	9
RPG Investment Advisory, LLC	Very High 477	953	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Financial Concepts	Very High 504	2,518	5	19
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Public Advisors LLC	Very High 565	4,521	7	44
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Estabrook Capital Management LLC	Very High 697	697	1	10
W&S Advisory Services, LLC	Very High 743	6,689	9	9
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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