Clients per advisor for Team firms in North Dakota

In North Dakota, team financial advisor firms tend to serve a notably higher number of clients per advisor compared to typical national figures. With a median of 85 clients per advisor—well above the national median of around 50—these firms likely operate with more standardized processes and broader client reach. This suggests that advisors in North Dakota’s team firms may balance efficiency with scale, potentially offering services that accommodate a larger client base while maintaining collaborative support structures. For clients, this could mean access to advice within a more scalable model, possibly with lower minimums or fees, but with less individualized attention than firms with smaller client loads.

Firm	Client/advisor ratio	Clients	Advisors	Staff
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
Atlas Capital Management Corp	Very High 652	3,261	5	9
Public Advisors LLC	Very High 646	4,521	7	44
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	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
Axos Invest, Inc	Very High 453	6,792	15	15
Compass Financial Group, INC	Very High 382	2,675	7	13
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Bright Financial Advisors, Inc.	Very High 332	663	2	12
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Hahn Financial Group	Very High 205	1,846	9	16
Cullinan Associates, Inc.	Very High 200	599	3	17
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Scarborough Capital Management	Very High 178	2,664	15	23
Nectarine	Very High 169	3,210	19	32
Big Sioux Wealth Management	Very High 169	843	5	7
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
SMI Advisory Services, LLC	Very High 154	1,080	7	7
Matrix Asset Advisors Inc	Very High 152	607	4	12
Everest Financial Group	Very High 149	1,940	13	13
Deltec Asset Management LLC	Very High 148	148	1	15
Strategic Wealth Group	Very High 147	3,524	24	24
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Beacon Financial Group	Very High 132	1,052	8	18
Commonwealth Financial Services	Very High 130	2,216	17	26
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Greater Midwest Financial Group, LLC	Very High 113	678	6	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
All Star Financial	High 108	541	5	14
Rightoak Asset Management, LLC	High 106	742	7	7
Bill Few Associates, Inc.	High 106	2,954	28	31
SLP Wealth	High 104	1,657	16	23
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Arbor Capital Management Inc	High 100	601	6	7
ALTA Capital Management LLC	High 99	1,193	12	19
BlueStem Wealth Partners, LLC	High 93	1,679	18	34
Cahill Financial Advisors, Inc.	High 92	1,109	12	22
Alpha Capital Management	High 92	462	5	9
Tencap Wealth Coaching	High 92	736	8	8
Guidestone Advisors	High 91	2,087	23	34
RDA Financial network	High 89	1,514	17	17
ELE Advisory Services, Inc	High 88	1,143	13	13
Tradition Wealth Management LLC	High 88	2,107	24	32
Marks Group Wealth Management, Inc.	High 87	782	9	14
Allied Investment Advisors LLC	High 87	953	11	12
Stack Financial Management Inc	High 87	779	9	14
Phillips and Company Advisors LLC	High 85	1,110	13	19
Wellesley Asset Management, Inc.	High 83	1,246	15	30
FPNavigators	High 82	412	5	8
RIA Advisory Group, LLC	High 82	1,968	24	25
Vantage Point Wealth Management	High 81	1,219	15	15
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Century Management Financial Advisors	High 79	707	9	16
Occidental Asset Management, LLC	High 76	908	12	15
Continental Investors Services, Inc.	High 75	602	8	14
Salus Financial Advisors	Typical 73	365	5	5
Vector Wealth Management	Typical 71	849	12	19
Masterworks Advisers, LLC	Typical 70	1,045	15	15
ARS Wealth Advisors	Typical 70	1,044	15	24
Heritage Wealth Advisors	Typical 67	201	3	6
Kure Advisory, LLC	Typical 66	397	6	6
Soulence Wealth Management	Typical 66	393	6	6
William Mack & Associates Inc	Typical 63	952	15	22
Brady Martz Wealth Solutions, LLC	Typical 63	439	7	11
Dash Investments	Typical 62	432	7	9
Main Street Research LLC	Typical 60	1,018	17	24
Nicollet Investment Management, Inc.	Typical 59	297	5	9
Highland Investment Advisors LLC	Typical 59	593	10	11
DAI Wealth, LLC	Typical 59	1,466	25	40
Verus Financial Partners	Typical 58	636	11	21
Gagnon Securities, LLC	Typical 56	1,058	19	19
Bts Asset Management, Inc.	Typical 55	443	8	13
Fiat Wealth Management	Typical 54	647	12	18
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Horter Investment Management, LLC	Low 50	1,292	26	43
Midwest Financial Partners	Low 49	438	9	30
Briaud Financial Advisors	Low 46	278	6	16
RiverFront Investment Group, LLC	Low 46	1,185	26	46
TRADEway	Low 44	611	14	36
Dominion Portfolio Management, Inc.	Low 43	782	18	18
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Nasdaq Dorsey Wright	Low 40	806	20	25
Riskbridge Advisors, LLC	Low 40	277	7	15
Buttonwood Financial Group, LLC	Low 37	336	9	12
Flagstar Advisors	Low 37	1,004	27	37
Columbia Advisory Partners, LLC	Low 37	630	17	19
Oakwood Capital, Inc.	Low 36	608	17	20
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Stirlingshire Investments	Very Low 32	760	24	29
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Colliers Securities LLC	Very Low 30	811	27	120
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Compass Capital Management Inc	Very Low 27	379	14	20
Cabin Advisors, LLC	Very Low 26	368	14	15
Intercarolina Financial Services, Inc.	Very Low 25	271	11	14
Van Clemens Wealth Management, LLC	Very Low 23	599	26	28
Savvi Financial LLC	Very Low 23	135	6	22
1834 Investment Advisors Co.	Very Low 19	369	19	45
Gambit Capital Management, LLC	Very Low 18	107	6	6
DMK Advisor Group, Inc.	Very Low 18	298	17	42
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Sanders Morris LLC	Very Low 12	127	11	27
401k Generation	Very Low 11	68	6	35
Contego Capital Group, Inc.	Very Low 11	88	8	8
Algorithmic Investment Models	Very Low 1	8	8	8

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Clients per advisor for Team firms serving clients in North Dakota