Clients per advisor for Team firms in Puerto Rico

In Puerto Rico, team-based financial advisor firms typically serve a higher number of clients per advisor compared to the broader market, with a median of 70 clients per advisor versus the national median of 61. This suggests that Puerto Rican firms in this category often operate with more scalable, process-driven models, enabling advisors to manage larger client loads efficiently. With 65 such firms in the state, clients may find a range of service styles, but the tendency toward higher client counts indicates a focus on standardized workflows and broader reach rather than highly personalized engagement. This structure can offer more accessible advice, potentially with lower minimums or fees.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Sanders Morris LLC	Very Low 12	127	11	27
Tiempo Capital Partners	Very Low 13	65	5	7
Concordia Wealth Planning, LLC	Very Low 16	80	5	5
DMK Advisor Group, Inc.	Very Low 18	298	17	42
American Northwest Advisory Services L.L.C.	Very Low 19	95	5	6
Fort Point Capital Partners LLC	Very Low 23	431	19	32
Lifetime Wealth Management P.C.	Very Low 24	119	5	5
Hendershott Wealth Management, LLC	Very Low 26	157	6	9
Cabin Advisors, LLC	Very Low 26	368	14	15
Inscription Capital, LLC	Very Low 30	414	14	20
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
Oriental Financial Services LLC	Very Low 32	384	12	28
LifeInvest Wealth Management, LTD	Very Low 33	260	8	11
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Centura Wealth Advisory	Low 36	574	16	64
ATON Financial LLC	Low 36	254	7	9
Flagstar Advisors	Low 37	1,004	27	37
Nasdaq Dorsey Wright	Low 40	806	20	25
Stansberry Asset Management, LLC	Low 42	975	23	34
KEB Wealth Advisors	Low 51	662	13	17
True Wealth Design, LLC	Typical 51	360	7	12
NobleBridge Wealth	Typical 53	372	7	8
SAGE Private Wealth Group, LLC	Typical 53	479	9	15
Bts Asset Management, Inc.	Typical 55	443	8	13
Leisure Capital Management, Inc.	Typical 57	339	6	10
Kimelman & Baird, LLC	Typical 61	242	4	9
Park Edge Advisors, LLC	Typical 62	312	5	8
Pinnacle Advisors	Typical 63	1,064	17	35
Arcus Capital Partners, LLC	Typical 64	447	7	15
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
CAF Investments LLC	Typical 65	390	6	7
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Freedom Advisory	Typical 71	423	6	11
Occidental Asset Management, LLC	High 76	908	12	15
Andrew Garrett Inc.	High 86	1,118	13	14
MG&A Wealth	High 92	644	7	15
Freedom Investment Management, Inc.	High 97	485	5	9
ALTA Capital Management LLC	High 99	1,193	12	19
Shufro, Rose & CO., LLC	High 101	1,207	12	27
SLP Wealth	High 104	1,657	16	23
Sollinda Capital Management LLC	High 107	1,710	16	20
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
Oxinas Partners Wealth Management	Very High 118	708	6	8
Beacon Financial Group	Very High 132	1,052	8	18
Matrix Asset Advisors Inc	Very High 152	607	4	12
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Strategic Wealth Partners, Ltd.	Very High 192	3,646	19	24
Clarity Financial Advisors LLC	Very High 197	985	5	8
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
724 Capital, LLC	Very High 208	1,247	6	13
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Hollow Brook Wealth Management LLC	Very High 549	549	1	18
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Talon LLC	Very High 640	1,921	3	22
Public Advisors LLC	Very High 646	4,521	7	44
Estabrook Capital Management LLC	Very High 697	697	1	10
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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Clients per advisor for Team firms serving clients in Puerto Rico