Clients per advisor for Team firms serving clients in Rhode Island

In Rhode Island, team-based financial advisor firms, which typically include 4 to 10 advisors or manage over $500 million in assets, tend to serve a higher number of clients per advisor compared to the national median. With 228 such firms in the state, the median clients per advisor is 75, exceeding the national median of 61. This suggests that Rhode Island firms often operate with more scalable, process-driven models, allowing advisors to manage a broader client base efficiently. Clients seeking more personalized attention might find fewer options here, as many firms lean toward standardized workflows and broader reach.

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
Clarendon Private LLC	Very Low 9	46	5	8
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Vision Investment Advisors, LLC	Very Low 14	127	9	9
Timber Creek Capital Management, LLC	Very Low 15	46	3	4
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Canton Hathaway LLC	Very Low 17	84	5	5
Seabridge Investment Advisors LLC	Very Low 17	185	11	12
Single Point Partners	Very Low 18	195	11	16
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
Milestone Financial Planning, LLC	Very Low 21	257	12	23
Argonautica Private Wealth Management, Inc	Very Low 22	109	5	6
Savvi Financial LLC	Very Low 23	135	6	22
Fruitful	Very Low 23	351	15	44
Northstar Asset Management, Inc.	Very Low 24	169	7	15
Astoria Strategic Wealth, Inc.	Very Low 25	175	7	7
Ncu Investment Solutions	Very Low 26	153	6	8
Napier Financial	Very Low 26	205	8	13
Access Wealth	Very Low 26	363	14	14
Trust Advisory Group Ltd	Very Low 27	562	21	22
1 St Discount Brokerage, Inc.	Very Low 27	216	8	8
Portland Global Advisors LLC	Very Low 27	300	11	13
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Brown, Lisle/Cummings, Inc.	Very Low 28	226	8	13
Little House Capital, LLC	Very Low 29	200	7	7
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
HFM Wealth Management	Very Low 29	176	6	10
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
WhaleRock Point Partners, LLC	Very Low 33	131	4	6
Aurelius Family Office, LLC	Very Low 33	165	5	8
Woodstock Corporation	Very Low 33	233	7	7
RTD Financial Advisors Inc	Low 36	719	20	39
Blue Water Wealth	Low 37	403	11	15
Apforia	Low 37	368	10	18
Flagstar Advisors	Low 37	1,004	27	37
TFC Financial Management Inc	Low 38	415	11	22
Genesis Wealth Advisors, LLC	Low 39	231	6	7
MD Financial Advisors / Vestment Financial	Low 40	478	12	20
Nasdaq Dorsey Wright	Low 40	806	20	25
Stansberry Asset Management, LLC	Low 42	975	23	34
Wingate Wealth Advisors, Inc.	Low 43	642	15	24
TRADEway	Low 44	611	14	36
Excalibur Management Corp	Low 44	307	7	12
Strathmore Capital Advisors	Low 45	493	11	17
WinCap Financial LLC	Low 45	270	6	7
Siharum Advisors, LLC	Low 45	90	2	9
AAF Wealth Management, LLC	Low 45	271	6	10
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Empirical Asset Management, LLC	Low 46	457	10	14
Private Capital Management	Low 48	432	9	21
MariPau Wealth Management LLC	Low 48	1,064	22	24
Barry Investment Advisors, LLC	Low 49	391	8	12
Forthright Capital	Low 49	978	20	22
RMC Investment Advisors	Low 49	346	7	14
Parsons Capital Management Inc	Low 50	695	14	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Peak Financial Management Inc	Low 50	353	7	9
Strategic Financial Services	Low 51	1,216	24	39
SK Wealth Management, LLC	Typical 53	319	6	6
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Dividend Assets Capital, LLC	Typical 55	382	7	7
Bts Asset Management, Inc.	Typical 55	443	8	13
Pension & Wealth Management Advisors	Typical 56	333	6	9
Gagnon Securities, LLC	Typical 56	1,058	19	19
Washington Trust Advisors	Typical 56	781	14	21
Sovereign Financial Group, Inc.	Typical 56	1,288	23	31
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Beck Bode LLC	Typical 57	968	17	17
YHB Investment Advisors Inc	Typical 57	1,092	19	30
Middleton & Company Inc.	Typical 58	346	6	16
Gilman Hill Asset Management, LLC	Typical 58	289	5	10
Fox Hill Wealth Management	Typical 58	405	7	8
Stage Harbor Financial	Typical 58	348	6	11
DAI Wealth, LLC	Typical 59	1,466	25	40
Success Wealth Management LLC	Typical 59	770	13	13
Transcend Capital Advisors, LLC	Typical 60	1,073	18	39
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Main Street Research LLC	Typical 60	1,018	17	24
Capital Wealth Management, LLC	Typical 60	603	10	16
Clear Harbor Asset Management, LLC	Typical 60	784	13	24
Claro Advisors Inc.	Typical 61	1,092	18	37
Novak & Powell Financial Services, Inc.	Typical 61	426	7	7
Eagleclaw Capital Management LLC	Typical 61	305	5	5
IBN Financial Services, Inc.	Typical 61	735	12	79
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Dash Investments	Typical 62	432	7	9
Edgemoor Investment Advisors, Inc.	Typical 62	312	5	9
Moody, Lynn, Lieberson & Walker, LLC	Typical 63	503	8	14
Abundo Wealth	Typical 63	695	11	13
Measured Wealth Private Client Group, LLC	Typical 63	633	10	14
Northstar Financial Companies, Inc.	Typical 63	507	8	10
William Mack & Associates Inc	Typical 63	952	15	22
Arcus Capital Partners, LLC	Typical 64	447	7	15
RZH Advisors LLC	Typical 64	451	7	11
Brave Family Advisors	Typical 65	327	5	7
Gray Private Wealth, LLC	Typical 66	262	4	8
Alpine Private Wealth	Typical 66	265	4	20
One Charles Private Wealth	Typical 67	334	5	7
William Joseph Capital Management, Inc.	Typical 67	1,879	28	28
Flagship Wealth Advisors, LLC.	Typical 68	478	7	7
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Rothschild Investment LLC	Typical 70	1,191	17	39
MJP Wealth Advisors	Typical 72	865	12	21
Arcadia Wealth Management, LLC	Typical 73	655	9	19
FEFA Financial	Typical 73	1,679	23	27
Wealth Effects	High 75	596	8	17
Wood Wealth Group, LLC	High 75	373	5	5
Canby Financial Advisors	High 75	374	5	11
SHP Wealth Management, LLC	High 78	2,261	29	49
Century Management Financial Advisors	High 79	707	9	16
Rebalance LLC	High 80	636	8	17
Paradigm Investment Advisory, LLC	High 81	644	8	8
Hemsley Advisors, Ltd.	High 81	324	4	5
Carr Financial Group	High 82	574	7	9
Boldin Advisors	High 82	821	10	15
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Aurora Private Wealth, INC.	High 84	1,508	18	25
Dock Street Asset Management Inc.	High 89	177	2	6
Empire Financial Management Company, LLC	High 89	982	11	12
Guidestone Advisors	High 91	2,087	23	34
Shepherd Financial Partners, LLC	High 91	730	8	24
Bay Colony Advisors	High 91	2,650	29	36
West Branch Capital LLC	High 93	372	4	9
Unison	High 95	95	1	1
Lebenthal Global Advisors, LLC	High 95	2,385	25	30
Carl P. Sherr & Co., LLC	High 96	287	3	5
Freedom Investment Management, Inc.	High 97	485	5	9
Axis Wealth Partners, LLC	High 98	781	8	9
Pinney & Scofield, Inc.	High 98	295	3	4
Wealth Management Resources, Inc.	High 98	590	6	9
Great Oak Capital Partners, LLC	High 99	591	6	7
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Grey Ledge Advisors, LLC	High 100	799	8	12
Pearson Financial Services	High 100	500	5	8
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Mcguire Wealth Management	High 101	302	3	5
Fortis Group Advisors LLC	High 103	2,566	25	29
Concord Wealth Partners	High 103	1,232	12	20
Silverlake Wealth Management LLC	High 103	1,028	10	13
AdviceOne Advisory Services, LLC	High 104	1,449	14	56
SLP Wealth	High 104	1,657	16	23
Newman Dignan & Sheerar, Inc.	High 104	518	5	9
Compass Capital Corporation	High 105	1,367	13	14
Bill Few Associates, Inc.	High 106	2,954	28	31
Wealthquest Corporation	High 106	1,583	15	42
Warner Wealth	High 106	739	7	20
Fourthought Financial Partners, LLC.	High 108	970	9	20
Kintra Wealth, LLC	High 108	2,914	27	35
Flaharty Asset Management, LLC	Very High 110	1,104	10	10
Bridgeport Financial Solutions	Very High 112	895	8	9
Altus Wealth Group, LLC	Very High 112	785	7	7
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Finivi Inc.	Very High 114	683	6	8
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Cadence Wealth Management LLC	Very High 116	696	6	7
StrategicPoint Investment Advisors LLC	Very High 118	706	6	12
Grantvest Financial Group LLC	Very High 124	620	5	5
Beacon Financial Group	Very High 132	1,052	8	18
Driven Investments LLC	Very High 132	1,192	9	9
Bristol Wealth Group	Very High 139	836	6	10
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Professional Planning Group	Very High 142	1,281	9	16
Sowa Financial Group	Very High 143	572	4	8
Barrett & Company	Very High 144	576	4	7
Deltec Asset Management LLC	Very High 148	148	1	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
Matrix Asset Advisors Inc	Very High 152	607	4	12
LVZ, Inc.	Very High 152	2,438	16	24
Woodley Farra	Very High 159	1,591	10	14
Byrne Financial Freedom, LLC	Very High 159	956	6	11
Whitener Capital Management, Inc	Very High 160	800	5	9
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
MSA Financial	Very High 166	1,324	8	19
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Nectarine	Very High 169	3,210	19	32
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
Scarborough Capital Management	Very High 178	2,664	15	23
Benin Management Corp	Very High 178	356	2	3
Grandfield & Dodd, LLC	Very High 186	742	4	16
New England Capital Financial Advisors LLC	Very High 198	1,185	6	12
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Johnson Brunetti	Very High 216	6,038	28	64
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Nelson Securities,Inc.	Very High 224	2,016	9	15
Stanley-Laman Group Ltd.	Very High 225	225	1	24
WestEnd Advisors, LLC	Very High 225	4,050	18	29
McNamara Financial Services, Inc.	Very High 232	928	4	11
Kelly Financial Services LLC	Very High 234	1,401	6	10
93 Financial Group, LLC	Very High 235	1,175	5	8
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Glen Eagle Advisors, LLC	Very High 280	3,361	12	21
Investment Advisory Group LLC	Very High 308	1,542	5	10
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Blue Fin Capital, Inc.	Very High 334	668	2	4
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Wealthcare Investment Partners LLC	Very High 363	1,816	5	12
Withum Wealth Management	Very High 378	755	2	13
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Mariner	Very High 505	3,537	7	13
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Public Advisors LLC	Very High 646	4,521	7	44
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
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Fagan Associates Inc	Very High 882	1,763	2	7
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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