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
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Fagan Associates Inc	Very High 882	1,763	2	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Retirement Management Systems	Very High 758	3,032	4	11
RSW Investments	Very High 706	1,412	2	10
Estabrook Capital Management LLC	Very High 697	697	1	10
Public Advisors LLC	Very High 646	4,521	7	44
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Mariner	Very High 505	3,537	7	13
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Granite Investment Partners, LLC	Very High 462	462	1	20
Axos Invest, Inc	Very High 453	6,792	15	15
Withum Wealth Management	Very High 378	755	2	13
Wealthcare Investment Partners LLC	Very High 363	1,816	5	12
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Blue Fin Capital, Inc.	Very High 334	668	2	4
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Investment Advisory Group LLC	Very High 308	1,542	5	10
Glen Eagle Advisors, LLC	Very High 280	3,361	12	21
Levin Capital Strategies, L.P.	Very High 250	250	1	14
93 Financial Group, LLC	Very High 235	1,175	5	8
Kelly Financial Services LLC	Very High 234	1,401	6	10
McNamara Financial Services, Inc.	Very High 232	928	4	11
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Stanley-Laman Group Ltd.	Very High 225	225	1	24
Nelson Securities,Inc.	Very High 224	2,016	9	15
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Johnson Brunetti	Very High 216	6,038	28	64
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
New England Capital Financial Advisors LLC	Very High 198	1,185	6	12
Grandfield & Dodd, LLC	Very High 186	742	4	16
Benin Management Corp	Very High 178	356	2	3
Scarborough Capital Management	Very High 178	2,664	15	23
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
Nectarine	Very High 169	3,210	19	32
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
MSA Financial	Very High 166	1,324	8	19
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Zoe Financial, Inc.	Very High 161	1,608	10	45
Whitener Capital Management, Inc	Very High 160	800	5	9
Byrne Financial Freedom, LLC	Very High 159	956	6	11
Woodley Farra	Very High 159	1,591	10	14
LVZ, Inc.	Very High 152	2,438	16	24
Matrix Asset Advisors Inc	Very High 152	607	4	12
Total Investment Management, Inc.	Very High 148	1,184	8	12
Deltec Asset Management LLC	Very High 148	148	1	15
Barrett & Company	Very High 144	576	4	7
Sowa Financial Group	Very High 143	572	4	8
Professional Planning Group	Very High 142	1,281	9	16
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Bristol Wealth Group	Very High 139	836	6	10
Driven Investments LLC	Very High 132	1,192	9	9
Beacon Financial Group	Very High 132	1,052	8	18
Grantvest Financial Group LLC	Very High 124	620	5	5
StrategicPoint Investment Advisors LLC	Very High 118	706	6	12
Cadence Wealth Management LLC	Very High 116	696	6	7
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Finivi Inc.	Very High 114	683	6	8
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Altus Wealth Group, LLC	Very High 112	785	7	7
Bridgeport Financial Solutions	Very High 112	895	8	9
Flaharty Asset Management, LLC	Very High 110	1,104	10	10
Kintra Wealth, LLC	High 108	2,914	27	35
Fourthought Financial Partners, LLC.	High 108	970	9	20
Warner Wealth	High 106	739	7	20
Wealthquest Corporation	High 106	1,583	15	42
Bill Few Associates, Inc.	High 106	2,954	28	31
Compass Capital Corporation	High 105	1,367	13	14
Newman Dignan & Sheerar, Inc.	High 104	518	5	9
SLP Wealth	High 104	1,657	16	23
AdviceOne Advisory Services, LLC	High 104	1,449	14	56
Silverlake Wealth Management LLC	High 103	1,028	10	13
Concord Wealth Partners	High 103	1,232	12	20
Fortis Group Advisors LLC	High 103	2,566	25	29
Mcguire Wealth Management	High 101	302	3	5
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Pearson Financial Services	High 100	500	5	8
Grey Ledge Advisors, LLC	High 100	799	8	12
Young Richard C & Co Ltd	High 100	798	8	14
ALTA Capital Management LLC	High 99	1,193	12	19
Armstrong Advisory Group Inc.	High 99	1,489	15	22
3Edge Asset Management, LP	High 99	1,489	15	24
Great Oak Capital Partners, LLC	High 99	591	6	7
Wealth Management Resources, Inc.	High 98	590	6	9
Pinney & Scofield, Inc.	High 98	295	3	4
Axis Wealth Partners, LLC	High 98	781	8	9
Freedom Investment Management, Inc.	High 97	485	5	9
Carl P. Sherr & Co., LLC	High 96	287	3	5
Lebenthal Global Advisors, LLC	High 95	2,385	25	30
Unison	High 95	95	1	1
West Branch Capital LLC	High 93	372	4	9
Bay Colony Advisors	High 91	2,650	29	36
Shepherd Financial Partners, LLC	High 91	730	8	24
Guidestone Advisors	High 91	2,087	23	34
Empire Financial Management Company, LLC	High 89	982	11	12
Dock Street Asset Management Inc.	High 89	177	2	6
Aurora Private Wealth, INC.	High 84	1,508	18	25
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Boldin Advisors	High 82	821	10	15
Carr Financial Group	High 82	574	7	9
Hemsley Advisors, Ltd.	High 81	324	4	5
Paradigm Investment Advisory, LLC	High 81	644	8	8
Rebalance LLC	High 80	636	8	17
Century Management Financial Advisors	High 79	707	9	16
SHP Wealth Management, LLC	High 78	2,261	29	49
Canby Financial Advisors	High 75	374	5	11
Wood Wealth Group, LLC	High 75	373	5	5
Wealth Effects	High 75	596	8	17
FEFA Financial	Typical 73	1,679	23	27
Arcadia Wealth Management, LLC	Typical 73	655	9	19
MJP Wealth Advisors	Typical 72	865	12	21
Rothschild Investment LLC	Typical 70	1,191	17	39
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Flagship Wealth Advisors, LLC.	Typical 68	478	7	7
William Joseph Capital Management, Inc.	Typical 67	1,879	28	28
One Charles Private Wealth	Typical 67	334	5	7
Alpine Private Wealth	Typical 66	265	4	20
Gray Private Wealth, LLC	Typical 66	262	4	8
Brave Family Advisors	Typical 65	327	5	7
RZH Advisors LLC	Typical 64	451	7	11
Arcus Capital Partners, LLC	Typical 64	447	7	15
William Mack & Associates Inc	Typical 63	952	15	22
Northstar Financial Companies, Inc.	Typical 63	507	8	10
Measured Wealth Private Client Group, LLC	Typical 63	633	10	14
Abundo Wealth	Typical 63	695	11	13
Moody, Lynn, Lieberson & Walker, LLC	Typical 63	503	8	14
Edgemoor Investment Advisors, Inc.	Typical 62	312	5	9
Dash Investments	Typical 62	432	7	9
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
IBN Financial Services, Inc.	Typical 61	735	12	79
Eagleclaw Capital Management LLC	Typical 61	305	5	5
Novak & Powell Financial Services, Inc.	Typical 61	426	7	7
Claro Advisors Inc.	Typical 61	1,092	18	37
Clear Harbor Asset Management, LLC	Typical 60	784	13	24
Capital Wealth Management, LLC	Typical 60	603	10	16
Main Street Research LLC	Typical 60	1,018	17	24
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Transcend Capital Advisors, LLC	Typical 60	1,073	18	39
Success Wealth Management LLC	Typical 59	770	13	13
DAI Wealth, LLC	Typical 59	1,466	25	40
Stage Harbor Financial	Typical 58	348	6	11
Fox Hill Wealth Management	Typical 58	405	7	8
Gilman Hill Asset Management, LLC	Typical 58	289	5	10
Middleton & Company Inc.	Typical 58	346	6	16
YHB Investment Advisors Inc	Typical 57	1,092	19	30
Beck Bode LLC	Typical 57	968	17	17
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Sovereign Financial Group, Inc.	Typical 56	1,288	23	31
Washington Trust Advisors	Typical 56	781	14	21
Gagnon Securities, LLC	Typical 56	1,058	19	19
Pension & Wealth Management Advisors	Typical 56	333	6	9
Bts Asset Management, Inc.	Typical 55	443	8	13
Dividend Assets Capital, LLC	Typical 55	382	7	7
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
SK Wealth Management, LLC	Typical 53	319	6	6
Strategic Financial Services	Low 51	1,216	24	39
Peak Financial Management Inc	Low 50	353	7	9
Horter Investment Management, LLC	Low 50	1,292	26	43
Parsons Capital Management Inc	Low 50	695	14	22
RMC Investment Advisors	Low 49	346	7	14
Forthright Capital	Low 49	978	20	22
Barry Investment Advisors, LLC	Low 49	391	8	12
MariPau Wealth Management LLC	Low 48	1,064	22	24
Private Capital Management	Low 48	432	9	21
Empirical Asset Management, LLC	Low 46	457	10	14
RiverFront Investment Group, LLC	Low 46	1,185	26	46
AAF Wealth Management, LLC	Low 45	271	6	10
Siharum Advisors, LLC	Low 45	90	2	9
WinCap Financial LLC	Low 45	270	6	7
Strathmore Capital Advisors	Low 45	493	11	17
Excalibur Management Corp	Low 44	307	7	12
TRADEway	Low 44	611	14	36
Wingate Wealth Advisors, Inc.	Low 43	642	15	24
Stansberry Asset Management, LLC	Low 42	975	23	34
Nasdaq Dorsey Wright	Low 40	806	20	25
MD Financial Advisors / Vestment Financial	Low 40	478	12	20
Genesis Wealth Advisors, LLC	Low 39	231	6	7
TFC Financial Management Inc	Low 38	415	11	22
Flagstar Advisors	Low 37	1,004	27	37
Apforia	Low 37	368	10	18
Blue Water Wealth	Low 37	403	11	15
RTD Financial Advisors Inc	Low 36	719	20	39
Woodstock Corporation	Very Low 33	233	7	7
Aurelius Family Office, LLC	Very Low 33	165	5	8
WhaleRock Point Partners, LLC	Very Low 33	131	4	6
Keenan Financial	Very Low 33	751	23	27
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
HFM Wealth Management	Very Low 29	176	6	10
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Little House Capital, LLC	Very Low 29	200	7	7
Brown, Lisle/Cummings, Inc.	Very Low 28	226	8	13
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Portland Global Advisors LLC	Very Low 27	300	11	13
1 St Discount Brokerage, Inc.	Very Low 27	216	8	8
Trust Advisory Group Ltd	Very Low 27	562	21	22
Access Wealth	Very Low 26	363	14	14
Napier Financial	Very Low 26	205	8	13
Ncu Investment Solutions	Very Low 26	153	6	8
Astoria Strategic Wealth, Inc.	Very Low 25	175	7	7
Northstar Asset Management, Inc.	Very Low 24	169	7	15
Fruitful	Very Low 23	351	15	44
Savvi Financial LLC	Very Low 23	135	6	22
Argonautica Private Wealth Management, Inc	Very Low 22	109	5	6
Milestone Financial Planning, LLC	Very Low 21	257	12	23
Birch Hill Investment Advisors LLC	Very Low 20	182	9	19
LRI Investments	Very Low 20	477	24	35
1834 Investment Advisors Co.	Very Low 19	369	19	45
Single Point Partners	Very Low 18	195	11	16
Seabridge Investment Advisors LLC	Very Low 17	185	11	12
Canton Hathaway LLC	Very Low 17	84	5	5
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
Timber Creek Capital Management, LLC	Very Low 15	46	3	4
Vision Investment Advisors, LLC	Very Low 14	127	9	9
Sanders Morris LLC	Very Low 12	127	11	27
401k Generation	Very Low 11	68	6	35
Clarendon Private LLC	Very Low 9	46	5	8
Algorithmic Investment Models	Very Low 1	8	8	8

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