Clients per advisor for Team firms in South Dakota

In South Dakota, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 159 firms operating in this category, the median clients per advisor is 87, well above the national median of around 50. This suggests that South Dakota’s team firms often adopt more scalable, process-driven approaches, enabling advisors to manage larger client loads efficiently. For clients, this may mean access to firms that prioritize broader reach and standardized workflows, potentially offering more accessible services, though with less individualized attention than firms with lower client-to-advisor ratios.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Algorithmic Investment Models	Very Low 1	8	8	8
Sanders Morris LLC	Very Low 12	127	11	27
Curated Wealth Partners, LLC	Very Low 14	68	5	12
Palisade Asset Management, LLC	Very Low 15	104	7	10
Partners Capital Services, Inc.	Very Low 15	210	14	18
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
DMK Advisor Group, Inc.	Very Low 18	298	17	42
Gambit Capital Management, LLC	Very Low 18	107	6	6
1834 Investment Advisors Co.	Very Low 19	369	19	45
KFG, LLC	Very Low 20	100	5	10
Blue Line Capital	Very Low 20	121	6	6
Savvi Financial LLC	Very Low 23	135	6	22
BSW Wealth Partners	Very Low 24	476	20	27
Tushaus Wealth Management	Very Low 24	122	5	5
Intercarolina Financial Services, Inc.	Very Low 25	271	11	14
Aspen Private Advisors, LLC	Very Low 25	125	5	5
Trust Advisory Group Ltd	Very Low 27	562	21	22
Compass Capital Management Inc	Very Low 27	379	14	20
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Elgethun Capital Management	Very Low 29	294	10	13
Colliers Securities LLC	Very Low 30	811	27	120
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
Punch & Associates Investment Management, Inc.	Very Low 34	541	16	34
Denver PWM, LLC	Very Low 34	204	6	6
Oakwood Capital, Inc.	Low 36	608	17	20
Columbia Advisory Partners, LLC	Low 37	630	17	19
Flagstar Advisors	Low 37	1,004	27	37
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
Nasdaq Dorsey Wright	Low 40	806	20	25
Nilsine Partners, LLC	Low 42	540	13	18
Stansberry Asset Management, LLC	Low 42	975	23	34
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
DMKC Advisory Services, LLC	Low 43	473	11	13
TRADEway	Low 44	611	14	36
RiverFront Investment Group, LLC	Low 46	1,185	26	46
The Retirement Solution LLC	Low 46	823	18	35
Midwest Financial Partners	Low 49	438	9	30
Horter Investment Management, LLC	Low 50	1,292	26	43
Elysium Wealth Management, LLC	Low 51	765	15	22
McDonald Partners LLC	Low 51	1,131	22	29
Financial Perspectives	Typical 52	734	14	14
D.H. Hill Advisors, Inc.	Typical 54	916	17	19
Fiat Wealth Management	Typical 54	647	12	18
Bts Asset Management, Inc.	Typical 55	443	8	13
Gagnon Securities, LLC	Typical 56	1,058	19	19
Bond & Devick Wealth Partners	Typical 57	513	9	16
DAI Wealth, LLC	Typical 59	1,466	25	40
Sikich Financial	Typical 59	1,124	19	22
Nicollet Investment Management, Inc.	Typical 59	297	5	9
Dash Investments	Typical 62	432	7	9
River Wealth Advisors LLC	Typical 63	876	14	20
Brady Martz Wealth Solutions, LLC	Typical 63	439	7	11
Abundo Wealth	Typical 63	695	11	13
Arcus Capital Partners, LLC	Typical 64	447	7	15
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Petros Family Wealth, LLC	Typical 66	527	8	9
High Note Wealth, LLC	Typical 69	275	4	8
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Rothschild Investment LLC	Typical 70	1,191	17	39
Great Waters Financial	Typical 71	1,627	23	42
Lfa	Typical 71	499	7	7
Marshall Investment Management, LLC	Typical 73	587	8	8
Dentist Advisors	High 75	752	10	24
WealthPlan Investment Management LLC	High 77	2,068	27	34
Zuraw Financial Advisors, LLC	High 77	154	2	3
Cookson Peirce Wealth Management	High 77	1,544	20	29
Century Management Financial Advisors	High 79	707	9	16
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Ameraudi Asset Management, Inc.	High 81	888	11	15
Vantage Point Wealth Management	High 81	1,219	15	15
RIA Advisory Group, LLC	High 82	1,968	24	25
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Phillips and Company Advisors LLC	High 85	1,110	13	19
Allied Investment Advisors LLC	High 87	953	11	12
Marks Group Wealth Management, Inc.	High 87	782	9	14
Bradford Financial Center	High 87	699	8	26
Tradition Wealth Management LLC	High 88	2,107	24	32
ELE Advisory Services, Inc	High 88	1,143	13	13
RDA Financial network	High 89	1,514	17	17
FSB Premier Wealth Management, Inc.	High 89	894	10	12
Guidestone Advisors	High 91	2,087	23	34
Prairie Wealth Advisors, Inc.	High 93	370	4	7
Lifelong Wealth Advisors, Inc.	High 96	865	9	12
Freedom Investment Management, Inc.	High 97	485	5	9
3Edge Asset Management, LP	High 99	1,489	15	24
ALTA Capital Management LLC	High 99	1,193	12	19
Allen Capital Group, LLC	High 100	2,189	22	38
Young Richard C & Co Ltd	High 100	798	8	14
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Townsend	High 101	1,514	15	30
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Fortis Group Advisors LLC	High 103	2,566	25	29
SLP Wealth	High 104	1,657	16	23
Northwest Wealth Management, LLC	High 104	2,085	20	26
WealthPLAN Partners	High 105	1,677	16	56
Torray Investment Partners LLC	High 105	526	5	10
Bill Few Associates, Inc.	High 106	2,954	28	31
Denver Wealth Management, Inc.	Very High 110	986	9	18
Markowski Investments	Very High 112	1,227	11	11
Marquette Wealth Management	Very High 112	224	2	7
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
ISC Financial Advisors	Very High 126	1,262	10	17
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Alternative Investment Advisors, LLC	Very High 129	1,418	11	15
Beacon Financial Group	Very High 132	1,052	8	18
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Iwealth	Very High 143	714	5	14
Strategic Wealth Group	Very High 147	3,524	24	24
Deltec Asset Management LLC	Very High 148	148	1	15
Matrix Asset Advisors Inc	Very High 152	607	4	12
SMI Advisory Services, LLC	Very High 154	1,080	7	7
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
Woodley Farra	Very High 159	1,591	10	14
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Big Sioux Wealth Management	Very High 169	843	5	7
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
SageGuard Financial Group, LLC	Very High 176	2,469	14	14
Scarborough Capital Management	Very High 178	2,664	15	23
Arkfeld Wealth Strategies, L.L.C.	Very High 187	937	5	8
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Cedar Cove Wealth Partners	Very High 204	2,036	10	14
Hahn Financial Group	Very High 205	1,846	9	16
North Star Investment Management Corporation	Very High 211	2,536	12	26
MBE Wealth Management, LLC	Very High 211	2,536	12	18
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
Lincoln Capital, LLC	Very High 303	1,210	4	9
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
McMill CPA and Advisors	Very High 348	5,574	16	50
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Compass Financial Group, INC	Very High 382	2,675	7	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
Vantage Financial partners, LLC	Very High 466	1,865	4	26
Miller Tabak Asset Management	Very High 468	936	2	9
Professional Financial Advisors, LLC	Very High 473	3,314	7	12
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
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
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
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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Clients per advisor for Team firms serving clients in South Dakota