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
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
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
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
Professional Financial Advisors, LLC	Very High 473	3,314	7	12
Miller Tabak Asset Management	Very High 468	936	2	9
Vantage Financial partners, LLC	Very High 466	1,865	4	26
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
Compass Financial Group, INC	Very High 382	2,675	7	13
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
McMill CPA and Advisors	Very High 348	5,574	16	50
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Lincoln Capital, LLC	Very High 303	1,210	4	9
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Nelson Securities,Inc.	Very High 224	2,016	9	15
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
MBE Wealth Management, LLC	Very High 211	2,536	12	18
North Star Investment Management Corporation	Very High 211	2,536	12	26
Hahn Financial Group	Very High 205	1,846	9	16
Cedar Cove Wealth Partners	Very High 204	2,036	10	14
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Arkfeld Wealth Strategies, L.L.C.	Very High 187	937	5	8
Scarborough Capital Management	Very High 178	2,664	15	23
SageGuard Financial Group, LLC	Very High 176	2,469	14	14
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Retirable	Very High 170	2,210	13	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
Woodley Farra	Very High 159	1,591	10	14
USAdvisors Wealth Management, LLC	Very High 158	1,901	12	15
McLaughlin Ryder Investments, Inc.	Very High 155	465	3	3
SMI Advisory Services, LLC	Very High 154	1,080	7	7
Matrix Asset Advisors Inc	Very High 152	607	4	12
Deltec Asset Management LLC	Very High 148	148	1	15
Strategic Wealth Group	Very High 147	3,524	24	24
Iwealth	Very High 143	714	5	14
Sutterfield Financial Group, Inc.	Very High 141	989	7	32
Beacon Financial Group	Very High 132	1,052	8	18
Alternative Investment Advisors, LLC	Very High 129	1,418	11	15
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
ISC Financial Advisors	Very High 126	1,262	10	17
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Marquette Wealth Management	Very High 112	224	2	7
Markowski Investments	Very High 112	1,227	11	11
Denver Wealth Management, Inc.	Very High 110	986	9	18
Bill Few Associates, Inc.	High 106	2,954	28	31
Torray Investment Partners LLC	High 105	526	5	10
WealthPLAN Partners	High 105	1,677	16	56
Northwest Wealth Management, LLC	High 104	2,085	20	26
SLP Wealth	High 104	1,657	16	23
Fortis Group Advisors LLC	High 103	2,566	25	29
Global Wealth Strategies and Associates, LLC	High 102	921	9	10
Townsend	High 101	1,514	15	30
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Young Richard C & Co Ltd	High 100	798	8	14
Allen Capital Group, LLC	High 100	2,189	22	38
ALTA Capital Management LLC	High 99	1,193	12	19
3Edge Asset Management, LP	High 99	1,489	15	24
Freedom Investment Management, Inc.	High 97	485	5	9
Lifelong Wealth Advisors, Inc.	High 96	865	9	12
Prairie Wealth Advisors, Inc.	High 93	370	4	7
Guidestone Advisors	High 91	2,087	23	34
FSB Premier Wealth Management, Inc.	High 89	894	10	12
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
Bradford Financial Center	High 87	699	8	26
Marks Group Wealth Management, Inc.	High 87	782	9	14
Allied Investment Advisors LLC	High 87	953	11	12
Phillips and Company Advisors LLC	High 85	1,110	13	19
Wellesley Asset Management, Inc.	High 83	1,246	15	30
RIA Advisory Group, LLC	High 82	1,968	24	25
Vantage Point Wealth Management	High 81	1,219	15	15
Ameraudi Asset Management, Inc.	High 81	888	11	15
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Century Management Financial Advisors	High 79	707	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
Zuraw Financial Advisors, LLC	High 77	154	2	3
WealthPlan Investment Management LLC	High 77	2,068	27	34
Dentist Advisors	High 75	752	10	24
Marshall Investment Management, LLC	Typical 73	587	8	8
Lfa	Typical 71	499	7	7
Great Waters Financial	Typical 71	1,627	23	42
Rothschild Investment LLC	Typical 70	1,191	17	39
Masterworks Advisers, LLC	Typical 70	1,045	15	15
High Note Wealth, LLC	Typical 69	275	4	8
Petros Family Wealth, LLC	Typical 66	527	8	9
Desert Rose Capital Management, Inc.	Typical 66	723	11	22
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Arcus Capital Partners, LLC	Typical 64	447	7	15
Abundo Wealth	Typical 63	695	11	13
Brady Martz Wealth Solutions, LLC	Typical 63	439	7	11
River Wealth Advisors LLC	Typical 63	876	14	20
Dash Investments	Typical 62	432	7	9
Nicollet Investment Management, Inc.	Typical 59	297	5	9
Sikich Financial	Typical 59	1,124	19	22
DAI Wealth, LLC	Typical 59	1,466	25	40
Bond & Devick Wealth Partners	Typical 57	513	9	16
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
Financial Perspectives	Typical 52	734	14	14
McDonald Partners LLC	Low 51	1,131	22	29
Elysium Wealth Management, LLC	Low 51	765	15	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Midwest Financial Partners	Low 49	438	9	30
The Retirement Solution LLC	Low 46	823	18	35
RiverFront Investment Group, LLC	Low 46	1,185	26	46
TRADEway	Low 44	611	14	36
DMKC Advisory Services, LLC	Low 43	473	11	13
JNBA Financial Advisors, LLC	Low 43	1,105	26	36
Stansberry Asset Management, LLC	Low 42	975	23	34
Nilsine Partners, LLC	Low 42	540	13	18
Nasdaq Dorsey Wright	Low 40	806	20	25
Alterna Wealth Management, Inc.	Low 40	1,151	29	55
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
Denver PWM, LLC	Very Low 34	204	6	6
Punch & Associates Investment Management, Inc.	Very Low 34	541	16	34
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
Elgethun Capital Management	Very Low 29	294	10	13
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
Trust Advisory Group Ltd	Very Low 27	562	21	22
Aspen Private Advisors, LLC	Very Low 25	125	5	5
Intercarolina Financial Services, Inc.	Very Low 25	271	11	14
Tushaus Wealth Management	Very Low 24	122	5	5
BSW Wealth Partners	Very Low 24	476	20	27
Savvi Financial LLC	Very Low 23	135	6	22
Blue Line Capital	Very Low 20	121	6	6
KFG, LLC	Very Low 20	100	5	10
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
Partners Capital Services, Inc.	Very Low 15	210	14	18
Palisade Asset Management, LLC	Very Low 15	104	7	10
Curated Wealth Partners, LLC	Very Low 14	68	5	12
Sanders Morris LLC	Very Low 12	127	11	27
Algorithmic Investment Models	Very Low 1	8	8	8

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Clients per advisor for Team firms serving clients in South Dakota