Clients per advisor for Team firms serving clients in Texas

In Texas, team-based financial advisor firms—those with 4 to 10 advisors or managing over $500 million in assets—serve a slightly higher median number of clients per advisor at 62, compared to the national median of 57. With 3,228 such firms in the state, this suggests a robust market where advisors often manage a moderately larger client load. This pattern indicates that Texas firms may lean toward more scalable, process-driven models, balancing efficiency with client service. Clients seeking more personalized attention might find firms on the lower end of this range, while those comfortable with broader coverage could benefit from the state’s more expansive advisory teams.