Clients per advisor for Team firms serving clients in Vermont

In Vermont, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the national median, with a state median of 73 clients per advisor versus the national median of 61. This suggests that Vermont’s team firms often operate with more scalable, process-driven models, enabling advisors to manage larger client loads efficiently. With 249 such firms in the state, clients may find a range of service approaches, but many advisors likely balance broader client coverage with streamlined workflows. This structure can offer more accessible advice, though potentially with less individualized attention than firms with lower client-to-advisor ratios.

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
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
Mariner	Very High 505	3,537	7	13
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Granite Investment Partners, LLC	Very High 462	462	1	20
Axos Invest, Inc	Very High 453	6,792	15	15
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
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
Charles Pratt & Company, L.L.C.	Very High 308	308	1	9
Patten and Patten, Inc.	Very High 280	841	3	13
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Kelly Financial Services LLC	Very High 234	1,401	6	10
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Nelson Securities,Inc.	Very High 224	2,016	9	15
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Johnson Brunetti	Very High 216	6,038	28	64
Whitaker-Myers Wealth Managers, Ltd.	Very High 214	3,422	16	29
North Star Investment Management Corporation	Very High 211	2,536	12	26
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Adk Wealth Advisory Group	Very High 199	1,195	6	14
New England Capital Financial Advisors LLC	Very High 198	1,185	6	12
Essential Planning, LLC	Very High 191	573	3	11
Lipe & Dalton Investment Counsel	Very High 188	376	2	2
IBN Advisory Services, Inc.	Very High 188	1,503	8	8
Minot DeBlois Advisors LLC	Very High 187	187	1	4
Orange Investment Advisors, Inc.	Very High 187	1,307	7	18
Grandfield & Dodd, LLC	Very High 186	742	4	16
Mcrae Capital Management Inc.	Very High 184	736	4	8
HFR Wealth Management, LLC	Very High 181	361	2	6
Faithward Advisors, LLC	Very High 179	3,036	17	47
Benin Management Corp	Very High 178	356	2	3
J.M. Forbes & Co. Llp	Very High 174	1,041	6	21
Retirable	Very High 170	2,210	13	23
GRP Retirement Planning	Very High 169	846	5	16
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
Woodley Farra	Very High 159	1,591	10	14
Sandhill Investment Management	Very High 157	2,044	13	22
Affinity Investment Group, LLC	Very High 154	461	3	9
Matrix Asset Advisors Inc	Very High 152	607	4	12
Deltec Asset Management LLC	Very High 148	148	1	15
Barrett & Company	Very High 144	576	4	7
Professional Planning Group	Very High 142	1,281	9	16
Maple Capital Management, Inc.	Very High 142	1,563	11	27
Zevin Asset Management, LLC	Very High 140	558	4	15
Bristol Wealth Group	Very High 139	836	6	10
Rockbridge Investment Management, LLC	Very High 138	1,518	11	18
Howe and Rusling, Inc.	Very High 135	1,081	8	26
Beacon Financial Group	Very High 132	1,052	8	18
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
Suncoast Equity Management, LLC	Very High 120	838	7	12
Centric Advisors, LLC	Very High 114	913	8	11
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Navellier & Associates Inc	Very High 113	1,238	11	21
Bridgeport Financial Solutions	Very High 112	895	8	9
Penobscot Investment Management Company, Inc.	Very High 110	548	5	14
Lodestar Private Asset Management LLC	High 109	544	5	7
Kerr Wealth Management	High 109	543	5	5
Bouchey Financial Group Ltd	High 108	1,190	11	21
Stratton Capital Investment Advisory LLC	High 107	643	6	13
Bill Few Associates, Inc.	High 106	2,954	28	31
Red Lighthouse Investment Management, LLC	High 105	105	1	1
The Millstone Evans Group, LLC	High 105	630	6	8
Invicta Advisors LLC	High 105	1,152	11	44
One Day In July LLC	High 104	1,351	13	23
SLP Wealth	High 104	1,657	16	23
Silverlake Wealth Management LLC	High 103	1,028	10	13
Fortis Group Advisors LLC	High 103	2,566	25	29
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Pearson Financial Services	High 100	500	5	8
Young Richard C & Co Ltd	High 100	798	8	14
ALTA Capital Management LLC	High 99	1,193	12	19
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Charter Oak Capital Management	High 99	1,389	14	27
Pinney & Scofield, Inc.	High 98	295	3	4
Wealth Management Resources, Inc.	High 98	590	6	9
Stonehearth Capital Management	High 98	490	5	8
Brophy Wealth Management, LLC	High 98	391	4	11
Freedom Investment Management, Inc.	High 97	485	5	9
West Branch Capital LLC	High 93	372	4	9
Bay Colony Advisors	High 91	2,650	29	36
The Hoerner Planning Group, LLC	High 91	365	4	8
Guidestone Advisors	High 91	2,087	23	34
Rembert Pendleton Jackson	High 90	1,434	16	20
Empire Financial Management Company, LLC	High 89	982	11	12
Seasons of Advice Wealth Management	High 89	891	10	20
Dock Street Asset Management Inc.	High 89	177	2	6
King Wealth Management Group, LLC	High 89	708	8	8
Aurora Private Wealth, INC.	High 84	1,508	18	25
Wellesley Asset Management, Inc.	High 83	1,246	15	30
BCG Securities, inc.	High 82	2,060	25	55
Eldridge Investment Advisors Inc.	High 82	659	8	8
Boldin Advisors	High 82	821	10	15
Elevatus Wealth Management, LLC	High 82	326	4	9
Paradigm Investment Advisory, LLC	High 81	644	8	8
Northstar Asset Management Company, LLC	High 81	161	2	6
TCFG Investment Advisors, LLC	High 80	2,334	29	29
Fairfield, Bush & Co.	High 80	241	3	5
Penobscot Financial Advisors	High 80	562	7	12
Neville, Rodie & Shaw Inc	High 80	320	4	13
Waterfront Wealth Inc.	High 79	792	10	14
Century Management Financial Advisors	High 79	707	9	16
SHP Wealth Management, LLC	High 78	2,261	29	49
National Wealth Management Group, LLC	High 77	1,308	17	18
Canby Financial Advisors	High 75	374	5	11
Wood Wealth Group, LLC	High 75	373	5	5
Macro Advisors, Inc.	High 74	669	9	9
Arcadia Wealth Management, LLC	Typical 73	655	9	19
MJP Wealth Advisors	Typical 72	865	12	21
Meridian Wealth Partners, LLC	Typical 71	707	10	13
Cabot Wealth Management	Typical 71	636	9	16
Sterling Financial Planning Inc	Typical 70	562	8	8
Kelleher Financial Advisors, LLC	Typical 70	279	4	13
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Darwin Wealth Management	Typical 70	835	12	12
Sandy Cove Advisors, LLC	Typical 69	275	4	8
Flagship Wealth Advisors, LLC.	Typical 68	478	7	7
Wellington Shields Capital Management, LLC	Typical 68	544	8	20
Stevens Foster Financial Advisors	Typical 66	332	5	20
Financial Management Network Inc	Typical 66	1,379	21	50
Great Diamond Partners, LLC	Typical 65	523	8	12
Blueprint Financial Advisors	Typical 65	1,883	29	35
Summit Wealth Group LLC	Typical 64	445	7	10
Comprehensive Wealth Management	Typical 63	378	6	11
Moody, Lynn, Lieberson & Walker, LLC	Typical 63	503	8	14
River Wealth Advisors LLC	Typical 63	876	14	20
Personal CFO Solutions LLC	Typical 62	624	10	18
Monte Financial Group, LLC	Typical 62	434	7	12
Dash Investments	Typical 62	432	7	9
Oliver Luxxe Assets LLC	Typical 62	432	7	9
Baldwin Wealth Partners, LLC	Typical 62	738	12	34
Marble Trail Advisors	Typical 61	368	6	9
Centurion Wealth Management	Typical 61	428	7	14
Eagleclaw Capital Management LLC	Typical 61	305	5	5
Claro Advisors Inc.	Typical 61	1,092	18	37
Capital Wealth Management, LLC	Typical 60	603	10	16
Prentiss Smith & Company, Inc.	Typical 60	300	5	8
Main Street Research LLC	Typical 60	1,018	17	24
American Investment Services Inc	Typical 60	359	6	10
Investmark Advisory Group LLC	Typical 60	598	10	10
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Kilter Group	Typical 59	413	7	13
DAI Wealth, LLC	Typical 59	1,466	25	40
Hanson & Doremus Investment Management	Typical 58	584	10	14
Rock Point Advisors, LLC	Typical 58	232	4	9
Middleton & Company Inc.	Typical 58	346	6	16
YHB Investment Advisors Inc	Typical 57	1,092	19	30
Godsey & Gibb Wealth Management	Typical 57	747	13	23
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Gagnon Securities, LLC	Typical 56	1,058	19	19
Bts Asset Management, Inc.	Typical 55	443	8	13
Sky Investment Group LLC	Typical 55	386	7	11
Alaska Wealth Advisors	Typical 55	660	12	23
Bright Futures Wealth Management, LLC	Typical 55	879	16	16
Greenup Wealth	Typical 54	973	18	20
Aviance Capital Partners LLC	Typical 53	372	7	11
East End Financial Group, Inc.	Typical 53	318	6	12
Hudson Advisor Services, Inc.	Typical 52	259	5	6
Natural Investments	Typical 52	1,242	24	24
McDonald Partners LLC	Low 51	1,131	22	29
Curbstone Financial Management Corp.	Low 51	256	5	10
Strategic Financial Services	Low 51	1,216	24	39
Ipswich Investment Management Company, Inc	Low 50	252	5	11
Ironwood Investment Counsel, LLC	Low 50	549	11	22
Circle Advisers Inc	Low 50	348	7	8
Horter Investment Management, LLC	Low 50	1,292	26	43
Parsons Capital Management Inc	Low 50	695	14	22
RPG Family Wealth Advisory, LLC	Low 49	537	11	21
Blue Jean Financial LLC	Low 48	385	8	14
Private Capital Management	Low 48	432	9	21
Point Windward Advisors, Inc.	Low 46	278	6	9
Transatlantique Private Wealth LLC	Low 46	411	9	11
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Brown \| Miller Wealth Management, LLC	Low 44	487	11	11
Excalibur Management Corp	Low 44	307	7	12
M. Kraus & Company	Low 44	219	5	5
Wingate Wealth Advisors, Inc.	Low 43	642	15	24
Stansberry Asset Management, LLC	Low 42	975	23	34
Pathway Financial Advisors, LLC	Low 42	253	6	11
Fortitude Advisory Group L.L.C.	Low 41	622	15	15
Clean Yield Asset Management	Low 41	246	6	9
Nasdaq Dorsey Wright	Low 40	806	20	25
TRG Investment Advisors, LLC	Low 40	241	6	6
Liberty Capital Management Inc	Low 40	160	4	4
Veris Wealth Partners, LLC	Low 40	316	8	31
Marotta Wealth Management, Inc.	Low 39	354	9	16
Ellevest	Low 39	471	12	19
Montis Financial, LLC	Low 39	580	15	26
Novi Wealth Partners	Low 39	270	7	11
Genesis Wealth Advisors, LLC	Low 39	231	6	7
Mascoma Wealth Management	Low 38	422	11	12
TFC Financial Management Inc	Low 38	415	11	22
Buttonwood Financial Group, LLC	Low 37	336	9	12
Flagstar Advisors	Low 37	1,004	27	37
Rose Capital Advisors, LLC	Low 36	363	10	14
Altfest Personal Wealth Management	Low 36	686	19	42
Albion Financial Group	Low 36	722	20	31
RTD Financial Advisors Inc	Low 36	719	20	39
Kreitler Financial LLC	Low 35	173	5	10
Raleigh Capital Management Inc.	Low 34	443	13	20
Capital Cities Investments	Very Low 34	476	14	16
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
Innovative Asset Advisors Group	Very Low 31	373	12	13
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Investment Partners Asset Management	Very Low 30	241	8	8
Wellington Shields & Co., LLC	Very Low 29	580	20	25
St. Bernard Financial Services, Inc.	Very Low 29	841	29	109
Brown, Lisle/Cummings, Inc.	Very Low 28	226	8	13
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Glassman Wealth Services, LLC	Very Low 28	359	13	21
Portland Global Advisors LLC	Very Low 27	300	11	13
Trust Advisory Group Ltd	Very Low 27	562	21	22
Fort Point Capital Partners LLC	Very Low 23	431	19	32
Gannett Wealth Advisors	Very Low 23	135	6	8
Savvi Financial LLC	Very Low 23	135	6	22
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
Paradigm Capital Management, Inc.	Very Low 20	59	3	12
1834 Investment Advisors Co.	Very Low 19	369	19	45
Palisades Hudson Asset Management, L.P.	Very Low 17	138	8	14
Revere Wealth Management LLC	Very Low 17	101	6	7
Manchester Capital Management LLC	Very Low 16	211	13	38
MMA Asset Management LLC	Very Low 16	282	18	19
Partners Capital Services, Inc.	Very Low 15	210	14	18
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
Regal Advisory Services, Inc.	Very Low 11	269	24	25
Algorithmic Investment Models	Very Low 1	8	8	8

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