Clients per advisor for Team firms in Virgin Islands

In the Virgin Islands, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 48 firms operating in this category, the median clients per advisor is 82, notably above the national median of 61 for similar firms. This suggests that advisors in the Virgin Islands often manage a larger client load, which may indicate a more scalable, process-driven approach to delivering financial advice. For clients, this could mean access to firms that emphasize efficiency and broader reach, though potentially with less individualized attention than firms with lower client-to-advisor ratios.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Quincy Wells Advisors, LLC	Very Low 11	245	23	23
Sanders Morris LLC	Very Low 12	127	11	27
Manchester Capital Management LLC	Very Low 16	211	13	38
1834 Investment Advisors Co.	Very Low 19	369	19	45
Joss Brown Wealth Advisors	Very Low 25	127	5	5
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
Oriental Financial Services LLC	Very Low 32	384	12	28
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Flagstar Advisors	Low 37	1,004	27	37
Quadcap Wealth Management, LLC	Low 39	582	15	23
Nasdaq Dorsey Wright	Low 40	806	20	25
Horter Investment Management, LLC	Low 50	1,292	26	43
Ascentis Wealth Management, LLC	Typical 54	215	4	9
Gagnon Securities, LLC	Typical 56	1,058	19	19
Contravisory Investment Management, Inc.	Typical 57	227	4	7
DAI Wealth, LLC	Typical 59	1,466	25	40
Dash Investments	Typical 62	432	7	9
Winebrenner Capital Management LLC	Typical 62	436	7	9
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Cornerstone Professional Advisor Services, LLC	Typical 70	352	5	14
Freedom Advisory	Typical 71	423	6	11
Wealth Effects	High 75	596	8	17
Occidental Asset Management, LLC	High 76	908	12	15
RDA Financial network	High 89	1,514	17	17
United Asset Strategies Inc.	High 91	1,553	17	33
ALTA Capital Management LLC	High 99	1,193	12	19
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Trinity Strategic Wealth	High 102	1,735	17	27
SLP Wealth	High 104	1,657	16	23
Cozad Asset Management Inc	High 106	2,116	20	29
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Beacon Financial Group	Very High 132	1,052	8	18
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Nectarine	Very High 169	3,210	19	32
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
WestEnd Advisors, LLC	Very High 225	4,050	18	29
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
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
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49

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Clients per advisor for Team firms serving clients in Virgin Islands