Clients per advisor for Team firms in Virgin Islands

In the Virgin Islands, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 26 firms operating in this category, the median clients per advisor is 86, well above the national median of around 50. This suggests that advisors in the Virgin Islands often manage larger client loads, indicating a more scalable and process-driven approach to financial advice. Clients here might expect firms to leverage defined roles and systems to efficiently handle relationships, potentially offering broader access but with less individualized attention than firms with lower client-to-advisor ratios.

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

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Clients per advisor for Team firms serving clients in Virgin Islands