Clients per advisor for Team firms serving clients in West Virginia

In West Virginia, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 191 firms operating in the state, the median clients per advisor is 86, surpassing the national median of around 50 for similar-sized teams. This suggests that West Virginia’s team firms often adopt more scalable, process-driven approaches, enabling advisors to manage larger client loads efficiently. For consumers, this may indicate a greater emphasis on standardized service models, potentially offering broader access at a lower cost, though possibly with less personalized attention than firms with smaller client bases.

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
Algorithmic Investment Models	Very Low 1	8	8	8
Investment Research Corp	Very Low 11	163	15	21
Sanders Morris LLC	Very Low 12	127	11	27
CSP Financial Group LLC	Very Low 16	312	20	20
1834 Investment Advisors Co.	Very Low 19	369	19	45
Forefront	Very Low 21	572	27	27
Savvi Financial LLC	Very Low 23	135	6	22
The Coury Firm	Very Low 23	206	9	23
MDRN Capital	Very Low 24	569	24	36
Brown Edwards Wealth Strategies	Very Low 25	200	8	8
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Evermay Wealth Management, LLC	Very Low 29	558	19	24
AMJ Financial Wealth Management LLC	Very Low 29	470	16	17
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Wealth Foundations Partners, LLC	Very Low 31	311	10	12
Stirlingshire Investments	Very Low 32	760	24	29
Craft Wealth Services	Very Low 32	222	7	7
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
WealthCrossing	Very Low 33	266	8	18
Windsor Advisory Group, LLC	Very Low 34	442	13	22
Beacon Wealth Consultants, Inc.	Low 35	522	15	19
Flagstar Advisors	Low 37	1,004	27	37
Hermitage Wealth	Low 39	197	5	14
Nasdaq Dorsey Wright	Low 40	806	20	25
Guyasuta Investment Advisors, Incorporated	Low 41	451	11	13
Stansberry Asset Management, LLC	Low 42	975	23	34
West Financial Services, Inc.	Low 43	940	22	39
TRADEway	Low 44	611	14	36
Brown \| Miller Wealth Management, LLC	Low 44	487	11	11
RiverFront Investment Group, LLC	Low 46	1,185	26	46
Treasure Coast Financial Planning, Inc.	Low 47	234	5	6
Armstrong Dixon	Low 48	290	6	9
Partners in Financial Planning, LLC	Low 49	391	8	14
D.B. Root & Company, LLC	Low 50	743	15	22
Horter Investment Management, LLC	Low 50	1,292	26	43
Glass Jacobson Wealth Advisors	Low 50	501	10	10
Summit Financial Strategies Inc	Low 51	1,013	20	35
PlanVest Financial, Inc.	Low 51	307	6	8
Mckinley Carter Wealth Services, Inc.	Low 51	1,231	24	32
The Lewis Financial Group	Low 51	308	6	6
McDonald Partners LLC	Low 51	1,131	22	29
Hudson Advisor Services, Inc.	Typical 52	259	5	6
Turning Point Financial	Typical 52	784	15	23
Dividend Assets Capital, LLC	Typical 55	382	7	7
CPC Advisors, LLC	Typical 55	934	17	29
Henderson Brothers Financial Partners LLC	Typical 55	1,044	19	30
Rodgers Brothers, Inc.	Typical 55	495	9	19
Bts Asset Management, Inc.	Typical 55	443	8	13
Godsey & Gibb Wealth Management	Typical 57	747	13	23
BCR Financial Services, LLC	Typical 58	526	9	9
DAI Wealth, LLC	Typical 59	1,466	25	40
Connors Investor Services Inc	Typical 59	591	10	10
Gainplan LLC	Typical 60	478	8	12
Main Street Research LLC	Typical 60	1,018	17	24
Grant Street Asset Management Inc	Typical 61	425	7	17
Novak & Powell Financial Services, Inc.	Typical 61	426	7	7
Juno Financial Group LLC	Typical 61	305	5	8
Centurion Wealth Management	Typical 61	428	7	14
Dash Investments	Typical 62	432	7	9
Axient Investment Advisors LLC	Typical 62	749	12	18
Heartwood Wealth Advisors, LLC	Typical 63	566	9	13
Headland Capital	Typical 64	637	10	19
Falcon Wealth Planning, Inc.	Typical 64	1,478	23	40
Provident Wealth Management, LLC	Typical 65	323	5	9
Toth Financial Advisory Corp	Typical 65	647	10	18
Buttonwood Wealth	Typical 67	399	6	7
HORAN Wealth, LLC	Typical 67	1,408	21	32
Bason Asset Management	Typical 68	135	2	2
NTV Asset Management, LLC	Typical 68	338	5	5
Stone House Investment Management, LLC	Typical 68	1,153	17	18
Insight Advisors, LLC	Typical 69	894	13	22
Fourth Dimension Wealth, LLC	Typical 69	624	9	15
Maridea Wealth Management	Typical 70	1,530	22	48
Masterworks Advisers, LLC	Typical 70	1,045	15	15
rebel Financial, LLC	Typical 72	433	6	6
The Kelly Group	Typical 72	1,087	15	22
FEFA Financial	Typical 73	1,679	23	27
Selective Wealth Management, Inc.	High 76	688	9	9
Steigerwald, Gordon & Koch - Wealth Advisors	High 77	693	9	16
Cookson Peirce Wealth Management	High 77	1,544	20	29
FSA Wealth Partners	High 78	698	9	16
Quattro Advisors L.L.C.	High 78	392	5	6
Century Management Financial Advisors	High 79	707	9	16
Southland Equity Partners, LLC.	High 80	1,766	22	22
Golden Reserve Retirement, LLC	High 80	2,008	25	45
Paradigm Investment Advisory, LLC	High 81	644	8	8
BCG Securities, inc.	High 82	2,060	25	55
Hartline Investment Corporation	High 83	248	3	6
Fragasso Financial Advisors	High 83	2,073	25	35
Wellesley Asset Management, Inc.	High 83	1,246	15	30
Smithbridge Asset Management, Inc.	High 83	500	6	12
Wealth Advisory Solutions, LLC	High 85	678	8	11
Research Financial Strategies	High 85	511	6	10
Andrew Garrett Inc.	High 86	1,118	13	14
Abich Financial Wealth Management, LLC	High 86	517	6	28
Bookends Financial Planning	High 87	520	6	10
TCP Asset Management, LLC	High 89	2,221	25	43
RDA Financial network	High 89	1,514	17	17
Rembert Pendleton Jackson	High 90	1,434	16	20
Cornerstone Advisory	High 90	808	9	19
Smith & Wyatt	High 91	724	8	9
H Financial Management	High 91	544	6	6
Guidestone Advisors	High 91	2,087	23	34
Hoxton Planning & Management, LLC	High 93	373	4	8
Freedom Investment Management, Inc.	High 97	485	5	9
Allegheny Investments	High 97	1,360	14	21
DiNuzzo Private Wealth, Inc.	High 97	779	8	19
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Seneca House Advisors	High 101	303	3	8
Veridian Capital Partners	High 102	816	8	8
Concord Wealth Partners	High 103	1,232	12	20
Sims Investment Management LLC	High 103	517	5	12
SLP Wealth	High 104	1,657	16	23
Capital A Wealth Management	High 104	1,143	11	21
Invicta Advisors LLC	High 105	1,152	11	44
Bill Few Associates, Inc.	High 106	2,954	28	31
Rossby Financial, LLC	High 106	2,542	24	24
Northwest Financial Advisors LLC	High 106	1,908	18	37
Fourthought Financial Partners, LLC.	High 108	970	9	20
Markowski Investments	Very High 112	1,227	11	11
Meridian Financial Partners LLC	Very High 112	558	5	7
Bridgeport Financial Solutions	Very High 112	895	8	9
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
MFA Wealth Advisors, LLC	Very High 114	801	7	13
OneAscent Wealth Management	Very High 115	916	8	23
Hazlett, Burt & Watson, Inc.	Very High 118	2,357	20	20
Antolino Wealth Advisors	Very High 118	944	8	28
Hughes Financial Services, LLC	Very High 120	839	7	12
Alexander Investment Services Co.	Very High 124	1,240	10	12
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Commonwealth Financial Services	Very High 130	2,216	17	26
Beacon Financial Group	Very High 132	1,052	8	18
Azzad Asset Management, Inc.	Very High 136	1,494	11	18
Consolidated Financial	Very High 139	695	5	6
Maple Capital Management, Inc.	Very High 142	1,563	11	27
MEDIQUS Asset Advisors, Inc.	Very High 142	711	5	11
Acorn Financial Advisory Services, Inc.	Very High 144	2,584	18	18
Deltec Asset Management LLC	Very High 148	148	1	15
Guardian Asset Advisors, LLC	Very High 150	1,196	8	8
Matrix Asset Advisors Inc	Very High 152	607	4	12
Woodley Farra	Very High 159	1,591	10	14
Whitener Capital Management, Inc	Very High 160	800	5	9
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Milestone Asset Management, LLC	Very High 168	1,347	8	13
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Scarborough Capital Management	Very High 178	2,664	15	23
Campbell Deegan Financial	Very High 192	766	4	7
Strategic Wealth Partners, Ltd.	Very High 192	3,646	19	24
Clarity Financial Advisors LLC	Very High 197	985	5	8
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
FWG Investments, LLC	Very High 201	1,813	9	27
Harvest Investment Consultants LLC	Very High 203	1,015	5	12
Coquina Private Wealth Advisors	Very High 213	1,488	7	12
Whitaker-Myers Wealth Managers, Ltd.	Very High 214	3,422	16	29
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
SEM Wealth Management	Very High 220	1,980	9	11
Nelson Securities,Inc.	Very High 224	2,016	9	15
WestEnd Advisors, LLC	Very High 225	4,050	18	29
StraightLine	Very High 236	2,358	10	11
Patten and Patten, Inc.	Very High 280	841	3	13
Financial Management Strategies, Inc.	Very High 309	1,852	6	23
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Ciccarelli Advisory Services Inc	Very High 355	3,553	10	16
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Axos Invest, Inc	Very High 453	6,792	15	15
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Vantage Financial partners, LLC	Very High 466	1,865	4	26
Miller Tabak Asset Management	Very High 468	936	2	9
Catalyst Wealth Management LLC	Very High 477	9,549	20	22
Absolute Capital Management, LLC	Very High 554	1,663	3	11
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
W&S Advisory Services, LLC	Very High 743	6,689	9	9
Retirement Management Systems	Very High 758	3,032	4	11
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev