Clients per advisor for Enterprise firms serving clients in Arkansas

Most financial advisors serve between 50 and 90 clients, though this number can vary widely based on the firm’s size, client focus, and service approach. The number of clients per advisor offers insight into how an advisor operates and what kind of experience you might expect, balancing personalized attention with operational efficiency.

In Arkansas, enterprise firms—those with 300 to 3,000 advisors or over $30 billion in assets—tend to have a higher median client load than the national figure, with about 85 clients per advisor. Among the 53 enterprise firms in the state, client loads range broadly, with some advisors managing fewer than 50 clients and others serving well over 200. This distribution suggests a mix of approaches: some advisors may be early in their careers or intentionally keeping smaller books to provide more personalized service, while others leverage the firm’s scale and support systems to efficiently manage larger client rosters. The presence of advisors with very high client counts indicates that scalable, standardized processes are common, allowing firms to serve more clients without sacrificing consistency.

For you, this means there’s no single “right” number of clients per advisor. Lower client loads often mean more individualized attention, while higher loads can reflect efficient service models with potentially lower costs or minimums. Use this metric alongside others to find an advisor whose style and capacity align with your preferences and needs. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Enterprise firms active in Arkansas 53 firms
Very Low 40-42 per advisor
Low 42-56
Typical 56-97
High 97-233
Very High 233-233
5th 20th 40th 60th 80th 95th

Median: 84

Firm
Clients/advisor
Clients
Advisors in USA
Advisors in AR
Cetera Planning Partners logo Cetera Planning Partners
Very Low 14
4,748
319
3
VOYA Financial Advisors, Inc. logo VOYA Financial Advisors, Inc.
Very Low 21
16,313
742
1
First Citizens Investor Services, Inc. logo First Citizens Investor Services, Inc.
Very Low 23
7,563
325
1
Bankers Life Advisory Services, Inc. logo Bankers Life Advisory Services, Inc.
Very Low 26
14,275
537
1
Oppenheimer logo Oppenheimer
Very Low 31
37,047
1,167
1
Integrity Alliance, LLC logo Integrity Alliance, LLC
Very Low 31
10,660
335
3
HSBC Securities (USA) Inc. logo HSBC Securities (USA) Inc.
Very Low 32
12,045
375
—
Transamerica Financial Advisors logo Transamerica Financial Advisors
Very Low 37
42,497
1,128
1
Concurrent Investment Advisors, LLC logo Concurrent Investment Advisors, LLC
Very Low 37
13,268
352
2
Corient logo Corient
Very Low 38
25,963
683
3
Advice and Planning Services logo Advice and Planning Services
Low 41
72,469
1,736
7
Guardian Life logo Guardian Life
Low 42
80,267
1,910
2
Farther logo Farther
Low 44
14,593
329
1
Rockefeller Capital Management logo Rockefeller Capital Management
Low 45
47,801
1,060
1
Mercer Global Advisors Inc. logo Mercer Global Advisors Inc.
Low 46
35,044
746
—
TD private Client Wealth LLC logo TD private Client Wealth LLC
Low 47
25,351
538
—
Sanctuary Advisors, LLC logo Sanctuary Advisors, LLC
Low 47
19,025
398
—
MAI Capital Management, LLC logo MAI Capital Management, LLC
Low 51
15,740
308
8
Eagle Strategies (NY Life) logo Eagle Strategies (NY Life)
Low 52
132,722
2,519
13
Ameritas Advisory Services, LLC logo Ameritas Advisory Services, LLC
Low 53
29,363
553
—
Mariner logo Mariner
Low 54
54,583
997
4
Independent Financial Group, LLC logo Independent Financial Group, LLC
Typical 56
25,896
460
3
Hantz financial Services, Inc. logo Hantz financial Services, Inc.
Typical 59
23,624
398
—
Hightower Advisors logo Hightower Advisors
Typical 59
62,807
1,052
—
Hornor, Townsend & Kent, LLC logo Hornor, Townsend & Kent, LLC
Typical 59
27,999
469
2
J. W. Cole Advisors, Inc. logo J. W. Cole Advisors, Inc.
Typical 62
30,867
492
1
Benjamin F. Edwards & Company, Inc. logo Benjamin F. Edwards & Company, Inc.
Typical 62
32,532
517
24
SPC logo SPC
Typical 64
30,595
477
2
Truist Advisory Services logo Truist Advisory Services
Typical 64
126,145
1,953
—
Stratos Wealth Partners, Ltd logo Stratos Wealth Partners, Ltd
Typical 65
24,844
379
1
Creative Planning logo Creative Planning
Typical 73
87,051
1,179
1
Kestra Advisory logo Kestra Advisory
Typical 77
115,285
1,483
4
CWM, LLC logo CWM, LLC
Typical 79
52,263
657
5
Newedge Advisors logo Newedge Advisors
Typical 80
48,809
610
2
Prime Capital Financial logo Prime Capital Financial
Typical 83
22,129
266
15
Citizens Securities, Inc. logo Citizens Securities, Inc.
Typical 84
60,162
709
—
Allworth financial, L.P. logo Allworth financial, L.P.
Typical 89
28,786
323
—
Osaic Advisory Services, LLC logo Osaic Advisory Services, LLC
Typical 89
29,516
328
—
First Manhattan Co. LLC logo First Manhattan Co. LLC
Typical 92
6,080
66
—
&PARTNERS logo &PARTNERS
High 96
53,863
556
14
Foundations Investment Advisors LLC logo Foundations Investment Advisors LLC
High 98
29,615
300
1
Centaurus Financial, Inc. logo Centaurus Financial, Inc.
High 104
45,194
432
—
First Command Advisory Services logo First Command Advisory Services
High 109
113,511
1,034
2
Commonwealth Financial Network logo Commonwealth Financial Network
High 130
355,973
2,719
2
RBC Rochdale, LLC logo RBC Rochdale, LLC
High 134
16,170
120
—
Independent Advisor Alliance, LLC logo Independent Advisor Alliance, LLC
High 140
42,227
301
25
Empower Advisory Group logo Empower Advisory Group
High 146
293,347
2,004
10
Mesirow Financial Investment Management, Inc. logo Mesirow Financial Investment Management, Inc.
High 154
14,056
91
1
Brookstone Capital Management LLC logo Brookstone Capital Management LLC
High 163
54,810
336
3
Janney Montgomery Scott logo Janney Montgomery Scott
High 178
239,764
1,342
—
Private Advisor Group, LLC logo Private Advisor Group, LLC
High 180
166,623
922
9
Valic Financial Advisors logo Valic Financial Advisors
Very High 232
292,989
1,260
11
AE Wealth Management, LLC logo AE Wealth Management, LLC
Very High 274
127,213
464
2
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