Clients per advisor for Independent firms serving clients in Arkansas

Most financial advisors serve between 50 and 90 clients, though the number can vary widely depending on the firm, client type, and service model. How many clients an advisor manages offers insight into their approach and the kind of experience you might expect when working with them.

In Arkansas, independent advisors tend to serve more clients per advisor than the national median for similar firms, with a state median of 36 clients compared to the national median of 20. This suggests that many independent advisors in Arkansas have grown beyond the early startup phase and are managing a larger client base. The distribution shows a range from very small client loads to firms serving upwards of 140 clients per advisor, indicating a mix of advisors who either intentionally keep their practices small for more personalized service or have scaled up to handle more clients efficiently. This diversity reflects different business models and client priorities within the state.

What this means for you is that there is no single “right” number of clients per advisor. Lower client loads often signal a more personalized, relationship-driven approach, while higher client loads may indicate a more scalable model with potentially lower fees or minimums. Understanding where an advisor falls on this spectrum can help you decide what kind of service and attention you want. Use this metric alongside others to find the best fit for your financial goals.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Independent firms active in Arkansas 62 firms
Very Low 0-7 per advisor
Low 7-17
Typical 17-43
High 43-78
Very High 78-146
5th 20th 40th 60th 80th 95th

Median: 36

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in AR
O'BRYANT & ASSOCIATES, Inc. logo O'BRYANT & ASSOCIATES, Inc.
Very High 359
359
1
Waller Wealth Management, LLC
Very High 290
290
1
1
Stoffel Financial Advisor's, LLC logo Stoffel Financial Advisor's, LLC
Very High 150
150
1
1
Stone Financial logo Stone Financial
Very High 148
148
1
1
Deep Roots Capital logo Deep Roots Capital
Very High 111
111
1
1
Portico Financial Group, LLC logo Portico Financial Group, LLC
Very High 101
101
1
1
Caprock Wealth Management logo Caprock Wealth Management
Very High 100
100
1
1
Quraishi Wealth Management logo Quraishi Wealth Management
Very High 91
91
1
1
Fountain Financial & Tax
Very High 91
91
1
1
Majestic Oak Financial, LLC logo Majestic Oak Financial, LLC
Very High 84
84
1
Hulsey Capital Management, Inc.
High 83
83
1
1
Providence Asset Management LLC
High 81
81
1
1
Sylamore Investments LLC
High 80
80
1
1
Financial Professionals Incorporated
High 70
70
1
1
St Bernard Asset Management, Inc. logo St Bernard Asset Management, Inc.
High 69
69
1
1
APEX Wealth Management
High 66
66
1
1
New Horizon Asset Management
High 60
60
1
1
Elevated Wealth LLC logo Elevated Wealth LLC
High 60
60
1
1
Dogwood Financial Planning logo Dogwood Financial Planning
High 57
57
1
Auxarc Asset Management Company
High 57
57
1
1
Tooth & Coin Wealth logo Tooth & Coin Wealth
High 54
54
1
Hot Springs Asset Management, Inc.
High 49
49
1
1
Steve Chastain Wealth Management LLC logo Steve Chastain Wealth Management LLC
High 46
46
1
1
Forty Three Eighteen Advisors, LLC logo Forty Three Eighteen Advisors, LLC
High 45
45
1
1
BIAR Legacy, LLC logo BIAR Legacy, LLC
Typical 44
44
1
Sound Capital logo Sound Capital
Typical 42
42
1
1
Spicer Capital logo Spicer Capital
Typical 41
41
1
1
Advanced Retirement Solutions, Inc. logo Advanced Retirement Solutions, Inc.
Typical 41
41
1
1
SignalUp Wealth, LLC
Typical 41
41
1
1
CIC Investment Consultants, LLC logo CIC Investment Consultants, LLC
Typical 38
38
1
Good Life Wealth Management LLC logo Good Life Wealth Management LLC
Typical 36
36
1
1
Alliance Wealth Management, LLC logo Alliance Wealth Management, LLC
Typical 35
35
1
Hickman Financial, LLC
Typical 31
31
1
1
Campbell Financial Advisory, LLC logo Campbell Financial Advisory, LLC
Typical 31
31
1
1
Holy City Prosperity, LLC logo Holy City Prosperity, LLC
Typical 26
26
1
1
Wealth Ready
Typical 22
22
1
1
New Southern Advisory Services
Typical 21
21
1
Krueger Asset Management, LLC logo Krueger Asset Management, LLC
Low 15
15
1
1
Gray Financial Planning LLC logo Gray Financial Planning LLC
Low 15
15
1
Watson House Investment Management, LLC logo Watson House Investment Management, LLC
Low 14
14
1
Llewellyn Financial LLC logo Llewellyn Financial LLC
Low 12
12
1
Crosscurrent Wealthmanagement, LLC logo Crosscurrent Wealthmanagement, LLC
Low 12
12
1
1
Valuepoint Partners, Inc.
Low 10
10
1
1
Antoine Wealth Management logo Antoine Wealth Management
Low 9
9
1
1
New Day Wealth Management, LLC
Low 8
8
1
Cornerstone Financial Consulting LLC
Low 8
8
1
1
Do Wealth Different logo Do Wealth Different
Low 8
8
1
1
Taurus Financial Planning logo Taurus Financial Planning
Low 8
8
1
1
Hoffman Capital Management, LLC
Low 7
7
1
1
Summerhill & Co., LLC
Low 7
7
1
1
JWL & Associates, Inc.
Very Low 4
4
1
1
Sovereign Capital LLC
Very Low 3
3
1
1
Eagle Valley Wealth Management logo Eagle Valley Wealth Management
Very Low 3
3
1
1
5thn Financial LLC logo 5thn Financial LLC
Very Low 3
3
1
1
McGehee Capital Management logo McGehee Capital Management
Very Low 2
2
1
1
Minas Financial Planning
Very Low 0
1
1
Duck State Financial
Very Low 0
1
1
Pape Financial logo Pape Financial
Very Low 0
1
1
Corvum Investment Management logo Corvum Investment Management
Very Low 0
1
Tekton Wealth Advisors logo Tekton Wealth Advisors
Very Low 0
1
1
Daniel Financial Group, Inc. logo Daniel Financial Group, Inc.
Very Low 0
1
1
Crystal Oak Wealth Management, LLC logo Crystal Oak Wealth Management, LLC
Very Low 0
1
1
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