Clients per advisor for Independent firms serving clients in Arkansas

Most financial advisors serve between 50 and 90 clients, though this number varies widely depending on the firm’s size, client focus, and service approach. The number of clients an advisor manages can reveal important insights about how they work and the kind of experience you might expect when working with them.

In Arkansas, independent advisors tend to have a higher median client count than the national median for their category, with 28 clients per advisor compared to the national median of 18. This suggests that many independent advisors in Arkansas are managing a moderately larger client base, which could indicate a mix of advisors who have moved beyond the early stages of building their practice and those who have chosen to serve more clients while maintaining a personalized approach. The distribution also shows a wide range, from advisors with just a few clients to those managing over 140, highlighting the diversity in how independent firms operate within the state.

For you, this means there isn’t a single “right” number of clients per advisor to look for. Lower client counts often signal more personalized, relationship-driven service, while higher counts may reflect a more scalable and efficient model that could come with lower minimums or fees. Use this metric alongside others to find an advisor whose client load aligns with the level of attention and service you want.

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 60 firms
Very Low 0-4 per advisor
Low 4-13
Typical 13-41
High 41-67
Very High 67-148
5th 20th 40th 60th 80th 95th

Median: 28

Firm
Clients/advisor
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
Fountain Financial & Tax
Very High 95
95
1
1
Majestic Oak Financial, LLC logo Majestic Oak Financial, LLC
Very High 84
84
1
—
Hulsey Capital Management, Inc.
Very High 83
83
1
1
Providence Asset Management LLC
Very High 81
81
1
1
Financial Professionals Incorporated
Very High 70
70
1
1
St Bernard Asset Management, Inc. logo St Bernard Asset Management, Inc.
Very High 69
69
1
1
APEX Wealth Management
High 66
66
1
1
Elevated Wealth LLC logo Elevated Wealth LLC
High 60
60
1
1
New Horizon Asset Management
High 60
60
1
1
Auxarc Asset Management Company
High 57
57
1
1
Dogwood Financial Planning logo Dogwood Financial Planning
High 57
57
1
—
SignalUp Wealth, LLC logo SignalUp Wealth, LLC
High 55
55
1
1
Bridge to Wealth LLC logo Bridge to Wealth LLC
High 54
54
1
—
BIAR Legacy, LLC logo BIAR Legacy, LLC
High 49
49
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
Sound Capital logo Sound Capital
High 42
42
1
1
Advanced Retirement Solutions, Inc. logo Advanced Retirement Solutions, Inc.
High 41
41
1
1
Spicer Capital logo Spicer Capital
High 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
—
Campbell Financial Advisory, LLC logo Campbell Financial Advisory, LLC
Typical 31
31
1
1
Hickman Financial, LLC
Typical 30
30
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
—
Gray Financial Planning LLC logo Gray Financial Planning LLC
Typical 15
15
1
—
Krueger Asset Management, LLC logo Krueger Asset Management, LLC
Typical 15
15
1
1
Watson House Investment Management, LLC logo Watson House Investment Management, LLC
Typical 14
14
1
—
Crosscurrent Wealthmanagement, LLC logo Crosscurrent Wealthmanagement, LLC
Low 12
12
1
1
Llewellyn Financial LLC logo Llewellyn Financial LLC
Low 12
12
1
—
Valuepoint Partners, Inc.
Low 10
10
1
1
Antoine Wealth Management logo Antoine Wealth Management
Low 9
9
1
1
Cornerstone Financial Consulting LLC
Low 8
8
1
1
Do Wealth Different logo Do Wealth Different
Low 8
8
1
1
New Day Wealth Management, LLC
Low 8
8
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
Crystal Oak Wealth Management, LLC logo Crystal Oak Wealth Management, LLC
Low 5
5
1
1
JWL & Associates, Inc.
Low 4
4
1
1
5thn Financial LLC logo 5thn Financial LLC
Very Low 3
3
1
1
Eagle Valley Wealth Management logo Eagle Valley Wealth Management
Very Low 3
3
1
1
Sovereign Capital LLC
Very Low 3
3
1
1
McGehee Capital Management logo McGehee Capital Management
Very Low 2
2
1
1
Asheri Grove Financial Planning
Very Low 0
—
1
1
Corvum Investment Management logo Corvum Investment Management
Very Low 0
—
1
—
Daniel Financial Group, Inc. logo Daniel Financial Group, Inc.
Very Low 0
—
1
1
Ironclad Income Strategies LLC
Very Low 0
—
1
1
Minas Financial Planning
Very Low 0
—
1
1
Pape Financial logo Pape Financial
Very Low 0
—
1
1
Rainbrook Capital LLC logo Rainbrook Capital LLC
Very Low 0
—
1
1
Tekton Wealth Advisors logo Tekton Wealth Advisors
Very Low 0
—
1
1
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