Clients per advisor for Multi-team 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. For multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—the number of clients per advisor reflects a coordinated, team-based structure where responsibilities are shared and specialized roles are common.

In Arkansas, multi-team firms have a median of about 48 clients per advisor, slightly below the typical national range of 40 to 60. With 112 firms and nearly 800 advisors represented, the distribution shows a broad spectrum: some advisors manage fewer than 30 clients, suggesting a focus on highly personalized, relationship-driven service, while others serve upwards of 80 clients, indicating more systematized and scalable models. This variation suggests that Arkansas firms balance between providing attentive, tailored advice and leveraging efficient processes to serve more clients. Lower client counts may reflect smaller or more boutique-style teams within these larger firms, whereas higher counts often point to firms emphasizing standardized service delivery.

What this means for you is that there isn’t a single “right” number of clients per advisor. A lower client load can mean more personalized attention but may come with higher fees or minimums, while a higher load often corresponds to more streamlined service and potentially lower costs. Use this metric alongside others to understand how an advisor’s firm operates and what kind of experience you might expect. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in Arkansas 112 firms
Very Low 14-27 per advisor
Low 27-33
Typical 33-61
High 61-87
Very High 87-138
5th 20th 40th 60th 80th 95th

Median: 47

Firm
Clients/advisor
Clients
Advisors in USA
Advisors in AR
Gradient Advisors, LLC logo Gradient Advisors, LLC
Very Low 11
2,149
185
4
Root Financial Partners logo Root Financial Partners
Very Low 13
852
64
1
Jefferies Investment Advisers LLC logo Jefferies Investment Advisers LLC
Very Low 13
1,649
119
—
Altitude Capital Management LLC logo Altitude Capital Management LLC
Very Low 13
488
35
1
Van Clemens Wealth Management, LLC logo Van Clemens Wealth Management, LLC
Very Low 14
599
41
1
Core Planning logo Core Planning
Very Low 14
867
59
1
IP Financial Advisory Services LLC logo IP Financial Advisory Services LLC
Very Low 15
2,001
128
—
First Citizens Asset Management, Inc logo First Citizens Asset Management, Inc
Very Low 17
1,246
73
2
Alexander Capital Wealth Management LLC logo Alexander Capital Wealth Management LLC
Very Low 18
614
33
1
integrity Advisory Solutions logo integrity Advisory Solutions
Very Low 18
2,387
128
1
Northern trust Securities, Inc logo Northern trust Securities, Inc
Very Low 20
2,024
100
—
Hilltop Securities inc. logo Hilltop Securities inc.
Very Low 20
3,335
164
1
Savvy logo Savvy
Very Low 22
4,552
198
1
BOK Financial Advisors logo BOK Financial Advisors
Very Low 23
3,263
138
4
Siebert AdvisorNXT, LLC. logo Siebert AdvisorNXT, LLC.
Very Low 23
973
41
—
New Edge Wealth logo New Edge Wealth
Very Low 23
3,621
151
2
Mutual Of Omaha Investor Services, Inc. logo Mutual Of Omaha Investor Services, Inc.
Very Low 25
6,880
273
1
Citizens Private Wealth logo Citizens Private Wealth
Very Low 25
2,465
97
—
M HOLDINGS SECURITIES, Inc. logo M HOLDINGS SECURITIES, Inc.
Very Low 25
4,368
171
—
49 Financial logo 49 Financial
Very Low 26
3,771
144
6
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Low 26
798
30
8
Packerland Brokerage Services, Inc. logo Packerland Brokerage Services, Inc.
Low 27
4,845
178
—
Huntleigh Advisors, Inc. logo Huntleigh Advisors, Inc.
Low 28
1,795
64
1
Momentum Independent Network Inc. logo Momentum Independent Network Inc.
Low 28
2,817
100
4
The Oak Ridge Financial Services Group, Inc logo The Oak Ridge Financial Services Group, Inc
Low 29
994
34
—
Fortis Capital Advisors, LLC logo Fortis Capital Advisors, LLC
Low 29
2,127
71
1
Curi Capital, LLC logo Curi Capital, LLC
Low 30
2,865
95
—
Keel Point, LLC logo Keel Point, LLC
Low 31
1,560
50
—
Arvest Wealth management logo Arvest Wealth management
Typical 32
6,689
204
132
KCD Financial, Inc. logo KCD Financial, Inc.
Typical 33
1,257
38
—
FBL Wealth Management, LLC logo FBL Wealth Management, LLC
Typical 33
8,258
244
—
Calton & Associates, Inc. logo Calton & Associates, Inc.
Typical 38
5,056
132
1
Nfsg Corporation logo Nfsg Corporation
Typical 39
3,036
77
1
Vanderbilt Advisory Services logo Vanderbilt Advisory Services
Typical 39
6,199
157
1
Simplicity wealth logo Simplicity wealth
Typical 41
8,456
206
2
Ashton Thomas Private Wealth logo Ashton Thomas Private Wealth
Typical 41
3,181
77
1
Independent Wealth Network, Inc. logo Independent Wealth Network, Inc.
Typical 42
1,445
34
—
Eversource Wealth Advisors, LLC logo Eversource Wealth Advisors, LLC
Typical 42
3,255
76
2
Advisor Share Wealth Management, LLC logo Advisor Share Wealth Management, LLC
Typical 45
2,216
49
1
Inspire Advisors, LLC logo Inspire Advisors, LLC
Typical 45
3,523
77
2
Navy Federal Investment Services, LLC logo Navy Federal Investment Services, LLC
Typical 45
7,424
162
—
Concorde Asset Management, LLC logo Concorde Asset Management, LLC
Typical 46
3,689
80
—
HUB Investment Partners, LLC logo HUB Investment Partners, LLC
Typical 46
5,446
118
—
Financial Gravity Family Office Services, LLC
Typical 46
1,716
37
—
ON Investment Management CO logo ON Investment Management CO
Typical 47
9,317
198
—
UMB Financial Services, Inc. logo UMB Financial Services, Inc.
Typical 47
2,110
44
—
Wedbush Securities Inc. logo Wedbush Securities Inc.
Typical 48
10,653
218
—
Advisory Services Network logo Advisory Services Network
Typical 48
12,426
254
3
ValMark Advisers, Inc. logo ValMark Advisers, Inc.
Typical 49
14,624
293
—
Dana Investment Advisors Inc logo Dana Investment Advisors Inc
Typical 51
1,330
26
—
CL Wealth Management LLC logo CL Wealth Management LLC
Typical 51
2,165
42
3
Lanark Financial, Inc. logo Lanark Financial, Inc.
Typical 51
3,508
68
—
Kovack Advisors, Inc. logo Kovack Advisors, Inc.
Typical 52
12,906
245
2
Forvis Mazars Wealth Advisors, LLC logo Forvis Mazars Wealth Advisors, LLC
Typical 54
4,329
80
3
Waterloo Capital logo Waterloo Capital
Typical 54
2,609
48
11
Accurate Wealth Management, LLC logo Accurate Wealth Management, LLC
Typical 54
2,612
48
1
A.G.P / Alliance Global Partners logo A.G.P / Alliance Global Partners
Typical 55
7,318
132
—
International Assets Investment Management, LLC logo International Assets Investment Management, LLC
Typical 57
5,871
102
2
World Equity Group, Inc. logo World Equity Group, Inc.
Typical 58
3,151
54
—
BCG Securities, inc. logo BCG Securities, inc.
Typical 58
2,060
35
—
B. Riley Wealth Advisors, Inc. logo B. Riley Wealth Advisors, Inc.
Typical 59
10,096
171
4
Sowell Management logo Sowell Management
High 60
6,280
103
21
William Joseph Capital Management, Inc. logo William Joseph Capital Management, Inc.
High 62
1,879
30
1
Mutual Advisors, LLC logo Mutual Advisors, LLC
High 62
9,734
155
1
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
High 63
2,281
36
—
First Heartland Consultants, Inc. logo First Heartland Consultants, Inc.
High 64
6,350
99
3
Virtue Capital Management, LLC logo Virtue Capital Management, LLC
High 65
5,740
88
1
CliftonLarsonAllen Wealth Advisors, LLC logo CliftonLarsonAllen Wealth Advisors, LLC
High 66
6,550
99
—
BOK Financial Private Wealth, Inc. logo BOK Financial Private Wealth, Inc.
High 67
737
11
—
Wealth Watch Advisors, Inc logo Wealth Watch Advisors, Inc
High 67
3,587
53
1
Vicus Capital, Inc. logo Vicus Capital, Inc.
High 69
6,170
89
1
Avior Wealth Management, LLC logo Avior Wealth Management, LLC
High 70
4,775
68
—
Synovus Securities, Inc. logo Synovus Securities, Inc.
High 70
11,964
169
—
Gradient Wealth Management logo Gradient Wealth Management
High 71
4,546
64
—
Dynamic logo Dynamic
High 72
5,509
76
1
Silver Oak Securities, Inc. logo Silver Oak Securities, Inc.
High 77
8,631
111
—
Ingalls Investment Management, LLC logo Ingalls Investment Management, LLC
High 80
4,245
53
—
Corecap Advisors logo Corecap Advisors
High 82
9,671
117
3
Continuum Advisory, LLC logo Continuum Advisory, LLC
High 83
3,344
40
2
Gladstone Wealth Partners logo Gladstone Wealth Partners
High 83
8,302
99
—
LaSalle St. Investment Advisors, L.L.C. logo LaSalle St. Investment Advisors, L.L.C.
High 85
13,711
160
2
Stephens logo Stephens
Very High 87
21,168
243
139
Beacon Trust logo Beacon Trust
Very High 91
2,830
31
—
Kingswood Wealth Advisors, LLC logo Kingswood Wealth Advisors, LLC
Very High 92
11,259
122
—
Meridian Wealth Management, LLC logo Meridian Wealth Management, LLC
Very High 92
5,366
58
—
Principal Advised Services logo Principal Advised Services
Very High 93
23,164
249
1
Integrated Advisors Network LLC logo Integrated Advisors Network LLC
Very High 93
7,363
79
1
Strategic Financial Concepts, LLC logo Strategic Financial Concepts, LLC
Very High 94
3,698
39
—
G. A. Repple & Company logo G. A. Repple & Company
Very High 95
3,139
33
1
Western Wealth Management LLC logo Western Wealth Management LLC
Very High 96
11,019
114
1
Sunbelt Securities logo Sunbelt Securities
Very High 98
6,198
63
—
Csenge Advisory Group, LLC logo Csenge Advisory Group, LLC
Very High 100
7,147
71
1
Signal Advisors Wealth, LLC logo Signal Advisors Wealth, LLC
Very High 102
4,816
47
—
Kingsview Wealth Management, LLC logo Kingsview Wealth Management, LLC
Very High 102
12,143
118
2
Creativeone Wealth, LLC logo Creativeone Wealth, LLC
Very High 103
22,064
214
1
Wealth Management logo Wealth Management
Very High 105
4,731
45
—
Verus Capital Partners, LLC logo Verus Capital Partners, LLC
Very High 108
5,086
47
—
Coppell Advisory Solutions LLC logo Coppell Advisory Solutions LLC
Very High 109
8,848
81
1
Advisory Alpha, LLC logo Advisory Alpha, LLC
Very High 135
8,799
65
1
Cornerstone Wealth Management, LLC logo Cornerstone Wealth Management, LLC
Very High 138
12,454
90
10
Bison Wealth, LLC logo Bison Wealth, LLC
Very High 140
8,569
61
—
United Capital Financial Advisors logo United Capital Financial Advisors
Very High 146
24,837
169
2
Facet logo Facet
Very High 172
16,053
93
2
The Fiduciary Alliance logo The Fiduciary Alliance
Very High 178
8,744
49
2
Great Valley Advisor Group, LLC logo Great Valley Advisor Group, LLC
Very High 179
36,836
205
—
HBW Advisory Services LLC logo HBW Advisory Services LLC
Very High 199
13,779
69
1
Capital Analysts logo Capital Analysts
Very High 306
15,611
51
5
MissionSquare Retirement logo MissionSquare Retirement
Very High 307
40,526
132
—
Beacon Capital Management, Inc. logo Beacon Capital Management, Inc.
Very High 393
10,219
26
—
EFS Advisors logo EFS Advisors
Very High 424
21,660
51
—
Madison Investment Advisors, LLC logo Madison Investment Advisors, LLC
Very High 730
14,602
20
—
Ally invest Advisors logo Ally invest Advisors
Very High 990
83,199
84
2
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