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. The number of clients an advisor manages offers insight into how the firm operates and the kind of experience you might expect as a client. In multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—client loads reflect a coordinated, team-based structure rather than individual effort.

In Arkansas, multi-team firms typically have a median of 48 clients per advisor, which is slightly below the broader national median of 60. With 330 firms and 822 advisors in the state, the distribution ranges from as few as 12 to as many as 143 clients per advisor. This suggests a mix of service models: some firms prioritize more personalized, high-touch relationships with fewer clients per advisor, while others operate with more standardized processes to serve a larger client base. The variation indicates that Arkansas advisors balance between offering tailored attention and leveraging scalable systems, depending on their firm’s design and client needs.

For you, this means there’s no single “right” number of clients per advisor. Lower client counts often signal more individualized service, while higher counts may reflect greater efficiency and potentially lower costs. Understanding this metric alongside others can help you find an advisor whose approach matches your preferences for attention and fee structure. 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 104 firms
Very Low 12-25 per advisor
Low 25-32
Typical 32-61
High 61-86
Very High 86-143
5th 20th 40th 60th 80th 95th

Median: 48

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in AR
Crews & Associates, inc. logo Crews & Associates, inc.
Very Low 11
326
31
29
MWA Financial Services, Inc. logo MWA Financial Services, Inc.
Very Low 11
1,981
186
2
Gradient Advisors, LLC logo Gradient Advisors, LLC
Very Low 12
2,149
174
4
Jefferies Investment Advisers LLC logo Jefferies Investment Advisers LLC
Very Low 14
1,649
117
Core Planning logo Core Planning
Very Low 14
867
60
1
IP Financial Advisory Services LLC logo IP Financial Advisory Services LLC
Very Low 16
2,001
128
Root Financial Partners logo Root Financial Partners
Very Low 16
852
54
1
Alexander Capital Wealth Management LLC logo Alexander Capital Wealth Management LLC
Very Low 17
614
37
1
First Citizens Asset Management, Inc logo First Citizens Asset Management, Inc
Very Low 21
1,246
60
2
Momentum Independent Network Inc. logo Momentum Independent Network Inc.
Very Low 23
2,817
123
5
Siebert AdvisorNXT, LLC. logo Siebert AdvisorNXT, LLC.
Very Low 23
973
42
integrity Advisory Solutions logo integrity Advisory Solutions
Very Low 24
2,387
101
1
Mutual of Omaha Investor Services, Inc. logo Mutual of Omaha Investor Services, Inc.
Very Low 24
6,880
283
1
Hilltop Securities inc. logo Hilltop Securities inc.
Very Low 25
3,335
135
M Holdings Securities, INC. logo M Holdings Securities, INC.
Very Low 25
4,368
174
BOK Financial Advisors logo BOK Financial Advisors
Very Low 26
3,263
125
5
Packerland Brokerage Services, Inc. logo Packerland Brokerage Services, Inc.
Very Low 27
4,845
177
Huntleigh Advisors, Inc. logo Huntleigh Advisors, Inc.
Very Low 28
1,795
64
1
The Oak Ridge Financial Services Group, Inc logo The Oak Ridge Financial Services Group, Inc
Very Low 29
994
34
Citizens Private Wealth logo Citizens Private Wealth
Very Low 29
2,502
85
49 Financial logo 49 Financial
Very Low 29
3,771
128
5
New Edge Wealth logo New Edge Wealth
Very Low 30
3,621
119
2
BOK Financial Private Wealth, Inc. logo BOK Financial Private Wealth, Inc.
Very Low 31
737
24
Keel Point, LLC logo Keel Point, LLC
Very Low 31
1,475
47
Arvest Wealth management logo Arvest Wealth management
Very Low 32
6,689
207
136
Ashton Thomas Private Wealth logo Ashton Thomas Private Wealth
Very Low 33
3,181
97
1
Savvy logo Savvy
Very Low 36
4,552
127
1
FBL Wealth Management, LLC logo FBL Wealth Management, LLC
Very Low 38
8,258
220
Mariner Independent logo Mariner Independent
Very Low 38
4,261
112
Calton & Associates, Inc. logo Calton & Associates, Inc.
Low 39
5,056
129
1
Vanderbilt Advisory Services logo Vanderbilt Advisory Services
Low 40
6,199
156
1
Fortis Capital Advisors, LLC logo Fortis Capital Advisors, LLC
Low 40
2,127
53
1
Nfsg Corporation logo Nfsg Corporation
Low 41
3,036
74
1
UMB Financial Services, Inc. logo UMB Financial Services, Inc.
Low 41
2,110
51
Financial Gravity Family Office Services, LLC
Low 43
1,716
40
On Investment Management CO logo On Investment Management CO
Low 45
9,317
207
Wedbush Securities Inc. logo Wedbush Securities Inc.
Low 46
9,927
218
Avantax Planning Partners, Inc.
Low 46
7,515
165
1
Simplicity wealth logo Simplicity wealth
Low 47
8,456
180
2
Navy Federal Investment Services, LLC logo Navy Federal Investment Services, LLC
Low 48
7,424
156
Eversource Wealth Advisors, LLC logo Eversource Wealth Advisors, LLC
Low 48
3,255
68
2
Independent Wealth Network, Inc. logo Independent Wealth Network, Inc.
Low 48
1,445
30
International Assets Investment Management, LLC logo International Assets Investment Management, LLC
Low 49
5,871
120
2
Nbc Securities, Inc. logo Nbc Securities, Inc.
Low 49
3,508
71
Concorde Asset Management, LLC logo Concorde Asset Management, LLC
Low 50
3,689
74
Kovack Advisors, inc. logo Kovack Advisors, inc.
Low 50
12,906
258
2
Advisory Services Network logo Advisory Services Network
Low 50
12,426
248
3
Forvis Mazars Wealth Advisors, LLC logo Forvis Mazars Wealth Advisors, LLC
Low 51
4,183
82
3
CL Wealth Management LLC logo CL Wealth Management LLC
Low 52
2,165
42
3
Farther logo Farther
Low 52
14,593
283
1
HUB Investment Partners, LLC logo HUB Investment Partners, LLC
Low 52
5,446
104
Waterloo Capital logo Waterloo Capital
Low 53
2,609
49
13
ValMark Advisers, Inc. logo ValMark Advisers, Inc.
Low 54
14,624
273
Inspire Advisors, LLC logo Inspire Advisors, LLC
Low 55
3,523
64
2
Advisor Share Wealth Management, LLC logo Advisor Share Wealth Management, LLC
Low 55
2,216
40
1
WORLD EQUITY GROUP, Inc. logo WORLD EQUITY GROUP, Inc.
Low 57
3,151
55
B. Riley Wealth Advisors, Inc. logo B. Riley Wealth Advisors, Inc.
Typical 59
10,096
171
4
Accurate Wealth Management, LLC logo Accurate Wealth Management, LLC
Typical 59
2,612
44
1
Mutual Advisors, LLC logo Mutual Advisors, LLC
Typical 60
9,290
155
1
Sowell Management logo Sowell Management
Typical 61
6,280
103
19
Virtue Capital Management, LLC logo Virtue Capital Management, LLC
Typical 63
5,740
91
1
Avior Wealth Management, LLC logo Avior Wealth Management, LLC
Typical 65
4,775
74
Synovus Securities, Inc. logo Synovus Securities, Inc.
Typical 67
11,964
178
First Heartland Consultants, Inc. logo First Heartland Consultants, Inc.
Typical 68
6,350
94
3
GRADIENT Wealth Management logo GRADIENT Wealth Management
Typical 68
4,546
67
Dynamic logo Dynamic
Typical 68
5,509
81
1
CliftonLarsonAllen Wealth Advisors, LLC logo CliftonLarsonAllen Wealth Advisors, LLC
Typical 68
6,550
96
Wealth Watch Advisors, INC logo Wealth Watch Advisors, INC
Typical 69
3,587
52
1
Sunbelt Securities logo Sunbelt Securities
Typical 81
5,261
65
Corecap Advisors logo Corecap Advisors
High 84
9,671
115
3
LaSalle St. Investment Advisors, L.L.C. logo LaSalle St. Investment Advisors, L.L.C.
High 85
13,711
161
2
Silver Oak Securities, Inc. logo Silver Oak Securities, Inc.
High 85
8,631
101
Stephens logo Stephens
High 86
21,168
247
140
INGALLS & Snyder LLC logo INGALLS & Snyder LLC
High 87
4,245
49
Integrated Advisors Network LLC logo Integrated Advisors Network LLC
High 89
7,363
83
1
Continuum Advisory, LLC logo Continuum Advisory, LLC
High 90
3,344
37
2
Capital Advisors, Inc. logo Capital Advisors, Inc.
High 91
3,262
36
Impact Partnership Wealth, LLC logo Impact Partnership Wealth, LLC
High 91
7,988
88
1
Meridian Wealth Management, LLC logo Meridian Wealth Management, LLC
High 91
5,366
59
G. A. Repple & Company logo G. A. Repple & Company
High 92
3,139
34
1
Kingswood Wealth Advisors, LLC logo Kingswood Wealth Advisors, LLC
High 96
11,259
117
ASSET ALLOCATION STRATEGIES, llc logo ASSET ALLOCATION STRATEGIES, llc
High 97
4,363
45
Mariner Advisor Network logo Mariner Advisor Network
High 98
16,100
164
2
Western Wealth Management LLC logo Western Wealth Management LLC
High 99
11,019
111
1
Csenge Advisory Group, LLC logo Csenge Advisory Group, LLC
High 102
7,147
70
1
Strategic Financial Concepts, llc logo Strategic Financial Concepts, llc
High 103
3,698
36
Creativeone Wealth, LLC logo Creativeone Wealth, LLC
High 104
22,064
213
1
Wealth Management logo Wealth Management
High 105
4,731
45
Principal Advised Services logo Principal Advised Services
High 106
23,164
218
1
Kingsview Wealth Management, LLC logo Kingsview Wealth Management, LLC
High 107
12,143
114
2
Foundations Investment Advisors LLC logo Foundations Investment Advisors LLC
High 107
29,615
277
1
Verus Capital Partners, LLC logo Verus Capital Partners, LLC
High 108
5,086
47
Coppell Advisory Solutions LLC logo Coppell Advisory Solutions LLC
High 113
8,848
78
1
Cornerstone Wealth Management, LLC logo Cornerstone Wealth Management, LLC
Very High 134
12,454
93
10
Independent Advisor Alliance, llc logo Independent Advisor Alliance, llc
Very High 143
42,227
296
22
Advisory Alpha, LLC logo Advisory Alpha, LLC
Very High 147
8,799
60
1
United Capital Financial Advisors logo United Capital Financial Advisors
Very High 151
24,837
165
2
Bison Wealth, LLC logo Bison Wealth, LLC
Very High 159
8,569
54
The Fiduciary Alliance logo The Fiduciary Alliance
Very High 194
8,744
45
Missionsquare Retirement logo Missionsquare Retirement
Very High 294
40,526
138
Beacon Capital Management, Inc. logo Beacon Capital Management, Inc.
Very High 365
10,219
28
EFS Advisors logo EFS Advisors
Very High 394
21,660
55
Madison Investment Advisors, LLC logo Madison Investment Advisors, LLC
Very High 608
14,602
24
Ally invest Advisors logo Ally invest Advisors
Very High 914
83,199
91
1
Warmer team member

Not sure where to start?

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

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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

© 2026 Warmer Holdings Inc. ("Warmer")