Clients per advisor for Multi-team firms serving clients in New York

Most financial advisors serve between 50 and 90 clients, though this number can vary widely depending on the firm’s size, client focus, and service approach. Understanding how many clients an advisor manages offers insight into their working style and the kind of experience you might expect. In multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—client loads reflect a complex, coordinated structure with specialized roles and shared responsibilities.

In New York, where 306 multi-team firms operate, the median number of clients per advisor is about 55, closely aligning with the broader national trend. The distribution shows a wide range, from advisors managing as few as 14 clients to some handling nearly 283. This spread suggests a mix of service models: some advisors focus on fewer clients with a more personalized, high-touch approach, while others serve larger client bases through more standardized, scalable processes. The variation also reflects the diversity of client needs and firm strategies within the state’s financial landscape.

For you, this means there isn’t a single “right” number of clients per advisor. Lower client counts often indicate more individualized attention, while higher counts may offer greater efficiency and potentially lower costs. Use this metric alongside others to gauge how an advisor’s approach matches your preferences for service and engagement. 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 New York 306 firms

Very Low 14-25 per advisor

Low 25-46

Typical 46-64

High 64-92

Very High 92-283

5th 20th 40th 60th 80th 95th

Median: 55

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Firm	Clients/advisor	Clients	Advisors in USA	Advisors in NY
Ally invest Advisors	Very High 990	83,199	84	1
Madison Investment Advisors, LLC	Very High 730	14,602	20	—
John Hancock Personal Financial Services, LLC	Very High 564	35,589	63	—
Concentric	Very High 467	5,142	11	—
Vontobel Swiss Financial Advisers	Very High 465	2,325	5	2
Howard Capital Management, LLC	Very High 458	10,546	23	1
Maseco Private Wealth	Very High 430	3,443	8	—
EFS Advisors	Very High 424	21,660	51	—
Hamlin Capital Management, LLC	Very High 398	1,594	4	4
J. Safra Asset management Corporation	Very High 374	3,374	9	5
Good Life Advisors, LLC	Very High 370	22,240	60	2
MissionSquare Retirement	Very High 307	40,526	132	3
Capital Analysts	Very High 306	15,611	51	77
Advisors Capital Management, LLC	Very High 287	17,842	62	6
Karpus Investment Management	Very High 282	1,696	6	6
Klingenstein Fields Advisors	Very High 247	1,237	5	4
Cardinal Point Wealth Management	Very High 241	2,175	9	1
Asset Preservation Advisors, LLC	Very High 211	2,747	13	2
HBW Advisory Services LLC	Very High 199	13,779	69	3
Beck, Mack & Oliver LLC	Very High 189	1,512	8	7
SpiderRock Advisors, LLC	Very High 186	4,300	23	1
Sage, Rutty & Co., Inc.	Very High 181	8,184	45	45
Great Valley Advisor Group, LLC	Very High 179	36,836	205	2
The Partners Wealth Management	Very High 179	5,925	33	4
Wealthcare Capital Management LLC	Very High 176	5,638	32	1
Gamco Asset Management Inc.	Very High 175	1,757	10	4
Facet	Very High 172	16,053	93	2
Gilder Gagnon Howe & Co. LLC	Very High 168	5,404	32	32
1919 Investment Counsel, LLC	Very High 162	4,866	30	2
Provenance Wealth advisors	Very High 159	2,864	18	—
IHT Wealth Management LLC	Very High 156	25,096	160	2
Leo Wealth, LLC	Very High 155	1,714	11	2
Compound Planning, Inc.	Very High 153	11,480	75	6
Madison Avenue Securities, LLC	Very High 151	14,084	93	2
Courier Capital, LLC	Very High 149	2,094	14	13
Sprott Asset Management USA Inc.	Very High 147	3,101	21	2
United Capital Financial Advisors	Very High 146	24,837	169	14
Independent Solutions Wealth Management, LLC	Very High 142	4,265	30	22
Bison Wealth, LLC	Very High 140	8,569	61	7
OneSeven	Very High 132	15,787	119	5
Palisade Capital Management, LP	Very High 131	1,577	12	—
Douglass Winthrop Advisors LLC	Very High 124	1,249	10	9
Flagship Harbor Advisors, LLC	Very High 121	7,280	60	1
Geneos Wealth Management, Inc.	Very High 116	21,267	183	4
Focus Financial	Very High 112	13,560	121	1
Portside Wealth Group, LLC	Very High 111	6,257	56	1
Carret Asset Management, LLC	Very High 111	1,221	11	9
Novem Group	Very High 109	3,513	32	23
Verity Asset Management	Very High 109	5,803	53	6
Coppell Advisory Solutions LLC	Very High 109	8,848	81	1
PKS Advisory Services, LLC	Very High 108	4,874	45	28
Nwf Advisory Services Inc	Very High 106	11,433	107	4
Copper Financial	Very High 106	4,165	39	5
Level Four Advisory Services	Very High 106	14,964	141	3
Calamos Wealth Management LLC	Very High 104	4,072	39	1
Cannell & Spears LLC	Very High 104	2,394	23	23
Creativeone Wealth, LLC	Very High 103	22,064	214	1
Kingsview Wealth Management, LLC	Very High 102	12,143	118	3
Csenge Advisory Group, LLC	Very High 100	7,147	71	1
HBKS Wealth Advisors	Very High 100	7,344	73	6
Greenhaven Associates Inc	Very High 100	100	1	1
Sunbelt Securities	Very High 98	6,198	63	—
Kestra Private Wealth Services, LLC	Very High 96	19,977	206	4
CreativeOne Securities, LLC	Very High 96	12,362	128	1
G. A. Repple & Company	Very High 95	3,139	33	—
American Independent Securities Group, LLC	Very High 94	4,339	46	—
Integrated Advisors Network LLC	Very High 93	7,363	79	—
Principal Advised Services	Very High 93	23,164	249	2
Meridian Wealth Management, LLC	Very High 92	5,366	58	—
Consolidated Portfolio Review Corp	Very High 92	6,187	67	15
Kingswood Wealth Advisors, LLC	Very High 92	11,259	122	8
Elm Wealth	Very High 92	644	7	—
Beacon Trust	High 91	2,830	31	2
RFG Advisory, LLC	High 91	17,207	189	13
Shelton Capital Management	High 89	1,432	16	—
Ausdal Financial Partners, Inc.	High 88	16,436	185	4
Stephens	High 87	21,168	243	4
Winthrop Wealth	High 85	2,405	28	1
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	160	8
Tsa Management Inc	High 85	2,566	30	30
Gladstone Wealth Partners	High 83	8,302	99	11
Continuum Advisory, LLC	High 83	3,344	40	1
John W. Bristol & Co., Inc.	High 83	83	1	1
Elevation Point Wealth Partners, LLC	High 82	4,879	59	—
Corecap Advisors	High 82	9,671	117	—
RWA Wealth Partners	High 82	5,951	72	1
Carnegie Investment Counsel	High 82	3,056	37	1
IFG Advisory, LLC	High 82	9,038	110	1
Summit Financial, LLC	High 82	17,809	217	6
Ingalls Investment Management, LLC	High 80	4,245	53	53
TAG Associates LLC	High 80	80	1	1
Strategic Blueprint, LLC	High 79	3,338	42	2
Joel Isaacson & Co., LLC	High 79	1,267	16	15
Apella Wealth	High 79	8,139	103	1
Klingman and Associates, LLC	High 78	704	9	9
TCFG Investment Advisors, LLC	High 77	2,334	30	—
Silver Oak Securities, Inc.	High 77	8,631	111	3
Modern Wealth Management, LLC	High 76	11,524	151	13
Prosperity Capital Advisors	High 76	7,469	98	3
Pinnacle Associates, Ltd.	High 75	1,808	24	14
Redhawk Wealth Advisors, Inc.	High 74	3,118	42	1
Bradley Foster & Sargent Inc	High 73	1,840	25	—
The Pinnacle Financial Group	High 73	3,150	43	40
The AmeriFlex Group	High 73	15,724	215	16
Dynamic	High 72	5,509	76	1
Williams Jones Wealth Management, LLC	High 72	1,517	21	19
Manning & Napier Advisors, LLC	High 72	3,024	42	19
Stratos Wealth Advisors LLC	High 71	4,928	69	2
Gradient Wealth Management	High 71	4,546	64	1
Synovus Securities, Inc.	High 70	11,964	169	—
Gateway Wealth Partners, LLC	High 70	7,312	104	4
Regal Investment Advisors LLC	High 70	8,220	117	1
Avior Wealth Management, LLC	High 70	4,775	68	—
Ritholtz Wealth Management	High 70	4,139	59	21
CW Advisors, LLC	High 69	6,426	92	1
Merit Financial Advisors	High 69	20,040	287	—
Vicus Capital, Inc.	High 69	6,170	89	6
OneAscent Financial Services LLC	High 68	5,128	75	—
OnePoint BFG Wealth Partners	High 68	8,458	124	—
Cumberland Advisors	High 68	1,091	16	—
Douglas C. Lane & Associates	High 67	1,084	16	13
Wealth Watch Advisors, Inc	High 67	3,587	53	1
The Patriot Financial Group, LLC	High 67	2,361	35	2
Santander Securities	High 67	10,832	161	18
SEIA	High 67	9,520	142	2
CliftonLarsonAllen Wealth Advisors, LLC	High 66	6,550	99	—
Independence Square Holdings, LLC	High 65	2,621	40	—
Trustmont Advisory Group, Inc.	High 65	4,322	66	2
Arax Advisory Partners	High 65	15,155	232	27
Virtue Capital Management, LLC	High 65	5,740	88	1
Creative Financial Designs, Inc.	High 65	10,477	161	4
Wealthcare Advisory Partners LLC	High 64	10,696	167	7
Arkadios Wealth Advisors	High 63	14,320	225	12
Ashton Thomas Securities, LLC	Typical 63	2,281	36	19
Perennial Financial Services	Typical 62	3,069	49	2
William Joseph Capital Management, Inc.	Typical 62	1,879	30	6
Prospera Financial Services, inc.	Typical 62	17,878	286	13
Capital Investment Advisory Services, LLC	Typical 62	6,172	99	—
Moors & Cabot, Inc.	Typical 62	4,921	79	2
Maridea Wealth Management	Typical 61	2,100	34	2
Nations Financial Group, Inc.	Typical 61	5,525	90	1
BFC PLANNING, Inc.	Typical 61	11,327	185	1
Dakota Wealth, LLC	Typical 61	3,728	61	3
Sowell Management	Typical 60	6,280	103	2
Cyndeo Wealth Partners	Typical 60	1,219	20	1
Sequent Planning, LLC	Typical 60	6,015	99	2
First Advisors National, LLC	Typical 60	4,858	80	2
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	171	39
BCG Securities, inc.	Typical 58	2,060	35	—
Ethos Financial Group, LLC	Typical 58	1,996	34	1
World Equity Group, Inc.	Typical 58	3,151	54	—
Perigon Wealth Management, LLC	Typical 58	5,421	93	14
Compass Financial Management LLC	Typical 58	2,152	37	1
AlphaCore Capital LLC	Typical 57	3,985	69	2
International Assets Investment Management, LLC	Typical 57	5,871	102	5
Apollon Wealth Management, LLC	Typical 57	8,310	145	1
Range Advisory, LLC	Typical 57	1,773	31	14
Buck Wealth Strategies, LLC	Typical 56	2,734	48	1
Cary Street Partners	Typical 56	6,641	118	—
A.G.P / Alliance Global Partners	Typical 55	7,318	132	47
Archer Investment Corporation	Typical 55	4,290	78	1
ICG Advisors, LLC	Typical 55	55	1	—
Moneco Advisors	Typical 54	2,781	51	4
Accurate Wealth Management, LLC	Typical 54	2,612	48	—
Forvis Mazars Wealth Advisors, LLC	Typical 54	4,329	80	2
Westminster Financial Advisory Corp	Typical 53	1,935	36	—
AlphaStar Capital Management	Typical 53	8,466	158	3
One Capital Management, LLC	Typical 53	3,468	65	1
Evensky & Katz/Foldes Wealth Management	Typical 52	1,165	22	—
Kovack Advisors, Inc.	Typical 52	12,906	245	9
Brookwood Investment Group	Typical 52	3,500	67	2
Clifford Swan Investment Counselors	Typical 52	884	17	—
Lanark Financial, Inc.	Typical 51	3,508	68	3
CL Wealth Management LLC	Typical 51	2,165	42	3
Procyon	Typical 51	2,775	54	8
ValMark Advisers, Inc.	Typical 49	14,624	293	5
Greenwich Wealth Management, LLC	Typical 49	589	12	—
Advisory Services Network	Typical 48	12,426	254	7
Wedbush Securities Inc.	Typical 48	10,653	218	12
Forum Financial Management, Lp	Typical 48	5,622	116	7
Main Street Financial Solutions, LLC	Typical 48	1,981	41	5
Snowden Capital Advisors LLC	Typical 48	5,878	122	42
Chicago Partners Investment Group LLC	Typical 48	2,741	57	1
UMB Financial Services, Inc.	Typical 47	2,110	44	—
Thurston Springer Advisors	Typical 47	4,429	93	—
ON Investment Management CO	Typical 47	9,317	198	—
Encompass More Asset Management LLC	Typical 46	4,008	86	1
Diversify Advisory Services, LLC	Typical 46	5,200	112	2
Composition Wealth, LLC	Typical 46	3,760	81	7
Financial Gravity Family Office Services, LLC	Typical 46	1,716	37	—
Coastal Bridge Advisors	Typical 46	1,846	40	—
HUB Investment Partners, LLC	Typical 46	5,446	118	—
Concorde Asset Management, LLC	Typical 46	3,689	80	2
Choreo, LLC	Typical 45	6,794	148	1
Navy Federal Investment Services, LLC	Typical 45	7,424	162	—
Inspire Advisors, LLC	Typical 45	3,523	77	1
Advisor Share Wealth Management, LLC	Low 45	2,216	49	1
Modera Wealth Management, LLC	Low 43	5,918	137	5
The Mather Group, LLC	Low 43	4,773	111	—
Eversource Wealth Advisors, LLC	Low 42	3,255	76	1
Belpointe Asset Management LLC	Low 42	7,321	172	14
Independent Wealth Network, Inc.	Low 42	1,445	34	—
Fiduciary Financial Advisors	Low 42	2,164	51	1
Stonex Advisors Inc.	Low 42	9,741	231	8
SeaCrest Wealth Management, LLC	Low 42	1,475	35	8
Aprio Wealth Management, LLC	Low 41	1,592	38	2
Ashton Thomas Private Wealth	Low 41	3,181	77	—
Lifeworks Advisors, LLC	Low 41	1,772	43	1
Simplicity wealth	Low 41	8,456	206	—
Exodus Wealth, LLC	Low 40	2,219	55	1
Zacks Investment Management, Inc.	Low 40	3,344	83	2
McAdam LLC	Low 40	5,538	138	1
Verdence Capital Advisors, LLC	Low 39	1,798	45	—
Vanderbilt Advisory Services	Low 39	6,199	157	50
Nfsg Corporation	Low 39	3,036	77	6
Greenspring Advisors, LLC	Low 38	1,697	44	11
Mission Wealth Management, LP	Low 38	5,299	138	3
Calton & Associates, Inc.	Low 38	5,056	132	1
CWA Asset Management Group	Low 38	1,875	49	—
Cantor Fitzgerald Investment Advisors	Low 38	1,217	32	28
RMR Wealth Builders, Inc.	Low 37	1,907	51	1
Blackridge Asset Management, LLC	Low 36	2,433	66	9
Bolton Global Asset Management	Low 36	5,566	151	4
CGN Advisors, LLC	Low 36	1,281	35	1
Prosperity - An EisnerAmper Company	Low 36	2,369	65	3
SAX Wealth Advisors, LLC	Low 36	1,596	44	—
Tocqueville Asset Management LP	Low 36	1,159	32	32
F L Putnam Investment Management Co.	Low 36	2,823	78	10
Alesco Advisors, LLC, An ESL Company	Low 35	503	14	15
Arete Wealth Advisors, LLC	Low 35	5,289	149	44
Portfolio Medics, LLC	Low 34	2,929	84	5
Mariner Independent	Low 34	4,261	123	3
KCD Financial, Inc.	Low 33	1,257	38	—
Capitol Securities Management, Inc.	Low 32	3,177	97	7
Colter Lewis Investment Partners, LLC	Low 32	130	4	—
Flagstar Securities, Inc.	Low 32	1,004	31	25
Cape Investment Advisory, Inc.	Low 32	1,002	31	—
Circle Wealth Management, LLC	Low 31	349	11	6
Aspiriant, LLc	Low 31	2,310	73	6
Keel Point, LLC	Low 31	1,560	50	—
Abacus Wealth Partners	Low 30	1,547	50	1
Silvercrest Asset Management Group LLC	Low 30	1,081	35	15
Americana Partners, LLC	Low 30	1,627	53	1
Curi Capital, LLC	Low 30	2,865	95	—
Aegis Capital Corp.	Low 30	3,030	101	38
Fortis Capital Advisors, LLC	Low 29	2,127	71	7
Alera Investment Advisors, LLC	Low 29	2,034	68	6
Coldstream Wealth Management	Low 29	4,199	141	—
Robertson Stephens	Low 29	2,236	76	10
The Oak Ridge Financial Services Group, Inc	Low 29	994	34	—
BakerAvenue	Low 29	1,019	35	2
Momentum Independent Network Inc.	Low 28	2,817	100	—
Huntleigh Advisors, Inc.	Low 28	1,795	64	—
Packerland Brokerage Services, Inc.	Low 27	4,845	178	1
Bailard, Inc.	Low 26	1,068	40	3
Sapient Capital LLC	Low 26	980	37	6
Miller Investment Management, Lp	Low 25	155	6	—
Beacon Global Advisor Network, LLC	Low 25	1,388	54	5
M HOLDINGS SECURITIES, Inc.	Low 25	4,368	171	2
Citizens Private Wealth	Low 25	2,465	97	34
Mutual Of Omaha Investor Services, Inc.	Low 25	6,880	273	3
Andersen	Low 25	550	22	2
Simon Quick Advisors, LLC	Low 24	994	40	11
Quartz Partners Investment Management	Low 24	744	30	13
Brave Warrior Advisors, LLC	Low 24	98	4	3
United Brokerage Services inc	Very Low 24	1,368	56	—
New Edge Wealth	Very Low 23	3,621	151	6
Latitude Advisors, LLC	Very Low 23	1,525	64	12
Siebert AdvisorNXT, LLC.	Very Low 23	973	41	19
Allen Investment Management, LLC	Very Low 23	142	6	6
BOK Financial Advisors	Very Low 23	3,263	138	—
Savvy	Very Low 22	4,552	198	21
Brighton Jones LLC	Very Low 21	3,585	163	1
Fifth Third Wealth Advisors LLC	Very Low 21	1,426	65	5
Realta Investment Advisors, Inc	Very Low 21	1,213	57	4
Advisory Solutions Group	Very Low 21	807	38	2
Maxim Financial Advisors LLC	Very Low 21	758	36	36
Northland Asset Management	Very Low 20	875	42	—
Hilltop Securities inc.	Very Low 20	3,335	164	2
Northern trust Securities, Inc	Very Low 20	2,024	100	1
Forefront	Very Low 19	572	30	3
integrity Advisory Solutions	Very Low 18	2,387	128	5
Alexander Capital Wealth Management LLC	Very Low 18	614	33	5
Saxony Capital Management, LLC	Very Low 18	756	41	1
Valley Wealth Managers, Inc.	Very Low 18	854	47	5
Certuity, LLC	Very Low 17	464	26	—
Chelsea Advisory Services, Inc.	Very Low 17	552	31	13
LNW	Very Low 17	1,079	61	5
Accelerate Retirement	Very Low 16	482	30	—
SVB Wealth	Very Low 15	1,024	65	7
Infinity Financial Services Advisory	Very Low 15	642	41	—
IP Financial Advisory Services LLC	Very Low 15	2,001	128	5
Brownson, Rehmus & Foxworth, Inc.	Very Low 15	263	17	4
Insigneo Advisory Services, LLC	Very Low 15	3,415	226	13
Core Planning	Very Low 14	867	59	2
Sepio Capital, LP	Very Low 14	276	19	1
Lifemark Securities Corp.	Very Low 14	1,053	75	17
Jefferies Investment Advisers LLC	Very Low 13	1,649	119	97
Mora Capital Management, LLC	Very Low 13	429	32	1
Root Financial Partners	Very Low 13	852	64	2
Waldron Private Wealth	Very Low 12	517	42	—
Gradient Advisors, LLC	Very Low 11	2,149	185	2
GenTrust	Very Low 11	264	23	8
XYPN Sapphire	Very Low 11	721	63	2
Jordan Park Group LLC	Very Low 10	163	15	5
RBC Securities, Inc.	Very Low 10	1,292	125	15

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