Clients per advisor for Supported firms serving clients in Arkansas

Most financial advisors serve between 50 and 90 clients, though this number varies based on the firm’s size, client focus, and service approach. The number of clients an advisor manages offers insight into how they operate and the kind of experience you might expect as a client.

In Arkansas, supported firms—those with 1 to 4 advisors or managing over $200 million in assets—have a median of 60 clients per advisor, which is slightly above the national median of 48. With 110 such firms and 146 advisors statewide, the distribution ranges from about 9 to 162 clients per advisor. This suggests that many Arkansas advisors balance a moderately sized client load, likely reflecting a mix of personalized service and efficient practice management. Firms with lower client counts may focus on highly personalized, relationship-driven service, while those with higher counts often use more structured, scalable processes to serve broader client bases.

For you, this means there’s no single “right” number of clients per advisor. A lower client load often signals more individualized attention, while a higher load may indicate a more streamlined, cost-effective approach. Use this metric alongside others to find an advisor whose style and capacity match your preferences and financial goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms active in Arkansas 71 firms
Very Low 9-21 per advisor
Low 21-47
Typical 47-70
High 70-98
Very High 98-162
5th 20th 40th 60th 80th 95th

Median: 60

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in AR
Wealth Solutions, Inc. logo Wealth Solutions, Inc.
Very High 431
431
1
Guardian Financial, Inc. logo Guardian Financial, Inc.
Very High 248
248
1
1
Lexington Research and Capital Group, LLC
Very High 205
205
1
1
Millennium Capital Advisors, LLC logo Millennium Capital Advisors, LLC
Very High 200
200
1
1
Latour Asset Management LLC logo Latour Asset Management LLC
Very High 178
710
4
Dickinson Barnum Investment Management, LLC logo Dickinson Barnum Investment Management, LLC
Very High 162
323
2
2
Riverland Wealth Management logo Riverland Wealth Management
Very High 160
319
2
2
Blong Financial logo Blong Financial
High 157
314
2
Asset Protection Wealth Management LLC logo Asset Protection Wealth Management LLC
High 138
138
1
1
Momentum Wealth Management logo Momentum Wealth Management
High 135
269
2
Ipsen Advisor Group logo Ipsen Advisor Group
High 112
337
3
3
Family Legacy Planning logo Family Legacy Planning
High 109
327
3
2
Coachwise Financial Solutions, Inc. logo Coachwise Financial Solutions, Inc.
High 109
217
2
Wingo Asset Management, LLC logo Wingo Asset Management, LLC
High 106
211
2
Hickory Wealth Management, LLC
High 105
209
2
Paladin Investment Advisors
High 103
413
4
4
Walker Asset Management, LLC logo Walker Asset Management, LLC
High 98
195
2
Zeiser Wealth Management LLC logo Zeiser Wealth Management LLC
High 98
195
2
2
Veach Family Financial logo Veach Family Financial
High 96
191
2
2
Lukas Total Wealth logo Lukas Total Wealth
High 95
381
4
4
Financial Legacy Management, NC. logo Financial Legacy Management, NC.
Typical 88
350
4
4
October Wealth Advisors, Inc
Typical 80
160
2
2
Lafargue Financial Group, Inc. logo Lafargue Financial Group, Inc.
Typical 80
159
2
2
Way Street Financial, LLC
Typical 79
79
1
D.L. Fields Advisory Group, LLC logo D.L. Fields Advisory Group, LLC
Typical 78
310
4
1
Horrell Capital Management, Inc.
Typical 77
77
1
1
Compass Capital Management, LLC logo Compass Capital Management, LLC
Typical 77
231
3
Mendel Capital Management, LLC logo Mendel Capital Management, LLC
Typical 77
153
2
2
First Investment Corporation logo First Investment Corporation
Typical 74
221
3
Cothran Capital, LLC logo Cothran Capital, LLC
Typical 73
145
2
Garland and Greenwood Wealth Advisors LLC logo Garland and Greenwood Wealth Advisors LLC
Typical 70
280
4
4
The Sherry Group, Inc.
Typical 68
203
3
3
White McGowan logo White McGowan
Typical 65
130
2
1
Ethos Capital Group, LLC logo Ethos Capital Group, LLC
Typical 64
128
2
2
U.S. Private Wealth, LLC logo U.S. Private Wealth, LLC
Typical 63
189
3
Global Wealth Management, Inc. logo Global Wealth Management, Inc.
Typical 61
121
2
2
360 Ira logo 360 Ira
Low 60
180
3
Heritage Oak Wealth Advisors logo Heritage Oak Wealth Advisors
Low 60
240
4
3
Robert Stephen Capital Management LLC logo Robert Stephen Capital Management LLC
Low 58
175
3
Miller Wealth Advisors, LLC logo Miller Wealth Advisors, LLC
Low 58
116
2
1
Rivertree Wealth logo Rivertree Wealth
Low 56
167
3
1
Wilshire-Pennington Group, Inc. logo Wilshire-Pennington Group, Inc.
Low 52
103
2
Resilient Asset Management logo Resilient Asset Management
Low 51
51
1
Legacy Consulting Group logo Legacy Consulting Group
Low 50
198
4
1
Three Sixty Wealth Management, LLC logo Three Sixty Wealth Management, LLC
Low 47
186
4
1
RetirePath Wealth, LLC logo RetirePath Wealth, LLC
Low 47
186
4
4
Luxon Brown logo Luxon Brown
Low 47
93
2
1
Schwantes Financial, LLC logo Schwantes Financial, LLC
Low 42
84
2
Argenta Wealth Management logo Argenta Wealth Management
Low 41
82
2
2
Gutierrez Wealth Advisory, LLC logo Gutierrez Wealth Advisory, LLC
Low 33
132
4
4
First Financial Services, LLC logo First Financial Services, LLC
Low 29
88
3
3
Paradigm Advisors, LLC logo Paradigm Advisors, LLC
Low 27
82
3
Willow logo Willow
Low 27
108
4
4
Clientfirst Wealth Management, LLC logo Clientfirst Wealth Management, LLC
Low 27
54
2
2
QVG, LLC
Very Low 26
77
3
2
Skyview Pinnacle logo Skyview Pinnacle
Very Low 23
45
2
Cravens Brothers Private Wealth Management LLC logo Cravens Brothers Private Wealth Management LLC
Very Low 22
43
2
Acropolis Partners, LLC
Very Low 21
42
2
Regent Wealth Management, Inc.
Very Low 21
83
4
EGP Wealth Management, LLC logo EGP Wealth Management, LLC
Very Low 21
82
4
4
Corkern & Co., Inc. logo Corkern & Co., Inc.
Very Low 20
81
4
4
Ajax Capital Advisors, Inc. logo Ajax Capital Advisors, Inc.
Very Low 17
67
4
1
C & S Capital Management, Inc. logo C & S Capital Management, Inc.
Very Low 15
30
2
2
Exos Wealth Strategies, LLC logo Exos Wealth Strategies, LLC
Very Low 13
51
4
Guaranty Private Wealth logo Guaranty Private Wealth
Very Low 12
35
3
Tactical Tax Wealth Management logo Tactical Tax Wealth Management
Very Low 10
20
2
Heritage Asset Managers, Inc.
Very Low 10
29
3
3
Round Table Financial logo Round Table Financial
Very Low 9
26
3
3
R.M. Duncan Capital Management Corporation
Very Low 8
15
2
1
Foresight Investment Advisors, LLC
Very Low 1
3
3
2
Five8 Financial LLC
Very Low 1
2
2
2
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