Clients per advisor for Team firms serving clients in Arkansas

Most financial advisors serve between 50 and 90 clients, though this number can vary widely depending on their firm’s size, client focus, and service approach. The number of clients per advisor offers insight into how a firm operates and what kind of experience you might expect, especially within team firms—those with 5 to 30 advisors or managing over $500 million in assets—which typically balance collaboration with scalability.

In Arkansas, team firms tend to have a median of 62 clients per advisor, slightly above the national median of 57. With 300 firms and around 260 advisors represented, the distribution shows a range from as few as 16 clients to nearly 200 per advisor. This suggests a mix of approaches: some firms prioritize deeper, more personalized relationships with fewer clients per advisor, while others adopt more standardized, scalable processes allowing advisors to manage larger client loads. The presence of firms at both ends of the spectrum indicates that Arkansas advisors offer diverse service models, reflecting different priorities in client engagement and operational structure.

For you, this means there’s no single “right” number of clients per advisor. Lower client counts often signal more personalized attention, while higher counts may indicate more efficient, process-driven service that can come with lower fees or minimums. Use this metric alongside others to find an advisor whose style and capacity align with your expectations. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Team firms active in Arkansas 78 firms
Very Low 16-28 per advisor
Low 28-48
Typical 48-75
High 75-84
Very High 84-196
5th 20th 40th 60th 80th 95th

Median: 62

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in AR
J.Derek Lewis & Associates, Inc. logo J.Derek Lewis & Associates, Inc.
Very High 641
7,691
12
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
Q3 Asset Management Corporation logo Q3 Asset Management Corporation
Very High 309
2,780
9
1
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
Mach-1 Financial Group, LLC logo Mach-1 Financial Group, LLC
Very High 196
1,566
8
8
Drawbridge Capital logo Drawbridge Capital
Very High 162
972
6
Schorn Wealth logo Schorn Wealth
High 142
712
5
1
Vertis Wealth, LLC logo Vertis Wealth, LLC
High 139
833
6
1
United Advisors America logo United Advisors America
High 122
2,809
23
Meriwether Wealth & Planning, LLC logo Meriwether Wealth & Planning, LLC
High 119
597
5
AdamsBrown Wealth Consultants LLC logo AdamsBrown Wealth Consultants LLC
High 114
1,818
16
1
Navellier & Associates Inc logo Navellier & Associates Inc
High 113
1,242
11
Sollinda Capital Management LLC logo Sollinda Capital Management LLC
High 107
1,710
16
3
TMB Capital Partners, LLC logo TMB Capital Partners, LLC
High 102
409
4
4
Stephens Group Asset Management, LLC logo Stephens Group Asset Management, LLC
High 100
200
2
1
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
Gilliland Jeter Wealth Management, LLC logo Gilliland Jeter Wealth Management, LLC
High 97
291
3
3
BCG Securities, inc. logo BCG Securities, inc.
High 90
2,060
23
Andrew Garrett, Inc. logo Andrew Garrett, Inc.
Typical 86
1,118
13
Oath Planning, LLC logo Oath Planning, LLC
Typical 84
502
6
1
New Wave Wealth Advisors logo New Wave Wealth Advisors
Typical 83
496
6
6
Cheviot Value Management, LLC logo Cheviot Value Management, LLC
Typical 83
578
7
1
Hexagon Capital Partners, LLC logo Hexagon Capital Partners, LLC
Typical 78
392
5
5
STRATEGIC WEALTH ADVISORS GROUP, Inc. logo STRATEGIC WEALTH ADVISORS GROUP, Inc.
Typical 78
544
7
Applied Capital LLC logo Applied Capital LLC
Typical 76
687
9
4
Lathrop Investment Management Company logo Lathrop Investment Management Company
Typical 76
229
3
3
Strongtower Wealth Management, Plc logo Strongtower Wealth Management, Plc
Typical 76
380
5
5
Uptick Partners, LLC logo Uptick Partners, LLC
Typical 76
1,135
15
Mustard Seed Wealth Management logo Mustard Seed Wealth Management
Typical 75
679
9
9
Greenwood Gearhart, LLC logo Greenwood Gearhart, LLC
Typical 75
1,051
14
14
The Arkansas Financial Group, Inc. logo The Arkansas Financial Group, Inc.
Typical 73
367
5
5
Plan Group Financial, INC. logo Plan Group Financial, INC.
Typical 72
1,221
17
Auxan Capital Advisors, LLC logo Auxan Capital Advisors, LLC
Typical 70
559
8
William Joseph Capital Management, Inc. logo William Joseph Capital Management, Inc.
Typical 67
1,879
28
1
RCM Wealth Advisors logo RCM Wealth Advisors
Typical 66
797
12
1
CMG Wealth Management logo CMG Wealth Management
Typical 65
325
5
Capital Square, LLC logo Capital Square, LLC
Typical 64
704
11
1
Uniting Wealth Partners logo Uniting Wealth Partners
Typical 64
830
13
6
HoganTaylor Wealth logo HoganTaylor Wealth
Low 63
379
6
Ifrah Financial Services, Inc. logo Ifrah Financial Services, Inc.
Low 62
555
9
9
Optivise Advisory Services LLC logo Optivise Advisory Services LLC
Low 61
1,227
20
3
Aptus Financial, LLC logo Aptus Financial, LLC
Low 58
634
11
3
Transcendent Capital Group logo Transcendent Capital Group
Low 56
506
9
Bass and Bell, Inc. logo Bass and Bell, Inc.
Low 55
329
6
6
Doceo Wealth, LLC logo Doceo Wealth, LLC
Low 50
300
6
Signal Securities, Inc. logo Signal Securities, Inc.
Low 49
1,137
23
Meridian Investment Advisors logo Meridian Investment Advisors
Low 48
191
4
4
AZA Capital Management logo AZA Capital Management
Low 47
331
7
1
Castleview Partners, LLC logo Castleview Partners, LLC
Low 46
592
13
1
Chicory Wealth logo Chicory Wealth
Low 45
539
12
1
Foundation Resource Management, Inc. logo Foundation Resource Management, Inc.
Low 42
211
5
5
Legacy Capital Wealth Partners, LLC logo Legacy Capital Wealth Partners, LLC
Low 41
660
16
15
Severin Investments LLC logo Severin Investments LLC
Low 39
233
6
Capital Markets IQ, LLC logo Capital Markets IQ, LLC
Very Low 37
698
19
ARIA Wealth Management logo ARIA Wealth Management
Very Low 36
218
6
1
Black Knight Wealth Management, LLC logo Black Knight Wealth Management, LLC
Very Low 34
444
13
2
Worth Asset Management logo Worth Asset Management
Very Low 33
329
10
Quantum Financial Advisors, LLC logo Quantum Financial Advisors, LLC
Very Low 32
451
14
1
Valtrion Capital Management, LLC logo Valtrion Capital Management, LLC
Very Low 31
188
6
1
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
8
Lasting Mark Retirement Group LLC logo Lasting Mark Retirement Group LLC
Very Low 29
229
8
1
WESTPARK WEALTH Advisors, Inc. logo WESTPARK WEALTH Advisors, Inc.
Very Low 28
737
26
Gibraltar Capital Management, Inc. logo Gibraltar Capital Management, Inc.
Very Low 28
505
18
1 St Discount Brokerage, Inc. logo 1 St Discount Brokerage, Inc.
Very Low 27
216
8
1
Amuni Financial, Inc. logo Amuni Financial, Inc.
Very Low 24
283
12
4
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
Naviter Wealth, LLC logo Naviter Wealth, LLC
Very Low 22
303
14
12
Churchill Financial Advisors, LLC logo Churchill Financial Advisors, LLC
Very Low 22
108
5
AAN Wealth Advisors LLC logo AAN Wealth Advisors LLC
Very Low 21
229
11
2
Financial Management, Inc. logo Financial Management, Inc.
Very Low 20
140
7
7
Altitude Capital Management LLC logo Altitude Capital Management LLC
Very Low 19
488
26
1
Providence Capital logo Providence Capital
Very Low 18
90
5
3
Capital Synergy Partners logo Capital Synergy Partners
Very Low 17
331
20
Bull Harbor Capital LLC. logo Bull Harbor Capital LLC.
Very Low 16
421
26
1
American Elite Advisory logo American Elite Advisory
Very Low 15
73
5
Cornerstone Advisors LLC
Very Low 12
58
5
5
Regal Advisory Services, Inc. logo Regal Advisory Services, Inc.
Very Low 11
269
24
1
Paraklete Financial, Inc. logo Paraklete Financial, Inc.
Very Low 10
69
7
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")