Clients per advisor for Enterprise 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. Understanding how many clients an advisor manages can provide insight into their working style and the kind of experience you might expect.

In Arkansas, enterprise firms—those with 300 to 3,000 advisors or over $30 billion in assets—show a median of 87 clients per advisor, which is notably higher than the national median of 62 for similar firms. With 92 such firms and 634 advisors statewide, this distribution suggests that Arkansas advisors at large firms often handle a heavier client load. This could mean these advisors rely more on centralized support and standardized processes to maintain service quality at scale. Alternatively, some firms might be in growth phases, temporarily increasing client counts before expanding their teams. Either way, higher client numbers here reflect a balance between efficient operations and maintaining meaningful client relationships.

What this means for you is that there’s no single “right” number of clients per advisor. Lower client loads typically indicate more personalized attention, while higher loads suggest a more scalable, potentially cost-effective model. Use this metric alongside others to find an advisor whose 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.

Enterprise firms active in Arkansas 48 firms
Very Low 43-43 per advisor
Low 43-55
Typical 55-89
High 89-228
Very High 228-228
5th 20th 40th 60th 80th 95th

Median: 87

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in AR
First Citizens Investor Services, Inc. logo First Citizens Investor Services, Inc.
Very Low 24
7,563
316
1
VOYA Financial Advisors, Inc. logo VOYA Financial Advisors, Inc.
Very Low 25
16,313
658
Capital Analysts logo Capital Analysts
Very Low 25
15,611
624
5
Bankers Life Advisory Services, Inc. logo Bankers Life Advisory Services, Inc.
Very Low 28
14,275
514
1
HSBC SECURITIES (USA) Inc. logo HSBC SECURITIES (USA) Inc.
Very Low 31
12,045
383
Integrity Alliance, LLC logo Integrity Alliance, LLC
Very Low 32
10,660
336
3
Oppenheimer logo Oppenheimer
Very Low 32
37,047
1,145
1
Transamerica Financial Advisors logo Transamerica Financial Advisors
Very Low 39
42,497
1,083
1
Primerica Advisors logo Primerica Advisors
Low 43
80,267
1,885
2
Advice and Planning Services logo Advice and Planning Services
Low 44
72,469
1,656
7
Savant Wealth Management logo Savant Wealth Management
Low 47
17,555
375
Sanctuary Advisors, LLC logo Sanctuary Advisors, LLC
Low 49
19,025
390
ROCKEFELLER Capital Management logo ROCKEFELLER Capital Management
Low 49
47,801
966
2
Mercer Global Advisors Inc. logo Mercer Global Advisors Inc.
Low 52
35,044
669
Mai Capital Management, LLC logo Mai Capital Management, LLC
Low 54
15,740
291
8
TD private Client Wealth LLC logo TD private Client Wealth LLC
Low 55
25,351
465
Eagle Strategies (NY Life) logo Eagle Strategies (NY Life)
Low 55
132,722
2,426
15
Ameritas Advisory Services, LLC logo Ameritas Advisory Services, LLC
Low 55
29,363
536
Independent Financial Group, LLC logo Independent Financial Group, LLC
Low 56
25,896
461
4
Mariner logo Mariner
Typical 59
54,583
922
4
Hightower Advisors logo Hightower Advisors
Typical 60
62,807
1,043
Hantz financial Services, Inc. logo Hantz financial Services, Inc.
Typical 61
23,624
387
Hornor, Townsend & kent, LLC logo Hornor, Townsend & kent, LLC
Typical 62
27,999
449
2
Truist Advisory Services logo Truist Advisory Services
Typical 62
126,145
2,022
J. W. Cole Advisors, Inc. logo J. W. Cole Advisors, Inc.
Typical 65
30,867
478
1
SPC logo SPC
Typical 65
30,595
473
2
Benjamin F. Edwards & Company, Incorporated logo Benjamin F. Edwards & Company, Incorporated
Typical 66
32,532
495
24
Stratos Wealth Partners, Ltd logo Stratos Wealth Partners, Ltd
Typical 68
24,844
366
1
Creative Planning logo Creative Planning
Typical 78
87,051
1,115
1
Kestra Advisory logo Kestra Advisory
Typical 82
115,285
1,401
4
Newedge Advisors logo Newedge Advisors
High 84
48,809
584
2
Osaic Advisory Services, LLC logo Osaic Advisory Services, LLC
High 84
29,516
350
Prime Capital Financial logo Prime Capital Financial
High 87
22,129
255
16
Cwm, Llc logo Cwm, Llc
High 88
52,263
591
4
Citizens Securities, Inc. logo Citizens Securities, Inc.
High 89
60,162
676
Centaurus Financial, Inc. logo Centaurus Financial, Inc.
High 91
37,955
418
First Manhattan Co. LLC logo First Manhattan Co. LLC
High 105
6,080
58
First Command Advisory Services logo First Command Advisory Services
High 111
113,511
1,023
1
Schwab Wealth Advisory
High 114
168,774
1,487
&PARTNERS logo &PARTNERS
High 116
53,863
465
14
Commonwealth Financial Network logo Commonwealth Financial Network
Very High 123
355,973
2,891
2
RBC Rochdale, LLC logo RBC Rochdale, LLC
Very High 129
16,170
125
Brookstone Capital Management LLC logo Brookstone Capital Management LLC
Very High 172
54,810
318
3
Empower Advisory Group logo Empower Advisory Group
Very High 175
293,347
1,673
7
Janney Montgomery Scott logo Janney Montgomery Scott
Very High 181
239,764
1,328
Private Advisor Group, LLC logo Private Advisor Group, LLC
Very High 189
139,740
741
5
Valic Financial Advisors logo Valic Financial Advisors
Very High 228
292,989
1,283
14
AE Wealth Management, LLC logo AE Wealth Management, LLC
Very High 288
127,213
442
2
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