That's why we've highlighted the 10 biggest firms with the lowest advisor-to-AUM ratio. This ranking is derived from the top 25 firms on
One firm has a single advisor to oversee $3.52 billion for its clients. By comparison, another employs 35 advisors, but that crew manages a hefty $13.58 billion. Please click on the box above to see the results.
Note: The FP50 is based on data provided by participating independent broker-dealers. Firms are ranked based on total revenue.
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10. Dowling & Yahnke
AUM (billion): $3.33
# of Advisors: 15
9. Ferguson Wellman Capital Management
AUM (billion): $4.31
# of Advisors: 19
8. Pathstone Federal Street
AUM (billion): $8.28
# of Advisors: 36
7. Athena Capital Advisors
AUM (billion): $5.99
# of Advisors: 21
6. Seven Post Investment Office
AUM (billion): $4.17
# of Advisors: 12
5. Oxford Financial Group
AUM (billion): $13.58
# of Advisors: 35
4. Shepherd Kaplan
AUM (billion): $8.35
# of Advisors: 18
3. Evanson Asset Management
AUM (billion): $3.40
# of Advisors: 4
2. CV Advisors
AUM billion): $4.23
# of Advisors: 4
1. Iron Capital Advisors
AUM (billion): $3.52
# of Advisors: 1