RIA Firms Maintain Advisor-to-Client Ratios Despite AI
Registered investment advisors in the RIA Edge 100 say they will not raise advisor-to-client ratios despite AI efficiency gains, according to a report published April 1, 2026. The list shows an average of about 70 client accounts per advisor in 2026, and firms including Wescott, BBR Partners and Laird Norton plan to use AI to deepen service, mentorship and research rather than increase client loads.
Key Points
- 1Report finds average RIA Edge 100 firms have about 70 client accounts per advisor in 2026
- 2Executives say AI increases efficiency but will preserve service standards, avoiding higher client loads per advisor
- 3Use efficiencies to deepen client relationships, mentor junior staff, expand research, not to raise ratios
Scoring Rationale
Timely, industry-wide reporting with sourced firm data and executive quotes. Scored high for scope and credibility, modestly limited by limited technical novelty and descriptive depth.
Sources
Public references used for this report.
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