How Many Clients Do You Have?

Not many.
Right now, I serve fewer than 25.
And I will never serve more than 75.

At my last firm, I was responsible for more than 150 clients.
I left because I believe each person deserves more time, more care, and fewer canned updates.

For comparison, Edward Jones claims to serve 9 million clients with 20,000 advisors.
That’s about 450 clients per advisor.
There’s just no way that model allows for real relationship, deep listening, or thoughtful planning.

Me? I’m building something different.
A practice built on presence, not production.
One that grows intentionally, and never beyond what I can serve well.

Keeping the total under 75 gives me space to know you.
To be available when life changes.
To give you the time you deserve—without rushing, without autopilot.

It also protects my own capacity.
I’m not willing to sacrifice my family time, my solitude, or the margin I need to show up fully for the people I serve.

This isn’t a growth strategy.
It’s a boundary.
And it’s one I plan to keep.

P.S.
If you’re curious why I limit the number of clients I serve, you might enjoy this article from the BBC on Dunbar’s Number. It explains why we can only maintain so many meaningful relationships—and why I’ve chosen to build a practice around depth, not scale.