Dunbar’s theory suggests that a human has the emotional bandwidth for approximately 150 sustainable social relationships. Unfortunately, there’s no such magic number for financial advisers and their clients.
The average adviser was managing 112 ongoing clients in 2025, according to a survey of 512 respondents by CFS, marking a slight increase from 110 the year before. But they aspire to serve 152, provided their “business hurdles are overcome”.
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