EFuturesCFO · Financial Services Suite
Wealth Advisor Productivity & Capacity
Measure revenue per advisor, capacity utilization, optimal book size, and the ROI of adding team members. Identify over/under-capacity advisors.
Executive Summary
Advisor Revenue Ranking
Growth Levers
New Hire Analysis
Methodology
Rev/Advisor = Total Revenue ÷ Advisors. Capacity = Actual Clients ÷ Target per Advisor. Hour Utilization = Client Hours ÷ Available Client-Facing Hours. Profit = Revenue − (Comp + Support + Tech + Office). New hire payback = Ramp + (Year 1 Cost ÷ Monthly Rev at Full Capacity). Top-quartile RIA: $1M+ rev/advisor, 30%+ margin.