AUM per client for Independent firms serving clients in Delaware

Assets under management (AUM) per client measures the average amount of client assets a firm manages and helps indicate the type of clients a firm serves. Higher AUM per client often points to firms with higher minimum investment requirements and more personalized, complex financial planning. Lower AUM per client generally reflects firms offering broader access with more standardized services.

In Delaware, independent firms show a median AUM per client of about $399,000, slightly below the broader independent firm median. Among 52 firms, the distribution ranges widely—from very low amounts near $14,000 up to over $2.3 million per client—highlighting the diversity of practices in the state. This spread suggests Delaware’s independent advisors include both early-stage firms growing their client base with lower minimums and boutique firms focused on high-net-worth clients with more tailored services. The variation means you’ll find firms serving emerging investors as well as those catering to affluent individuals or families.

For you, understanding AUM per client helps clarify what kind of advisory experience to expect. A higher figure may mean more customized attention but also higher investment minimums, while a lower figure often indicates easier access but potentially less individualized planning. There’s no single “right” number—it’s about matching your financial situation and service preferences. Use this metric alongside others to find a firm that fits your needs.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.