AUM per client for Independent firms serving clients in Florida

AUM per client measures the total assets a firm manages divided by its client count, offering insight into who the firm is designed to serve. Higher AUM per client often indicates firms with higher minimum investment requirements and more complex, personalized planning, while lower numbers suggest broader access and more standardized services.

In Florida, independent firms show a median AUM per client of about $492,000, close to the national median for this category. With 953 advisors across 1,165 firms, the distribution ranges widely—from firms managing under $200,000 per client to those exceeding $2.9 million. This spread reflects the diversity of independent practices in the state: some are early-stage firms building their client base with lower minimums, while others focus on high-net-worth clients with more tailored services. The variation suggests that Florida’s independent advisors serve a broad spectrum of client needs and investment levels, from emerging investors to affluent families.

For you, this means the AUM per client metric is a useful signal about the type of advisory experience you might expect. A higher figure often corresponds with more personalized attention and complex financial planning, while a lower figure may indicate more accessible services with standardized offerings. There is no single “right” number—your best fit depends on your investment amount, financial goals, and desired level of service. Use this metric alongside others to find an advisor who matches your unique situation. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.