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.

Independent firms active in Florida 952 firms
Very Low $0-$180K
Low $180K-$370K
Typical $370K-$690K
High $690K-$1.2M
Very High $1.2M-$2.9M
5th 20th 40th 60th 80th 95th

Median: $490K

Firm
AUM/client
AUM
Clients
HNW client %
Waldo Investment Advisors, LLC
Very High $2.8M
$17M
6
100%
H. L. Lichstrahl & Company, LLC logo H. L. Lichstrahl & Company, LLC
Very High $2.9M
$78M
27
52%
W Bradley Wealth Management LLC logo W Bradley Wealth Management LLC
Very High $2.9M
$2.9M
1
0%
Childress & CO LLC
Very High $2.9M
$50M
17
100%
LE Capital Management LLC
Very High $3M
$15M
5
100%
Curtin Financial Management, Inc.
Very High $3M
$74M
25
80%
RSD Advisors logo RSD Advisors
Very High $3M
$77M
26
58%
Waypoint Strategic Wealth LLC logo Waypoint Strategic Wealth LLC
Very High $3M
$21M
7
100%
TCS Financial Services, Inc.
Very High $3.1M
$81M
26
62%
Broadstreet Financial Advisers LLC
Very High $3.1M
$84M
27
70%
Worthscape, LLC logo Worthscape, LLC
Very High $3.2M
$88M
28
75%
Aperture Advisors LLC logo Aperture Advisors LLC
Very High $3.2M
$16M
5
100%
The Financial Preserve at Lonier Financial Advisory LLC
Very High $3.3M
$33M
10
100%
Blue River South, LLC
Very High $3.4M
$75M
22
95%
Zeniki Wealth logo Zeniki Wealth
Very High $3.5M
$21M
6
50%
Gervais Capital Management, LLC logo Gervais Capital Management, LLC
Very High $3.5M
$150M
42
69%
Bishop Capital Advisors LLC logo Bishop Capital Advisors LLC
Very High $3.5M
$38M
11
100%
Aber Investments logo Aber Investments
Very High $3.5M
$31M
9
100%
Reef Advisors LLC
Very High $3.7M
$37M
10
100%
Fiduciary Consulting Group, Inc. logo Fiduciary Consulting Group, Inc.
Very High $3.7M
$100M
28
89%
V Delima Investments Inc
Very High $3.7M
$63M
17
100%
Kapok Capital LLC logo Kapok Capital LLC
Very High $3.8M
$30M
8
75%
Emerson Partners logo Emerson Partners
Very High $3.8M
$61M
16
63%
Icebridge Financial Group logo Icebridge Financial Group
Very High $3.9M
$70M
18
100%
Gen2 Advisors, LLC logo Gen2 Advisors, LLC
Very High $4M
$68M
17
71%
Diversified Capital Corp.
Very High $4.1M
$20M
5
60%
Earner Wealth LLC logo Earner Wealth LLC
Very High $4.1M
$16M
4
50%
Cerasus Advisors Inc
Very High $4.2M
$130M
30
37%
Zonka & Associates, Inc.
Very High $4.3M
$26M
6
100%
Integra Private Wealth Management, LLC logo Integra Private Wealth Management, LLC
Very High $4.4M
$66M
15
100%
Forrest Investment Management, Inc.
Very High $4.7M
$85M
18
100%
Benson Avenue Capital, LLC logo Benson Avenue Capital, LLC
Very High $4.7M
$38M
8
63%
Todo Capital, LLC
Very High $4.8M
$140M
30
100%
Keener Investments
Very High $4.9M
$73M
15
80%
Sentinel Investment Planning, LLC
Very High $5M
$15M
3
33%
Darrell Capital Management, LLC logo Darrell Capital Management, LLC
Very High $5.1M
$86M
17
94%
Futura Asset Advisors LLC logo Futura Asset Advisors LLC
Very High $5.1M
$66M
13
85%
Hammer And Company LLC
Very High $5.2M
$77M
15
80%
Epic Investment Management logo Epic Investment Management
Very High $5.5M
$44M
8
100%
Gillespie Wealth Management Inc
Very High $5.6M
$45M
8
100%
ALES29 Advisors, Inc
Very High $5.7M
$40M
7
86%
Trust Beyond Corp
Very High $5.9M
$130M
22
68%
REI Wealth Management logo REI Wealth Management
Very High $7M
$150M
21
52%
Clearwater Capital Management
Very High $7.7M
$140M
18
100%
GGCFO Advisors logo GGCFO Advisors
Very High $7.7M
$100M
13
0%
Kailix Advisors LLC
Very High $8.5M
$120M
14
100%
Sun Creek Holdings LLC
Very High $9.1M
$27M
3
100%
LK Financial Planning LLC
Very High $9.7M
$87M
9
100%
Baffin Advisors LLC logo Baffin Advisors LLC
Very High $12M
$100M
9
100%
Figa Capital Management LLC.
Very High $12M
$35M
3
67%
Ossia IM
Very High $16M
$99M
6
100%
Strategic Probability Partners, LLC logo Strategic Probability Partners, LLC
Very High $17M
$140M
8
75%
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