AUM per client for Independent firms serving clients in New Hampshire

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms with higher minimum investment requirements and more complex, personalized planning, while lower figures suggest broader access and more standardized services.

In New Hampshire, independent advisory firms show a median AUM per client of about $495,905, close to the national median for similar firms. Among the 149 independent firms here, the distribution ranges widely—from firms managing less than $140,000 per client to those with over $3 million. This spread reflects the diversity of independent practices in the state: some are early-stage firms aiming to grow their client base with lower minimums, while others focus on high-net-worth clients with more bespoke services. The variety means you’ll find firms tailored to a broad spectrum of investor needs and preferences.

For you, this means the AUM per client figure can help clarify what kind of advisory experience to expect. A higher number may signal a firm geared toward complex financial situations and personalized attention, while a lower number might indicate easier access and more standardized offerings. There’s no single “right” number—it depends on your investment size, financial complexity, and desired level of service. Use this metric alongside others to find a firm that aligns with your goals and comfort level.

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