AUM per client for Multi-team firms serving clients in Arizona

Assets under management (AUM) per client measures the average amount of assets a firm manages for each client, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms that cater to high-net-worth individuals with more complex financial planning needs, while lower figures suggest firms with broader access and more standardized services.

In Arizona, among multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—the median AUM per client is about $450,000. This is notably lower than the national median of approximately $650,000, reflecting a wider range of client asset levels within the state. The distribution shows some firms managing very low AUM per client, while others serve clients with over $2 million on average. This spread suggests that Arizona’s multi-team firms include both those in early growth stages or focused on serving a broader client base, as well as those targeting more affluent clients with specialized services.

For you, this means that AUM per client is a useful indicator of the kind of service and minimum investment you might expect, but it’s not a measure of quality. A higher AUM per client often corresponds to more personalized, complex planning, while a lower number may mean more accessible, standardized offerings. Use this metric alongside others to find a firm that aligns with your financial situation and service preferences.

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

Multi-team firms active in Arizona 259 firms

Very Low $2.4K-$250K

Low $250K-$400K

Typical $400K-$550K

High $550K-$1.2M

Very High $1.2M-$2.4M

5th 20th 40th 60th 80th 95th

Median: $450K

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Firm	AUM/client	AUM	Clients	HNW client %
USAA Investment Services Company	Very Low $0	$0	2,635	7%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Gradient Wealth Management	Very Low $130K	$600M	4,546	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MissionSquare Retirement	Very Low $140K	$5.7B	40,526	1%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Encompass More Asset Management LLC	Low $250K	$980M	4,008	6%
Great Valley Advisor Group, LLC	Low $250K	$9.3B	36,836	5%
Consolidated Portfolio Review Corp	Low $260K	$1.6B	6,187	5%
Transce3nd LLC	Low $260K	$400M	1,581	13%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
Advisory Alpha, LLC	Low $270K	$2.4B	8,799	5%
B.O.S.S. Retirement Advisors, LLC	Low $270K	$1.4B	4,956	3%
TCFG Investment Advisors, LLC	Low $270K	$640M	2,334	3%
Creative Financial Designs, Inc.	Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Low $280K	$2.4B	8,631	5%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Low $300K	$5.1B	17,207	7%
INTELLICENTS INVESTMENT SOLUTIONS INC	Low $300K	$2.3B	7,776	10%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
World Equity Group, Inc.	Low $320K	$1B	3,151	4%
ON Investment Management CO	Low $320K	$3B	9,317	9%
Trilogy Capital, Inc.	Low $320K	$2.6B	8,058	7%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Convergence Financial	Low $330K	$880M	2,665	24%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Novem Group	Low $390K	$1.4B	3,513	7%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Foguth Wealth Management, LLC.	Typical $400K	$1.1B	2,690	9%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Sunbelt Securities	Typical $420K	$2.6B	6,198	15%
Forefront	Typical $420K	$240M	572	18%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Northeast Planning Associates, Inc.	Typical $430K	$410M	959	8%
Kovack Advisors, Inc.	Typical $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Redhawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Typical $450K	$1.6B	3,508	8%
Clear Creek Financial Management, LLC	Typical $460K	$1.8B	3,964	12%
Northland Asset Management	Typical $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
OneSeven	Typical $460K	$7.3B	15,787	12%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Stonex Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Advisory Solutions Group	Typical $510K	$410M	807	13%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Highpoint Planning Partners	Typical $510K	$4.7B	9,160	36%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Facet	Typical $540K	$8.7B	16,053	18%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	High $560K	$6.4B	11,433	3%
Financial Security Advisory Inc	High $590K	$1.8B	3,099	15%
Blueprint Financial Advisors	High $600K	$1.4B	2,290	2%
Balefire, LLC	High $600K	$1B	1,757	13%
Wedbush Securities Inc.	High $610K	$6.4B	10,653	29%
Core Planning	High $610K	$530M	867	14%
Madison Partners	High $620K	$1.3B	2,042	18%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
Retirement Planners of America	High $630K	$3.6B	5,625	20%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Sowell Management	High $680K	$4.3B	6,280	6%
Prospera Financial Services, inc.	High $680K	$12B	17,878	44%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
M HOLDINGS SECURITIES, Inc.	High $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Alera Investment Advisors, LLC	High $700K	$1.4B	2,034	17%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Provenance Wealth advisors	High $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
Moors & Cabot, Inc	High $750K	$3.7B	4,921	38%
Perennial Financial Services	High $760K	$2.3B	3,069	30%
FourStar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
Waterloo Capital	High $780K	$2B	2,609	35%
Berger Financial Group	High $780K	$2.9B	3,755	22%
Range Advisory, LLC	High $780K	$1.4B	1,773	45%
Cooper McManus	High $790K	$2.7B	3,379	16%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	High $810K	$1.9B	2,281	13%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Advisory Services Network	High $830K	$10B	12,426	9%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Maridea Wealth Management	High $860K	$1.8B	2,100	16%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Dynamic	High $960K	$5.3B	5,509	33%
SeaCrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Savvy	High $1.1M	$4.8B	4,552	25%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Winthrop Wealth	Very High $1.2M	$2.9B	2,405	31%
Titleist Asset Management, LLC	Very High $1.2M	$2.6B	2,103	55%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Forum Financial Management, Lp	Very High $1.3M	$7.1B	5,622	31%
XYPN Sapphire	Very High $1.3M	$940M	721	25%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	Very High $1.3M	$4.5B	3,344	39%
Soltis Investment Advisors, LLC	Very High $1.3M	$6.9B	5,113	63%
Capital Investment Advisors, LLC	Very High $1.4M	$8.2B	6,014	41%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Pure Financial Advisors, LLC	Very High $1.5M	$11B	7,503	48%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Arax Advisory Partners	Very High $1.6M	$24B	15,155	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
TCI Wealth Advisors, Inc.	Very High $1.6M	$5.2B	3,189	40%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Dana Investment Advisors Inc	Very High $1.7M	$2.3B	1,330	53%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cardinal Point Wealth Management	Very High $1.9M	$4.2B	2,175	52%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
Destination Wealth Management	Very High $2.1M	$4.8B	2,272	59%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
SEIA	Very High $2.3M	$22B	9,520	52%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Halbert Hargrove	Very High $2.5M	$3.7B	1,457	61%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Mora Capital Management, LLC	Very High $2.9M	$1.3B	429	40%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Crewe Advisors	Very High $3.4M	$1.7B	514	59%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
BakerAvenue	Very High $5.3M	$5.8B	1,099	72%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Sapient Capital LLC	Very High $12M	$12B	980	71%

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