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

Multi-team firms active in Connecticut 180 firms

Very Low $220K-$380K

Low $380K-$690K

Typical $690K-$1.2M

High $1.2M-$2.4M

Very High $2.4M-$5.2M

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

Median: $1.1M

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
RBC Securities, Inc.	Typical $920K	$1.2B	1,292	26%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Core Planning	Low $610K	$530M	867	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Hennion & Walsh Asset Management, Inc.	Low $670K	$720M	1,087	14%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Insigneo Advisory Services, LLC	Low $670K	$2.3B	3,415	12%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Maxim Financial Advisors LLC	Low $540K	$410M	758	6%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Fifth Third Wealth Advisors LLC	High $2.3M	$3.3B	1,426	40%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Hilltop Securities inc.	Low $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
Connecticut Wealth Management, LLC	Very High $3.3M	$4.3B	1,303	64%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Crestwood Advisors	Very High $7M	$7.7B	1,106	79%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Range Advisory, LLC	Low $690K	$650M	950	56%
The Oak Ridge Financial Services Group, Inc	Low $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Keel Point, LlC	High $1.8M	$2.7B	1,475	51%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
CGN Advisors, LLC	Typical $1.2M	$1.5B	1,281	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	Typical $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	Typical $940K	$1.8B	1,907	24%
SAX Wealth Advisors, LLC	High $2.1M	$3.4B	1,596	45%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Calydon Capital, LLC	Very High $8.5M	$2.4B	282	100%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Seacrest Wealth Management, LLC	Typical $1M	$1.5B	1,475	25%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
NPA Asset Management, LLC	Very Low $360K	$840M	2,293	38%
Westminster Financial Advisory Corp	Low $630K	$1.2B	1,935	16%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Cantor Fitzgerald Investment Advisors	Typical $1.1M	$1.3B	1,217	51%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
U.S. Capital Wealth Advisors, LLC	High $1.9M	$8.2B	4,395	43%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Farther	Typical $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	Low $550K	$8.1B	14,624	11%
The Burney Company	High $1.6M	$3B	1,880	48%
Concurrent Investment Advisors, LLC	Typical $1.2M	$16B	13,268	23%
Brookwood Investment Group	Very Low $360K	$1.3B	3,500	6%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Principle Wealth	Very High $2.6M	$3B	1,173	52%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Advocacy Wealth Management, LLC	High $1.7M	$2.7B	1,658	39%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Mutual Advisors, LLC	Typical $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Madison Partners	Low $620K	$1.3B	2,042	18%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
MONECO Advisors	Typical $800K	$2.2B	2,781	27%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Dakota Wealth, LLC	High $1.8M	$6.6B	3,728	35%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
Invst, LLC	Low $570K	$1.3B	2,193	15%
Synovus Securities, Inc.	Low $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
Moors & Cabot, Inc	Low $640K	$3.2B	4,921	38%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Ritholtz Wealth Management	High $1.8M	$7.2B	3,999	31%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
CW Advisors, LLC	High $2.2M	$14B	6,426	51%
Larson Financial Group, LLC	Typical $1.1M	$5.4B	4,937	35%
DayMark Wealth Partners, LLC	High $2.3M	$4.8B	2,060	44%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Carnegie Investment Counsel	High $2M	$6.2B	3,056	39%
Sunbelt Securities, Inc.	Very Low $370K	$1.9B	5,261	13%
Corecap Advisors	Low $410K	$4B	9,671	10%
Essex Financial Services, Inc.	High $1.2M	$3.5B	2,780	32%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Financial Security Advisory Inc	Low $580K	$1.6B	2,810	16%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Low $680K	$5.6B	8,302	27%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Winthrop Wealth	Typical $1.2M	$2.9B	2,405	31%
Capital Advisors, Inc.	High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
APELLA Wealth	Typical $1.2M	$9.2B	7,683	43%
Kestra Private Wealth Services, LLC	Low $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
NWF Advisory Services Inc	Low $560K	$6.4B	11,433	3%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Very Low $340K	$10B	29,615	20%
Novem Group	Low $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
NorthCoast Asset Management LLC	Typical $1M	$4.6B	4,412	27%
Provenance Wealth advisors	Typical $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Clinton Investment Management, LLC	High $1.7M	$3.5B	2,095	46%
O'Shaughnessy Asset Management, LLC	High $1.5M	$16B	10,734	100%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Facet	Low $450K	$6B	13,331	17%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	Low $640K	$11B	17,842	16%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support