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

Assets under management (AUM) per client measures the average amount of assets a firm manages for each client. This metric helps indicate the type of clients a firm typically serves—higher AUM per client often means the firm focuses on wealthier clients with more complex financial needs, while lower AUM per client suggests broader access and more standardized services.

In Georgia, among multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—the median AUM per client is about $637,000. This is close to the national median for similar firms, indicating a balanced mix of client types. The distribution shows a range from around $160,000 at the lower end to over $1.6 million at the higher end, reflecting the presence of both firms geared toward mass-affluent clients and those serving high-net-worth individuals. This spread suggests that some firms in Georgia may be in earlier growth stages or intentionally maintaining lower minimums to attract a wider client base, while others focus on more specialized, wealthier clientele.

For you, this means AUM per client is a useful signal to understand how a firm structures its services and client base. There’s no single “right” number—it depends on your financial situation and preferences. Higher AUM per client often comes with more personalized, complex planning but may require higher minimum investments. Lower AUM per client firms typically offer broader access with more standardized services. Use this metric alongside others to find the best fit for your needs.

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