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

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 that cater to high-net-worth individuals with more complex financial needs and higher minimum investment requirements. Conversely, lower AUM per client suggests broader access with more standardized services for a wider range of investors.

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 $601,549. This figure is slightly below the typical national median for this category, which hovers around $637,019. The distribution in Georgia shows a range from roughly $160,774 at the lower end to about $4.85 million at the higher end, reflecting a diverse set of firms. This spread suggests that some firms in the state focus on serving mass-affluent clients with lower minimums, while others target high-net-worth clients with more specialized services. The variation also points to the presence of both early-stage multi-team firms still growing their client base and established firms intentionally maintaining a broader client mix.

For you, this means AUM per client is a helpful indicator of how a firm structures its services and client minimums, but it’s not a measure of quality. Higher AUM per client usually means more personalized, complex planning, while lower numbers indicate more accessible, standardized offerings. Use this metric alongside others to find a firm that matches your investment size, financial complexity, and desired level of attention. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.