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

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 catering to high-net-worth individuals with more complex financial needs, while lower numbers suggest firms that serve a broader client base with more standardized services.

In Idaho, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $455,000, which is below the broader national median of around $637,000. The distribution in Idaho ranges widely, from just over $1,000 to nearly $2.9 million per client, reflecting a diverse mix of client types and service models. This spread suggests that some firms in Idaho focus on early-stage or smaller client relationships, while others target more affluent clients with higher asset minimums. The variety indicates that multi-team firms in Idaho offer both accessible entry points for investors and specialized services for wealthier households.

For you, this means there’s no single “right” AUM per client number—it’s about finding the fit that matches your financial situation and service preferences. A lower AUM per client might mean more standardized, accessible service, while a higher number could signal more personalized, complex planning. Use this metric alongside others to understand how a firm’s client focus aligns with your needs.

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 Idaho 133 firms

Very Low $1.1K-$200K

Low $200K-$330K

Typical $330K-$600K

High $600K-$1.3M

Very High $1.3M-$2.9M

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

Median: $460K

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Firm	AUM/client	AUM	Clients	HNW client %
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
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%
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%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
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	Low $200K	$770M	3,786	3%
Simplicity wealth	Low $200K	$1.7B	8,456	8%
Altitude Capital Management LLC	Low $210K	$100M	488	26%
United Advisor Group	Low $210K	$1.4B	6,395	22%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Low $220K	$970M	4,339	10%
Financial & Tax Architects, LLC	Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Low $240K	$480M	2,001	0%
Transce3nd LLC	Low $260K	$400M	1,581	13%
Infinity Financial Services Advisory	Low $260K	$170M	642	5%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
Garden State Investment Advisory Services, LLC	Low $260K	$650M	2,492	6%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
Berthel Fisher & Company Financial Services, Inc.	Low $270K	$880M	3,323	1%
The Fiduciary Alliance	Low $270K	$2.4B	8,744	27%
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%
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%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
BOK Financial Securities, Inc.	Low $310K	$1B	3,263	11%
World Equity Group, Inc.	Low $320K	$1B	3,151	4%
ON Investment Management CO	Low $320K	$3B	9,317	9%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
Wealth Management	Typical $360K	$1.7B	4,731	22%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Typical $380K	$2.8B	7,318	8%
Prosperitas Financial, LLC	Typical $400K	$700M	1,745	9%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Forefront	Typical $420K	$240M	572	18%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Kovack Advisors, Inc.	Typical $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Lanark Financial, Inc.	Typical $450K	$1.6B	3,508	8%
Clear Creek Financial Management, LLC	Typical $460K	$1.8B	3,964	12%
OneSeven	Typical $460K	$7.3B	15,787	12%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trek Financial	Typical $540K	$2.4B	4,539	15%
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.	Typical $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
Core Planning	High $610K	$530M	867	14%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
Advisors Capital Management, LLC	High $640K	$11B	17,842	16%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
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%
AssuredPartners Investment Advisors	High $690K	$1.3B	1,818	21%
M HOLDINGS SECURITIES, Inc.	High $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Perennial Financial Services	High $760K	$2.3B	3,069	30%
Range Advisory, LLC	High $780K	$1.4B	1,773	45%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Advisory Services Network	High $830K	$10B	12,426	9%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Dynamic	High $960K	$5.3B	5,509	33%
Savvy	High $1.1M	$4.8B	4,552	25%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
XYPN Sapphire	Very High $1.3M	$940M	721	25%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Arax Advisory Partners	Very High $1.6M	$24B	15,155	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
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%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Bailard, Inc.	Very High $5M	$5.4B	1,068	78%
Becker Capital Management, Inc.	Very High $5M	$3.8B	745	70%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%

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