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

AUM per client measures the total assets a firm manages divided by its number of clients, 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 and higher minimum investment requirements, while lower AUM per client suggests broader access with more standardized services.

In Indiana, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $554,000. This is somewhat below the typical national median for similar firms, which hovers around $630,000. The distribution in Indiana shows a range from roughly $160,000 up to over $6.3 million per client, indicating a diverse market. Some firms focus on serving wealthier clients with higher minimums and more tailored planning, while others maintain lower minimums to accommodate a wider client base. This spread suggests that Indiana’s multi-team firms offer a variety of service models, from more exclusive to more accessible.

For you, this means that AUM per client is a useful signal of the kind of service and client profile a firm targets, but it’s not a measure of quality. Higher AUM per client often means more personalized, complex planning, while lower figures may reflect broader access and standardized offerings. Consider this metric alongside others to find a firm that matches 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 Indiana 180 firms

Very Low $160K-$290K

Low $290K-$430K

Typical $430K-$690K

High $690K-$1.7M

Very High $1.7M-$6.4M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
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%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	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%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	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%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
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%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
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%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SB Advisory, LLC	Very Low $240K	$640M	2,634	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Low $300K	$5.1B	17,207	7%
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%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Signature Equity Partners, LLC	Low $310K	$330M	1,056	4%
WORLD EQUITY GROUP, Inc.	Low $320K	$1B	3,151	4%
On Investment Management CO	Low $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
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%
Gradient Investments, LLC	Low $330K	$8.8B	26,803	7%
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%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
49 Financial	Low $340K	$1.3B	3,771	6%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
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%
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%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Corecap Advisors	Low $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
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%
Maia Wealth	Typical $460K	$970M	2,127	11%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
Korhorn Financial Group	Typical $460K	$1.1B	2,303	19%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Focus Financial	Typical $490K	$6.7B	13,560	13%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
Centennial Securities Company Inc	Typical $510K	$1.3B	2,468	17%
Kintra Wealth, LLC	Typical $520K	$1.5B	2,914	45%
Facet	Typical $520K	$7.6B	14,741	20%
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%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Core Planning	Typical $610K	$530M	867	14%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Avantax Planning Partners, Inc.	Typical $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%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Provenance Wealth advisors	High $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Bolton Global Asset Management	High $760K	$4.2B	5,566	31%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Advisory Services Network	High $830K	$10B	12,426	9%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Advisornet Wealth Partners	High $900K	$3.1B	3,499	26%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Savvy	High $1.1M	$4.8B	4,552	25%
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%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
Donaldson Capital Management LLC	High $1.7M	$2.9B	1,736	41%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Timucúan Asset Management Inc.	Very High $4.6M	$2.7B	591	97%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Sapient Capital LLC	Very High $12M	$12B	980	71%
Oxford Financial Group, LTD	Very High $24M	$14B	589	94%
Aaron Wealth Advisors	Very High $26M	$3.3B	127	91%

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