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

Assets under management (AUM) per client measures the average amount of client assets a firm oversees, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms that cater to wealthier individuals with more complex financial needs, while lower figures suggest broader accessibility and more standardized services.

In Louisiana, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of approximately $637,000. This figure is slightly below the national median for similar firms but still within a comparable range. The distribution shows a spread from around $184,000 at the lower end to over $3.4 million at the higher end, indicating a diverse mix of client types served by these firms. Some firms may focus on mass-affluent clients with lower minimums, while others target high-net-worth individuals requiring more personalized planning. This variation reflects the multiple service tiers common in multi-team firms, blending different client segments into one overall average.

For you, this means that the AUM per client metric is a helpful signal of how a firm structures its services but not a definitive measure of quality. A higher number suggests more bespoke attention and complex planning, while a lower number points to broader access and potentially more standardized offerings. Consider this metric alongside others to find an advisor whose approach 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 Louisiana 209 firms

Very Low $180K-$340K

Low $340K-$520K

Typical $520K-$720K

High $720K-$1.3M

Very High $1.3M-$3.4M

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

Median: $640K

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Firm	AUM/client	AUM	Clients	HNW client %
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
Copper Financial	Very Low $99K	$410M	4,165	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%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Asset Allocation Strategies, LLC	Very Low $160K	$720M	4,363	4%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
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	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
WORLD EQUITY GROUP, Inc.	Very Low $320K	$1B	3,151	4%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Gradient Investments, LLC	Very Low $330K	$8.8B	26,803	7%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Independent Solutions Wealth Management, LLC	Low $350K	$1.5B	4,265	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
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%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Foguth Wealth Management, LLC.	Low $400K	$1.1B	2,690	9%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Corecap Advisors	Low $410K	$4B	9,671	10%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
PFG Advisors	Low $420K	$3.2B	7,527	10%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Arvest Wealth management	Low $440K	$2.9B	6,689	9%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Victory Financial	Low $450K	$1.3B	2,937	12%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Korhorn Financial Group	Low $460K	$1.1B	2,303	19%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Focus Financial	Low $490K	$6.7B	13,560	13%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Advisory Solutions Group	Low $510K	$410M	807	13%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
intrua Financial	Low $510K	$1.7B	3,347	12%
HighPoint Planning Partners	Low $510K	$4.7B	9,160	36%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
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%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Stephens	Typical $670K	$14B	21,168	15%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Cooper Mcmanus	High $790K	$2.7B	3,379	16%
Moneco Advisors	High $800K	$2.2B	2,781	27%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	High $810K	$1.9B	2,281	13%
Cardinal Capital Management, Inc.	High $820K	$2.5B	3,029	22%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Advisory Services Network	High $830K	$10B	12,426	9%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Ethos Financial Group, LLC	High $970K	$1.7B	1,709	22%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
Cornerstone Wealth	High $1M	$2.4B	2,373	13%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Forum Financial Management, Lp	Very High $1.3M	$7.1B	5,622	31%
Cain, Watters & Associates, LLC	Very High $1.3M	$2.9B	2,274	35%
XYPN Sapphire	Very High $1.3M	$940M	721	25%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	Very High $1.3M	$4.5B	3,344	39%
Corda Investment Management, LLC	Very High $1.5M	$2B	1,359	42%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Rehmann Wealth	Very High $1.6M	$3.4B	2,186	51%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
BIP Wealth, LLC	Very High $1.7M	$5.2B	3,108	50%
Dana Investment Advisors Inc	Very High $1.7M	$2.3B	1,330	53%
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%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
SEIA	Very High $2.3M	$22B	9,520	52%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
The Welch Group, LLC	Very High $2.6M	$3.6B	1,416	49%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Kathmere Capital Management, LLC	Very High $3M	$2.2B	750	37%
Stokes Family Office LLC	Very High $3.4M	$2.5B	724	53%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Venturi Private Wealth	Very High $4.5M	$3.1B	687	59%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
Nicholas Hoffman & Company, LLC	Very High $20M	$7.8B	399	71%
Yale Capital Corp.	Very High $48M	$5.6B	118	100%

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