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

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 with higher minimum investment requirements and more complex, personalized planning, while lower figures suggest broader access with more standardized services.

In Louisiana, multi-team firms—those with 30 to 300 advisors or managing over $3 billion—have a median AUM per client of about $637,000, slightly below the national median of $653,000 for similar firms. The distribution ranges from roughly $183,000 to $3.4 million, showing a wide spectrum of client profiles. This suggests that many firms in Louisiana balance serving both mass-affluent clients and higher-net-worth households. Some firms may be early in their growth or intentionally focused on broader access, while others cater to more affluent clients with tailored services. The variety reflects the diverse financial needs and goals of clients across the state.

For you, this means AUM per client is a helpful signal but not a definitive measure of quality. A higher number often means more personalized, complex planning with higher minimums, while a lower number may indicate easier access but more standardized service. Use this metric alongside others to find an advisor whose approach matches your financial situation and 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 207 firms

Very Low $180K-$340K

Low $340K-$520K

Typical $520K-$750K

High $750K-$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 %
Yale Capital Corp.	Very High $48M	$5.6B	118	100%
Nicholas Hoffman & Company, LLC	Very High $20M	$7.8B	399	71%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Plante Moran financial advisors	Very High $6.7M	$27B	3,988	86%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Venturi Private Wealth	Very High $4.5M	$3.1B	687	59%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Stokes Family Office LLC	Very High $3.4M	$2.5B	724	53%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
Kathmere Capital Management, LLC	Very High $3M	$2.2B	750	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
The Welch Group, LLC	Very High $2.6M	$3.6B	1,416	49%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
SEIA	Very High $2.3M	$22B	9,520	52%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dana Investment Advisors Inc	Very High $1.7M	$2.3B	1,330	53%
BIP Wealth, LLC	Very High $1.7M	$5.2B	3,108	50%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Ingalls Investment Management, LLC	Very High $1.6M	$6.8B	4,245	26%
Rehmann Wealth	Very High $1.6M	$3.4B	2,186	51%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
CORDA Investment Management, LLC	Very High $1.5M	$2B	1,359	42%
Zacks Investment Management, Inc.	Very High $1.3M	$4.5B	3,344	39%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
XYPN Sapphire	Very High $1.3M	$940M	721	25%
Cain, Watters & Associates, LLC	Very High $1.3M	$2.9B	2,274	35%
Forum Financial Management, Lp	Very High $1.3M	$7.1B	5,622	31%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Cornerstone Wealth	High $1M	$2.4B	2,373	13%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
Ethos Financial Group, LLC	High $920K	$1.8B	1,996	21%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Advisory Services Network	High $830K	$10B	12,426	9%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Cardinal Capital Management, Inc.	High $820K	$2.5B	3,029	22%
Ashton Thomas Securities, LLC	High $810K	$1.9B	2,281	13%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Moneco Advisors	High $800K	$2.2B	2,781	27%
Cooper McManus	High $790K	$2.7B	3,379	16%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Moors & Cabot, Inc	High $750K	$3.7B	4,921	38%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
M HOLDINGS SECURITIES, Inc.	Typical $690K	$3B	4,368	2%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Prospera Financial Services, inc.	Typical $680K	$12B	17,878	44%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Stephens	Typical $670K	$14B	21,168	15%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
Lexaurum Advisors	Typical $570K	$1.2B	2,189	15%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Highpoint Planning Partners	Low $510K	$4.7B	9,160	36%
intrua Financial	Low $510K	$1.7B	3,347	12%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Stonex Advisors Inc.	Low $500K	$4.9B	9,741	10%
Focus Financial	Low $490K	$6.7B	13,560	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Korhorn Financial Group	Low $460K	$1.1B	2,303	19%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Victory Financial	Low $450K	$1.3B	2,937	12%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Arvest Wealth management	Low $440K	$2.9B	6,689	9%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Kovack Advisors, Inc.	Low $430K	$5.6B	12,906	12%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Corecap Advisors	Low $410K	$4B	9,671	10%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Foguth Wealth Management, LLC.	Low $400K	$1.1B	2,690	9%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Independent Solutions Wealth Management, LLC	Low $350K	$1.5B	4,265	6%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
Gradient Investments, LLC	Very Low $330K	$8.8B	26,803	7%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
ON Investment Management CO	Very Low $320K	$3B	9,317	9%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
World Equity Group, Inc.	Very Low $320K	$1B	3,151	4%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Elevate Financial Planning and Wealth Management	Very Low $230K	$110M	457	3%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Asset Allocation Strategies, LLC	Very Low $160K	$720M	4,363	4%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
MissionSquare Retirement	Very Low $140K	$5.7B	40,526	1%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Gradient Wealth Management	Very Low $130K	$600M	4,546	4%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Copper Financial	Very Low $99K	$410M	4,165	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%

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